金融人語：渾水翻版 港人班底
1 :
GS(14)@2012-01-26 22:59:57http://hk.apple.nextmedia.com/te ... 307&art_id=16015444
Jonestown一日後公佈影片。影片全程以隱蔽鏡頭攝錄，一名操流利廣東話的 Jonestown調查員，冒充速遞員，將 Moveday的郵件送到永暉於香港辦公室，永暉職員在片中指雖然無 Moveday公司蓋印，但言談直認 Moveday是永暉附屬公司，並代為簽收。片中的調查員聲音經過特別處理，面孔亦刻意掩蓋，令外界無從辨認身份。
我想問邊度有片?
2 :
GS(14)@2012-01-26 23:00:45報告盡見港式英文
另外，全文以英語撰寫的 Jonestown報告，但用字卻大不如渾水等同業流利。不妨從 Jonestown以下節錄的報告內容，一窺究竟。
「 How Winsway（永暉焦煤） does business depends on if you ask the company or if you read the prospectus.」「 Perhaps the most important thing to mention is that the fraud has now been exposed.」
「 Jonestown Research is short the securities of Winsway…… We have every reason to want the securities to go down in price because we'll make money when they do so…… After we publish this report, we may short more, cover, or trade in any manner we see fit.」
除了以上的節錄內容外，報告全文無論係句式、用字、文法，都盡見港式英文風格。相信大有可能由香港人撰寫。可見 Jonestown報告由調查至撰寫，都有港人的影子在內。
D文章
http://invest-door.com/research/
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http://realforum.zkiz.com/thread.php?tid=29412
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3 :
GS(14)@2012-01-26 23:04:37外電上周四報道，話 Jonestown報告喺網上流傳，媒體立即爭相轉載。查實 Jonestown在網上並無自己的網站，網上亦無任何相關資料。我哋翻查紀錄， Jonestown發佈資訊的途徑，原來只是透過一個表面上好似是獨立的第三方、成立只係數天的資訊網站。
出招前兩天始設網站
呢個網站叫 invest-door.com，在公佈 Jonestown Research報告前，並無發佈過任何報告。網站介紹 invest-door的宗旨，係要 Democratized Online Original Research，打破投資銀行壟斷研究的局面，轉載質素高、免費的報告畀投資者。我哋翻查網上域名登記紀錄， invest-door.com在本月 17日（上周二）登記域名，即是轉載 Jonestown的報告前兩天，才匆匆成立。
後來， Jonestown於 20日（上周五）再次發表報告反駁永暉，亦係透過呢個聲稱獨立第三方的網站發表報告。其實，除了渾水的 Carson Block之外，大多數仿效渾水的踢爆機構，都盡力隱瞞身份。我哋相信呢個叫 invest-door的網站，亦只係幌子居多，應該有人專程成立網站來發表踢爆的報告，唔想身份輕易曝露出來。
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5 :
GS(14)@2012-01-26 23:10:09http://www.hkej.com/template/blo ... blog_posts_id=79550
Jonestown Research - 證監會 幹點活吧!! 你們還在運作中嗎?
我之前向證監投訴, 很明顯他們還是睡覺了, 今次又來Jonestown Research.. 他們的Disclaimer 也說明報告是為自已沽空而發出的, 證監會請你們認真的為香港做些事吧!! 這些 Jonestown 之流正在視你如無物..
致: 證監會.. (之前的投訴)
關於穆迪發出的紅旗報告, 對61間中國公司研究並發出警告..
如果報告內容是正確的, 有那麼多上市公司公司存在會計和冶理風險, 那麼港交所, 證監會是上市公司的監管機構, 你們在睡覺了嗎? 我認為你們有可能嚴重失職, 因為你們都沒有做好監管工作, 讓這麼多的高風險上市公司存在, 還蒙然不知..
如果報告內容不正確, 或未有按事實研究而發出, 穆迪作為評級機構, 所作的評估對股市影響極大, 可使大部份小投資者蒙授嚴重損失.. 最近可能有混水報告的成功, 穆迪也加入混水, 亂出報告, 影響市場, 以投資者的損失換取自已的聲譽.. 還有, 如果評級機構, 可能有人聯同一些大行, 大的機構投資者, 以出報告和沽空, 以措控市場, 賺取巨大利潤, 沒有可能嗎??
作為香港市場的監管機構, 我認為必須對穆迪所發出的紅旗報告, 進行調查, 最小要知道穆迪是否有事實根據而發出有關報告, 給廣大投資者交代, 以防止亂出報, 這也是確保市場公平, 公正性.
Small Investor
FYI ================================
Jonestown Research
Urging Investors Not to Drin the Kool-Aid
Fraud Alert: 1733 (HK), Winsway Coking Coal Holdings Ltd. January 19, 2011
Important disclaimer on last page
For the following reasons, we assert that Winsway has material misstatements in its reported numbers that amount to securities fraud:
Winsway's balance sheet inventory values cannot be reconciled with the tons of coal inventories that should be on the balance sheet. This is a clear sign Winsway is cooking its books – in other words, committing fraud. We estimate that Winsway's inventory is overstated by about HK$1 billion as of H1 2011.
Official China import data shows volumes far lower than those Winsway reports.
Winsway's key transportation provider (and beneficiary of a $40 million loan from Winsway), Moveday, is actually an undisclosed related party. Jonestown Research will soon release video evidence showing this.
Even worse, Moveday appears to be a shell company. It has no evidence of due establishment in Mongolia, it has no registration card (record), and has never filed to pay taxes. The industry sources we spoke to have never heard Moveday's name, which would be extremely unusual if Moveday really were operating at the scale Winsway claims. Therefore we think that the described operations of this vendor is largely – if not completely – fictitious.
Winsway's investor presentations contradict its prospectus with respect to its import process. We believe that Winsway presents this different picture because a) it believes that most investors don't read the prospectus (unfortunately this assumption would likely be correct) and b) the presentation version makes a strange business model seem direct and easy to understand.
Winsway's fraud should not be a surprise. The 「Moody Waters」 report gave Winsway11 red flags. The highest number of red flags Moody's gave was 12. Sino-Forest only had 7 red flags.
Through this fraud, Winsway has raised approximately one billion USD. Winsway is planning to use US$600 million of this capital to finance the planned acquisition of 60% of Toronto-listed Grande Cache Coal (GCE-TO). Both the Hong Kong Stock Exchange and the Ontario Securities Commission must approve this acquisition.
We urge the Hong Kong Exchange and Canadian regulators to look closely at Winsway to insure its closing doesn't negatively impact Winsway investors. Rather, we believe
Details pls refer to this links
http://www.invest-door.com/downl ... own_19_JAN_2012.pdf
Disclaimer
Jonestown Research is short the securities of Winsway and Grande Cache Coal Corp. We have every reason to want the securities to go down in price because we'll make money when they do so. After we publish this report, we may short more, cover, or trade in any manner we see fit. Jonestown Research isn't registered in any jurisdiction as an investment advisor, broker, or anybody who'd need a license to discuss investments. This isn't an offer to buy or sell securities. Use Jonestown Research at your own risk, and we absolutely implore you to do your own due diligence. While we make significant efforts to ensure our research is accurate, we cannot give any assurance that it is. Nothing in this report came from 「insiders」 or consists of material non-public information.
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回應 (16)
Philantpraxis 靠SFC同HKEX打救，多數救唔番啦。
要避免呢類垃圾公司繼續騙小股東，系要靠這種嗜血動物去幫市場清除有害廢物。 1月20日 12:44
Adooo 嗜血動物, 養大後, 繁殖更多, 連你都食埋, 就好了.. 1月20日 12:50
Philantpraxis 我唔會買D垃圾股，有乜問題？
嗜血動物，也會損手，唔系包贏，政府央行成日入市狹倉。
自己輸錢就要人打救，而唔系去改進技術，點得架？ 系時候改下你的Naive想法了。 1月20日 12:58
Adooo 唯.. 你不要 "蘭" 醒, 好嗎??
不是有貨要打救才出聲, 路見不平, 也可出聲吧! 現在有人擺明造市沽空啊!! 如果你見到有人排隊打尖, 都會出聲鬧佢仆街啦!!.
我看你是不懂股票的.. 講技術是Naive想法.. 每天都有很多財演請技術講分柝.. 你跟他們買嘢吧!! 1月20日 14:18
Adooo 當年滙豐 HSBC 是不是垃圾股??
當年隻 思捷 是不是垃圾股??
你懂分辦什麼 是垃圾股嗎?? Naive !!!!
當年滙豐 由 100 蚊跌至 $33.. 你知原因嗎? 不要說是因為08 金融海嘯, 我說有人在背後操作的結果, 你信不信?? Naive guy.. 1月20日 14:29
Philantpraxis 討論而已，什麼 "蘭" 醒？
沽空等於造市嗎？你真系「懂」得股票啦。
到今天還講匯豐，問是不是垃圾，重唔系初哥？未去美國買Ｈｏｕｓｅｈｏｌｄ還好，而今只不過是爛船吃老本。思捷 是垃圾中的垃圾。
我說有人在背後操作的結果＝〉真要從新估計你的Ｎａｉｖｅ程度。一系你虛心學習，二就系唔好碰股票，專心看電視劇吧。
花旗，ＡＩＧ都跌了９９％，有無人操作？匯豐跌７成算乜？ 1月20日 14:59
Philantpraxis 直接Ｄ講，本人有ＣＦＡ與日本證券分析資格，投資股票生涯十數載，你憑什麼說人不懂股票？教多你一樣，技術是總的技考，不單是技術分析，明無？ 1月20日 15:06
Adooo 沽空等於造市嗎？
我看你的理解能力不合格, 你還說讀咁多書.. 我說過沽空等於造市嗎？你看清楚 Disclaimer 的內容嗎? 我是長話短說, 我也以為你可有能力理解整件事, 看來你沒有..
有沽空, 亂出報告, 不求事實根據, 但求為自已圖利.. Disclaimer的意思就是這樣.. 我只為圖利, 報告內容真假, 概不負責任.. 我預先說今晚去打劫你, 今晚, 我真的打劫你, 那便合法嗎?
你說今天滙控, 思捷是垃圾股, 只是後知後覺.. 今天, 那需要你說的.. 1月20日 15:37
Adooo 花旗，ＡＩＧ都跌了９９％, 他們是在破產, 由美國政府打救..
滙控, 比他們勝千里..
滙控供股是誰包銷的, 巧合地, 包銷的大行預先出報告, 出奇地準確. 你知道嗎? 專家..
你有ＣＦＡ與日本證券分析資格，投資股票生涯十數載??
你比陸東強嗎??
你比John Paulson強嗎??
你比謝清海強嗎??
他們都可以看錯市, 你有ＣＦＡ等算什麼??
要虛心的人是你啊.. 1月20日 15:57
Philantpraxis 系咪亂出報告,見人見智。沽空有問題的公司，點做低個市？你做來看看。
你比陸東強嗎?? ＝〉舊年我就做得好過佢，只不過唔夠佢青見仔。
你比John Paulson強嗎?? ＝〉呢個根本唔認識抄股票，攞佢黎比較，證明你有幾多料。
你比謝清海強嗎?? ＝〉謝生好耐無玩股票啦，無得比較。 1月20日 16:35
Lodav 不如樓主問下O係度POST 條拎有冇違反證券法? 如果證監會真係要做野, 第一樣就係調查你 1月24日 12:35
Adooo Post a link 違反咗邊一條證卷法..
調查我，哈哈哈，你是豬的化身，又是豬的代言人。。 1月25日 11:32
Lodav POST 條拎同出一份REPORT 有咩分別?
咁你叫證監幹什麼活????
份REPORT 有冇ADVISE 你買/賣??
每個人出一份REPORT 證監都要調查咁證監咪好唔得閒?
你有咩權力叫證監調查先? 1月26日 11:58
Adooo (博主已刪除此留言。) 1月26日 15:26
Adooo 按錯制！冊除了。下次再寫 1月26日 15:29
Lodav 證券及期貨條例附表5
「就證券提供意見」(advising on securities) 指─
...(b) 發出分析或報告，而目的是為利便該等分析或報告的受眾就以下各項作出決定─
(i) 是否取得或處置證券；
(ii) 須取得或處置哪些證券；
(iii) 於何時取得或處置證券；或
(iv) 按哪些條款或條件取得或處置證券，
hahaha, 如果你整左份報告, 而你只係話POST A LINK, 咁冇人會中招啦. 個個非法地進行受規管活動都話自己POST A LINK 就唔駛罰啦. 1月26日 17:48
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6 :
honey(6546)@2012-01-27 15:38:00會唔會係班2流會計師？
7 :
GS(14)@2012-01-27 22:52:256樓提及
會唔會係班2流會計師？
我認為是囉，底就有，經驗、觀察不足
8 :
honey(6546)@2012-01-27 22:57:107樓提及
6樓提及
會唔會係班2流會計師？
我認為是囉，底就有，經驗、觀察不足
班友都好識食。唔當兵就做賊，刼唔到財就刼色...
9 :
GS(14)@2012-01-27 22:57:458樓提及
7樓提及
6樓提及
會唔會係班2流會計師？
我認為是囉，底就有，經驗、觀察不足
班友都好識食。唔當兵就做賊，刼唔到財就刼色...
香港人計得太盡
10 :
honey(6546)@2012-01-27 23:03:089樓提及
8樓提及
7樓提及
6樓提及
會唔會係班2流會計師？
我認為是囉，底就有，經驗、觀察不足
班友都好識食。唔當兵就做賊，刼唔到財就刼色...
香港人計得太盡
機關算盡，謀財害命
11 :
GS(14)@2012-01-27 23:09:1110樓提及
9樓提及
8樓提及
7樓提及
6樓提及
會唔會係班2流會計師？
我認為是囉，底就有，經驗、觀察不足
班友都好識食。唔當兵就做賊，刼唔到財就刼色...
香港人計得太盡
機關算盡，謀財害命
結果咪給些傻人贏了