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Andrew Left banned from trading in HK for saying China Evergrande was insolvent

87 pointsby baylearnover 3 years ago

11 comments

dustintrexover 3 years ago
Echoes of the Wirecard scandal in Germany, where local regulator BaFin spent much more time suing critics than investigating the company:<p><a href="https:&#x2F;&#x2F;www.globalcapital.com&#x2F;article&#x2F;28mu9tpjsiu015o44foxt&#x2F;people-and-markets&#x2F;reckoning-begins-for-bafin-after-it-pursued-wirecard-foes-not-fraudsters" rel="nofollow">https:&#x2F;&#x2F;www.globalcapital.com&#x2F;article&#x2F;28mu9tpjsiu015o44foxt&#x2F;...</a>
TradingPlacesover 3 years ago
Here&#x27;s the deck that got him banned <a href="https:&#x2F;&#x2F;www.slideshare.net&#x2F;dingli8888&#x2F;citron-research" rel="nofollow">https:&#x2F;&#x2F;www.slideshare.net&#x2F;dingli8888&#x2F;citron-research</a>
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baylearnover 3 years ago
Full title (I shortened to 80 characters): Andrew Left Was Banned From Trading in Hong Kong for Saying China Evergrande Group Was Insolvent. Was He Right All Along?<p>The real estate firm — which Left targeted in a 2012 short report — now faces a reckoning on its $300 billion in liabilities.
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htrpover 3 years ago
From his call in 2012, the stock went up 10x before crashing all the way back down this year.<p>As usual, being the short guy is a lonely career.... (and a reminder the market can stay irrational longer than you can stay solvent).
RegnisGnawover 3 years ago
He’s lucky he did this in HK. If he was in mainland then he’d be found with “Picking quarrels and provoking trouble”
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sam0x17over 3 years ago
So in other words &quot;Chinese authorities confirm Evergrande is insolvent&quot;?
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ggambettaover 3 years ago
What a twist it would be if Andrew Left goes from GameStop villain to prophetic Evergrande hero all within a year :)
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dopameanover 3 years ago
Am I reading this correctly... this is from 2012? It&#x27;s incredible to me how long it takes for reports like this to be seen as true by the larger investor community.
naveen99over 3 years ago
If residential property was electronically tradable like stocks, we wouldn’t have insolvent real estate companies get so big as evergrande.
LorenPechtelover 3 years ago
Well, duh! China has been propping up their economy to maintain an unsustainable growth rate. This is just the first *obvious* crack.
tibbydudezaover 3 years ago
Ego - Hui clearly felt he could emulate Jack Ma.