布洛克做空奥兰公司的方式与以往有很大不同。过去,由他的浑水公司(Muddy Waters)发起的攻击总是伴随着冗长的公开报告,指控对方存在欺诈行为。而上周的讲话并未公开,迄今也没有任何书面报告出炉。再者,布洛克不可能不知道他的听众都是些什么人——Ira Sohn投资者大会吸引的正是大投资者和媒体报道。布洛克这次不仅采用了一种新的方法,就连目标类型也有别于以往。浑水公司一向善于对中国公司出手,而奥兰公司却是一支新加坡蓝筹股,其六分之一的股份由新加坡政府投资机构淡马锡(Temasek)持有。
The shorts are certainly primed: short positions in Olam are double their levels earlier this year and represent almost all the stock that can be borrowed, according to Markit, or more than 13 per cent of the shares in total. That is twice as much as the city state’s next most shorted stock. Perhaps Mr Block has devised a form of market rope-a-dope – Olam has denied his claims, although it does not know the full detail of them – and he may be just warming up. Regulators might have something to say about that.
这次做空无疑是有备而来:根据Markit的数据,针对奥兰公司的空头头寸规模增长到今年早些时候的两倍,总计占了奥兰公司超过13%的股份,这差不多包括了可以拆借的所有股票。奥兰因此成为新加坡被做空力度最大的股票,并且空头规模为排名第二的股票的两倍。也许布洛克迄今的行为只是热身,而一切都是他设计的在市场中以逸待劳的办法——奥兰公司没有了解布洛克所说的全部细节就否认了他的指控。对此监管机构也许能说出一些内情。
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