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三大公募下调乐视网估值 三个跌停够让“乐视铁粉们”止损吗?
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Topic: 三大公募下调乐视网估值 三个跌停够让“乐视铁粉们”止损吗? (Read 72 times)
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三大公募下调乐视网估值 三个跌停够让“乐视铁粉们”止损吗?
November 23, 2017, 09:12:03 PM
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中邮基金、嘉实基金、易方达基金纷纷下调乐视网股票估值,三家基金均重仓乐视网。中邮创业基金管理股份有限公司7月8日披露公告,基金管理人决定自7月7日起对旗下部分基金持有的乐视网股票进行估值调整,调整后估值价格为22.37元。同日嘉实基金管理有限公司公告称,经与基金托管人协商一致,公司已于2017年5月10日起将旗下基金持有的乐视网股票估值调整为22.37元。乐视网停牌前股价30.68元/股,嘉实基金指出,22.37元的估值来自“4月14日收盘价连续下调3个10%的价格”。易方达基金则将乐视网股价估值下调至22.05元,自7月7日起下调。乐视网目前仍在停牌阶段,停牌前最后一个交易日(4月14日)股价收于30.68元。在7月6日的公告中,乐视网称,预计重大资产重组方案将发生重大调整,股票延期复牌,自7月18日起停牌不超过3个月。值得注意的是,去年8月,乐视网向四名定增对象合计发行1.07亿股融资48亿元,发行价格为45.01元/股。在一个月后的8月8日,这48亿元的定增将迎来解禁。以30.68元/股计算,四名定增对象目前合计浮亏15.33亿元,亏损比例达到31.9%。此次下调乐视网股价估值的嘉实基金和中邮基金均在定增对象之列。其中财通基金3910万股、“牛散”章建平2488万股、嘉实基金2133万股、中邮创业基金2133万股。基金对股票的估值,反映公司对股价变动的方向预期。一般而言,持仓个股长期停牌叠加市场大幅波动,基金公司就有可能对股票估值进行调整:由于乐视网停牌期间,基金公司未能出售股份,导致其在基金净资产中的比重上升,从而增加股价变动对基金净值的影响。因此,如果乐视复牌后股价下跌,对停牌前持有乐视的基金(例如中邮基金)净值的负面影响,会比停牌前更大。但基金下调了乐视网股价的估值,相当于在衡量基金净值时,乐视网的影响被压低,因此一定程度上释放了部分乐视网复牌后股价下跌的风险。而如果投资者依旧想要赎回(而且获利),这意味着乐视网需要在复牌后持续下跌,并拖累基金净值下跌的幅度达到申购赎回费率以上。也就是说,如果乐视网复牌后股价高于22.37元,坚守的投资者就将受益。中邮和嘉实的公告都提到,待乐视网股票交易体现活跃市场交易特征后,将恢复为采用当日收盘价格进行估值。中邮基金可谓乐视“铁粉”。中邮基金旗下明星基金经理任泽松曾经连续8个季度,将乐视网纳入其管理基金的十大重仓股。2017年一季度持股乐视的基金产品有39个,其中中邮基金占据7个,高居榜首。在乐视网的前十大股东中,两只中邮系基金位列其中,而这两只基金的基金经理均是任泽松。有“新公募一哥”之称的任泽松以擅长选股著名。但创业板泡沫破灭后,因重仓成长股而成名的任泽松现在也折戟于成长股,Wind数据显示,最近一年任泽松管理的偏股混合型基金亏损23.79%,同类排名几乎垫底。(更多内容:《贾跃亭的生死决战:哪些机构和名人深套其中?》)不过接近中邮基金人士对经济观察报表示,任泽松买入乐视网的时间比较早,成本只有十几块,所以“现在还谈不上套不套”。
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