IPO週報 | 藍月亮、泡泡瑪特預計週一齊招股,京東健康孖展超購約60倍
- 恆大物業週二暗盤,以近下限8.8港元定價,物業股近兩日集體反彈;
- 京東健康孖展超購約60倍,計劃下週一提前結束國配申購,阿裏健康績後2日累漲14%料增強市場信心;
- 藍月亮最快30日招股,12月10日掛牌,計劃集資10億美元,承銷商給的估值範圍從739-969億不等;
- 路透稱,泡泡瑪特30日招股,目標集資6億美元,高於原先傳出的2-3億美元,估值約70億美元。
正在招股
目前正在招股的新股仍有5只,最受市場關注的京東健康孖展超購約60倍,據IFR報道,京東健康計劃下週一提前結束國配申購。對標公司阿里健康績後兩日累漲14%,市值3027億,進一步拉大與京東健康的估值差距,增強了市場申購的信心。

打新指南丨京東健康:中國最大的在線醫療健康平臺,對標阿裏健康,估值有提升空間
即將上市
下週將有2只新股上市,恆大物業將於週二(1日)暗盤,裕勤控股將於週五(4日)暗盤。
據市場消息,恆大物業IPO定價爲8.8港元,接近招股價下限(8.5-9.75港元),市值爲951億港元,將成爲僅次於碧桂園服務的港股第二大物業股。近兩日物管股集體反彈,而對標碧桂園服務,恆大物業估值仍有提升空間,是否會給上市後股價帶來動力呢?
已過聆訊
目前過聆訊的有4家公司。
消息指,藍月亮已完成上市前投資者教育,最快於30日招股,12月10日掛牌,計劃集資10億美元。
承銷商之一的瑞銀給予的估值爲780-936億元。匯豐給予藍月亮的估值爲738.63-968.79億元,相當於明年預測市盈率29.1-38.2倍。法巴給予估值爲805-912億元,相當於明年預測市盈率達33-38倍。
路透引述消息透露,泡泡瑪特將於下週一(30日)招股,目標集資6億美元,高於原先傳出的2-3億美元,估值約70億美元。

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