Discover and read the best of Twitter Threads about #Abalance
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Abalance - Manufacturing Nonsense
viceroyresearch.org/2023/05/17/aba…
#Abalance issued two unsatisfactory responses to concerns raised in our report.
Mgmt’s rebuttal does not deserve a response, however shareholders do. We will address every management denial, point-by-point, below. 1/
viceroyresearch.org/2023/05/17/aba…
#Abalance issued two unsatisfactory responses to concerns raised in our report.
Mgmt’s rebuttal does not deserve a response, however shareholders do. We will address every management denial, point-by-point, below. 1/
SUPPLY CHAIN & SCOPE
Despite over 20 pages and dozens more references in our reports to this effect, management claim that our concern related to supply chain forced labor is “unfounded”. It does not elaborate. 2/
Despite over 20 pages and dozens more references in our reports to this effect, management claim that our concern related to supply chain forced labor is “unfounded”. It does not elaborate. 2/
Management denies that it trades with Chinese suppliers who utilize forced labor in Xinjiang. This is a bad hill to die on.
Viceroy have pulled detailed import data which highlights and names its Chinese suppliers. #Abalance cannot deny it conducts business with them. 3/
Viceroy have pulled detailed import data which highlights and names its Chinese suppliers. #Abalance cannot deny it conducts business with them. 3/
エーバランスは日本人離れしている？そんなことはないと思います。
VSUNの太陽エネルギー製品は現在、米国の関税を回避しており、米国では2024年から販売が制限される予定です。中国製部品は現在、強制労働の貿易パートナーから調達しています。
viceroyresearch.org/2023/05/16/aba…
#abalance $3856 1/
VSUNの太陽エネルギー製品は現在、米国の関税を回避しており、米国では2024年から販売が制限される予定です。中国製部品は現在、強制労働の貿易パートナーから調達しています。
viceroyresearch.org/2023/05/16/aba…
#abalance $3856 1/
エーバランスは、ソーラーパネルメーカーと称する日本企業です。同社の売上の約90%は、ベトナムの子会社であるVietnam Sunergy Joint Stock Corporation (VSUN)から得られています。#abalance $3856 2/
VSUNは、中国のパススルー・サプライヤーとして、来年から米国での厳しい貿易制限に直面します。すでに貿易関税を回避し、薄利多売で経営している。VSUNの従業員は、制限を回避することを宣伝しています。
solarpowerworldonline.com/wp-content/upl…
#abalance $3856 3/
solarpowerworldonline.com/wp-content/upl…
#abalance $3856 3/
Abalance – Turning Japanese? We really don’t think so.
VSUN circumvents US duties and will be restricted for sale from 2024 in the USA. Chinese components currently sourced from forced labor trade partners.
viceroyresearch.org/2023/05/16/aba…
Viceroy report now live #abalance $3856 1/
VSUN circumvents US duties and will be restricted for sale from 2024 in the USA. Chinese components currently sourced from forced labor trade partners.
viceroyresearch.org/2023/05/16/aba…
Viceroy report now live #abalance $3856 1/
Abalance is a Japanese corporation which purports to be a solar panel manufacturer. Approximately 90% of the company’s revenues are derived from its Vietnamese subsidiary, Vietnam Sunergy Joint Stock Corporation (VSUN) #abalance $3856 2/
VSUN faces crippling trade restrictions in the USA from next year as a pass-through Chinese supplier. It already circumvents trade duties and operates on slim margins. VSUN employees advertise circumvention of the restrictions #abalance $3856
solarpowerworldonline.com/wp-content/upl…
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solarpowerworldonline.com/wp-content/upl…
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