h**G
发帖数: 9825 | 1 【 以下文字转载自 Joke 讨论区 】
发信人: daemonself (mit行为艺术专业博士后导师), 信区: Joke
标 题: 从湾区的一家中餐馆的变迁谈谈中概公司卷入的各类虚假事件和引(转载)
发信站: BBS 未名空间站 (Wed Dec 31 12:05:30 2014, 美东)
发信人: Edinburgher (喜欢养牛), 信区: Stock
标 题: 从湾区的一家中餐馆的变迁谈谈中概公司卷入的各类虚假事件和引发的官司
发信站: BBS 未名空间站 (Tue Dec 30 13:10:28 2014, 美东)
湾区这边好几年前有一家中餐馆叫小土豆，上海人开的，生意火爆，给的分量超多
，味道好，选择丰富，价格又极其便宜，一个菜5块钱，几乎每天排长队。到了周末起
码等1小时才叫得到号。 之后三年租约到了，店关掉了，吃客们都纷纷在谈小土豆上哪
里去了。果然，三个月后，原班人马杀回，在隔壁搞了一个小沈阳，菜式、分量、味道
、价格几乎不变，生意又是极其火爆，然而搞了1年多小沈阳换了东家，当初的那支原
班人马悄悄撤离， 老板据说心脏不好。后来一位朋友发现，那支队伍到往南的一个城
市开了一家农家小院，价格稍高一点，其它不变，生意又是超好。他们几乎是哪里开，
哪里生意就爆。但是这次不到1年，又换了东家变成天津的一对夫妇。现在的那支常胜
将军的队伍不知所踪了。
很难理解为何生意如此火爆的中餐馆那么短时间就撤离，难道是不想赚钱？经一个
高人指点，终于弄明白里面的猫腻了。 开小土豆的时候，虽然生意火爆，但是由于成
本很高，钱赚不到太多，接近于赔本赚吆喝。于是老板心生一计，待开小沈阳的时候，
还是原来的策略，给的量大，价格超便宜，吸引了大量的食客，然后马上找下家，以身
体不适作为理由出售饭店，下家看到如此好的生意肯定动心，于是花了一个大价钱（据
说是接近20万美元）买下这家饭店，但是不久下家发现这样做，几乎赚不到啥钱，于是
把量砍掉40%，这下子，食客不买账了，生意一落千丈。我现在有时路过，小沈阳即便
在周末还是空空荡荡。 如法炮制，接下去的农家小院也是相似的手法，不到一年，把
饭店出售给了天津的一对夫妇，卷了一大笔钱又去其它地方接着玩。
说到这里，有些中概公司有点类似的味道。上市前，不管如何，把生意做得很火，
报表拿出来夺人眼球， 投资人也是热血澎湃。待上市后，每个季度要汇报业绩，问题
就来了。 起初的做法，有点接近于赔本赚吆喝，真正要盈利谈何容易，于是乎开始弄
歪脑筋，搞些虚假的东西，不管怎么样，Founder和投资人钱是赚到了，最多也就是股
民倒霉。 JMEI或许就是这样，开始时的真货比较多，生意火爆，于是乎没过几年便杀
入Nasdaq上市。而真货的成本很高，这样做，每个季度都要赚钱太难了，因此开始提高
假货的%，反正真假混搭，买到假的倒霉。如果是这样的话，我感觉公司的整个管理层
都需要接受调查，甚至是刑事调查。其它国家也有公司在美国上市，似乎中国公司被告
的比率特别高，这其中也说明了一种急功近利的心态。 | h********y
发帖数: 3778 | 2 聚美优品是太典型的这类case了。
其实聚美挺早就真假掺着卖了，不是在上市之后才这样的.
正如楼主所说“不管怎么样，Founder和投资人钱是赚到了，最多也就是股
民倒霉” | r*******g
发帖数: 2662 | 3 Case: Jumei International Holdings Limited
Contact: [email protected]
/* */
December 18, 2014 – Kaplan Fox & Kilsheimer LLP (www.kaplanfox.com) has
been investigating Jumei International Holding Limited (“Jumei” or the “
Company”) (NYSE: JMEI) for potential violations of the federal securities
laws. Investors who purchased shares of Jumei since May 15, 2014, the date
of the Company's initial public offering ("IPO"), may be affected.
On May 15, 2014, Jumei sold more than 11 million American Depository Shares
("ADSs") at $22 per share in the Company's IPO.
On November 19, 2014 after the market closed, Jumei issued a press release
announcing that gross profit as a percentage of net revenues declined to 38%
and gross profit as a percentage of total net gross merchandise value ("GMV
") decreased to 22%. The Company said the "decreases were primarily due to
an increase in promotional activities, which led to relatively higher
pricing discounts, as well as the higher value-added tax paid as a result of
a shift from beauty product marketplace sales to merchandise sales.
Following the disclosures on November 19, 2014, Jumei ADSs declined in price
by $2.91 per share, more than 13%, to close at $19.32 per share on November
20, 2014.
A case has been filed in the United States District Court for the Southern
District of New York on behalf of person who purchased or acquired Jumei
securities pursuant to or traceable to the Company's Registration Statement
and Prospectus for its IPO or in the open market between May 15, 2014 and
November 19, 2014 (the "Class Period"). The action alleges, among other
things, that throughout the Class Period, defendants made false and/or
misleading statements and failed to disclose that Jumei's pre-IPO sales
growth was partially driven by third-party vendors in this Marketplace
services who were able to sell counterfeit products at a discount.
If you purchased shares of Jumei and would like to discuss our investigation
, please contact us by e-mailing [email protected]
/* */ or by calling 800-290-
1952.
Attorneys: Laurence D. King, Pamela A. Mayer |
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