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暗盤前瞻丨歐康維視、思摩爾、正榮服務、永泰生物等7只新股齊上陣

uSMART友信智投7月9日消息,今日有7只新股公佈中簽結果,並將於16:15進行暗盤交易,巨集力醫療管理上市時間延期。

歐康維視生物-B

這一批新股中最火熱也是確定性最高的,國配認購76倍,乙組認購人數近1.57萬,都創了歷史新高,之前紀錄保持者是康基醫療。

歐康可以說是一票難求了,14名頂尖基石投資者認購了49.89%股份,算上國配中超額分配的15%股份,公開發售部分拿了43%,其他國配投資者只有約7%股份,其中還有小部分分給了關聯客戶。從其他熱門醫藥股走勢來看,歐康首秀上升無懸念,頂頭槌的保本升幅大概在30%以上。

新股配售 | 歐康維視生物-B一手中簽率5%,公開認購1895倍,國配76倍

思摩爾國際

思摩爾是電子煙龍頭企業,研發實力強,近三年的營收和淨利潤都呈爆發式增長,獲得多家券商看好。據報導,在機構投資者的暗盤交易中,有人以15港元成功賣出思摩爾,較發行價高出21%。近幾日,港股和A股的電子煙概念股走勢強勁,對思摩爾股價也是利好。

新股配售 | 思摩爾國際一手中簽20%,公開認購116倍,國配18.8倍,有綠鞋

永泰生物-B

投資者、保薦人等方面沒有歐康亮眼,但所處的細胞免疫治療賽道也是目前市場的熱點,加上整體生物醫藥板塊升勢喜人,永泰生物也獲得了非常不錯的認購資料。今年上市的B類股首日無一破發,但是從長期走勢來看,有國際頂尖機構背書的股票走勢較強勁,如諾誠健華、康方生物、沛嘉醫療。

新股配售 | 永泰生物-B一手中簽率20%,公開認購259.58倍,國配7倍,有綠鞋

正榮服務

在2020年物業服務百強企業中排名19,市值45.5億港元,也屬於中小型物業公司。但增速較快,近三年淨利潤複合增速超過100%。2019年靜態市盈率約37.5倍,可比同行中佳兆業美好PE為28倍,濱江服務約33倍,但從2020年PE來看,根據承銷團預測,約20倍,與同行相當。

今年上市的物業股首日無一破發,但從長期來看,龍頭物業股投資價值更高。

新股配售 | 正榮服務一手中簽率40%,公開認購102倍,國配18.1倍,有綠鞋

綠城管理

港股市場上的“代建第一股”,也是龍頭企業,口碑較好,品牌溢價高,所以盈利能力也高於同行。作為第一家吃螃蟹的企業,具有標杆作用,是否受資本市場歡迎有待觀察。認購倍數不高,沒有回撥,貨源較集中。

新股配售 | 綠城管理一手中簽率40%,公開認購11.2倍,國配5倍,有綠鞋

虎視傳媒

海外線上廣告投放平臺商,行業分散,競爭又特別激烈,虎視傳媒未來的業績持續性存在不確定性,可能波動會比較大,基本面無亮點。市值只有5.16億港元,作為投機股來對待。認購人數是這一批中最少的,沒有回撥,最終中簽人數只有2506,是否爆冷門取決於資金炒作態度。

新股配售 | 虎視傳媒一手中簽45.02%,公開認購6.18倍,國配7.15倍

中國蜀塔

唯一的創業板新股,也是唯一沒有綠鞋的。公開認購倍數29.09倍,回撥比例30%,導致貨源分散。根據近期市場風格,回撥後的小票走勢不太理想。

新股配售 | 中國蜀塔一手中簽率60%,散戶佔比30%,國配1.14倍

暗盤預報

uSMART友信證券暗盤交易時間:7月9日 16:15~18:30

 

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