2020-05-30
Weekly short selling bits and pieces: which dynamics develop at company's and stakeholders' side after a short report; week full of in-depth Q&As with short sellers. This week, we recorded 3 new campaigns, with the targeted stocks trading 6.8% lower on average. We highlight a new UK campaign by ShadowFall who targeted an online fashion retailer, …
Read More2020-05-23
Weekly short selling bits and pieces: EU short selling after ban expiry, an amazing disclosure by recent target of QCM, and about short selling process of Grizzly Research. This week, we recorded 4 new campaigns. The targeted stocks are trading 8.7% lower on average. We highlight the numerous developments at GSX, US-listed Chinese online …
Read More2020-05-14
Weekly short selling bits and pieces: European bans are expiring (or not?), Brokers vs China Hustle 2.0, and Aristides Capital's short book in focus. This week, we recorded four new campaigns with targeted stock trading 16.7% lower on average. We highlight new $1.7bn target of Bonitas Research which already saw a lot of …
Read More2020-05-06
Weekly short selling bits and pieces: what is short seller's edge, Muddy Waters vs cruise lines, and Wirecard in focus. We recorded two new short campaigns. We highlight new $400m target of Culper Research who focused on a telehealth company due to allegations of dubious contracts touted by the management and overall …
Read More2020-05-04
This week, we recorded two new campaigns. While one of the targeted shares ended the week about 29.5% lower, the other is unchanged. We highlight new $2bn target of Citron which is allegedly yet another stock trying to make the most out of the COVID-19 situation. We also note another …
Read More2020-05-02
Breakout Point is in the business of tracking activist short-sellers and their campaigns against public companies. We track what the allegations are, how does the stock perform and what are the developments after the initial report is released. In the last part, we often see a response to the allegations by the …
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