EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
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Shenzhen InfoGem Technologies (300085 CH)

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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