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NORDLB belässt Wirecard auf 'Kaufen' (Seite 15) | Diskussion im Forum



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The Pity of Wirecard, Part One: Oliver’s Army
15.4.
http://sirf-online.org/2019/04/15/the-pity-of-wirecard-part-…

=>
Moral and reputational concerns aside, any business that can succeed only when hidden behind a daisy chain of lightly regulated banks and shell companies is probably going to cause investors a migraine one day.

--> so ist es.


daneben:
• "emotional content" :laugh:

Drilling down, based on Wirecard’s 2018 preliminary results, CardSystems may have been responsible for about 22 percent of the company’s revenues and almost 35 percent of EBITDA.

For all its impressive sales and profits, CardSystems is practically a one person operation, the brainchild of a longtime Wirecard veteran named Oliver Bellenhaus, who runs it out of his home office in what is currently the world’s tallest building, the 200-story Burj Khalifa.

• der Youtube-Link zu Alexis DVyne ist ja auch aufschlussreich ;)

• In 2017 Wirecard’s annual report stated Asia Pacific’s sales and EBITDA were, respectively, 619.2 million euros and 153.4 million euros. Recall that CardSystems is included in Asia Pacific results however, so when its sales of 450 million euros and EBITDA of 175 million euro are backed out, it’s clear that the region lost money in 2017. :eek::eek:
(FC: Format)



--> Wirecard hat ein echtes Problem (siehe oben (B)):
• nämlich hohen Druck, bei Umsatz und Gewinn Jahr für Jahr zuzulegen

--> und:
• offenbar geht das mit "externen" Kräften nicht so gut. Siehe die Personal-Querelen in Singapur. Daher auffallend oft nur Rekrutierung von innen nach längerer Sozialisation im Hause


=> so gesehen ist das zuletzt recht dünnhäutige Verhalten des CEO's auch von außen erklärbar



Es bleibt spannend.
Immer wieder das alte Zeug aufwärmen macht es auch nicht interessanter und schon gar nicht wenn es immer aus der gleichen Ecke kommt.
Antwort auf Beitrag Nr.: 60.233.398 von faultcode am 29.03.19 21:02:22
zum Shortselling: GO DOWN FIGHTING: SHORT SELLERS VS. FIRMS
VII. Conclusion

The evidence shows that when firms take anti-shorting actions, their stock returns are extraordinarily low over the subsequent months and years. The evidence confirms the hypothesis that short sale constraints allow stocks to become overpriced. While the underperformance of -2 per month is very large, it is similar in magnitude to the -1 to -10 range found in other studies of
stocks with very high short sale constraints.



FC: gemeint sind "-2 percent per month." --> siehe ABSTRACT:

I study battles between short sellers and firms. Firms use a variety of methods to impede short selling, including legal threats, investigations, lawsuits, and various technical actions intended to create a short squeeze. These actions create short sale constraints. Consistent with the hypothesis that short sale constraints allow stocks to be overpriced, firms taking anti-shorting actions have in the subsequent year very low abnormal returns of about -2 percent per month.


aus:
GO DOWN FIGHTING: SHORT SELLERS VS. FIRMS
Owen A. Lamont
Working Paper 10659
http://www.nber.org/papers/w10659
NATIONAL BUREAU OF ECONOMIC RESEARCH
1050 Massachusetts Avenue
Cambridge, MA 02138
August 2004
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