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旗下客户瑞幸自爆財務造假,分眾傳媒大跌6%
格隆匯 04-03 12:30

4月2日晚間,美股開盤前,瑞幸咖啡稱,特別調查委員發現公司首席運營官及其下屬涉嫌捏造交易,公司從2019年二季度到四季度虛增銷售額高達22億元。在此期間,某些成本和費用也因虛假交易而大幅膨脹。

受此消息的影響,該公司的股價在盤前即遭遇暴跌。開盤後,該股一度跌逾80%,最終下跌75.57%,報收6.4美元/股,目前市值僅為16.2億美元。

至此,在遭遇做空兩個月後,瑞幸咖啡宣佈財務造假,選擇了原地自爆,並導致諸多關聯公司的股價也出現大跌。

例如,分眾傳媒在2018年年報中介紹稱,近年來,神州租車、餓了麼、瑞幸咖啡、快狗打車等新興品牌紛紛選擇分眾作為線下引爆的核心媒體。

而根據做空報告,第三方媒體跟蹤顯示,瑞幸將2019年第三季度的廣告支出誇大了逾150%,尤其是在分眾傳媒上的支出。瑞幸有可能將其被誇大的廣告費用重新用於增加收入和店面利潤。

或許是受瑞幸爆雷事件的影響,今日分眾的股價低開2.5%後一路走低,截至午間收盤,最終下跌了6.12%,現報4.14元/股,成交了10.49億元,最新總市值為607.66億元。

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(圖片來源:Wind)

而從2018以來,該公司的股價走勢整體呈現出明顯的下跌趨勢,從2018年1月25日的高點12.59元/股算起至今,已經跌去了接近7成。

值得一提的是,在股價暴跌的同時,該公司近兩年的業績也出現了下滑,尤其是去年的業績。

數據顯示,2019年,該公司的營收同比下降16.6%至121.36億元,歸母淨利潤更是同比暴跌67.8%至18.75億元。

image.png

(圖片來源:Wind)

公告顯示,公司業績大幅下滑的原因則包括行業景氣度欠佳、成本支出大幅增長、賬齡結構惡化導致計提了更多的信用減值損失等。

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