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回复@angelarb: 京东净资产2017年3月到6月之间,突然增加了差不多200亿美元,是什么原因呢?是否因为资产重组、京东金融京东物流等权益资产引入外部投资者重新估值?但京东金融好像也没有增加这么多吧。//@angelarb:回复@forcode:P2p是京东数科搞的,2017京东把京东数科股份28%多的卖光了,收了140多亿现金!P2P和京东早没关系了!
引用:
2018-12-24 23:27
$京东(JD)$ 这什么情况?利好居然暴跌,因为京东搞p2p不被看好?

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angelarb2018-12-25 13:31

嗯,看来这个独特的处理是从企业股权看不出来的!如果还有40%的权益,还是不错的!物流也是40%多的权益,总体来说是不错!

forcode2018-12-25 11:04

我在京东2017年年报中找到这段话的原文了,你看看是不是这个意思:未来如果京东金融盈利了,京东上市公司有40%的收益权?
//As of June 30, 2017, the reorganization of JD Finance had been completed, and we disposed of all of our 68.6% equity interest in JD Finance, as a result of which JD Finance was deconsolidated from us. Pursuant to the definitive agreements relating to the reorganization, we received approximately RMB14.3 billion (US$2.2 billion) in cash with an economic gain of RMB14.2 billion (US$2.2 billion). As JD Finance is under the common control of Mr. Richard Qiangdong Liu through his equity stake and voting arrangements, the gain of RMB14.2 billion was recorded directly to additional paid-in capital in shareholders’ equity. In exchange for certain licenses and services to be provided by us to JD Finance, we will receive 40% of the future pre-tax profit of JD Finance when JD Finance has a positive pre-tax income on a cumulative basis. In addition, we may be able to convert our profit-sharing right with respect to JD Finance into 40% of JD Finance’s equity interest, subject to applicable regulatory approvals. The above percentage of profit sharing and maximum equity interest issuance to us is subject to potential proportional dilution as a result of any future equity financings or ESOP increases of JD Finance.
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深沉的香橼2018-12-25 09:36

好的,谢谢!

forcode2018-12-25 09:24

不是,是京东金融,上市的京东拥有京东金融40%的利润收益权,但法律上不拥有股份,因为政策不允许。将来如果政策允许,这40%收益权可以转为股权,财报里也有提到这一点,等下我找一下。

forcode2018-12-25 09:19

肯定SEC嘛

深沉的香橼2018-12-25 07:02

F大,请教一下您平时用什么网站、软件或终端看美股财务报表?

angelarb2018-12-25 02:08

你可能看的是京东物流的剩余股权权益吧?京东金融改成京东数科,股权可以通过天眼查随时查到的!刘个人和个人控股公司加起来还不到30%呢!而且他是属于实际控制人!

angelarb2018-12-25 02:05

这个没去看详细的报表,当初好像是为了把还需要持续投入的金融和物流进行部分或者全部兑现的吧,那样就可以避免继续砸钱!如果不这么做,那么融资就需要继续跟投了!

forcode2018-12-25 01:24

看了下新闻,京东上市公司还是有京东金融40%的收益权,将来如果政策允许,可以转为40%的股权,并没有彻底卖掉……