LeTV's resumption of trading on the first day of the limit | Jia Yueting shares reduced inquiries

Due to the daily limit for five consecutive trading days, LeTV.com announced that it will suspend trading from September 6th. On September 13th, after the resumption of LeTV, the opening will be close to the limit, and the daily limit will be closed at 3.74 yuan/share.

It is worth noting that on the eve of the resumption of trading, the Shenzhen Stock Exchange issued the tenth letter of inquiry to LeTV. This year, the Lexun semi-annual report included the company’s operation, Jia Yueting’s shareholding, Le Rongzhixin, the company. There are a total of 18 issues in six aspects including the debt situation.

The Shenzhen Stock Exchange pointed out that as of August 28, 2018, Le Yuewang's controlling shareholder Jia Yueting held 102,257,900 shares, accounting for 25.63% of the total share capital, of which 101,953,800 shares have been pledged, all of which have reached the liquidation line; 102,257,900 shares were taken to Beijing. The third intermediate people's court and other judicial organs freezed, and the freezing time was three years from the date of freezing; the 1,795,041,600 shares held by it were frozen by the Shanghai Higher People's Court, and the waiting period was 36 months. Jia Yueting The shares held have been basically pledged and all have been waiting for the freeze. As of August 28, their shares were reduced by 1.681 million shares compared with June 30.

In this regard, the Shenzhen Stock Exchange requested LeTV to verify the reasons for the decrease in the shares held by Jia Yueting, whether the shares were transferred by judicial execution.

In the case of the transfer of shares by the judicial execution, Hu Yushu, a partner of Shanghai Huisheng Law Firm, told the “Securities Daily” that it is generally required to apply for property preservation before the prosecution or in the lawsuit, and to apply for enforcement after the judgment takes effect. If the conditions are met, the court will directly transfer. Therefore, it should be judged according to the situation that LeTV and Jia Yueting were previously sued.

However, some lawyers told the "Securities Daily" reporter that the general court will carry out judicial auctions on the frozen shares, and the reduction of Jia Yueting's shares may conceal other information.

LeTV.com told the "Securities Daily" reporter that the company will disclose the problems mentioned in the Shenzhen Stock Exchange inquiries.

In addition, the Shenzhen Stock Exchange also paid attention to the auction of the new equity of Lerong. The Shenzhen Stock Exchange said that Lexus Holdings will hold a new shareholding on September 21, 2018. According to the court publicity, this auction will be happy. The overall valuation is approximately 1.872 billion yuan; and the valuation report disclosed by LeTV on June 2, 2018 shows that the overall valuation of Le Rongzhi on December 31, 2017 was 9.66 billion yuan. In January 2018, at the level of industrial and commercial filing, it was transferred to Lerong Zhixin, and the shareholding structure became a wholly-owned subsidiary of Lerong. The overall valuation of Leshi Investment on December 31, 2017 was 1.732 billion yuan.

The Shenzhen Stock Exchange requested LeTV to explain the reasons and rationality of the significant decline in the overall valuation of Lerong, and to combine LeTV's board of directors, operating decision-making procedures, etc. to explain whether LeTV actually controls LeEco's investment and whether it is included in the consolidated statement. And explain the impact on the new valuation of Le Rong.

"Securities Daily" reporter found on the website of Beijing No. 3 Intermediate People's Court that LeTV Holdings holds a 21.8122% stake in LeTV, Lexus Holdings holds a stake in Xinle Shizhi's capital of 26.18 million yuan, and XinleVision. The shares of Zhijia's 31.24 million yuan investment will be auctioned together on September 21. The evaluation price of the above companies is 750 million yuan, 156 million yuan, and 187 million yuan.

LeTV.com also issued a notice of the risk of suspension of listing on the night before the resumption of trading. It disclosed that the company currently has the risk of issuing an audit report that cannot be expressed in 2018. The net assets of 2018 are negative. The risk of equity auctions, etc.

Market participants believe that LeTV's fundamentals have not fundamentally changed, and there are still many risks. Investors should be cautious.

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