Nws zoo nkaus li tias meme Tshuag mania tsis tso tseg, nrog cov neeg siv hluav taws xob tshiab thiab kev txhim kho ntaus lub khw yuav luag txhua hnub.
Yog li ntawd, lub famed luv luv Jim Chanos tau tshaj tawm txoj haujlwm tshiab hauv AMC Preferred Equity Units (NYSE: APE) uas tau tso tawm tshiab los ua ib feem ntawm kev ua si arbitrage.
Chanos koom CNBC's Fast money halftime report nyob rau lub yim hli ntuj 23, qhov twg nws tshaj tawm tias nws tau qhib txoj haujlwm hauv APE tab sis luv luv AMC Entertainment Holdings (NYSE: AMC) shares, thov hais tias lawv muaj tib yam kev lag luam tus nqi thiab yuav tsum tau ua lag luam ntawm tib tus nqi.
"Peb tsuas yog pib ua AMC luv luv. Peb tau luv xyoo tas los, ces them. Peb nyuam qhuav pib txoj haujlwm tshiab nag hmo; Txawm li cas los xij, cia siab rau apes, Kuv yeej yog AMC ruaj ntseg tuav ntawm sab nraud. Peb yeej yuav qhov tshiab APE nyiam, thiab peb luv AMC feem ntau tawm tsam nws. Lawv nyob nraum economic tib yam kev ruaj ntseg. Lawv tsis muaj kev ywj pheej hloov mus rau ib leeg, tab sis lawv yog kev lag luam kev ruaj ntseg tib yam. "
Nws txhais li cas
AMC tshaj tawm qhov tshwj xeeb dividend rau cov tuav ntawm AMC Tshuag hauv daim ntawv ntawm APE shares, muab rau txhua tus tswv lag luam, uas pib trading thaum Lub Yim Hli 22.
Chanos tab tom nrhiav los siv qhov sib txawv ntawm cov nqi sib koom raws li AMC yog $ 9.56 thiab APE ntawm $ 7.02 thaum lub sijhawm sau ntawv, thawj zaug poob los ntawm 4% thiab qhov thib ob nce ntau dua 20%.
Tus tsim ntawm Kynikos Associates tau hais tias nws "suav rau lawv kaw", txhais tau hais tias AMC cov koom nrog yuav tsum tsis muaj, thiab nws xav tias "thaum kawg lawv txhua tus yuav yog tib chav."
Tsis tas li ntawd, hauv kab, cov tswv lag luam tuaj yeem pov npav rau cov shares kom hloov pauv rau ib leeg, txhais tau hais tias Chanos qhov kev sib cav zoo sib xws yuav muaj tseeb, thiab cov shares yuav dhau los ua ib chav kawm, ua lag luam ntawm tib tus nqi.
Thaum lub sijhawm sau ntawv, qhov no arbitrage kev ua si coj nyiaj rau Chanos, tsawg kawg ntawm daim ntawv, tab sis tsuas yog lub sijhawm yuav qhia tias yav tom ntej yuav tuav dab tsi rau meme Tshuag thiab Chanos thawj koom ruam.
Disclaimer: Cov ntsiab lus ntawm lub xaib no yuav tsum tsis txhob suav hais tias yog cov lus qhia txog kev nqis peev. Kev nqis peev yog speculative. Thaum kev nqis peev, koj cov peev nyiaj muaj kev pheej hmoo.
Tau qhov twg los: https://finbold.com/famed-short-seller-jim-chanos-opens-a-short-position-in-amc/