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微操大师
一顿操作猛如虎,一看收益两毛五。
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微操大师
2020-11-10
$Yalla Group(YALA)$
长期看好此股
微操大师
2020-09-03
太虚伪了,正常没有大规模作假的公司被SEC调查,一般都会谨慎地内部审查下,绝不会说这是一件很开心的事。参考下好未来,爱奇艺的表现。
跟谁学陈向东:SEC介入是我们特别开心的事
微操大师
2020-09-03
$跟谁学(GSX)$
庄家明显在出货了,3个月内回到20以下
微操大师
2020-09-02
$跟谁学(GSX)$
明后天周四周五,大盘行情要回调,跟谁学护估计还得跌个10点左右
微操大师
2020-09-02
$跟谁学(GSX)$
做多的快跑,就算财报是真的也不值这个钱,别帮拉总护盘了,我看着都心疼。
微操大师
2020-09-02
$拼多多(PDD)$
8
微操大师
2020-09-02
$跟谁学(GSX)$
多头趁现在快跑吧,不然开盘后裤衩都要没了。
微操大师
2020-09-02
看来明年的今天并不是我的祭日,全仓空太刺激了。[微笑]
微操大师
2020-09-02
$跟谁学(GSX)$
净利率这么低,这财报不行啊。
微操大师
2020-09-02
净利润这么低,这财报不行啊,别被营收蒙蔽了双眼。
微操大师
2020-09-02
这篇文章不错,转发给大家看看
@胖虎哒哒:跟谁学Q2财报强劲,目前正在接受SEC调查
微操大师
2020-09-01
$跟谁学(GSX)$
曾经瑞幸也是迟迟不发年报。
微操大师
2020-09-01
$Zoom(ZM)$
都疯了
微操大师
2020-08-31
$跟谁学(GSX)$
都散了吧,拉总要跑路了。
微操大师
2020-08-21
微操大师
2020-08-21
微操大师
2020-08-07
$跟谁学(GSX)$
买call对冲
微操大师
2020-08-05
$跟谁学(GSX)$
季报快要出来了,季报虚增收入再不收敛点,明年出年报的时候就是下一个瑞幸。
微操大师
2020-08-05
$柯达(KODK)$
一旦调查出存在内幕交易,会被SEC罚得倾家荡产!
微操大师
2020-07-21
$信也科技(FINV)$
这股票不行,比360金融差远了。
去老虎APP查看更多动态
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21:45","market":"us","language":"zh","title":"跟谁学陈向东:SEC介入是我们特别开心的事","url":"https://stock-news.laohu8.com/highlight/detail?id=2064326846","media":"财经网","summary":"9月2日,在线教育机构跟谁学(NYSE:GSX)公布了2020年第二季度未经审计财务报告。其在财报中其主动披露,在一系列做空报告于2020年2月到7月之间发布之后,美国证券交易委员会(SEC)执法部请...","content":"<div>\n<p>原标题:跟谁学陈向东:SEC介入是我们特别开心的事\r\n \n 9月2日,在线教育机构跟谁学(NYSE:GSX)公布了2020年第二季度未经审计财务报告。其在财报中其主动披露,在一系列做空报告于2020年2月到7月之间发布之后,美国证券交易委员会(SEC)执法部请公司协助提供从2017年1月1日起的部分财务及运营数据。另外,在该项问询之前,公司审计委员会也已聘请了第三方专业顾问...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202009031619579217.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","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>跟谁学陈向东:SEC介入是我们特别开心的事</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n跟谁学陈向东:SEC介入是我们特别开心的事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-03 21:45 北京时间 <a href=http://finance.eastmoney.com/a/202009031619579217.html><strong>财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:跟谁学陈向东:SEC介入是我们特别开心的事\r\n \n 9月2日,在线教育机构跟谁学(NYSE:GSX)公布了2020年第二季度未经审计财务报告。其在财报中其主动披露,在一系列做空报告于2020年2月到7月之间发布之后,美国证券交易委员会(SEC)执法部请公司协助提供从2017年1月1日起的部分财务及运营数据。另外,在该项问询之前,公司审计委员会也已聘请了第三方专业顾问...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202009031619579217.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/239de6d52f53f295cfca7ca2933e727c","relate_stocks":{},"source_url":"http://finance.eastmoney.com/a/202009031619579217.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2064326846","content_text":"原标题:跟谁学陈向东:SEC介入是我们特别开心的事\r\n \n 9月2日,在线教育机构跟谁学(NYSE:GSX)公布了2020年第二季度未经审计财务报告。其在财报中其主动披露,在一系列做空报告于2020年2月到7月之间发布之后,美国证券交易委员会(SEC)执法部请公司协助提供从2017年1月1日起的部分财务及运营数据。另外,在该项问询之前,公司审计委员会也已聘请了第三方专业顾问对做空报告中的指控进行调查。两项调查均在进行中,公司无法预测调查工作的时间、结果及最终结论。 在当晚举行的财报电话会上,跟谁学CEO陈向东及CFO沈楠分别就SEC问询做出公开回应。沈楠表示,“我们欢迎一个所有人都信任的权威机构来证明公司业务的真实性。与一些投资者的预测可能不同,在某种程度上我们欢迎调查,也期盼着调查的结果。” “说句特别真切的话,就是SEC介入调查是我们特别开心的事,因为刚才讲过了,SEC的调查和AC的独立调查其实是证明一家好公司的最好办法,也是个唯一方法,所以我们对这样的调查是蛮欢迎的。” 跟谁学CEO陈向东表示。 2020年2月以来,跟谁学先后遭遇来自灰熊、香橼、浑水、天蝎等做空机构发布的十几轮做空报告。沈楠表示,做空事件后,公司一直被空头持续骚扰,其中包括电话,邮件和Twitter等途径。每当有任何公司出任何负面新闻,哪怕与跟谁学完全不相关,公司也会被波及。 沈楠介绍跟谁学配合第三方专业顾问调查和SEC问询的细节时称,跟谁学的团队有一个24小时法则,指任何调查组提出的资料需求,尽量在24小时内反馈。 “我们希望建立一个极为通透的沟通机制。希望资本市场知道并了解我们的处境。我们愿意承担可能的短期压力以换取长期的客户关系。我们认为且高度相信,此次主动披露和调查本身,实际上显示了我们管理团队的强大信心,也显示了公司高水平的治理。”沈楠说。 值得注意的是,在跟谁学接受第三方专业顾问调查及SEC问询期间,跟谁学正常发布了2020年Q2财报,并且未对既往发布报表进行追溯调整,这或许是关于调查结果的一个积极信号。可作为对比的是,此前,好未来4月8日首先自曝业绩造假;此后的4月28日,才得以公布2020财年Q4财报,并在同时对前三季度的报表数据进行了追溯调整。而瑞幸咖啡自2019年11月13日公布2019年第三季财报后,一直未能顺利披露新的财务报告。 业内人士表示,第三方专业顾问调查及SEC问询周期一般历时较长,如果在调查中发现存在财务造假行为,被调查公司将无法顺利发布财务报告。跟谁学此次顺利发布2020财年Q2财报,或可间接证实到目前为止尚未发现财务造假行为。 在此之前,中国教育培训企业新东方也曾遭遇做空。当时新东方以第三方专业顾问调查证实了公司的健康发展,对做空指控进行了有力回击,也给了后来者更好的借鉴。(文章来源:财经网)\n\r\n (责任编辑:DF520)","news_type":1},"isVote":1,"tweetType":1,"viewCount":2088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978378828,"gmtCreate":1599141066064,"gmtModify":1704221715416,"author":{"id":"3529008938140253","authorId":"3529008938140253","name":"微操大师","avatar":"https://static.tigerbbs.com/849867171741d75756f594e9d0f289b0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3529008938140253","authorIdStr":"3529008938140253"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>庄家明显在出货了,3个月内回到20以下","listText":"<a 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href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>净利率这么低,这财报不行啊。","text":"$跟谁学(GSX)$净利率这么低,这财报不行啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/971435353","isVote":1,"tweetType":1,"viewCount":5546,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3522047542477985","authorId":"3522047542477985","name":"亲爱的小宋同学","avatar":"https://static.tigerbbs.com/c4ae1a3dc2b0c062935ce4c75b735a5d","crmLevel":3,"crmLevelSwitch":0,"idStr":"3522047542477985","authorIdStr":"3522047542477985"},"content":"你问问学而思网校,猿辅导,他们有正的净利率吗","text":"你问问学而思网校,猿辅导,他们有正的净利率吗","html":"你问问学而思网校,猿辅导,他们有正的净利率吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971432708,"gmtCreate":1599024448504,"gmtModify":1704221088651,"author":{"id":"3529008938140253","authorId":"3529008938140253","name":"微操大师","avatar":"https://static.tigerbbs.com/849867171741d75756f594e9d0f289b0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3529008938140253","authorIdStr":"3529008938140253"},"themes":[],"htmlText":"净利润这么低,这财报不行啊,别被营收蒙蔽了双眼。","listText":"净利润这么低,这财报不行啊,别被营收蒙蔽了双眼。","text":"净利润这么低,这财报不行啊,别被营收蒙蔽了双眼。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971432708","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971438087,"gmtCreate":1599023361349,"gmtModify":1704221084853,"author":{"id":"3529008938140253","authorId":"3529008938140253","name":"微操大师","avatar":"https://static.tigerbbs.com/849867171741d75756f594e9d0f289b0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3529008938140253","authorIdStr":"3529008938140253"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971438087","repostId":"971492455","repostType":1,"repost":{"id":971492455,"gmtCreate":1599020746173,"gmtModify":1704221076227,"author":{"id":"3510558082622800","authorId":"3510558082622800","name":"胖虎哒哒","avatar":"https://static.tigerbbs.com/75b95d9326c02813b7b87ba8c1eccb5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3510558082622800","authorIdStr":"3510558082622800"},"themes":[],"title":"跟谁学Q2财报强劲,目前正在接受SEC调查","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> 截至2020年6月30日第二季度亮点[1] 收入为16.503亿元人民币,同比增长366.6%。 K-12在线课程的收入为13.850亿元人民币,同比增长412.4%。 现金收入[2]为24.010亿元人民币,同比增长300.6%。 K-12在线课程的现金收入为21.961亿元人民币,同比增长335.5%。 正价课付费人次[3]达到1,567,000,同比增长331.7%。 K-12在线课程正价课付费人次达到1,496,000,同比增长366.0%。 净利润为1,863万元人民币,同比增长13.4%。 非美国通用会计准则净利润为7,271万元人民币,同比增长133.0%。 经营活动产生的净现金流入为5.280亿元人民币,同比增长172.4%。 跟谁学创始人、董事长兼首席执行官陈向东表示:“第二季度我们欣喜地看到,政府和社会同心协力,有效地控制了新冠疫情。与此同时,跟谁学也上下一心,凭借极度聚焦的战略和强大的组织能力,收入再创历史新高。公司的收入和现金收入均实现了又一个季度的超4倍增速;而K-12在线课程收入超过十个季度维持超5倍的同比增长,使我们在头部公司的行列里更进一步。令人振奋的是,公司的付费人次同期增速进一步加快,从去年同期的259%加速为今年同比增速332%。在保持如此高速增长的前提下,跟谁学仍然实现了连续第八个季度盈利以及非通用会计准则下连续第九个季度盈利。更重要的是,得益于春季续班的优异表现,公司第二季度经营净现金流入高达5.28亿,相当于去年同期的2.7倍。我们计划全年继续执行盈利性增长战略,持续着力于高ROI的投放,持续聚焦在线直播大班课,持续打造组织能力。作为在线教育行业的头部玩家,我们会秉承着务实的价值观和谦卑的态度,重新定","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> 截至2020年6月30日第二季度亮点[1] 收入为16.503亿元人民币,同比增长366.6%。 K-12在线课程的收入为13.850亿元人民币,同比增长412.4%。 现金收入[2]为24.010亿元人民币,同比增长300.6%。 K-12在线课程的现金收入为21.961亿元人民币,同比增长335.5%。 正价课付费人次[3]达到1,567,000,同比增长331.7%。 K-12在线课程正价课付费人次达到1,496,000,同比增长366.0%。 净利润为1,863万元人民币,同比增长13.4%。 非美国通用会计准则净利润为7,271万元人民币,同比增长133.0%。 经营活动产生的净现金流入为5.280亿元人民币,同比增长172.4%。 跟谁学创始人、董事长兼首席执行官陈向东表示:“第二季度我们欣喜地看到,政府和社会同心协力,有效地控制了新冠疫情。与此同时,跟谁学也上下一心,凭借极度聚焦的战略和强大的组织能力,收入再创历史新高。公司的收入和现金收入均实现了又一个季度的超4倍增速;而K-12在线课程收入超过十个季度维持超5倍的同比增长,使我们在头部公司的行列里更进一步。令人振奋的是,公司的付费人次同期增速进一步加快,从去年同期的259%加速为今年同比增速332%。在保持如此高速增长的前提下,跟谁学仍然实现了连续第八个季度盈利以及非通用会计准则下连续第九个季度盈利。更重要的是,得益于春季续班的优异表现,公司第二季度经营净现金流入高达5.28亿,相当于去年同期的2.7倍。我们计划全年继续执行盈利性增长战略,持续着力于高ROI的投放,持续聚焦在线直播大班课,持续打造组织能力。作为在线教育行业的头部玩家,我们会秉承着务实的价值观和谦卑的态度,重新定","text":"$跟谁学(GSX)$ 截至2020年6月30日第二季度亮点[1] 收入为16.503亿元人民币,同比增长366.6%。 K-12在线课程的收入为13.850亿元人民币,同比增长412.4%。 现金收入[2]为24.010亿元人民币,同比增长300.6%。 K-12在线课程的现金收入为21.961亿元人民币,同比增长335.5%。 正价课付费人次[3]达到1,567,000,同比增长331.7%。 K-12在线课程正价课付费人次达到1,496,000,同比增长366.0%。 净利润为1,863万元人民币,同比增长13.4%。 非美国通用会计准则净利润为7,271万元人民币,同比增长133.0%。 经营活动产生的净现金流入为5.280亿元人民币,同比增长172.4%。 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href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>都疯了","text":"$Zoom(ZM)$都疯了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/971868538","isVote":1,"tweetType":1,"viewCount":1675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":945231781,"gmtCreate":1596562239843,"gmtModify":1704212735361,"author":{"id":"3529008938140253","authorId":"3529008938140253","name":"微操大师","avatar":"https://static.tigerbbs.com/849867171741d75756f594e9d0f289b0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3529008938140253","authorIdStr":"3529008938140253"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KODK\">$柯达(KODK)$</a>一旦调查出存在内幕交易,会被SEC罚得倾家荡产!","listText":"<a href=\"https://laohu8.com/S/KODK\">$柯达(KODK)$</a>一旦调查出存在内幕交易,会被SEC罚得倾家荡产!","text":"$柯达(KODK)$一旦调查出存在内幕交易,会被SEC罚得倾家荡产!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/945231781","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305406511,"gmtCreate":1605020878833,"gmtModify":1703835834819,"author":{"id":"3529008938140253","authorId":"3529008938140253","name":"微操大师","avatar":"https://static.tigerbbs.com/849867171741d75756f594e9d0f289b0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3529008938140253","authorIdStr":"3529008938140253"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>长期看好此股","listText":"<a href=\"https://laohu8.com/S/YALA\">$Yalla Group(YALA)$</a>长期看好此股","text":"$Yalla 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21:45","market":"us","language":"zh","title":"跟谁学陈向东:SEC介入是我们特别开心的事","url":"https://stock-news.laohu8.com/highlight/detail?id=2064326846","media":"财经网","summary":"9月2日,在线教育机构跟谁学(NYSE:GSX)公布了2020年第二季度未经审计财务报告。其在财报中其主动披露,在一系列做空报告于2020年2月到7月之间发布之后,美国证券交易委员会(SEC)执法部请...","content":"<div>\n<p>原标题:跟谁学陈向东:SEC介入是我们特别开心的事\r\n \n 9月2日,在线教育机构跟谁学(NYSE:GSX)公布了2020年第二季度未经审计财务报告。其在财报中其主动披露,在一系列做空报告于2020年2月到7月之间发布之后,美国证券交易委员会(SEC)执法部请公司协助提供从2017年1月1日起的部分财务及运营数据。另外,在该项问询之前,公司审计委员会也已聘请了第三方专业顾问...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202009031619579217.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","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>跟谁学陈向东:SEC介入是我们特别开心的事</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n跟谁学陈向东:SEC介入是我们特别开心的事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-03 21:45 北京时间 <a href=http://finance.eastmoney.com/a/202009031619579217.html><strong>财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:跟谁学陈向东:SEC介入是我们特别开心的事\r\n \n 9月2日,在线教育机构跟谁学(NYSE:GSX)公布了2020年第二季度未经审计财务报告。其在财报中其主动披露,在一系列做空报告于2020年2月到7月之间发布之后,美国证券交易委员会(SEC)执法部请公司协助提供从2017年1月1日起的部分财务及运营数据。另外,在该项问询之前,公司审计委员会也已聘请了第三方专业顾问...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202009031619579217.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/239de6d52f53f295cfca7ca2933e727c","relate_stocks":{},"source_url":"http://finance.eastmoney.com/a/202009031619579217.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2064326846","content_text":"原标题:跟谁学陈向东:SEC介入是我们特别开心的事\r\n \n 9月2日,在线教育机构跟谁学(NYSE:GSX)公布了2020年第二季度未经审计财务报告。其在财报中其主动披露,在一系列做空报告于2020年2月到7月之间发布之后,美国证券交易委员会(SEC)执法部请公司协助提供从2017年1月1日起的部分财务及运营数据。另外,在该项问询之前,公司审计委员会也已聘请了第三方专业顾问对做空报告中的指控进行调查。两项调查均在进行中,公司无法预测调查工作的时间、结果及最终结论。 在当晚举行的财报电话会上,跟谁学CEO陈向东及CFO沈楠分别就SEC问询做出公开回应。沈楠表示,“我们欢迎一个所有人都信任的权威机构来证明公司业务的真实性。与一些投资者的预测可能不同,在某种程度上我们欢迎调查,也期盼着调查的结果。” “说句特别真切的话,就是SEC介入调查是我们特别开心的事,因为刚才讲过了,SEC的调查和AC的独立调查其实是证明一家好公司的最好办法,也是个唯一方法,所以我们对这样的调查是蛮欢迎的。” 跟谁学CEO陈向东表示。 2020年2月以来,跟谁学先后遭遇来自灰熊、香橼、浑水、天蝎等做空机构发布的十几轮做空报告。沈楠表示,做空事件后,公司一直被空头持续骚扰,其中包括电话,邮件和Twitter等途径。每当有任何公司出任何负面新闻,哪怕与跟谁学完全不相关,公司也会被波及。 沈楠介绍跟谁学配合第三方专业顾问调查和SEC问询的细节时称,跟谁学的团队有一个24小时法则,指任何调查组提出的资料需求,尽量在24小时内反馈。 “我们希望建立一个极为通透的沟通机制。希望资本市场知道并了解我们的处境。我们愿意承担可能的短期压力以换取长期的客户关系。我们认为且高度相信,此次主动披露和调查本身,实际上显示了我们管理团队的强大信心,也显示了公司高水平的治理。”沈楠说。 值得注意的是,在跟谁学接受第三方专业顾问调查及SEC问询期间,跟谁学正常发布了2020年Q2财报,并且未对既往发布报表进行追溯调整,这或许是关于调查结果的一个积极信号。可作为对比的是,此前,好未来4月8日首先自曝业绩造假;此后的4月28日,才得以公布2020财年Q4财报,并在同时对前三季度的报表数据进行了追溯调整。而瑞幸咖啡自2019年11月13日公布2019年第三季财报后,一直未能顺利披露新的财务报告。 业内人士表示,第三方专业顾问调查及SEC问询周期一般历时较长,如果在调查中发现存在财务造假行为,被调查公司将无法顺利发布财务报告。跟谁学此次顺利发布2020财年Q2财报,或可间接证实到目前为止尚未发现财务造假行为。 在此之前,中国教育培训企业新东方也曾遭遇做空。当时新东方以第三方专业顾问调查证实了公司的健康发展,对做空指控进行了有力回击,也给了后来者更好的借鉴。(文章来源:财经网)\n\r\n (责任编辑:DF520)","news_type":1},"isVote":1,"tweetType":1,"viewCount":2088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979962236,"gmtCreate":1597975966325,"gmtModify":1704217470645,"author":{"id":"3529008938140253","authorId":"3529008938140253","name":"微操大师","avatar":"https://static.tigerbbs.com/849867171741d75756f594e9d0f289b0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3529008938140253","authorIdStr":"3529008938140253"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>分析的有理有据","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>分析的有理有据","text":"$跟谁学(GSX)$分析的有理有据","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/979962236","isVote":1,"tweetType":3,"object":{"tweetId":"979962236","title":"跟谁学分析 - 知乎","poster":"https://pic2.zhimg.com/v2-a68f70f35c6cb30450556881a27f3f94_b.png","shareLink":"https://zhuanlan.zhihu.com/p/170258980"},"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948181680,"gmtCreate":1595287743240,"gmtModify":1704208370952,"author":{"id":"3529008938140253","authorId":"3529008938140253","name":"微操大师","avatar":"https://static.tigerbbs.com/849867171741d75756f594e9d0f289b0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3529008938140253","authorIdStr":"3529008938140253"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FINV\">$信也科技(FINV)$</a>这股票不行,比360金融差远了。","listText":"<a 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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>8","listText":"<a 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target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> 截至2020年6月30日第二季度亮点[1] 收入为16.503亿元人民币,同比增长366.6%。 K-12在线课程的收入为13.850亿元人民币,同比增长412.4%。 现金收入[2]为24.010亿元人民币,同比增长300.6%。 K-12在线课程的现金收入为21.961亿元人民币,同比增长335.5%。 正价课付费人次[3]达到1,567,000,同比增长331.7%。 K-12在线课程正价课付费人次达到1,496,000,同比增长366.0%。 净利润为1,863万元人民币,同比增长13.4%。 非美国通用会计准则净利润为7,271万元人民币,同比增长133.0%。 经营活动产生的净现金流入为5.280亿元人民币,同比增长172.4%。 跟谁学创始人、董事长兼首席执行官陈向东表示:“第二季度我们欣喜地看到,政府和社会同心协力,有效地控制了新冠疫情。与此同时,跟谁学也上下一心,凭借极度聚焦的战略和强大的组织能力,收入再创历史新高。公司的收入和现金收入均实现了又一个季度的超4倍增速;而K-12在线课程收入超过十个季度维持超5倍的同比增长,使我们在头部公司的行列里更进一步。令人振奋的是,公司的付费人次同期增速进一步加快,从去年同期的259%加速为今年同比增速332%。在保持如此高速增长的前提下,跟谁学仍然实现了连续第八个季度盈利以及非通用会计准则下连续第九个季度盈利。更重要的是,得益于春季续班的优异表现,公司第二季度经营净现金流入高达5.28亿,相当于去年同期的2.7倍。我们计划全年继续执行盈利性增长战略,持续着力于高ROI的投放,持续聚焦在线直播大班课,持续打造组织能力。作为在线教育行业的头部玩家,我们会秉承着务实的价值观和谦卑的态度,重新定","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> 截至2020年6月30日第二季度亮点[1] 收入为16.503亿元人民币,同比增长366.6%。 K-12在线课程的收入为13.850亿元人民币,同比增长412.4%。 现金收入[2]为24.010亿元人民币,同比增长300.6%。 K-12在线课程的现金收入为21.961亿元人民币,同比增长335.5%。 正价课付费人次[3]达到1,567,000,同比增长331.7%。 K-12在线课程正价课付费人次达到1,496,000,同比增长366.0%。 净利润为1,863万元人民币,同比增长13.4%。 非美国通用会计准则净利润为7,271万元人民币,同比增长133.0%。 经营活动产生的净现金流入为5.280亿元人民币,同比增长172.4%。 跟谁学创始人、董事长兼首席执行官陈向东表示:“第二季度我们欣喜地看到,政府和社会同心协力,有效地控制了新冠疫情。与此同时,跟谁学也上下一心,凭借极度聚焦的战略和强大的组织能力,收入再创历史新高。公司的收入和现金收入均实现了又一个季度的超4倍增速;而K-12在线课程收入超过十个季度维持超5倍的同比增长,使我们在头部公司的行列里更进一步。令人振奋的是,公司的付费人次同期增速进一步加快,从去年同期的259%加速为今年同比增速332%。在保持如此高速增长的前提下,跟谁学仍然实现了连续第八个季度盈利以及非通用会计准则下连续第九个季度盈利。更重要的是,得益于春季续班的优异表现,公司第二季度经营净现金流入高达5.28亿,相当于去年同期的2.7倍。我们计划全年继续执行盈利性增长战略,持续着力于高ROI的投放,持续聚焦在线直播大班课,持续打造组织能力。作为在线教育行业的头部玩家,我们会秉承着务实的价值观和谦卑的态度,重新定","text":"$跟谁学(GSX)$ 截至2020年6月30日第二季度亮点[1] 收入为16.503亿元人民币,同比增长366.6%。 K-12在线课程的收入为13.850亿元人民币,同比增长412.4%。 现金收入[2]为24.010亿元人民币,同比增长300.6%。 K-12在线课程的现金收入为21.961亿元人民币,同比增长335.5%。 正价课付费人次[3]达到1,567,000,同比增长331.7%。 K-12在线课程正价课付费人次达到1,496,000,同比增长366.0%。 净利润为1,863万元人民币,同比增长13.4%。 非美国通用会计准则净利润为7,271万元人民币,同比增长133.0%。 经营活动产生的净现金流入为5.280亿元人民币,同比增长172.4%。 跟谁学创始人、董事长兼首席执行官陈向东表示:“第二季度我们欣喜地看到,政府和社会同心协力,有效地控制了新冠疫情。与此同时,跟谁学也上下一心,凭借极度聚焦的战略和强大的组织能力,收入再创历史新高。公司的收入和现金收入均实现了又一个季度的超4倍增速;而K-12在线课程收入超过十个季度维持超5倍的同比增长,使我们在头部公司的行列里更进一步。令人振奋的是,公司的付费人次同期增速进一步加快,从去年同期的259%加速为今年同比增速332%。在保持如此高速增长的前提下,跟谁学仍然实现了连续第八个季度盈利以及非通用会计准则下连续第九个季度盈利。更重要的是,得益于春季续班的优异表现,公司第二季度经营净现金流入高达5.28亿,相当于去年同期的2.7倍。我们计划全年继续执行盈利性增长战略,持续着力于高ROI的投放,持续聚焦在线直播大班课,持续打造组织能力。作为在线教育行业的头部玩家,我们会秉承着务实的价值观和谦卑的态度,重新定","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971492455","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971181780,"gmtCreate":1598883972340,"gmtModify":1704220448400,"author":{"id":"3529008938140253","authorId":"3529008938140253","name":"微操大师","avatar":"https://static.tigerbbs.com/849867171741d75756f594e9d0f289b0","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3529008938140253","authorIdStr":"3529008938140253"},"themes":[],"htmlText":"<a 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