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沽空機構Valiant Varriors狙擊聯易融(09959.HK)
阿思達克 07-20 11:42
沽空機構Valiant Varriors發表報告狙擊聯易融(09959.HK),指出該公司誇大收入,子公司隱藏上百億過橋貸款和關聯交易,表內金融風險巨大,槓桿倍數超過80倍,違反銀保監會205號文規定;並指聯易融過度依賴房地產行業,過度科技化包裝其業務。

Valiant Varriors認爲,與金融服務同行業平均市盈率比較,聯易融的預期市盈率應該不超過10至12倍,以該公司經調整淨利潤1.92億元人民幣的測算,估值不會超過27億港元,即股價不超過1.19港元。

聯易融現報11.44元,跌8.6%,成交額7,090萬元。

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