渾水

Lex_Olam /Muddy Waters – blocked off
Lex專欄:渾水做空奧蘭有戲嗎?


渾水公司一向善於對中國公司出手,這次卻把矛頭對準一隻新加坡藍籌股,而且還是淡馬錫持有六分之一股份的奧蘭公司。

What in the world of cocoa, coffee, cotton and cashews is Carson Block up to regarding Olam? One week after the short seller questioned the Singaporean commodity trader’s accounting and debt burden, no explanation has materialised and the shares are off just 5 per cent. Was the timing of the allegations poor or is this unusual shorting strategy yet to play out? Regardless of what comes next, leaving at least five trading days between the claims and any proof is too long.

在可可、咖啡、棉花和腰果的世界,卡森•布洛克(Carson Block)會怎麼看待奧蘭(Olam)公司?在質疑這家新加坡大宗商品交易商的會計及債務負擔問題一週後,這位做空者沒有做出任何具體的解釋,而奧蘭公司的股價也只下跌了5%。是這次指控的時機不對,還是說本次異乎尋常的做空策略未完待續?不論他之後會提出什麼,在做出指控超過五個交易日後才提出證據未免太久了。

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