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bluewater210
2021-12-18
这篇文章不错,转发给大家看
@话题虎:贝壳遭浑水做空:财务造假,处处都是“鬼店”!?
bluewater210
2021-06-23
希望多多中签!
bluewater210
2021-01-07
已注册已申购,希望中签 ^_^
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href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a> 的沽空报告,并表示正在做空贝壳。 报告称: 1、贝壳涉嫌系统性欺诈: 据我们估计, 贝壳新房总交易额被夸大了约 126% 以上,佣金收入被夸大了约 77%-96%。 2、虚报门店: 贝壳存在大量并不存在“鬼店”和注册成不同分店但实则在同一办公地的“克隆店”,并以此来虚报门店数量。 例如,在贝壳官网上挂牌的“南昌市青山湖区”某营业点,实际已经被废弃: 在“廊坊市天洋城”称有两处链家营业点,实际只有一家店: 我们在廊坊找到的51家链家店中,有19家是‘鬼店’。仅在这个城市,贝壳将门店数量就夸大了 59%。 3、虚报中介: 贝壳声称在上海共有2.1万名中介,但第三方数据显示,其在上海的中介公司仅有9998名员工。 4、虚报交易量: 我们的调查人员走访德佑地产的部分门店后发现,德佑的“领航者计划”会给年收入超过250万元的门店估值10%的现金进行投资,但并不寻求入股或利润分配,条件是该门店需要接受更高的佣金率。 我们质疑,此举旨在提高佣金率,通过表外投资的方式,粉饰收入。 5、夸大被收购标的资产价格 我们质疑,贝壳在收购中环地产、圣都等标的时, 存在夸大资产价格的行为,以平抑并不存在的现金余额。 比如,贝壳在招股书中显示: 2019年7月,以9.31亿的价格购买中环地产62%的股权,后又在2020年4月以9.1亿的价格购买了剩下的38%股权。但商资料显示,2019年贝壳仅收购了28%的股权,同日,是由另一家公司收购了33.6%的股权,在六个月之后,这笔所有权又转让给了贝壳。 在收购圣都装饰时,贝壳出价80亿人民币,但和圣都同属家装行业、且省布局更多的上市公司<a href=\"https://laohu8.com/S/002713\">$东</a>","listText":"昨日,浑水发布了针对<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a> 的沽空报告,并表示正在做空贝壳。 报告称: 1、贝壳涉嫌系统性欺诈: 据我们估计, 贝壳新房总交易额被夸大了约 126% 以上,佣金收入被夸大了约 77%-96%。 2、虚报门店: 贝壳存在大量并不存在“鬼店”和注册成不同分店但实则在同一办公地的“克隆店”,并以此来虚报门店数量。 例如,在贝壳官网上挂牌的“南昌市青山湖区”某营业点,实际已经被废弃: 在“廊坊市天洋城”称有两处链家营业点,实际只有一家店: 我们在廊坊找到的51家链家店中,有19家是‘鬼店’。仅在这个城市,贝壳将门店数量就夸大了 59%。 3、虚报中介: 贝壳声称在上海共有2.1万名中介,但第三方数据显示,其在上海的中介公司仅有9998名员工。 4、虚报交易量: 我们的调查人员走访德佑地产的部分门店后发现,德佑的“领航者计划”会给年收入超过250万元的门店估值10%的现金进行投资,但并不寻求入股或利润分配,条件是该门店需要接受更高的佣金率。 我们质疑,此举旨在提高佣金率,通过表外投资的方式,粉饰收入。 5、夸大被收购标的资产价格 我们质疑,贝壳在收购中环地产、圣都等标的时, 存在夸大资产价格的行为,以平抑并不存在的现金余额。 比如,贝壳在招股书中显示: 2019年7月,以9.31亿的价格购买中环地产62%的股权,后又在2020年4月以9.1亿的价格购买了剩下的38%股权。但商资料显示,2019年贝壳仅收购了28%的股权,同日,是由另一家公司收购了33.6%的股权,在六个月之后,这笔所有权又转让给了贝壳。 在收购圣都装饰时,贝壳出价80亿人民币,但和圣都同属家装行业、且省布局更多的上市公司<a href=\"https://laohu8.com/S/002713\">$东</a>","text":"昨日,浑水发布了针对$贝壳(BEKE)$ 的沽空报告,并表示正在做空贝壳。 报告称: 1、贝壳涉嫌系统性欺诈: 据我们估计, 贝壳新房总交易额被夸大了约 126% 以上,佣金收入被夸大了约 77%-96%。 2、虚报门店: 贝壳存在大量并不存在“鬼店”和注册成不同分店但实则在同一办公地的“克隆店”,并以此来虚报门店数量。 例如,在贝壳官网上挂牌的“南昌市青山湖区”某营业点,实际已经被废弃: 在“廊坊市天洋城”称有两处链家营业点,实际只有一家店: 我们在廊坊找到的51家链家店中,有19家是‘鬼店’。仅在这个城市,贝壳将门店数量就夸大了 59%。 3、虚报中介: 贝壳声称在上海共有2.1万名中介,但第三方数据显示,其在上海的中介公司仅有9998名员工。 4、虚报交易量: 我们的调查人员走访德佑地产的部分门店后发现,德佑的“领航者计划”会给年收入超过250万元的门店估值10%的现金进行投资,但并不寻求入股或利润分配,条件是该门店需要接受更高的佣金率。 我们质疑,此举旨在提高佣金率,通过表外投资的方式,粉饰收入。 5、夸大被收购标的资产价格 我们质疑,贝壳在收购中环地产、圣都等标的时, 存在夸大资产价格的行为,以平抑并不存在的现金余额。 比如,贝壳在招股书中显示: 2019年7月,以9.31亿的价格购买中环地产62%的股权,后又在2020年4月以9.1亿的价格购买了剩下的38%股权。但商资料显示,2019年贝壳仅收购了28%的股权,同日,是由另一家公司收购了33.6%的股权,在六个月之后,这笔所有权又转让给了贝壳。 在收购圣都装饰时,贝壳出价80亿人民币,但和圣都同属家装行业、且省布局更多的上市公司$东","images":[{"img":"https://static.tigerbbs.com/de7b794619466dc4a61a6191633fbf83","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/910ef7f7229620f456f15b6fc5e0beae","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/d8a14b89f10c4b7795ff892df94cf863","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699032132","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123583384,"gmtCreate":1624429324748,"gmtModify":1624429324748,"author":{"id":"3556514227898775","authorId":"3556514227898775","name":"bluewater210","avatar":"https://static.tigerbbs.com/c710651bf294a5a5eb6fbbf260daabb7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556514227898775","authorIdStr":"3556514227898775"},"themes":[],"htmlText":"希望多多中签!","listText":"希望多多中签!","text":"希望多多中签!","images":[{"img":"https://static.tigerbbs.com/8ec8a9ab6b764bd067fac825e34a907b","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123583384","isVote":1,"tweetType":1,"viewCount":1530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}