Blue Orca Capital

@blueorcainvest

We are biased investors. So are you. The tweets from this account reflect solely the opinions of Blue Orca and should not be construed as investment advice.

Vrijeme pridruživanja: svibanj 2016.

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  1. Two independent data points show that aggregate net profits at CMS (HK: $867)’ subs in the PRC were 49% less than reported from 2016-18 and that the profit exaggeration has only gotten worse. We also found a rotten pattern of self-dealing with the chairman’s private entities

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  2. Blue Orca is short China Medical System (HK: 867), which we believe exaggerates its financial performance, inflates profits and conceals that its dwindling profits are used to privately enrich its chairman. Full report w/ Chinese translation available at:

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  3. 20. stu 2019.

    Investigators sent to the Cambodian village found no evidence of Kasen’s RMB 177 million investment. Nobody in the village had even heard of the waterpark, including the local chief in charge of land development. See photos. Full report:

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  4. 20. stu 2019.

    Blue Orca is short Kasen (HK: 496). Evidence shows the chairman’s family looted Kasen’s most valuable business, the Company fabricates capex, and that its much hyped Cambodian development projects are largely illusory. Full report:

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  5. 18. kol 2019.

    Blue Orca Issues a Comprehensive Rebuttal to Ausnutria (HK: 1717) – available at

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  6. 14. kol 2019.

    Blue Orca is short Ausnutria (HK: 1717). Our investigation suggests it inflates revenues, hides costs, misleads Chinese consumers and secretly enriches executives through undisclosed related party transactions. Full report and Chinese translation:

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  7. 8. svi 2019.

    We believe that Mega Expo (HK: 1360) engaged in HKD 470 million of mostly sham acquisitions over the last two years; many purchased from a shadowy entertainment group connected to male prostitution in China.

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  8. 8. svi 2019.

    Blue Orca is short Mega Expo (HK: 1360). We value its shares at HKD 0.00. Full report and Chinese translation available at

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  9. 5. velj 2019.

    When we called Optime, $CORT’s supposedly independent pharmacy, its representative told us that and Optime were one and the same. Listen to the recording at

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  10. 5. velj 2019.

    We are short Corcept Therapeutics (NASDAQ: ), because we think its sole distributor and exclusive specialty pharmacy is an undisclosed related party. Read the report at:

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  11. 14. stu 2018.

    We are Short Pinduoduo (PDD: NASDAQ), which we value at 7.49 per share, 56% below Pinduoduo’s last traded price. Download the report at:

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  12. 14. stu 2018.

    Tune in today. Releasing a new short idea live on at 11:10 am EDT with

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  13. 9. kol 2018.

    Blue Orca issues a Rebuttal to GDS Holdings ($GDS), available at .

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  14. 1. kol 2018.

    's response is that it subleases to customers who sublease to datacenter operators who then offered to sublease space to Blue Orca. So what’s GDS’s business? Until today, investors thought GDS was the datacenter operator, not a sublessor to a sublessor to an operator.

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  15. 31. srp 2018.

    We think overstates the utilization rates of its data centers, its financials have numerous red flags (receivables, payables and off-shore cash), and that insiders have siphoned public money through undisclosed related party acquisitions.

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  16. 31. srp 2018.

    We are short GDS Holdings (NASDAQ: GDS), which we value at $4.32 per share. Read our full report at

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  17. 24. svi 2018.

    Complete lapse of basic corporate governance that Samsonite's board would stand by a CEO caught making such basic and material fabrications about his credentials and educational achievements.

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  18. 23. svi 2018.

    But the Union Registrar and NSC online degree verification said he only enrolled for less than 2 years and never got a degree. In our opinion, classic resume fraud. 2/2

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  19. 23. svi 2018.

    Samsonite CEO Ramesh Tainwala referred to as “Dr.” in dozens of online sources (including his own website ), media profiles and regulatory filings based on a supposed PhD from Union Inst and University. 1/2

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  20. 23. svi 2018.

    Samsonite (HK: 1910) should trade at a discount to its peers because of dubious purchase price accounting, corporate governance concerns regarding its audit profile, mounting inventory problems and dodgy disclosed and undisclosed related party connections.

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