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IPO週報 | 傳海吉亞醫療公開發售超購608倍,認購人數超30萬

新股表現

本周僅有京東1隻新股上市,京東於6月17日暗盤交易,而京東美股在16日的收市價折算成港股價後約為236港元,比港股定價226港元高出4.6%。

在港股折價的情況下,京東暗盤獲得了市場的追捧,收市升5.9%。不過上市首日表現不如暗盤,以全日最高價239港元開市後,股價逐漸走低,收市升幅收窄到3.5%,1手最高可賺650港元。

新股解盤

京東是繼阿里巴巴、網易之後第三隻回港上市的中概股,也是香港第四隻同股不同權的股票。

京東是中國最大的零售集團,在3C市場佔據龍頭地位,自建物流體系不僅帶來良好的客戶體驗,也提升了效率,擴大了規模效應,下沉市場效果顯著,使用者數逐步突破瓶頸期。優秀的基本面促使京東的認購資料攀升到近年來的top級別,比網易更勝一籌。

公開發售部分認購人數將近39.7萬,高於網易的37萬,是近十年來的第二高,僅次於閱文集團的41.8萬+。京東一舉成為今年認購人數最多,集資王、凍資王“三料新股王”。

從國配來看,雖然沒有引入基石,但被機構投資者一搶而空。國配認購倍數約11.35,要知道國配初始可供認購的比例佔到95%,可見京東也是非常符合大機構價值投資的標的。

國配中最大的大佬認購了1375萬股,價值約31億港元,前25大承配人認購的股數佔發售股份的53.84%(綠鞋後)。國配中披露的知名機構投資者眾多,包括華泰金融、中信里昂、UBS、交銀、中銀等。

正在招股

目前有2隻新股正在招股。

金融街物業在2020年中國物業服務百強企業中排名第16位,背靠地產商為金融街,2019年的在管面積為1986萬平方米,合約面積為2137萬平方米。

物業股一直是港股市場的香餑餑,2018年11月以來,共有15隻物業股赴港IPO,暗盤11升1平3跌,首日12升2跌1平。上市後的股價走勢可謂"牛氣沖天",截至19日12:00,新城悅服務累升662.17%,永升生活服務升601.71%,奧園健康升142.26%,保利物業升137.75%。

MBV INTL是馬來西亞最大的可印花服裝供應商,保薦人為南華金融集團,近兩年獨家保薦4檔股票,暗盤戰績全勝,平均升幅50.92%,首日戰績3勝1負。

相關閱讀:暴升股的基因?“字母股”IPO歷史表現

即將上市

海吉亞醫療、康基醫療將於下週五(26日)公佈中簽結果並進行暗盤交易。

市場消息透露,海吉亞醫療初步已錄得逾608倍超額認購,凍結資金逾1360億元,認購人數超過30萬,以上限定價。

已過聆訊

目前有4家公司通過聆訊,據市場消息,預計正榮服務、永泰生物將於26日開始招股。

 最新遞表

本周有1家公司遞交上市申請,申請在主板上市。

新股消息

百勝中國據報秘密遞交赴港二次上市申請

彭博報導,百勝中國據悉非公開申請香港上市,融資規模或達20億美元。

目前已經回港二次上市的公司:阿里巴巴-SW、網易-S、京東集團-SW,均採取非公開申請的方式。

百勝中國同時運營多個在中國的領先餐飲品牌,包括肯德基、必勝客、塔可貝爾、東方既白、小肥羊、黃記煌和COFFii & JOY。

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