周四,从IBM分拆的IT基础设施服务商Kyndryl(KD)股价重挫,截至发稿跌超12%。该公司遭到知名做空机构Gotham City指控通过“会计魔术”虚增关键业绩指标。
Gotham City发布针对Kyndryl的做空报告,核心指控包括收入确认争议和EBITDA调整失真等。报告称,Kyndryl涉嫌将合作伙伴收入全额计入财报,而行业惯例应计净额;该公司 2023财年报表收入因此虚增约7.2亿美元,约占总营收9%。此外,该报告还声称Kyndryl还将重组费用(12亿美元)重新归类为“非经常性项目”,剔除云迁移成本后,其利润率虚报达340个基点。
Kyndryl公司CFO否认Gotham City做空报告列举的所有指控,称报告存在“根本性事实错误”,并宣布将启动5亿美元股票回购计划稳定市场信心。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.