GMT Research @GMTResearch
GMT Research is an accounting research firm focused on Asia, uncovering companies inflating their profits or window-dressing their financials. gmtresearch.com Hong Kong Joined March 2014-
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NEWSLETTER: GDS HOLDINGS: Do Data Centres Earn Their Keep? GDS Holdings is a reminder that an appealing industry can struggle to generate an appealing return. Data centres are one of the market’s favourite infrastructure themes: cloud demand, artificial intelligence, digitalisation, outsourcing, and the endless growth in data consumption all point in the same direction. On paper, that sounds like a very attractive place to be. The question, though, is not whether the world needs more data centres. It is whether GDS earns enough on the capital it has tied up in them. Our research suggests that it does not. gmtresearch.com/en/research/ne…
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Alsco Pooling (2649.HK) competing for the shortest listed history in HK. IPO'd March 6, suspended March 30th pending forensic investsigation. Is a reusable package service provider...
Chinese sportswear company 361 Degrees (1361.HK) raising US$82m though a private placement for overseas expansion and working capital. Seems odd for a highly profitable company which generated free cash inflows of US$68m in FY25, and reported net cash of US$480m at YE. www1.hkexnews.hk/listedco/listc…
Biotechnology company Ab&B Bio (2627.HK) says goodbye to its auditor Deloitte which is calling for a forensic investigation owing to "grave concerns over the commercial substance and business rationale" of various transactions. Listed for less than a year...
QingSong Health 2661.HK falls 60% in a day...ouch! Came to market in December 25.
Not looking good for Lufax $LU. Directors departing a sinking ship
Rongta (9881.HK) listed a only year ago and yet it can't publish results...
Deadline for publishing Dec-YE results expired yesterday. Long list of suspensions this morning...
Nidec (6594.JP) warns of US$1.6bn charges from accounting scandal. Well, that wipes out 1-2 years of earnings....
Fire protection company, Easy Smart (2442.HK), sees a 1,800% share price rise in the last few months despite falling sales, losses and 2 independent director resignations. Hmm...
What is going on in Indonesia? A loss-making movie production company called MD Entertainment (FILM.IJ) with US$30m in revenues is worth US$6.3bn after an 8,500% share price rise...
What goes up, must come down... Chinese vehicle supply chain company, Deewin Tianxia (2418.HK), rose 3.5x in two months, down 30% today, so far. Trades on 5.5x P/S and 108x PER.
Mora Telematika Indonesia (MORA.IJ), +13x in one month...now suspended.
Golden MV (HVN.PM) loses 76% (US$16bn) market value in a few days! Been warning about this one for years...
Another pump & dump: share price of loss-making petrochem trader E&P Global (1142.HK) rises 9x over the past year despite no analyst coverage, only to fall 76% today...
Regulatory warning on shareholder concentration leads to 70% share price collapse in Shandong Hi-Speed (412.HK).
A US$12bn Chinese pharma company with no revenues... TransThera Sciences (2617.HK). Up 13x in the 3 months since its June 2025 IPO. Lost 60% of its value yesterday but up 20% today. What could go wrong?
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