新股暗盤 | 全員中籤!一手黨吃肉!華潤萬象生活盤中漲超16%
uSMART盈立智投12月8日消息,今日有兩隻物業股上演暗盤之戰,截至16:26分,一手中籤率100%的華潤萬象生活盤中漲超13%,不計手續費利息等,一手賬面賺740港元。
不過,對於融資上大甲的打新者而言,由於中籤市值低,目前的漲幅仍是虧融資利息的狀態。
uSMART盈立智投在《華潤萬象生活的配售結果》中指出:
1、分配完全偏向一手黨,甲尾慘敗:一手中籤率100%,逾5萬名一手黨申1中1,而甲尾(申購1000手)僅穩中2手,最大的概率中3手。若按中籤2手計,甲尾的打和點約高達30%,而其他大甲有且僅且穩1爭2,若按中籤1手計,打和點最高需達50%的漲幅。
2、發行估值高於同行業,國配卻熱情不減:國配認購倍數爲11.8倍,爲近期物業股之第三高(恆大物業:3.1倍,融創服務:4.9倍,世茂服務:10.9倍,合景悠活:16.87倍,卓越商企服務:33.4倍),值得注意的是,在合景悠活首日大幅破發之前,稍微熱門的標的,國配倍數都高達雙位數,參考意義不大,在物業股接連破發的情況下,華潤萬象生活的國配認購情況可謂火熱,是否真的反應機構看好?需要時間這個朋友去給答案。
3、有綠鞋,穩價人是高盛:國際發售項下已超額分配8250萬股股份,有15%的綠鞋子彈,穩價人是高盛,若穩價人積極護盤,國配機構戶不帶頭拋售,15%的綠鞋子彈面對7.5%的散戶,能起到一定的託底作用。此前無回撥的世茂服務、恆大物業,首日均給了打新黨一個小虧或平價離場的機會。
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