做空機(jī)構(gòu)“渾水”公司與新加坡大宗商品交易商奧蘭國(guó)際之間的攻防大戰(zhàn)進(jìn)入“第二回合”�！皽喫北硎荆瑠W蘭國(guó)際對(duì)其指責(zé)的回應(yīng)沒(méi)有實(shí)質(zhì)內(nèi)容，還稱可自掏腰包請(qǐng)?jiān)u級(jí)機(jī)構(gòu)專門為奧蘭國(guó)際的債券信用進(jìn)行評(píng)級(jí)。奧蘭國(guó)際在股市上反擊，首席執(zhí)行官魏吉思帶頭購(gòu)買100萬(wàn)股公司股票，以此穩(wěn)定投資者信心。
“Olam now has no good reason to avoid having its debt rated. Should it continue to refuse a rating， investors should wonder whether the company is worried that a rating would mortally wound it by making clear that the market has been under-pricing its risk，” wrote Muddy Waters， which is owned by short-seller Carson Block.
“奧蘭國(guó)際沒(méi)有好聽(tīng)的借口來(lái)回避對(duì)其進(jìn)行債券信用評(píng)級(jí)。如果它總是拒絕評(píng)級(jí)，投資者就會(huì)猜測(cè)是否這家公司懷有這樣的擔(dān)心——一個(gè)可以澄清該公司風(fēng)險(xiǎn)被低估的評(píng)級(jí)結(jié)果可能會(huì)令其受到致命打擊�！庇煽ㄉげ悸蹇苏瓶氐摹皽喫惫驹谝环輬�(bào)告中指出。(美國(guó)《華爾街日?qǐng)?bào)》)
“渾水”表示，奧蘭國(guó)際此前作出的反駁空洞無(wú)物，并稱如果奧蘭國(guó)際愿意接受標(biāo)普對(duì)其進(jìn)行全面測(cè)評(píng)，“渾水”將為這次評(píng)級(jí)支付全部費(fèi)用�！耙�?yàn)槭俏覀儊?lái)買單，奧蘭國(guó)際應(yīng)沒(méi)有理由予以拒絕�！�
“While we strongly believe in the right to free speech， and its importance to the marketplace， Mr. Verghese’s comments have crossed the line - particularly given that Olam was apparently lightning quick to file its own defamation suit against us.”
“我們一直堅(jiān)信言論自由，在市場(chǎng)上其重要性尤為顯著，魏吉思先生的評(píng)論已經(jīng)‘越界’，特別是奧蘭國(guó)際迅速針對(duì)我們做出誹謗性的指控�！�(新加坡《海峽時(shí)報(bào)》)
“渾水”創(chuàng)始人卡森·布洛克2012年11月19日發(fā)表對(duì)奧蘭國(guó)際的質(zhì)疑言論，稱其負(fù)債累累、存在財(cái)務(wù)欺詐“黑洞”，就此拉開(kāi)兩家機(jī)構(gòu)唇槍舌劍的序幕。奧蘭國(guó)際迅速回應(yīng)，并在新加坡高等法院起訴布洛克和“渾水”，認(rèn)為其伙同一些機(jī)構(gòu)投資者聯(lián)手做空奧蘭。
In its report dated Nov. 28， Olam fired back at allegations by Muddy Waters that the company faced risks of insolvency by citing a report from S&P on how the ratings firm adjusts companies’ debt levels for liquid agricultural assets.
根據(jù)11月28日公布的報(bào)告，奧蘭國(guó)際對(duì)“渾水”公司面臨倒債風(fēng)險(xiǎn)的指控予以回?fù)�，該公司引用了�?biāo)普公司的一份關(guān)于如何針對(duì)農(nóng)業(yè)資產(chǎn)而調(diào)整公司債務(wù)評(píng)級(jí)的說(shuō)明。(路透社)
奧蘭國(guó)際稱，提起訴訟的理由是“渾水”公司“誹謗、中傷和惡意捏造謊言”�！八趥惗匕l(fā)表的所有斷言，都沒(méi)有任何報(bào)告或出版物的支持，因此我們有理由采取此行動(dòng)�！眾W蘭投資者關(guān)系總經(jīng)理阿迪蒂亞說(shuō)。
Verghese bought the shares from the open market on Friday，raising his stake in Olam to 4.67 percent from 4.63 percent， the company said in a filing to the stock exchange.
根據(jù)奧蘭國(guó)際11月30日在證交所發(fā)布的一份聲明，首席執(zhí)行官魏吉思從股市上購(gòu)買了自家公司股份，將自己所持股份比例由此前的4.63%提升至4.67%。(路透社)
對(duì)于“渾水”要求引入評(píng)級(jí)機(jī)構(gòu)的提議，奧蘭國(guó)際方面沒(méi)有直接作出回應(yīng)。目前，奧蘭國(guó)際的債券還從未被三大評(píng)級(jí)機(jī)構(gòu)評(píng)過(guò)級(jí)。