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Livermore门徒
2021-01-28
$游戏驿站(GME)$
$特斯拉(TSLA)$
去年下半年开始很多对冲基金都空转多,仓位持有tsla多头......
Livermore门徒
2020-05-07
这个挺狠的.......GSX赶紧出来“呵呵”
$跟谁学(GSX)$
跟谁学第四次遭做空,郑州买楼、名师薪资等被质疑
去老虎APP查看更多动态
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<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>","listText":"这个挺狠的.......GSX赶紧出来“呵呵” <a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>","text":"这个挺狠的.......GSX赶紧出来“呵呵” $跟谁学(GSX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/927820952","repostId":"2033543031","repostType":2,"repost":{"id":"2033543031","pubTimestamp":1588817809,"share":"https://www.laohu8.com/m/news/2033543031?lang=&edition=full","pubTime":"2020-05-07 10:16","market":"us","language":"zh","title":"跟谁学第四次遭做空,郑州买楼、名师薪资等被质疑","url":"https://stock-news.laohu8.com/highlight/detail?id=2033543031","media":"芥末堆","summary":"芥末堆5月7日讯,跟谁学发布2020年Q1财报当晚,资产管理机构天蝎创投发布做空报告,针对跟谁学郑州买楼、员工免费买课、名师薪资、虚假数据、课程质量等提出新的质疑。同时,报告称,未来跟谁学实际股票价值","content":"<html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/10079660032/0\"/><p>芥末堆5月7日讯,<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>发布2020年Q1财报当晚,资产管理机构天蝎创投发布做空报告,针对跟谁学郑州买楼、员工免费买课、名师薪资、虚假数据、课程质量等提出新的质疑。同时,报告称,未来跟谁学实际股票价值预估为4-6美元。对此,跟谁学表示暂无回应。</p><p>报告首先指出,跟谁学所购房产实为“科研”用地,而同一境内另一处科研用地的2019年地块单价“仅705元/㎡,不到跟谁学拿地单价的七分之一”。跟谁学CEO陈向东曾在电话会议中表示,该建筑物位于郑州经开区核心地段,综合单位定价4850元每平方米。</p><p>报告称,跟谁学将该地“作为写字楼出租或出售给民企和社会团体使用”,违反了土地管理法“不得擅自改变原批准的土地用途”的规定。</p><p>员工免费买课方面,天蝎称,通过采访跟谁学部分离职员工得知,跟谁学员工免费买课额度高达5000元,且所有员工都被派发了面值2698元的优惠券。按照会计准则,优惠券应被记为递延收入。天蝎据此推测,员工无论是否使用大额优惠券,很可能都被计入了收入之中。</p><p>天蝎还指出,若按财报数据,2019年的21亿人民币营收中有36%即7.2亿元来自十大名师,则名师平均平台分成是上千万级别。而天蝎根据报告中展示的与“十大名师之一赵礼显”的聊天记录推测,其年薪并无千万。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/11708996397/0\"/><p>图片来源:天蝎创投做空报告</p><p>经营数据造假方面,天蝎称从跟谁学离职员工得知,面试者无论是否被录取,首先都要求下载 app。报告另引Questmobile和<a href=\"https://laohu8.com/S/03958\">东方证券</a>研究所的数据指出,2020 年一二月份,跟谁学高途课堂不论是周活还是周日活,数据仅优于<a href=\"https://laohu8.com/S/01797\">新东方在线</a>,明显落后于学而思、作业邦和猿辅导。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/11708996398/0\"/><p>图片来源:天蝎创投做空报告</p><p>最后,在课程质量方面,天蝎表示,其从新入职老师和网红名师两个部分入手调查,发现跟谁学以“入职之前不必须有教师资格证”吸引求职者。而2018 年,教育部《教育部办公厅关于切实做好校外培训机构专项治理整改工作的通知》的第五条中明确规定:“严格掌握教师资格条件。按照《意见》规定,从事语文、数学、 英语及物理、化学、生物等学科知识类培训的教师应具有相应教师资格。”</p><p>天蝎还结合课程学员采访、退课学员采访、相关课程内容分析和名师抄袭指控等,对跟谁学课程质量提出质疑。此外,报告称,他们发现<a href=\"https://laohu8.com/S/EDU\">新东方</a>、学而思、猿辅导等的被投诉数量远小于跟谁学。</p><p>5月6日,跟谁学发布了2020年第一季度财报。报告显示,跟谁学实现净收入人民币12.98亿元,较去年同期的2.83亿元增长358%;净利润从去年同期的3389万元增至1.48亿元,同比增长 336.6%。</p><p>2019财年,跟谁学全年营收21.15亿元,同比增长432.3%;净利润为2.27亿元人民币,而去年同期为1965万元人民币,同比增长1050.3%。芥末堆梳理往期财报发现,跟谁学营收已经连续5个季度增长超过400%,毛利率达75.4%,净利润超过13%。</p><p>面对此次做空,跟谁学表示暂无回应。2020年以来,灰熊、香橼相继三次做空跟谁学,对其营收数据、资金转移等问题反复提出质疑。跟谁学此前回应指出,公司利润最核心变化在于研发费用R&D。跟谁学早期研发费用占公司营收的60%,2017、18年间下降至18%。</p><p>对于第三方平台显示访问量和下载量低于同行的问题,陈向东曾表示,2015年跟谁学尚以O2O平台为主,“确有极少一部人入驻跟谁学的老师和机构为了排名靠前进行刷单”,但当时已对涉事老师和机构进行处罚处理;2018年公司利用微信红利沉淀了接近1亿用户,这些用户帮忙打磨了团队和经营模型,为跟谁学聚焦起到了很大作用。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>跟谁学第四次遭做空,郑州买楼、名师薪资等被质疑</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020050710535379d53fd0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c0bfebcb37e1240d16377a06ed99d55","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020050710535379d53fd0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2033543031","content_text":"芥末堆5月7日讯,跟谁学发布2020年Q1财报当晚,资产管理机构天蝎创投发布做空报告,针对跟谁学郑州买楼、员工免费买课、名师薪资、虚假数据、课程质量等提出新的质疑。同时,报告称,未来跟谁学实际股票价值预估为4-6美元。对此,跟谁学表示暂无回应。报告首先指出,跟谁学所购房产实为“科研”用地,而同一境内另一处科研用地的2019年地块单价“仅705元/㎡,不到跟谁学拿地单价的七分之一”。跟谁学CEO陈向东曾在电话会议中表示,该建筑物位于郑州经开区核心地段,综合单位定价4850元每平方米。报告称,跟谁学将该地“作为写字楼出租或出售给民企和社会团体使用”,违反了土地管理法“不得擅自改变原批准的土地用途”的规定。员工免费买课方面,天蝎称,通过采访跟谁学部分离职员工得知,跟谁学员工免费买课额度高达5000元,且所有员工都被派发了面值2698元的优惠券。按照会计准则,优惠券应被记为递延收入。天蝎据此推测,员工无论是否使用大额优惠券,很可能都被计入了收入之中。天蝎还指出,若按财报数据,2019年的21亿人民币营收中有36%即7.2亿元来自十大名师,则名师平均平台分成是上千万级别。而天蝎根据报告中展示的与“十大名师之一赵礼显”的聊天记录推测,其年薪并无千万。图片来源:天蝎创投做空报告经营数据造假方面,天蝎称从跟谁学离职员工得知,面试者无论是否被录取,首先都要求下载 app。报告另引Questmobile和东方证券研究所的数据指出,2020 年一二月份,跟谁学高途课堂不论是周活还是周日活,数据仅优于新东方在线,明显落后于学而思、作业邦和猿辅导。图片来源:天蝎创投做空报告最后,在课程质量方面,天蝎表示,其从新入职老师和网红名师两个部分入手调查,发现跟谁学以“入职之前不必须有教师资格证”吸引求职者。而2018 年,教育部《教育部办公厅关于切实做好校外培训机构专项治理整改工作的通知》的第五条中明确规定:“严格掌握教师资格条件。按照《意见》规定,从事语文、数学、 英语及物理、化学、生物等学科知识类培训的教师应具有相应教师资格。”天蝎还结合课程学员采访、退课学员采访、相关课程内容分析和名师抄袭指控等,对跟谁学课程质量提出质疑。此外,报告称,他们发现新东方、学而思、猿辅导等的被投诉数量远小于跟谁学。5月6日,跟谁学发布了2020年第一季度财报。报告显示,跟谁学实现净收入人民币12.98亿元,较去年同期的2.83亿元增长358%;净利润从去年同期的3389万元增至1.48亿元,同比增长 336.6%。2019财年,跟谁学全年营收21.15亿元,同比增长432.3%;净利润为2.27亿元人民币,而去年同期为1965万元人民币,同比增长1050.3%。芥末堆梳理往期财报发现,跟谁学营收已经连续5个季度增长超过400%,毛利率达75.4%,净利润超过13%。面对此次做空,跟谁学表示暂无回应。2020年以来,灰熊、香橼相继三次做空跟谁学,对其营收数据、资金转移等问题反复提出质疑。跟谁学此前回应指出,公司利润最核心变化在于研发费用R&D。跟谁学早期研发费用占公司营收的60%,2017、18年间下降至18%。对于第三方平台显示访问量和下载量低于同行的问题,陈向东曾表示,2015年跟谁学尚以O2O平台为主,“确有极少一部人入驻跟谁学的老师和机构为了排名靠前进行刷单”,但当时已对涉事老师和机构进行处罚处理;2018年公司利用微信红利沉淀了接近1亿用户,这些用户帮忙打磨了团队和经营模型,为跟谁学聚焦起到了很大作用。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":311326245,"gmtCreate":1611763452087,"gmtModify":1703753512009,"author":{"id":"3460013449254694","authorId":"3460013449254694","name":"Livermore门徒","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a><a 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