德国支付公司Wirecard前CEO被逮捕

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发生了什么事情?

 

看起来像是一部犯罪剧的剧情,坠落的德国支付科技巨头Wirecard的前CEO在星期一以欺诈罪被逮捕。

这意味着什么?

上周,那些长期反对Wirecard公司的投资者被证明是正确的。这家德国科技公司表示独立的会计师未能找到该公司所声称拥有的21亿美元现金,该公司的CEO迅速辞职。

Wirecard公司在周一承认其丢失的现金可能与HBO的剧集一样是虚构的。德国在星期二证实调查该公司近期离职的CEO。Wirecard公司的CEO被指欺诈,夸大了Wirecard的营收和现金余额,希望获得投资者的青睐。

时间会证明他是否一个人作出这些(欺诈),不过目前而言对公司高层的追责停止了。

为何值得关注?

对于市场而言:涨或跌。


Wirecard公司的股价自丑闻爆发后下跌了逾80%,但在星期二的股价却上涨了20%。

悲观投资者可能会称其为“死猫反弹”,并保持观望。不过,乐观的投资者可能会对Wirecard公司的市值在几天之内迅速从120亿美元跌至20亿美元感兴趣,因为跌去的市值远大于丢失的现金的数额,并且认为该公司前CEO的被捕意味着事情影响在逐渐降低。

Wirecard公司可能仍从事一个有利可图的业务,故而那些投资者可能会认为该公司的股价会升高。

更大的图景:现金已经消亡;电子现金才是王道

除了支付公司Wirecard外,PayPal和Square等公司也从实物现金到电子现金的转变中受益,特别是在发达国家。

现金转变的趋势可能会在冠状病毒疫情后加速发展,这可以解释为何未发生丑闻的PayPal和Square的股价均创下历史新高,以及为何英国的金融科技公司Checkout.com在本周融资1.5亿美元后的估值达到了55亿美元.

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