tag:blogger.com,1999:blog-4815867514277794362.post9175405912760262371..comments2024-03-08T06:18:28.125+11:00Comments on Bronte Capital: Huabao Suspends Trading After Falling on Short-Seller ReportJohn Hemptonhttp://www.blogger.com/profile/03766274392122783128noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-4815867514277794362.post-63038347336151929802012-05-15T09:38:18.238+10:002012-05-15T09:38:18.238+10:00Just got around to reading this article about the ...Just got around to reading this article about the AA research on Huabao<br />http://www.integrity-research.com/cms/2012/05/01/rogue-firm-embarrasses-sell-side-research/Nathannoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-80034590603211822022012-05-08T13:13:54.439+10:002012-05-08T13:13:54.439+10:00There remains much opportunities for shorts in the...There remains much opportunities for shorts in the Asia environment and thanks to your blog, I can live in some of the action! Its easy to spot them but everyones saying Im crazy, only time will tell.MTH Investmentshttps://www.blogger.com/profile/00523146218701602591noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-45016519419335680752012-05-03T03:16:26.645+10:002012-05-03T03:16:26.645+10:00Anonymous didn't mention th epoint you made in...Anonymous didn't mention th epoint you made in October about the derivative transaction. Makes me wonder if some idiot IB is long all of her stock having sold a devillishly clever put call strategy!Mark Tnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-23993728001285939662012-05-02T13:18:20.658+10:002012-05-02T13:18:20.658+10:00Einhorn must make you kinda jealous. That is a pr...Einhorn must make you kinda jealous. That is a pretty easy way to realize a short position.<br /><br />http://dealbreaker.com/2012/05/david-einhorn-is-doing-all-of-his-management-calls-publicly-from-now-on/Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-2848153576275951312012-05-02T00:58:04.518+10:002012-05-02T00:58:04.518+10:00Hi John, long time reader here based in Toronto. W...Hi John, long time reader here based in Toronto. What do you think of Aussie dollar currently? Contemplating a shift sway from the C$.escoffieldhttps://www.blogger.com/profile/03362943974800715130noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-17455673305075760232012-05-01T16:28:09.186+10:002012-05-01T16:28:09.186+10:00Fab financials are because when Deloitte signs off...Fab financials are because when Deloitte signs off on them, it's really a local firm that is affiliated with Deloitte, and may not conform to international audit standards. It's just one way that rampant fraud in China stocks is allowed to occur. See also http://money.msn.com/investing/the-big-fraud-in-chinese-stocks-jubak.aspx?page=2Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-25679289597913941892012-04-27T11:00:25.309+10:002012-04-27T11:00:25.309+10:00Hi John kudos for the good work from you and AA. B...Hi John kudos for the good work from you and AA. Base on the report from AA I am pretty sure HuaBao is a fraud but I can't understand why they are able to generate such fabulous financial statements. Thanks for your help to clear my doubtslmenwehttps://www.blogger.com/profile/01095654912764338378noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-75079553616579986622012-04-27T03:47:17.780+10:002012-04-27T03:47:17.780+10:00So who is the official behind the Chairwoman??So who is the official behind the Chairwoman??Itanoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-68942019800951660752012-04-26T11:41:54.854+10:002012-04-26T11:41:54.854+10:00Nice work. That looked an interesting short. My on...Nice work. That looked an interesting short. My only concern was can you close the short given the tendency of HKEX stocks to remain suspended forever. I remember thinking 2339.hk Norstar Founders Group looked too good to be true. It got suspended and remained so for years afterwards! <br /><br />I'm still arguing with IB about the mark taken on a short of yours - Universal Travel Group - why it can't be written down is annoying!<br /><br />SamboSambonoreply@blogger.com