莫老的价值笔记
2023-12-19
$碧桂园服务(06098)$
12月18日晚间,碧桂园服务官宣了一则资产减值公告,就兄弟公司碧桂园所欠贸易应收账款进行大额计提,大约是18~23亿,也算是彻底除水分了,可见物业与房企公司关联的紧密度之深,提前向市场打预防针也是需要勇气的,这么说来之前物业股的所谓现金流稳健的逻辑在关联方下其实早就坍塌了
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