seems like_老虎社区_美港股上老虎

2021-12-18

seems like both have something to hide since there are holes in their version of events. got to wait and see to see how things play out

@话题虎：贝壳遭浑水做空：财务造假，处处都是“鬼店”！？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

EvelynHoover
2021-12-21
EvelynHoover
BEKE has a lot of negative news. And I'm not very satisfied with the service of this company.
ElsieDewey
2021-12-21
ElsieDewey
BEKE and muddy water It's hard for me to be sure which one I support. I think they all have a lot of problems.
DaisyMoore
2021-12-21
DaisyMoore
Muddy water has many classic cases. But don't forget, it also has many failure cases.
PagRobinson
2021-12-21
PagRobinson
BEKE was exposed to financial fraud before. I prefer muddy water.

发表看法

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src=\"https://static.tigerbbs.com/de7b794619466dc4a61a6191633fbf83\" tg-width=\"-1\" tg-height=\"-1\">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： <blockquote>\n 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%。 \n</blockquote> 2、虚报门店： <blockquote>\n 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。 \n</blockquote> <blockquote>\n 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： <img src=\"https://static.tigerbbs.com/910ef7f7229620f456f15b6fc5e0beae\" tg-width=\"-1\" tg-height=\"-1\"> \n</blockquote> <blockquote>\n 在“廊坊市天洋城”称有两处链家营业点，实际只有一家店： <img src=\"https://static.tigerbbs.com/1cf72da4a0293679d0b5cd86b7084108\" tg-width=\"-1\" tg-height=\"-1\">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%。 \n</blockquote> 3、虚报中介： <blockquote>\n 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。 \n</blockquote> 4、虚报交易量： <blockquote>\n 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。 \n</blockquote> 5、夸大被收购标的资产价格 <blockquote>\n 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。 \n</blockquote> <blockquote>\n 比如，贝壳在招股书中显示： \n</blockquote> <ul> \n <li>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。</li> \n <li>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\">$东易日盛(002713)$</a> 当时不过25亿元人民币。贝壳为何会斥资80亿元收购一家布局有限的家居装修企业？我们怀疑贝壳为一个有问题的业务支付了高昂的费用，以隐藏假的现金，以平抑贝壳因为虚报收入，所造成的资产负债表的问题。</li> \n</ul> 最后，浑水还表示： <blockquote>\n 贝壳的口头禅是「做正确的事，即使困难重重」。而我们发现了大规模的欺诈行为，包括一项看似旨在掩盖欺诈性收入的虚假收购。我们的实地调研发现了“鬼店”、“克隆店”和通过关联经纪公司往返现金以增加收入的秘密计划。和<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 一样，这是一家存在大量欺诈行为的真实企业。 \n</blockquote> 针对浑水做空报告，贝壳紧急做出了回应： <blockquote> 坚决抵制任何机构的恶意做空行为， 浑水不了解中国房产市场，缺乏对贝壳业务的基本认知， 将在24小时内逐一拆解回复！ \n</blockquote> <img src=\"https://static.tigerbbs.com/d8a14b89f10c4b7795ff892df94cf863\" tg-width=\"-1\" tg-height=\"-1\">据了解，浑水几次影响力比较大的沽空如下： <ul> \n <li>2010年，做空在加拿大上市的中概股嘉汉林业，报告问世当天，嘉汉林业股价暴跌64%；</li> \n <li>2016年，做空辉山乳业，称其为骗子，一文不值。报告发出后，第二年辉山乳业因涉及大股东挪用资金、债务危机等原因，突然一天内暴跌85%，后在2019年黯然退市。</li> \n <li>2020年2月，浑水做空瑞幸咖啡，瑞幸回应称“毫无依据，且恶意解读！”，然而两个月后，瑞幸突然一天暴跌近80%，而后因涉及财务造假，黯然退市。</li> \n <li>2020年5月，浑水做空<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> ，称其“几乎为一个空壳子”，跟谁学（高途）回应称：“外国人不了解网课模式”，而后双方进入了长期“扯皮”的阶段。但跟谁学的股价从40元左右一路涨到了140元，浑水遭到了越来越多人的质疑。但迷惑的是，一年后，跟谁学的股价从140跌倒了1.9。</li> \n</ul> …… 最后，大家聊一聊： <ul> \n <li>你如何看待浑水做空贝壳？你信浑水还是贝壳？</li> \n</ul> 精彩留言用户可获得888社区积分噢！</body></html>","htmlText":"<html><head></head><body><img src=\"https://static.tigerbbs.com/de7b794619466dc4a61a6191633fbf83\" tg-width=\"-1\" tg-height=\"-1\">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： <blockquote>\n 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%。 \n</blockquote> 2、虚报门店： <blockquote>\n 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。 \n</blockquote> <blockquote>\n 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： <img src=\"https://static.tigerbbs.com/910ef7f7229620f456f15b6fc5e0beae\" tg-width=\"-1\" tg-height=\"-1\"> \n</blockquote> <blockquote>\n 在“廊坊市天洋城”称有两处链家营业点，实际只有一家店： <img src=\"https://static.tigerbbs.com/1cf72da4a0293679d0b5cd86b7084108\" tg-width=\"-1\" tg-height=\"-1\">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%。 \n</blockquote> 3、虚报中介： <blockquote>\n 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。 \n</blockquote> 4、虚报交易量： <blockquote>\n 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。 \n</blockquote> 5、夸大被收购标的资产价格 <blockquote>\n 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。 \n</blockquote> <blockquote>\n 比如，贝壳在招股书中显示： \n</blockquote> <ul> \n <li>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。</li> \n <li>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\">$东易日盛(002713)$</a> 当时不过25亿元人民币。贝壳为何会斥资80亿元收购一家布局有限的家居装修企业？我们怀疑贝壳为一个有问题的业务支付了高昂的费用，以隐藏假的现金，以平抑贝壳因为虚报收入，所造成的资产负债表的问题。</li> \n</ul> 最后，浑水还表示： <blockquote>\n 贝壳的口头禅是「做正确的事，即使困难重重」。而我们发现了大规模的欺诈行为，包括一项看似旨在掩盖欺诈性收入的虚假收购。我们的实地调研发现了“鬼店”、“克隆店”和通过关联经纪公司往返现金以增加收入的秘密计划。和<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 一样，这是一家存在大量欺诈行为的真实企业。 \n</blockquote> 针对浑水做空报告，贝壳紧急做出了回应： <blockquote> 坚决抵制任何机构的恶意做空行为， 浑水不了解中国房产市场，缺乏对贝壳业务的基本认知， 将在24小时内逐一拆解回复！ \n</blockquote> <img src=\"https://static.tigerbbs.com/d8a14b89f10c4b7795ff892df94cf863\" tg-width=\"-1\" tg-height=\"-1\">据了解，浑水几次影响力比较大的沽空如下： <ul> \n <li>2010年，做空在加拿大上市的中概股嘉汉林业，报告问世当天，嘉汉林业股价暴跌64%；</li> \n <li>2016年，做空辉山乳业，称其为骗子，一文不值。报告发出后，第二年辉山乳业因涉及大股东挪用资金、债务危机等原因，突然一天内暴跌85%，后在2019年黯然退市。</li> \n <li>2020年2月，浑水做空瑞幸咖啡，瑞幸回应称“毫无依据，且恶意解读！”，然而两个月后，瑞幸突然一天暴跌近80%，而后因涉及财务造假，黯然退市。</li> \n <li>2020年5月，浑水做空<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a> ，称其“几乎为一个空壳子”，跟谁学（高途）回应称：“外国人不了解网课模式”，而后双方进入了长期“扯皮”的阶段。但跟谁学的股价从40元左右一路涨到了140元，浑水遭到了越来越多人的质疑。但迷惑的是，一年后，跟谁学的股价从140跌倒了1.9。</li> \n</ul> …… 最后，大家聊一聊： <ul> \n <li>你如何看待浑水做空贝壳？你信浑水还是贝壳？</li> \n</ul> 精彩留言用户可获得888社区积分噢！</body></html>","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$东易日盛(002713)$ 当时不过25亿元人民币。贝壳为何会斥资80亿元收购一家布局有限的家居装修企业？我们怀疑贝壳为一个有问题的业务支付了高昂的费用，以隐藏假的现金，以平抑贝壳因为虚报收入，所造成的资产负债表的问题。 最后，浑水还表示： 贝壳的口头禅是「做正确的事，即使困难重重」。而我们发现了大规模的欺诈行为，包括一项看似旨在掩盖欺诈性收入的虚假收购。我们的实地调研发现了“鬼店”、“克隆店”和通过关联经纪公司往返现金以增加收入的秘密计划。和$瑞幸咖啡(LKNCY)$ 一样，这是一家存在大量欺诈行为的真实企业。 针对浑水做空报告，贝壳紧急做出了回应： 坚决抵制任何机构的恶意做空行为， 浑水不了解中国房产市场，缺乏对贝壳业务的基本认知， 将在24小时内逐一拆解回复！ 据了解，浑水几次影响力比较大的沽空如下： 2010年，做空在加拿大上市的中概股嘉汉林业，报告问世当天，嘉汉林业股价暴跌64%； 2016年，做空辉山乳业，称其为骗子，一文不值。报告发出后，第二年辉山乳业因涉及大股东挪用资金、债务危机等原因，突然一天内暴跌85%，后在2019年黯然退市。 2020年2月，浑水做空瑞幸咖啡，瑞幸回应称“毫无依据，且恶意解读！”，然而两个月后，瑞幸突然一天暴跌近80%，而后因涉及财务造假，黯然退市。 2020年5月，浑水做空$高途(GOTU)$ ，称其“几乎为一个空壳子”，跟谁学（高途）回应称：“外国人不了解网课模式”，而后双方进入了长期“扯皮”的阶段。但跟谁学的股价从40元左右一路涨到了140元，浑水遭到了越来越多人的质疑。但迷惑的是，一年后，跟谁学的股价从140跌倒了1.9。 …… 最后，大家聊一聊： 你如何看待浑水做空贝壳？你信浑水还是贝壳？ 精彩留言用户可获得888社区积分噢！","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/699032132","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["GOTU","002713","BEKE","LKNCY"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":699032132,"totalAmount":888,"balance":0,"end":true,"deadline":1640079996064,"description":"528虎币已分给6位参与者,剩余360虎币已退还至发起者","remainingNumber":94},"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2522,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":617,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":109,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7068373,"commentId":"7068373","gmtCreate":1640100878693,"gmtModify":1640100878693,"authorId":9000000000000591,"author":{"id":9000000000000591,"idStr":"9000000000000591","authorId":9000000000000591,"name":"EvelynHoover","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":699657341,"objectIdStr":"699657341","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"BEKE has a lot of negative news. And I'm not very satisfied with the service of this company.","text":"BEKE has a lot of negative news. And I'm not very satisfied with the service of this company.","html":"BEKE has a lot of negative news. And I'm not very satisfied with the service of this company.","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":7068181,"commentId":"7068181","gmtCreate":1640100297300,"gmtModify":1640100297300,"authorId":9000000000000603,"author":{"id":9000000000000603,"idStr":"9000000000000603","authorId":9000000000000603,"name":"ElsieDewey","avatar":"https://static.tigerbbs.com/f5db46fc82ad451b6aa0d938d2221d70","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":699657341,"objectIdStr":"699657341","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"BEKE and muddy water It's hard for me to be sure which one I support. I think they all have a lot of problems.","text":"BEKE and muddy water It's hard for me to be sure which one I support. I think they all have a lot of problems.","html":"BEKE and muddy water It's hard for me to be sure which one I support. I think they all have a lot of problems.","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":7068392,"commentId":"7068392","gmtCreate":1640100990926,"gmtModify":1640100990926,"authorId":9000000000000640,"author":{"id":9000000000000640,"idStr":"9000000000000640","authorId":9000000000000640,"name":"DaisyMoore","avatar":"https://static.tigerbbs.com/0b6d4586dc3002807c92bc57e1b3a6bd","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":699657341,"objectIdStr":"699657341","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Muddy water has many classic cases. But don't forget, it also has many failure cases.","text":"Muddy water has many classic cases. But don't forget, it also has many failure cases.","html":"Muddy water has many classic cases. But don't forget, it also has many failure cases.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":7068289,"commentId":"7068289","gmtCreate":1640100576542,"gmtModify":1640100576542,"authorId":9000000000000432,"author":{"id":9000000000000432,"idStr":"9000000000000432","authorId":9000000000000432,"name":"PagRobinson","avatar":"https://static.tigerbbs.com/f27744c1fabf17b5f44122ab53e7da10","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":699657341,"objectIdStr":"699657341","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"BEKE was exposed to financial fraud before. I prefer muddy water.","text":"BEKE was exposed to financial fraud before. I prefer muddy water.","html":"BEKE was exposed to financial fraud before. I prefer muddy water.","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/699657341"}