想起了NKF的杜莱
同样高调的反击,要告SPH, 结果要坐牢. OLAM 的反击,本身是心虚的表现. 又想起了当年的CAO, 本业不错, 就是因为对冲过头,结果要破产. OLAM也一样,要做农产品的对冲,风险控制不好,会要命的. 这股我是不会碰的.
4 个回答
浑水还真能搅
前一段时间不是还和李开复吵了一段时间？
Olam: Muddy Waters Initiating Coverage With Strong Sell.
27 Nov 2012 14:12
Muddy Waters rates Olam International shares a Strong Sell. In this latest report Muddy Waters highlights how Olam runs a high risk of failure. Its "asset heavy" strategy appears to be an off-the-rails CapEx and acquisition binge. Management talks about the "gestation" of these projects, but our research makes clear that they are marred by incompetence and perhaps significant misconduct. The vast majority of the acquisitions we have researched are of low quality assets that appear to bring little more than cosmetic benefits to Olam. In short, these projects are "pie in the sky" that we strongly believe are destroying substantial amounts of capital...
http://www.muddywatersresearch.com/research/olam/initiating-coverage-olam/
牛某坚决支持olam的维权行动。
浑水此风长不得。此风一长，以后浑水只要向上市公司发封信，就可以坐地收保护费了。