继民财经汇导读：这个初夏，就如何监管A股资本市场，经济学家们忙于大战证监会，新股IPO是否应该放缓? 减持的新规定是否合适？ "兜底式增持”是否合规？等等，这些都成为时下的热门话题；而另一方面，在香港上市的数家中概股则遭遇做空，有的已经停牌，有的正奋力反击。
而正在此刻，刚刚，“浑水摸鱼”创始人又将其黑手伸向了港股资本市场， 又一场“做空”和“反空”的大战即将在香江开打......
沽空机构浑水（Muddy Waters）创办人Carson Block接受外电访问时表示，香港若干公司存在欺诈，新的沽空目标将是香港上市公司。新的沽空目标将在明日（6月7日）下午2点（北京时间）公布。
惊弓之鸟！通达等应浑水沽空扬言大跌
据香港万得通讯社报道，通达集团、科通芯城午后扩大跌幅，目前分别跌13%和11%；敏华控股亦跌超8%，舜宇光学科技跌超5%。
浑水去年12月15日了一份报告，称辉山乳业虚报利润，并谎称其用于奶牛饲养的苜蓿是自产自足。辉山乳业当时对这份报告提出异议，称其苜蓿自产达到90%，财务公告也准确无误。3月24日，辉山乳业股价从每股2.8港元暴跌85%，至每股0.42港元，300多亿港元市值在不到1个小时内灰飞烟灭。辉山其后资不抵债，且遭到证监会勒令停牌。该公司爆出最新的消息是其账面上近24亿元现金竟然不见了，而且负债状况也进一步恶化，负责资金调拨职能的重要人物消失且董事会成员十去其九，公司前途令人担忧。
以下是来自彭博社的报道：
Carson Block's Mystery Short Target Roils Hong Kong Stocks
Where will Carson Block strike next?
For traders in Hong Kong, it’s a suddenly pressing question. Block, the short-selling founder of Muddy Waters, told Bloomberg News he identified a new target in the former British colony and will reveal the company’s name at the Sohn Hong Kong Conference just after 2 p.m. local time on Wednesday.
His comments triggered an immediate flurry of speculation in the city’s $4.6 trillion equity market. The Hang Seng Composite Index dipped as he spoke on television, with stocks including Tongda Group Holdings Ltd., Man Wah Holdings Ltd. and Sunny Optical Technology Group Co. sliding on concern they could be in the short seller’s crosshairs.
“Some of the mid- and small-caps are falling quite a lot as Muddy Waters may have frightened some investors or speculators,” said Sam Chi Yung, a senior strategist at South China Financial Holdings Ltd. in Hong Kong. “They’re afraid that the stock they’re holding will be the next target.”
Calls to Man Wah’s investor relations lines weren’t answered and the furniture maker didn’t immediately reply to emailed requests for comment. An investor relations employee at Sunny Optical said “business is normal and on track.” A spokeswoman for Tongda, a maker of consumer electronics casings, declined to comment on market rumors and said the company isn’t aware of any reason for the share-price movement.
‘Small Panic’
Block’s attempt to build suspense for his latest report drew criticism from Andrew Clarke, director of trading at Mirabaud Asia Ltd. in Hong Kong.
“Saying he will name a short tomorrow afternoon in his speech is rather irresponsible as there must be at least 50 stocks down by 5 percent,” Clarke said. “But he is only naming one, so he has potentially created a small panic selloff in 49.”
While Hong Kong’s stock market is one of the world’s best performers this year, the city has seen a series of spectacular crashes and a pickup in activity among activist short sellers. Shares of China Huishan Dairy Holdings Co. have been frozen since they tumbled 85 percent on March 24, just months after Muddy Waters said the company was worth “close to zero.”
“There are a number of companies listed in Hong Kong that we think are committing fraud, often combined with stock manipulation,” Block told Bloomberg Television’s Rishaad Salamat and Haidi Lun on Tuesday. “We’ll have to find out tomorrow,” he said, when asked for details on his new short.
While he’s keeping quiet on the target’s identity, it’s a fair bet that Block’s firm and his clients have already started building bearish positions in the stock. With that in mind, the tables below show a snapshot of recent short-selling activity in Hong Kong.
The first displays Hong Kong-listed stocks with the largest short interest as a percentage of shares outstanding, according to data compiled by IHS Markit and Bloomberg. The second shows where that ratio has climbed fastest over the past month, in percentage-point terms. Markit’s data is based on shares out on loan, an indicator of short-selling activity.
Tongda Group, which appears in both tables, dropped 10 percent on Tuesday. Man Wah retreated 8.6 percent, while Sunny Optical dropped 1.6 percent.
Biggest Short Interest
Biggest Short Increases (Change in Percentage Points)