K**********r
发帖数: 2640 | |
t*******o
发帖数: 1464 | 2 可能性不大
short ratio很高且攀升，空头力量很大，put量大且价高
http://www.dailyfinance.com/company/deer-consumer-products-inc/
刚刚的ER beat 但是outlook 被调低 ，且降级。
这个股注定要暴涨暴跌的。只是时间和方向问题。
暴跌，因为空头筹码众多。暴涨，因为轧空。方向明确了，到时候搭顺风车好了。
【在 K**********r 的大作中提到】
: 阳棒。。。
|
K**********r
发帖数: 2640 | 3 它可开始要分红了。。。烧的主到时候是不是得派发红利？
【在 t*******o 的大作中提到】
: 可能性不大
: short ratio很高且攀升，空头力量很大，put量大且价高
: http://www.dailyfinance.com/company/deer-consumer-products-inc/
: 刚刚的ER beat 但是outlook 被调低 ，且降级。
: 这个股注定要暴涨暴跌的。只是时间和方向问题。
: 暴跌，因为空头筹码众多。暴涨，因为轧空。方向明确了，到时候搭顺风车好了。
|
m*********y
发帖数: 10616 | 4 这种长期很盘的股票很危险，真的很危险。当然也不排除往上，但是可能性很小。 |
t*******o
发帖数: 1464 | |
L**j
发帖数: 948 | |
w*********7
发帖数: 2883 | |
M*P
发帖数: 6456 | 8 不好，这种如果要拉升，或者要先洗盘，洗到你吐了为止。
或者直接起飞让你追也不敢追。
【在 w*********7 的大作中提到】
: 挂止损、
|
b**********k
发帖数: 1262 | 9 早上高开去了10.5 但是硬是被庄家给拍下来了， 但是也不让它跌下去。。。。
卖盘怎么搞就是要维持在11.02左右， 看不懂啊.... |
t*******o
发帖数: 1464 | 10 从option来看，市场接受的范围是上下20%的强度，broker里面设一个+、-20%的alert
，其余时间不用看了。出了方向follow trend好了。
我查了一下，德尔在国际上有个大partner做外销，但这个牌子在国内的主要交易平台
上不是什么热门牌子。
【在 b**********k 的大作中提到】
: 早上高开去了10.5 但是硬是被庄家给拍下来了， 但是也不让它跌下去。。。。
: 卖盘怎么搞就是要维持在11.02左右， 看不懂啊....
|
|
|
t*******o
发帖数: 1464 | |
t*******o
发帖数: 1464 | |
f******k
发帖数: 87 | |
t*******o
发帖数: 1464 | 14 底线是这个公司应该不是假公司，两个理由
1：沃尔玛，target里面在卖他的产品，国内的淘宝上也有
2：09/30/2010-12/31/2010 期间，见下面，几个大的投行几乎都增持了，成本不会低
于10快。一个不是任何指数股的cap只有370m 的小中概有5家大投行持有，基本面不会
有大问题。
Filer Shares Held - 09/30/2010 Shares Held - 12/31/2010 Change in
shares %
ROYAL BANK OF CANADA \ 139 14310 14171 10195%
BARCLAYS PLC 6716 60983 54267 808%
GRANAHAN INVESTMENT MANAGEMENT INC/MA 52400 357700 305300 583%
DEUTSCHE BANK AG\ 10365 50741 40376 390%
MORGAN STANLEY 108704 411896 303192 279%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 40700 111971 71271
175%
PENN CAPITAL MANAGEMENT CO INC 138026 268586 130560 95%
GOLDMAN SACHS GROUP INC 43469 74723 31254 72%
AMERICAN CENTURY COMPANIES INC 138153 187972 49819 36%
VANGUARD GROUP INC 486392 593756 107364 22%
UBS AG 93265 99842 6577 7%
MASON STREET ADVISORS LLC 250915 265465 14550 6%
FLOOD GAMBLE ASSOCIATES INC 155300 160800 5500 4%
BARD ASSOCIATES INC 60205 62255 2050 3%
MUNDER CAPITAL MANAGEMENT 178390 183465 5075 3%
PHILADELPHIA INVESTMENT MANAGEMENT CO 10700 10900 200 2%
WALL STREET ASSOCIATES 639100 648500 9400 1%
【在 t*******o 的大作中提到】
: 有人开始质疑这个公司的真实性了。看看吧。能不能掀起波澜
: http://seekingalpha.com/article/258731-the-problems-with-deer-c
|
w***y
发帖数: 2537 | 15 主席很牛呀
【在 m*********y 的大作中提到】
: 这种长期很盘的股票很危险，真的很危险。当然也不排除往上，但是可能性很小。
|
z***i
发帖数: 123 | |
L**j
发帖数: 948 | |
L**j
发帖数: 948 | |
z***i
发帖数: 123 | 19 http://www.zerohedge.com/article/deer-goes-through-headlights
DEER Goes Through The Headlights
Submitted by Tyler Durden on 03/21/2011 13:54 -0400
After a two weeks ago we presented a report from Alfred Little research
indicating just what a potential scam the latest alledged Chinese fraud DEER
is, the stock manipulation derby that ensued to keep the price above $11
was beyond criminal. That said, we are happy to present the latest piece of
evidence from Alfred Little chipping away at the facade of this latest
Chinese company soon to be delisted by the Nasdaq. Look for the stock to
follow every other Chinese scam on the road to oblivion. That said, be
careful in buying puts: it is nearly a certainy that following a trading
halt any and all puts will expire worthless even as the stock opens just shy
of $0.00.
From Alfred Little Research
Another Reason to Short Deer Consumer Products
After I pointed out here the likelihood that Deer Consumer Products (NASDAQ:
DEER) management intentionally overpaid by 50% when they purchased land use
rights to 435 Mu (289,416 square meters) in Wuhu, management quickly
responded in the 10-K filed on March 10th that:
We have received a land certificate covering 289,415.79 square meters (435
Mu or 28.9416 hectares) in the first parcel of land, on which we anticipate
building a new production facility.
Management, however, failed to respond to the key issue of why they paid a
unit purchase price of RMB 330K per Mu vs. an average price of 240K per Mu
from the very close comparable land use rights sales in the same month, at
the same location, as I showed (here) in a list of 17 very comparable
transactions.
After the urging of Global Hunter Securities analyst Joe Giamichael, DEER
management followed up by filing an 8-K (here) including a picture of the
purported land use right certificate to the 435 Mu parcel: (Click to enlarge
)
The 8-K included a translation of the certificate (here) and includes the
certificate number “019711318 S” (shown above). Management certainly hoped
that this incredibly realistic looking land use right certificate would
convince Joe Giamichael and other analysts that the 435 Mu land use rights
purchase was legitimate.
Giamichael followed up stating, “We are comfortable that the company has
paid what they had claimed to have paid to the Land Bureau”. Giamichael did
not provide any assurances whether the high price DEER paid made sense. In
fact, analysts and investors should demand an immediate explanation from
DEER management of why they overpaid by at least $12 million, in total, for
the two parcels (660 Mu).
To find the truth, my legal team and I returned to Wuhu this week to check
the authenticity of DEER’s land use rights certificate with the Wuhu
Municipal Bureau of Land & Resources (the “Municipal Bureau”), the only
government authority allowed to issue this certificate. DEER’s certificate
is clearly stamped with the “seal” of the Municipal Bureau. Here is a
picture of the government complex housing the Municipal Bureau.
The Municipal Bureau has many departments, three of which Bureau staff
recommended I visit to present the certificate for authentication. The three
departments I visited were:
1. Wuhu Municipal Bureau of Land & Resources Enforcement and Inspection
Department - which tracks and monitors the legality of all land transactions
.
2. Wuhu Municipal Bureau of Land & Resources Land Registry Management
Department - which administers land use rights certificate issuance and
authentication, land survey, registration, land usage status and record
changes
3. Wuhu Municipal Bureau of Land & Resources Land Administrative Department
- which coordinates the activities of all other departments within the
Municipal Bureau.
The signs designating the offices of two of the above Municipal Bureau
departments are shown below:
I recorded all conversations with the Municipal Bureau staff during both of
my visits. The following is a summary of my findings:
Incredibly, none of the Municipal Bureau officials could verify the
existence of DEER’s land use rights certificate. But neither would they
prove it was a fake. Officials interviewed were either vague or uncertain in
their responses or downright protective of DEER’s interests in this
transaction.
The Record Office under the Wuhu Municipal Bureau of Land & Resources
Enforcement and Inspection Department keeps a record of all land certificate
and land transaction activities. Its attempt to verify the certificate #
019711318 S in the computerized database yielded no record. The staff at the
Record Office clearly explained that any registered and issued land
certificate has to be able to be located in their system, although they are
hesitant to conclude this particular certificate is a forgery. After being
questioned why the official seal of the Municipal Bureau is on Deer’s
certificate, the Record Office staff pointed me to the Land & Resources Land
Registry Management Department.
The staff at the Land Registry Management Department attempted to look up
this certificate based on the number and likewise found no record of it. The
staff stated the same story as the Record Office earlier, that any stamped
and issued certificate must have a record saved in their system. The staff
specifically stated that anything that was not in their system does not
exist. They were, however, unwilling to speculate on how the official seal
of the Municipal Bureau ended up on DEER’s certificate.
Not satisfied with our findings, I revisited Mr. Xu, the bureau official I
mentioned in my previous report (here). Mr. Xu first thought the certificate
was a legitimate copy after seeing it. However, once he was updated with
our findings in the Record Office and Land Registry Management Department,
he quickly pointed out a record of any genuine land use rights certificate
must be found at the two departments I visited. Therefore, DEER’s
certificate is very suspicious. Mr. Xu did mention the only other possible
reason for a missing record at the Municipal Bureau was that DEER’s land
transaction was originally registered at the District level Land & Resources
Sub-Bureau of the Wuhu Economic Development Zone (the “District Sub-Bureau
”). However, Mr. Xu clarified that for DEER to obtain the actual
certificate, the District Sub-Bureau must have submitted all documentation
to the Municipal Bureau for approval. In other words, if DEER’s certificate
is authentic, there must be a record of the issuance of the certificate at
the Municipal Bureau. Clearly there is not. Futhermore, Mr. Xu adamantly
reiterated that DEER’s claimed purchase price of 330K RMB per Mu is far
above the 150-200k per Mu prices he commonly sees in the Wuhu Economic
Development Zone.
Despite the clearly disturbing signs DEER management likely concocted a
fraudulent land purchase to misappropriate at least $12 million of company
funds, I decided to have my team visit the local District Sub-Bureau in the
Wuhu Economic Development Zone to verify its findings from the Municipal
Bureau. Surprisingly, my effort to verify the certificate was immediately
blocked by the staff at the District Sub-Bureau, who claimed DEER management
had recently demanded, as a result of my investigations, that they disallow
anyone from obtaining information about DEER’s land use rights purchases.
The staff was completely unwilling to give me any comment on the certificate
and only vaguely acknowledged DEER bought rights to two parcels of land.
Unlike the somewhat helpful administrators at the Municipal Bureau, the
local Sub-Bureau staff was completely uncooperative to my reasonable
requests, with one exception. One junior staffer interviewed mentioned the
average land price was 200,000 per Mu, again, quite similar to the price
range I obtained from three other sources - Mr. Liu at industrial park’s
investment service center, Mr. Xu at the Municipal Bureau and most
importantly the recent comparable land sales in the same zone (here).
The following is a picture of the Investment Service Centers of the Wuhu
Economic Development Zone, which houses the District Sub-Bureau:
Conclusion:
I question why DEER management would stop a legitimate attempt, even by a
short-seller, to verify DEER’s land use rights certificate? Is it a fraud?
Given the repeated failure to find any record at the three departments of
the Municipal Bureau, whose seal appears seemingly without authorization on
DEER’s land use right certificate, I remain convinced the certificate is a
fraud. Management continues to refuse to discuss any of the issues raised in
my previous report, nor bothered in any way to justify paying over $12
million higher than comparable sales. Where did the money really go?
Disclosure: I am short DEER. |
t*******o
发帖数: 1464 | 20 买地这事前几天已经提过了，但是没啥反应。看来是空头觉得时机到了。
现在中概股怎么没事就被空头盯上，前天我在yahoo 财经上还看到有人问汉庭是不是皮
包公司。。。额！
DEER
of
【在 z***i 的大作中提到】
: http://www.zerohedge.com/article/deer-goes-through-headlights
: DEER Goes Through The Headlights
: Submitted by Tyler Durden on 03/21/2011 13:54 -0400
: After a two weeks ago we presented a report from Alfred Little research
: indicating just what a potential scam the latest alledged Chinese fraud DEER
: is, the stock manipulation derby that ensued to keep the price above $11
: was beyond criminal. That said, we are happy to present the latest piece of
: evidence from Alfred Little chipping away at the facade of this latest
: Chinese company soon to be delisted by the Nasdaq. Look for the stock to
: follow every other Chinese scam on the road to oblivion. That said, be
|
|
|
L**j
发帖数: 948 | 21 老猫，在哪里看投行持股情况的？
这里？
http://www.nasdaq.com/asp/holdings.asp?symbol=DEER&selected=DEE
如何区别这些投行是long还是short呢？
Change in
583%
【在 t*******o 的大作中提到】
: 底线是这个公司应该不是假公司，两个理由
: 1：沃尔玛，target里面在卖他的产品，国内的淘宝上也有
: 2：09/30/2010-12/31/2010 期间，见下面，几个大的投行几乎都增持了，成本不会低
: 于10快。一个不是任何指数股的cap只有370m 的小中概有5家大投行持有，基本面不会
: 有大问题。
: Filer Shares Held - 09/30/2010 Shares Held - 12/31/2010 Change in
: shares %
: ROYAL BANK OF CANADA \ 139 14310 14171 10195%
: BARCLAYS PLC 6716 60983 54267 808%
: GRANAHAN INVESTMENT MANAGEMENT INC/MA 52400 357700 305300 583%
|
w*********7
发帖数: 2883 | 22 越接越低啊
【在 L**j 的大作中提到】
: 能接吗？
|
J******s
发帖数: 913 | 23 Shorts are all over Chinese small-caps, no matter they are good or bad. I
believe DEER is a good company. CEO was buying a lot at $11. He may have run
out of money, and the shorts just bully the company.
【在 L**j 的大作中提到】
: 老猫，在哪里看投行持股情况的？
: 这里？
: http://www.nasdaq.com/asp/holdings.asp?symbol=DEER&selected=DEE
: 如何区别这些投行是long还是short呢？
:
: Change in
: 583%
|
J******s
发帖数: 913 | 24 And I think it is not just short-selling in this market. Basically it is a
war between China and USA. We are discriminated by the American racists.
I do not hold any position on DEER. I would urge you not to short your fellow Chinese companies. Some of them are really good ones.
run
【在 J******s 的大作中提到】
: Shorts are all over Chinese small-caps, no matter they are good or bad. I
: believe DEER is a good company. CEO was buying a lot at $11. He may have run
: out of money, and the shorts just bully the company.
|
t*******o
发帖数: 1464 | 25 同意。公司应该问题不大。
动能在空头，不可逆势而动。DEER 管理层不久应该会有一些反应。
run
【在 J******s 的大作中提到】
: Shorts are all over Chinese small-caps, no matter they are good or bad. I
: believe DEER is a good company. CEO was buying a lot at $11. He may have run
: out of money, and the shorts just bully the company.
|
K**********r
发帖数: 2640 | |
t*******o
发帖数: 1464 | 27 可能性不大
short ratio很高且攀升，空头力量很大，put量大且价高
http://www.dailyfinance.com/company/deer-consumer-products-inc/
刚刚的ER beat 但是outlook 被调低 ，且降级。
这个股注定要暴涨暴跌的。只是时间和方向问题。
暴跌，因为空头筹码众多。暴涨，因为轧空。方向明确了，到时候搭顺风车好了。
【在 K**********r 的大作中提到】
: 阳棒。。。
|
K**********r
发帖数: 2640 | 28 它可开始要分红了。。。烧的主到时候是不是得派发红利？
【在 t*******o 的大作中提到】
: 可能性不大
: short ratio很高且攀升，空头力量很大，put量大且价高
: http://www.dailyfinance.com/company/deer-consumer-products-inc/
: 刚刚的ER beat 但是outlook 被调低 ，且降级。
: 这个股注定要暴涨暴跌的。只是时间和方向问题。
: 暴跌，因为空头筹码众多。暴涨，因为轧空。方向明确了，到时候搭顺风车好了。
|
