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新股配售 | 恆大物業一手中籤率50%,無回撥,有綠鞋,穩價人是瑞銀
uSMART盈立智投 12-01 09:37

uSMART盈立智投12月1日消息,恆大物業發佈《發售價及配發結果公告》。

【配售小結】

10萬+一手黨:申購人數超過18萬人,超過合景悠活、世茂服務,其中一手黨高達10萬+,或因市值對標碧桂園服務有一定的折價空間,以及四千多的一手入場費,虧損有度,值博率吸引10萬+一手黨。

②有綠鞋:國際發售中已超額分配243,243,000股股份,有15%的綠鞋子彈,穩定價格操作人是瑞銀,因恆大物業沒有回撥,散戶佔比僅10%,假設恆大物業首日不幸破發,只要穩價人積極使用15%的綠鞋子彈進行護盤,能對股價起到一定的託底作用。

近兩年來,瑞銀作爲穩價人護盤的項目只有1個(匯量科技),匯量科技沒有回撥,散戶佔比僅10%,首日早盤破發跌超3%,午後開始穩在發行價附近,最終收跌0.26%。

③恆大物業VS碧桂園服務:恆大物業的最終發行市值是951.35億港元,碧桂園服務的最新市值爲1197.57億港元,粗略的對標,行業龍頭的恆大物業有一定的二級市場空間,但是物業股情緒依然低迷,這仍是影響近期物業股IPO表現的主軸。

物業龍頭恆大物業能否一掃物業股IPO的萎靡呢?暗盤&首日見分曉。

uSMART盈立智投暗盤交易時間:12月1日16:15-18:30

【配售簡況】

1、發售價:8.8港元,爲招股價區間(8.5-9.75港元)的偏下限區間

2、一手市值:4400港元,每手500股

3、有效申購人數:186,080名(甲組:185,271名,乙組:809名)

4、中籤情況:一手中籤率50%,申購12手穩中1手,甲尾中36手,乙頭中116手,無頂頭槌單

5、公開認購倍數:10.71倍(甲組:10.88倍,乙組:10.53倍)

6、國際發售:認購倍數約3.1倍,合共427名承配人

7、優先發售倍數:約0.34倍

8、回撥情況:無回撥,最終公開的佔比爲10%,國配的佔比爲90%

9、基石投資者(21名):合共鎖定50.49%的發行股份,禁售期六個月

10、關聯客戶(9名):合共獲配18.95%的發行股份

11、超額配股權:國際發售中已超額分配243,243,000股股份,有綠鞋

12、穩定價格操作人:瑞銀

13、uSMART盈立智投暗盤時間:12月1日16:15-18:30

以上佔比均假設超額配股權未獲行使

【中籤詳情】

甲組:

一手中籤率50%

申購12手穩中1手

申購30手穩中2手

申購50手穩中3手

……

申購1000手(甲尾)穩中36手

乙組:

申購1200手(乙頭)穩中116手

申購1400手穩中135手

……

申購12萬手穩中1.1萬手

以下爲中籤分配基準:

圖片來源:《恆大物業發售價及配發結果公告》

【基石投資者】

圖片來源:《恆大物業發售價及配發結果公告》

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