Соучредитель Partners Гантнер обвиняет короткого продавца в падении акций
Сооснователь Partners Group Holding AG Альфред Гантнер заявил, что недавнее снижение цен на акции компании было «чрезмерной реакцией», и обвинил в необоснованных нападках компании Grizzly Research, занимающейся короткими продажами.
Сценарии цепочки
Escalation
## Scenario Analysis **Scenario A (Escalation): 50%** * **Chain:** Grizzly Research releases further short-selling reports and Gantner publicly criticizes their tactics, potentially escalating into legal action. This leads to increased media attention on the firm's co-founder and a potential market backlash against Partners Group Holding AG shares. * **Confirmation Indicators:** Significant increase in Grizzly Research activity and public statements from both Alfred Gantner and other investors expressing concern about the short-selling campaign. * **Time Horizon:** 10 to 20 days **Scenario B (Status Quo): 38%** * **Chain:** The situation remains largely unchanged, with Partners Group Holding AG continuing its business operations and addressing the short-selling concerns through internal communication. However, investors may remain cautious about the company's future performance
Status Quo
## Scenario Analysis **Scenario A (Escalation): 50%** * **Chain:** Grizzly Research releases further short-selling reports and Gantner publicly criticizes their tactics, potentially escalating into legal action. This leads to increased media attention on the firm's co-founder and a potential market backlash against Partners Group Holding AG shares. * **Confirmation Indicators:** Significant increase in Grizzly Research activity and public statements from both Alfred Gantner and other investors expressing concern about the short-selling campaign. * **Time Horizon:** 10 to 20 days **Scenario B (Status Quo): 38%** * **Chain:** The situation remains largely unchanged, with Partners Group Holding AG continuing its business operations and addressing the short-selling concerns through internal communication. However, investors may remain cautious about the company's future performance
De-escalation
## Scenario Analysis **Scenario A (Escalation): 50%** * **Chain:** Grizzly Research releases further short-selling reports and Gantner publicly criticizes their tactics, potentially escalating into legal action. This leads to increased media attention on the firm's co-founder and a potential market backlash against Partners Group Holding AG shares. * **Confirmation Indicators:** Significant increase in Grizzly Research activity and public statements from both Alfred Gantner and other investors expressing concern about the short-selling campaign. * **Time Horizon:** 10 to 20 days **Scenario B (Status Quo): 38%** * **Chain:** The situation remains largely unchanged, with Partners Group Holding AG continuing its business operations and addressing the short-selling concerns through internal communication. However, investors may remain cautious about the company's future performance
Первичный источник: Bloomberg Markets
Хотите получать такие сценарии в email или Telegram до публикации в каталоге?
Тарифы и подписки →