EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Shenzhen InfoGem Technologies (300085 CH)

Technology

Smart Insider

Jun Li (GM) and Xiangjun Chen (Chairman) have sold a total of 2.8m shares at CNY9.35 - while these trades are modest relative to their holding (both own 10% of the company), they are rare enough to be a concern, especially at this price level. Li started to sell shares at CNY8.79 in Sept and is now selling an additional 1.4m shares. Chen's last sale goes back to Dec 2020 when he sold 1.6m shares at CNY21.32 and he is now selling at a price 2x lower.

Edition: 147

- 28 October, 2022