IPO週報 | 融創服務一手賺逾2000,新股狂歡即將開啓,恆大物業、華潤萬象、京東健康、藍月亮、泡泡瑪特……
- 融創服務一手賺逾2000,金科服務上市累漲近15%;
- 新股狂歡即將開啓,恆大物業、華潤萬象、京東健康下週一起接連招股,藍月亮預計11月30日招股,泡泡瑪特正尋求過聆訊;
- 衛龍食品計劃明年在香港IPO,募資10億美元。
新股表現
本週的新股市場被融創服務這匹黑馬給點亮,在暗盤和首日盤初還一度破發,但隨着散戶慢慢清倉,機構大筆收貨,股價不斷創日內新高。

新股解盤
本週的新股可以分爲地產、物業、生物醫藥以及“莊股”。
地產股無需多言,一般認購都會比較冷清,中籤率100%,首日股價波動也非常小。
物業股的情緒有些許好轉,金科和融創服務的盤子都比較大,原本公開發售的股份佔比就比常規的10%要小,加上認購不火熱,即使回撥後的公開股份也能被綠鞋覆蓋,有一定的安全墊。此外,這兩隻物業股都屬於質地比較好的龍頭,金科服務近日獲得多家機構看好,股價連續兩日大漲,上市累漲近15%,而融創首日便大漲22%。
至於“被動回撥”的亞東集團一改之前的套路,首日沒有按期待的暴漲劇本走,而是在上市次日和第三日連續拉昇。
德琪醫藥雖然沒有再現榮昌的輝煌,但好歹沒有像藥明巨諾一樣前兩日大幅下挫,看來還是人多的地方錢不好賺。

已過聆訊
目前官宣過聆訊的有6家公司。
恆大物業預計下週一(23日)招股,計劃集資20-30億美元。知情人士稱,恆大物業計劃以20.5–23.5倍的市盈率發行15%的股份,市值可能高達133億美元,基石投資者將接受本次IPO一半的股份。《信報》報道,保薦人之一的農銀國際給予恆大物業的估值爲1292.5-1693.4億元人民幣(約1525-1998億港元),相等於明年預測市盈率33.4-43.8倍。
華潤萬象生活預計下週二(24日)招股,計劃集資超過10億美元。
京東健康最快下週三招股,計劃集資40億美元。
藍月亮預計11月30日招股,計劃募資10億美元。
至於市場期待的潮玩龍頭泡泡瑪特,市場消息稱公司於19日尋求過聆訊,計劃集資2-3億美元,保薦人爲摩根士丹利和中信裏昂,看來招股也就是一兩週之內的事了。

最新遞表

新股消息
IFR:衛龍食品計劃明年在香港IPO,募資10億美元
衛龍旗下產品分爲麻辣零食、肉食主義、素食主義、膨化零食等四大類別,共計100多個產品組合,最高的銷量超過150萬。不單單是最出名的辣條,衛龍的饞魔芋、拉麪小丸子等同樣在市場上具有良好口碑。
據其2019年財報,2019年衛龍整體營收49.09億元,比2018年收入35億元同比增幅約43%。2020年,衛龍的營收目標爲72億元,在2019年基礎上增長近47%。
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