GMT News

Our free newsletter is published once a month and aims to give you a flavour of the research topics we have been working on. If you want to see what’s coming your way, check out our video channel but don’t forget to sign-up first.

Previous Newsletters:Date
CIMIC Group: Engineering profits30 Apr 2019
CELLTRION: Billion dollar write-down9 May 2018
Asia’s most manipulated market is…8 Feb 2018
SINOPHARM: Not what it seems27 Sep 2017
Hong Kong needs short-sellers14 Aug 2017
CHINA GREENLAND (1253 HK): How Bizarre, how bizarre...24 May 2017
ZTO EXPRESS: Downgrade risks rise29 Mar 2017
CHINA EVERGRANDE: Are its auditors asleep?17 Jan 2017
Aircraft leasing07 Dec 2016
All roads lead to China26 Oct 2016
Related Party Transactions13 May 2016
China: If you think things are bad now...11 Mar 2016
Corporate Leverage10 Sep 2015
Noble Group: What new disclosure?08 May 2015
Noble Group's Financial Alchemy08 Apr 2015
Japan's Reluctant Consumer13 Feb 2015
China's last hurrah08 Jan 2015
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What we do

We are an accounting research firm focused on Asia and regulated by Hong Kong’s Securities and Futures Commission. Our primary goal is to use financial statements to judge whether a company is over-or-understating its profits through the exploitation of accounting standards. We publish around twenty in-depth reports each year across three product lines:

  1. Thematic accounting makes up 75% of our output. We pick a particular accounting or corporate governance issue, explain it and then highlight companies with potential problems.
  2. We write two-to-four in-depth company-specific reports each year. Within these accounting exposés, we highlight companies with particularly egregious accounting.
  3. We write two micro-strategy reports each year. We have developed a methodology to analyse the financial statements of 36,000 listed companies across 30 markets globally. This enables us to assess where the corporate sector lies within the economic business cycle and helps tell us where we should look for our longs and our shorts.

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