SOHN LONDON WRAP: Muddy Waters’ Block Short Superb Summit Intl
2014-11-19 20:23:53.971 GMT
By Sam Chambers, Joshua Fineman, Lindsay Fortado and Will
Wainewright
Nov. 19 (Bloomberg) -- Below is a recap of some long/short
ideas given at Sohn London conference.
* Muddy Waters’ Block: Say Short Superb Summit Intl
* Caledonia’s Messara: Zillow Shrs Can Reach $770; EV Can
Reach $50b
* Kynikos’s Chanos: Chanos Reiterates Negative View on
Sotheby’s
* Parus’s Chatin: likes Tesla; Tesla is the “Apple of the
Auto Industry’; Says Go Short Transocean
* Pzena Investment’s Pzena: Says Masonite is ‘Very Cheap; May
Have Margin Upside; Says ‘Makes Sense’ to Own Gazprom Shrs;
Gazprom Owners Intentions Are Unclear
* Lone Pine’s Gaonkar: likes Adobe
* TPG-Axon’s Singh: likes Hitachi; Says Yes Bank Shrs
Undervalued; Socgen is a Great Opportunity
* Verrazzano’s Rambourg: likes Accor; top pick in Europe
* AKO Capital’s Tangen: likes Svenska Handelsbanken;
Handelsbanken to Return More Capital in 2015
* Dynamo’s Bruno Rocha: likes Brenntag; 2014 is Inflection
Point for Brenntag
* Lizard’s Leah Zell: likes Kruk S.A.; Shrs Shrs Have 38%-126%
Upside
* Makuria’s Larsson: likes Intralot; Shrs May Triple Within 18
Mos.
* Indus Capital’s Hedayat: Says Piaggio is a ‘Bargain’
For Related News and Information:
First Word scrolling panel: FIRST<GO>
First Word newswire: NH BFW<GO>
To contact the reporters on this story:
Sam Chambers in London at +44-20-7673-2021 or
schambers7@bloomberg.net;
Joshua Fineman in New York at +1-212-617-8953 or
jfineman@bloomberg.net;
Lindsay Fortado in London at +44-20-3216-4806 or
lfortado@bloomberg.net;
Will Wainewright in London at +44-20-3525-9007 or
wwainewright@bloomberg.net
To contact the editor responsible for this story:
Arie Shapira at +1-212-617-1488 or
ashapira3@bloomberg.net
2014-11-19 20:23:53.971 GMT
By Sam Chambers, Joshua Fineman, Lindsay Fortado and Will
Wainewright
Nov. 19 (Bloomberg) -- Below is a recap of some long/short
ideas given at Sohn London conference.
* Muddy Waters’ Block: Say Short Superb Summit Intl
* Caledonia’s Messara: Zillow Shrs Can Reach $770; EV Can
Reach $50b
* Kynikos’s Chanos: Chanos Reiterates Negative View on
Sotheby’s
* Parus’s Chatin: likes Tesla; Tesla is the “Apple of the
Auto Industry’; Says Go Short Transocean
* Pzena Investment’s Pzena: Says Masonite is ‘Very Cheap; May
Have Margin Upside; Says ‘Makes Sense’ to Own Gazprom Shrs;
Gazprom Owners Intentions Are Unclear
* Lone Pine’s Gaonkar: likes Adobe
* TPG-Axon’s Singh: likes Hitachi; Says Yes Bank Shrs
Undervalued; Socgen is a Great Opportunity
* Verrazzano’s Rambourg: likes Accor; top pick in Europe
* AKO Capital’s Tangen: likes Svenska Handelsbanken;
Handelsbanken to Return More Capital in 2015
* Dynamo’s Bruno Rocha: likes Brenntag; 2014 is Inflection
Point for Brenntag
* Lizard’s Leah Zell: likes Kruk S.A.; Shrs Shrs Have 38%-126%
Upside
* Makuria’s Larsson: likes Intralot; Shrs May Triple Within 18
Mos.
* Indus Capital’s Hedayat: Says Piaggio is a ‘Bargain’
For Related News and Information:
First Word scrolling panel: FIRST<GO>
First Word newswire: NH BFW<GO>
To contact the reporters on this story:
Sam Chambers in London at +44-20-7673-2021 or
schambers7@bloomberg.net;
Joshua Fineman in New York at +1-212-617-8953 or
jfineman@bloomberg.net;
Lindsay Fortado in London at +44-20-3216-4806 or
lfortado@bloomberg.net;
Will Wainewright in London at +44-20-3525-9007 or
wwainewright@bloomberg.net
To contact the editor responsible for this story:
Arie Shapira at +1-212-617-1488 or
ashapira3@bloomberg.net