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碧桂園服務(06098.HK)前總裁李長江:減持股份出於自身虧損考慮
剛辭任碧桂園服務(06098.HK)總裁及執董李長江向《經濟觀察網》表示,7月時曾兩度大幅減持碧桂園服務是純粹出於自身虧損的角度來考慮。 李長江被指得到內幕消息,於7月時兩度以平均價8.68元及8.86元減持碧桂園服務,套現2,825萬元。李長江稱,自己與太太在2021年底以約47元水平增持6,000萬股碧桂園服務股票,認爲在面對資產虧損時,自己也是投資者,有減持及止蝕的權利,又否則自己得到內幕消息而賣掉股票,認爲公司與同業相比,上半年業績並不差。 公司於2019年至2021年進行一連串併購,李長江強調不能用目前的資本市場環境去評估當時收併購是對或錯,強調當時做收購是絕對正確的,至今仍然認爲沒有規模的上市物管企業不可能有好的發展。 李長江稱,今年8月碧桂園(02007.HK)出現流動性危機並非公司所面對的最難關口,營運情況於去年比較艱難,當時資本市場開始對物管板塊失去信心,無視公司業績好壞,股價最後都出現下跌。
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