劍湖山 空手道 - 股票

By Carol
at 2020-06-09T20:59
at 2020-06-09T20:59
Table of Contents
1. 標的:劍湖山5701
2. 分類:心得
3. 分析/正文:
根據劍湖山Q1的資產負債表、現金流量表。
劍湖山帳上現金只剩5百萬,流動資產剩1.04億(但應收款項占56百萬)
最近五季的現金流是-8、-10、5、-5、-5(百萬)。可見劍湖山現金是一直流出的,縱然在
疫情爆發前,劍湖山仍然連現金流都有問題。
再者,4月的營收年減81%,營收只有11百萬,5月的等明天公布,可能減幅縮小。但如此
低的營收恐怕也不足因應現金流出。
其次最近的新聞,劍湖山辦理私募,因資金無法到位,故私募失敗。
私募失敗,代表連大股東都不想增資了。
再來,5月29日,1000張以上的共有79464張;6月5日,1000張以上的只剩74214張,大減
五千張。(該週成交量1.5萬張)籌碼面也不佳。
之前的新聞,說要賣飯店租回,顯見大股東根本不思改進,只想著要賣財產撐現金流。
再之前把資產分拆成耐斯廣場(子公司),耐斯現增劍湖山也不跟進,導致耐斯經營權跑到
其他人。(懷疑是把賺錢資產分拆,再刻意不現增,導致有門道的人現增入主)
最後,劍湖山的不動產廠房設備值23.18億(或許還高估設備價值),負債總額已經到23.57
億元了。顯然劍湖山也沒舉債空間了。
到底劍湖山的現金流能不能再撐兩年,或者甚至乾脆趁現在清算?
除了高手之外,這股還是少碰為妙。
--
2. 分類:心得
3. 分析/正文:
根據劍湖山Q1的資產負債表、現金流量表。
劍湖山帳上現金只剩5百萬,流動資產剩1.04億(但應收款項占56百萬)
最近五季的現金流是-8、-10、5、-5、-5(百萬)。可見劍湖山現金是一直流出的,縱然在
疫情爆發前,劍湖山仍然連現金流都有問題。
再者,4月的營收年減81%,營收只有11百萬,5月的等明天公布,可能減幅縮小。但如此
低的營收恐怕也不足因應現金流出。
其次最近的新聞,劍湖山辦理私募,因資金無法到位,故私募失敗。
私募失敗,代表連大股東都不想增資了。
再來,5月29日,1000張以上的共有79464張;6月5日,1000張以上的只剩74214張,大減
五千張。(該週成交量1.5萬張)籌碼面也不佳。
之前的新聞,說要賣飯店租回,顯見大股東根本不思改進,只想著要賣財產撐現金流。
再之前把資產分拆成耐斯廣場(子公司),耐斯現增劍湖山也不跟進,導致耐斯經營權跑到
其他人。(懷疑是把賺錢資產分拆,再刻意不現增,導致有門道的人現增入主)
最後,劍湖山的不動產廠房設備值23.18億(或許還高估設備價值),負債總額已經到23.57
億元了。顯然劍湖山也沒舉債空間了。
到底劍湖山的現金流能不能再撐兩年,或者甚至乾脆趁現在清算?
除了高手之外,這股還是少碰為妙。
--
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