IPO週報 | 榮昌生物1手盈利過萬,新股又迎來了春天?
- 榮昌生物1手最高賺1萬,中籤率高達90%;
- 金科、融創中間定價,德琪醫藥上限定價,下週上市;
- 華潤萬象生活、藍月亮、京東健康、恆大物業已過聆訊;
- 微創心通和諾輝健康遞表
| 新股表現
本週上市的3只新股漲幅都非常喜人,且中籤率高,但吃到這幾塊肥肉的投資者卻不多。
二次上市的新東方真是生逢其時,暗盤前美股股價連日大漲,使得港股定價相較美股折價近15%,所以暗盤和首日港股股價追落後,最高漲幅一度達到16.6%。
榮昌生物更是賺足了羨慕的眼神,暗盤走勢小心翼翼,盤初還一度小幅破發,但隨後穩步上行,暗盤收漲15%,暗盤落袋爲安的投資者本來還在慶幸小賺一筆,但首日40%以上的漲幅,1萬的收益讓市場沸騰了。
就連回撥的小票輝煌明天都有最高60%的漲幅,這周的新股市場難道預示着新股春天又回來了?

| 新股解盤
本週新股表現似乎詮釋了“新股週期論”,明星IPO先聲藥業、合景悠活、世茂服務先後破發,給市場澆了個透心涼,導致本週打新人數驟降,從榮昌生物僅2萬多的認購人數就可見一斑。但新股市場向來存在“爆冷門”的現象,越是散戶沒湊熱鬧的地方越容易出奇跡。
不過在市場情緒不佳的情況下,基本面分析就顯得更加重要了。比如榮昌生物就是一隻優秀的生物醫藥股,從產品適應症還有藥物上市時間來看,都具有明顯的差異化,基石陣容更是有史以來同類股中最強大的。

| 即將上市
下週將有6只新股上市,包括兩隻大型物業股金科服務、融創服務,以及另一隻明星醫藥股德琪醫藥,藥明巨諾和榮昌生物已經率先走出泥潭,物業股能否逆襲?下週拭目以待。
據報道,金科服務、融創服務都將IPO價格定在招股價區間中點附近,而德琪醫藥以上限定價。
| 已過聆訊
目前官宣過聆訊的只有華潤萬象生活,是從華潤置地分拆出來的中國排名前五的物業管理公司。
另外,據媒體報道,洗衣液一哥藍月亮、京東健康、恆大物業已通過聆訊,最快都將在下週開始路演。
藍月亮計劃募資10億美金,美銀、中金、花旗爲保薦人。
京東健康計劃集資30億美元,美銀、海通國際、UBS爲保薦人。
恆大物業計劃集資20億美元,華泰國際、UBS、農銀國際、建銀國際、中信證券及海通國際爲保薦人。

| 最新遞表
本週新增遞表5家,值得重點關注的是微創心通和諾輝健康。
微創心通是微創醫療旗下的心臟瓣膜醫療器械公司,對標沛嘉醫療和啓明醫療。
新股消息 | 癌症早期篩查公司諾輝健康計劃明年初在港上市,集資3億美元,奧博、禮來、啓明創投等入股

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