郭思治: 大市之上望目标或26,922点 海普瑞药业(09989.HK)IPO宜关注
香港股票分析师协会副主席郭思治称,大市经过上周四(2日)及周五(3日)之一轮急升後,昨天(6日)再进一步冲高,恒指昨先高开172点至25,545点,其後在传统恒指成份股做好带动下再进一步上升,至午後升势最炽热,恒指一度急升1,080点至26,453点,末段略见消化,大市最後报收26,339点,较上日急升966点,全日总成交金额为2507亿元。由於恒指已成功重越250天线(26,103点),加上成交金额再创新高,故在动力配合下,整个大市将进一步寻顶,但需留意,本月2日之低位24,563点开始之上升,至昨日之高位26,453点止计,在短短三个交易日内,累积升幅已达1,890点,论幅度实不算少,且步伐亦颇偏促,故任何再冒高之短炒行动均需做妥个人之风险管理,从技术上看,恒指後市之上望目标该为26,922点(25,303点-23,684点=1,619点,1,619点+25,303点=26,922点)。
另海普瑞药业(09989.HK)是唯一一家在欧盟累计销售超过100百万剂依诺肝素钠注射液的中国制药公司。招股期结束後,市场消息指录得逾68倍超额认购,冻结资金317亿元,拟於招股下限定价,为後市预留水位。目前共有五位基石投资者1. OrbiMed Funds;2.AVICT;3.欧万达基金;4.3W;5.Anlan Funds。
按2019年全球销售额计,海普瑞是中国最大及全球第三大依诺肝素钠注射液生产商及销售商,占据6.5%的全球市场份额。2019年,海普瑞是中国依诺肝素注射液市场第二大供货商,占据10.9%的市场份额
全球肝素市场预计将从2019年的4,748.5百万美元增至2025年的6,545.3百万美元,年复合增长率为5.5%。欧洲市场预计到2025年将达到2,705.1百万美元,自2019年起的年复合增长率为8.4%。中国的依诺肝素制剂市场近年来增长迅速,从2017年的188.1百万美元增至2019年的307.9百万美元,年复合增长率为27.9%。中国市场具有巨大的发展潜力。大家在招股时,不妨多加关注。
(笔者为证监会持牌人)~
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