中概股跟谁学反击浑水做空

深圳商报2020-05-20

原标题：中概股跟谁学反击浑水做空【深圳商报/读创讯】（记者邱清月）B2C在线教育机构跟谁学遭浑水做空，美东时间18日跟谁学开盘跌逾16%，终收跌7.31%，总市值在78亿美元左右。浑水在做空报告中称，基于跟谁学自己的用户和出勤数据文件，发现跟谁学至少70%的用户是虚假的，甚至可能达到80%，由此分析跟谁学营收至少80%是造假产生。同时，浑水还指控，跟谁学创始人、董事长陈向东大规模质押股票，已...

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抓不住的泥鳅
2020-05-20
抓不住的泥鳅
这么多中概股公司，为什么这么多做空公司偏偏盯上你!还嘴硬?美国证监会应该制定个嘴硬罪!死不认账罪加一等!

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href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-05-20/doc-iircuyvi3999100.shtml><strong>深圳商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：中概股跟谁学反击浑水做空 【深圳商报/读创讯】（记者 邱清月）B2C在线教育机构跟谁学遭浑水做空，美东时间18日跟谁学开盘跌逾16%，终收跌7.31%，总市值在78亿美元左右。 浑水在做空报告中称，基于跟谁学自己的用户和出勤数据文件，发现跟谁学至少70%的用户是虚假的，甚至可能达到80%，由此分析跟谁学营收至少80%是造假产生。同时，浑水还指控，跟谁学创始人、董事长陈向东大规模质押股票，已...</p>\n\n<a 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关于这些指控，跟谁学在19日发布详细公告反击：“经过详细的阅读分析，以及反复的数据校验，遗憾地发现，浑水对于跟谁学的运营细节缺乏必要的认知。公司自2017年起全面聚焦在线直播大班课，持续盈利，现金流持续为正，现金余额持续增加，与报告中描述的情况完全不符。” 其CEO也在朋友圈中表示：“浑水的做空报告还是做了功课的，技术思维也值得点赞，只可惜他们没有弄明白跟谁学的在线直播双师大班课模式”。 据记者统计，跟谁学今年被做空机构盯上，年初迄今已收到6份做空报告，其中，香橼3次，灰熊1次、天蝎创投1次，浑水1次。但是前面几次做空并未影响公司股价，公司还曾触及百亿市值。 而从财报上看，跟谁学的业绩可谓惊艳：去年净收入为人民币21.15亿元，同比增长432%；实现净利润2.27亿元，同比增长1050%；现金收入为33.58亿元，同比增长413%。而今年一季度，在线教育行业受益于疫情，公司净收入12.98亿元，同比增长382%。 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