暗盤前瞻丨華住集團-S:港股定價比美股低8.8%,百勝中國的陰霾將被一掃而空?
uSMART友信智投9月21日消息,今日華住集團-S公佈中籤結果,並將於16:15進行暗盤交易。
華住集團是繼阿里巴巴、網易、京東、百勝中國之後第5隻回港上市的中概股。
華住是中國第二大酒店集團,僅次於錦江酒店(600754.SH)。疫情之下,酒店業受到不同程度的影響,但華住的復甦進程領先同行,截至今年上半年,華住擁有6187家酒店,公司預計到2022年國內旗下酒店數量有望超過10000家。
中金認爲,得益於強大的品牌組合、直銷渠道以及精益管理,華住有望把握住疫情期間帶來的行業整合機遇,持續擴大公司的市場份額,給予目標價48美元,對應港股價格372港元。
從分配結果來看,香港定價爲297港元,比美股上一交易日收市價42.02美元(325.7港元)低8.8%,這是二次上市中概股裏折價幅度最高的(百勝中國爲溢價)。
百勝中國首日破發打亂了二次上市中概股的規律,再加上“撞車”樂享互動、明源雲等熱門新股,導致申購遇冷。但國配獲得了6.6倍的認購,從股權集中度來看,前25名承配人獲配的股份佔80.11%(超額分配後),比較集中,再加上沒有回撥,有利於股價的穩定。
新股配售 | 華住一手中籤率100%,公開認購3.39倍,國配6.6倍,港股定價較美股折價8.8%
暗盤預報
uSMART友信證券暗盤交易時間:9月21日 16:15~18:30
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