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)会怎么看待奥兰(Olam)公司?在质疑这家新加坡大宗商品交易商的会计及债务负担问题一周后,这位做空者没有做出任何具体的解释,而奥兰公司的股价也只下跌了5%。是这次指控的时机不对,还是说本次异乎寻常的做空策略未完待续?不论他之后会提出什么,在做出指控超过五个交易日后才提出证据未免太久了。
Mr Block’s approach to Olam is a break from his norm. Previously, attacks through his Muddy Waters outfit have been launched alongside long public reports that allege fraud. But last week’s presentation is not public and there is as yet no report. And Mr Block cannot have been unaware of his audience: the Ira Sohn conferences attract big investor and media coverage. Olam represents not only a new approach by Mr Block but also a different type of target. Muddy Waters claims expertise in Chinese companies. Yet Olam is a Singapore blue-chip of which Temasek, the state investment agency, holds a sixth.
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2020-09-15
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