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Ex-China Equities

Spinmeisters Lake Resources  (LKE ASX) 11/5/22, 11/17/22, 12/4/22
Remote Chance Lake Resources (LKE ASX)  11-Jul-22
LONG this under-valued lithium and gold miner Firefinch Limited (FFX ASX) 23-Mar-22
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Supersize Me Nearmap Ltd. (NEA AX) 15-Feb-21 
Afraid to Admit Failure Nearmap Ltd. (NEA AX) 10-Feb-21
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Bladerunner: Tailwinds from Here​ TPI Composites (TPIC) 3-Dec-20
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A.O. Smith Corporation (AOS NYSE): Continuing Slide in China. May 29, 2019. Download.
A.O. Smith Corporation (AOS NYSE): In Hot Water. May 16, 2019. Download.
Blackmores Limited: End of the China Story. August 21, 2018. Download.
Remark Holdings (MARK US): Only the Losses Are Not Artificial. May 24, 2018. Download.
Boohoo.com (BOO LN): Trust Us. April 20, 2018. Download here.
Remark Holdings (MARK US): Correction and Clarification. April 11, 2018. Download here.
Remark Holdings (MARK US): Artificial, but Where's the Intelligence? April 4, 2018. Download here.
Sorrento Therapeutics (SRNE US): Terminal Patient. March 27, 2018. Download here.
Blackmores Limited (BKL ASX): Glory Days Behind Them. February 27, 2018. Download here.

Snap-on Incorporated (SNA US): Channel Stuffing, Not Growth. October 31, 2017. Download here.
Harvey Norman (HVN ASX): Delaying the Day of Reckoning. October 11, 2017. Download here.
Harvey Norman (HVN ASX): Black Holes in the Annual Report. September 21, 2017. Download here.
Gentex (GNTX): Continuing Market Irrationality. September 14, 2017. Download here.
Harvey Norman's Captive Media Buyer: How Generic Publications Helps HVN Manipulate Results. August 28, 2017. Download here.
The Blame Game: Destocking Isn't the Problem for Snap-on. August 21, 2017. Download here.
Naked Swimmers Rising: Snap-on. August 2, 2017. Download here.
Come Back Next Year: Closing Coverage on EBIX.  July 13, 2017. Download here.
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Kone (KNEBV HEL): The Last Hurrah June 19, 2017. Download.
Boohoo.com (BOO LN): All Dressed Up, Where to Go? June 14, 2017. Download here.
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Tata Motors Ltd. (TTMT IN): Victim of Its Own Success. March 28, 2017. Download.
Harvey Norman Holdings Ltd. (HVN AU): Australia's Circuit City. March 9, 2017. Download here. 
Ebix Inc. (EBIX US): Stone Soup. February 17, 2017. Download here. 
Gentex Corporation (GNTX US): Just More Hype. February 16, 2017. Download here. 

Cimic Group Ltd. (CIM AU): No More to Say. January 3, 2017. Download here.
Snap-on Inc. (SNA US): Snap on Your Parachute. November 15, 2016. Download here.
Cimic Group Ltd. (CIM AU): Financial Engineer. ​October 24, 2016. Download here.
Ebix Inc. (EBIX US): Ugly is as Ugly Does. ​September 8, 2016. Download here.
Gentex Corporation (GNTX US): Mirror Mirror. August 17, 2016. Download here.
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Bayerische Motoren Werke AG (BMW GR): Just Short of Target. December 22, 2016. Download.
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Richemont (CFR VX): Easy Come, Easy Go. June 7, 2016. Download.
Wirecard AG (WDI GR): Where We Are Now. June 3, 2016. Download here.
Gentex Corporation (GNTX US): Objects are Smaller than They Appear. May 10, 2016. Download here.
Ebix Inc. (EBIX US): Keep Those Plates Spinning. May 9, 2016. Download here.
Wirecard AG (WDI GR): Gaming the Market. March 24, 2016. Download here.

Ubiquiti Networks Inc. (UBNT US): Unable to connect. March 23, 2016. Download here.
Wirecard AG (WDI GR): Out of Africa. February 9, 2016. Download here.
Wirecard AG (WDI GR): More Missing Acquisitions. December 21, 2015. Download here.
Wirecard AG (WDI GR): Looking for the Money. October 30, 2015. Download here.


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  • Home
  • Company Reports
    • AAN
    • ACMR
    • AMLI
    • AOS
    • AXTI
    • BGNE
    • Boohoo.com
    • BTBT
    • BTCM
    • BTMD
    • CBAT
    • CCRC
    • CDXC
    • ENPH
    • FANH
    • FFIE >
      • FFIE Site Visits
    • FFX
    • GDS
    • HUT
    • HVN
    • Ideanomics
    • INOD
    • IPO
    • ISPR
    • LK
    • LKE
    • MARA
    • MARK
    • MVST
    • Nearmap
    • NNE
    • Northern Dynasty
    • NovaGold
    • SRNE
    • STAA
    • TPIC
    • UXIN
    • WiseTech
    • YMM
    • YRIV
  • In the News
  • Terms of Service
  • Contact
    • Receive Public Reports
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