15 July, 2021
ASIAN SHORT-SELLERS
SPACs, Crypto, SGOCO, Luckin and Newegg

Gillem Tulloch
gillem-tulloch
iceberg-research
blue-orca-capital
j-capital
luckin-coffee
wolfpack-research
grizzly-research
hindenburg-research
viceroy-research-group
bit-digital-inc
douyu-international-holdings-ltd
tyro-payments-ltd
nearmap-ltd
ehang-holdings-ltd
sos-ltd
culper-research
ebang-international-holdings-inc
diginex-ltd
so-young-international-inc
bit-mining-ltd
sgoco-group
newegg-commerce
luokung-technology
Insights
1 December, 2023
NEWSLETTER: EVERGRANDE (3333 HK)
Never profitable

Fredrik Oeqvist
Evergrande’s much delayed and recently published 2021 annual report makes clear that it significantly overstated revenue and earnings – most likely for many years. Contrary to what some people think, Evergrande was not so much a victim of tightened liquidity or a COVID-induced property market downturn; its problems were far more fundamental – there were never any profits....
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18 August, 2020
NEWSLETTER: COMING HOME?
Watch out for the privatisation “squeeze out”

Gillem Tulloch
The proposed Holding Foreign Companies Accountable Act could force hundreds of Chinese companies listed on US exchanges to delist over the next few years. For many large companies, seeking a secondary listing in Hong Kong or the mainland is a sensible insurance policy. However, investors should be wary of companies which decide to privatise and then relist. Our analysis of...
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