暗盤前瞻丨海普瑞、MBV INTL:海普瑞A股較港股定價溢價60%以上
uSMART友信智投7月7日消息,今日有2隻新股公佈中簽結果,並將於16:15進行暗盤交易。
海普瑞
海普瑞有三大業務:API和藥物製劑(肝素產業鏈:豬小腸-肝素粗品-原料藥API-肝素製劑),CDMO領域,創新藥臨床研發(專注高致死率的心血管疾病、腫瘤疾病)。其中API和藥物製劑是主要收入來源,2019年收入佔比82.2%,其次是CDMO,佔17.1%。
海普瑞以招股價區間(18.4-20.6)的下限定價,在公開認購69倍,國配認購7.3倍的情況下,下限定價對股價來說是利好因素。
對於A+H股來說,A股價格是一個錨,預計港股價格不會出現大幅波動。
自6月30日定價以來,海普瑞A股累計升幅超過9%,今日價格約27元,即比港股定價溢價63%。與海普瑞類似的A+H醫藥公司包括藥明康得和康龍化成,其中藥明康得A股溢價4.6%,康龍化成A股溢價36.5%。
新股配售 | 海普瑞一手中簽率40%,下限定價,公開認購69.21倍,國配7.3倍
MBV INTL
馬來西亞最大的可印花服供應商,擁有約25%的市場份額。
從分配結果來看,公開發售認購23.5倍,因為超過15倍而觸發了30%檔的回撥機制。這麼高的認購倍數主要是被甲組的44.7倍拉上去的,而甲組的資料又是被甲尾的40個大戶抬高的。甲組最後一檔中簽率只有0.4%,每人中8手,市值僅1.6萬港元。如果沒有這40個戶申購,公開發售的認購倍數將低於15倍。
而乙組只有乙頭這一檔有認購,僅3人,中簽率100%。乙組認購不足的股票被分到甲組,導致甲組中簽率非常高。
甲尾的40個大戶是真實投資者還是被有意安排來做高認購資料?值得思考,類似認購資料在蜆殼電業中也曾出現過。
新股配售 | MBV一手中簽率65%,散戶佔比30%,公開23.5倍,國配1.04 倍
暗盤預報
uSMART友信證券暗盤交易時間:7月7日 16:15~18:30
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