新股暗盤 | 京東健康暗盤漲超27%,一手最高賺近1000港元
uSMART盈立智投12月7日消息,京東健康今日上演暗盤之戰,截至16:20分,京東健康漲27%,報89.8港元,不計手續費,一手賺近1000港元。
uSMART盈立智投在《暗盤前瞻》中指出,京東健康是中國最大的在線醫療健康平台,在業務模式、收入、利潤、成本結構等方面與阿里健康都非常類似,所以未來股價走勢可以以阿里健康爲錨。
從市值來看,京東健康以上限70.58港元定價後,市值爲2207億,而阿里健康最新市值約3080億,存在40%的上升空間。
從市銷率(P/S)來看,假設京東健康今明兩年收入同比增速分別爲76%、47%,對應2019/2020/2021年P/S分別爲17/9.8/6.7倍。綜合主要投行預測,阿里健康2019/2020/2021年P/S分別爲27/15/9.3倍。從2021年P/S來看,也存在約40%上升空間,即使考慮到京東健康的增速稍低,給予估值折價,也應該有20%的上升空間。
從分配結果來看,乙頭中籤7手,盈虧平衡漲幅約13%,頂頭槌則爲26%。有消息稱,部分機構投資者已開始在京東健康的場外暗盤市場交易,部分成交價爲85、88及90港元,漲幅在20.4%至27.5%之間。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.