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Forensic Analyst

Jason Yap, CFA

Forensic Accounting

<ul>
<li>On 16 December 2021, KE Holdings Inc (BEKE US) was target of shortseller Muddy Water's shortsell report, which alleged "significant fraud".  BEKE has since issued a rebuttal. </li>
<li>As shortsell attacks increase in recent years, investors with affected portfolio companies need to find a way to swiftly evaluate and react to shortsell report risks. </li>
<li>In this Insight, we provide a 6 point checklist that investors could use to evaluate such risks and make capital allocation decisions in respect of its portfolio company</li>
</ul>


On 16 December 2021, KE Holdings Inc (BEKE US) was target of shortseller Muddy Water's shortsell report, which alleged "significant fraud".  BEKE has since issued a rebuttal. 
As shortsell attacks increase in recent years, investors with affected portfolio companies need to find a way to swiftly evaluate and react to shortsell report risks. 
In this Insight, we provide a 6 point checklist that investors could use to evaluate such risks and make capital allocation decisions in respect of its portfolio company


KE Holdings (BEKE US)'s Shortsell Report and Rebuttal - Key Takeaways