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沽空机构BlueOrca澳优最大的客户是谁?
格隆汇 08-19 10:09
格隆汇8月19日丨沽空机构Blue Orca Capital在今日发布对澳优的第二篇做空报告中指出,尽管澳优的澄清公告已然非常糟糕,但远不如其在我们发出报告后第二天召开的投资者电话会议。该电话会议堪称史上最搬石头砸自己脚的管理层回应,包括澳优对一个简单问题的奇怪回答。 问题:贵公司现在最大的经销商占你们业务额的情况是什么? 澳优董事长:现在我们最大经销商,具体是哪家,我现在答不出来。我可以迟一点提供信息给你。 Blue Orca称,什么样的企业所有者不知道其最大客户是谁?澳优已经露了马脚。这只有两种可能。一种是澳优董事长并不知道澳优最大的分销商的身份(非常不可能),或他实际上在拒绝回答这个问题,因为他不希望任何人审查澳优和这家分销商的关系。在我们的报告中,我们揭露了数个未披露关联方分销商由澳优高管全部或部分持有。然而由于澳优极少披露其最大客户的身份,我们的调查受到了限制。我们的推断是,澳优拒绝回答这个简单问题是因为答案会对澳优极其不利。考虑到澳优的丑闻历史,投资者应该要求基本的透明性。分析师和股东应该要求澳优披露过去5年的前5大客户。
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