郭思治: 大市之上望目標或26,922點 海普瑞藥業(09989.HK)IPO宜關注
香港股票分析師協會副主席郭思治稱,大市經過上周四(2日)及周五(3日)之一輪急升後,昨天(6日)再進一步衝高,恆指昨先高開172點至25,545點,其後在傳統恆指成份股做好帶動下再進一步上升,至午後升勢最熾熱,恆指一度急升1,080點至26,453點,末段略見消化,大市最後報收26,339點,較上日急升966點,全日總成交金額為2507億元。由於恆指已成功重越250天線(26,103點),加上成交金額再創新高,故在動力配合下,整個大市將進一步尋頂,但需留意,本月2日之低位24,563點開始之上升,至昨日之高位26,453點止計,在短短三個交易日內,累積升幅已達1,890點,論幅度實不算少,且步伐亦頗偏促,故任何再冒高之短炒行動均需做妥個人之風險管理,從技術上看,恆指後市之上望目標該為26,922點(25,303點-23,684點=1,619點,1,619點+25,303點=26,922點)。
另海普瑞藥業(09989.HK)是唯一一家在歐盟累計銷售超過100百萬劑依諾肝素鈉注射液的中國製藥公司。招股期結束後,市場消息指錄得逾68倍超額認購,凍結資金317億元,擬於招股下限定價,為後市預留水位。目前共有五位基石投資者1. OrbiMed Funds;2.AVICT;3.歐萬達基金;4.3W;5.Anlan Funds。
按2019年全球銷售額計,海普瑞是中國最大及全球第三大依諾肝素鈉注射液生產商及銷售商,佔據6.5%的全球市場份額。2019年,海普瑞是中國依諾肝素注射液市場第二大供貨商,佔據10.9%的市場份額
全球肝素市場預計將從2019年的4,748.5百萬美元增至2025年的6,545.3百萬美元,年複合增長率為5.5%。歐洲市場預計到2025年將達到2,705.1百萬美元,自2019年起的年複合增長率為8.4%。中國的依諾肝素製劑市場近年來增長迅速,從2017年的188.1百萬美元增至2019年的307.9百萬美元,年複合增長率為27.9%。中國市場具有巨大的發展潛力。大家在招股時,不妨多加關注。
(筆者為證監會持牌人)~
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