藍月亮(06993.HK)IPO上限定價,香港公開發售認購超300倍
據港交所公告,藍月亮集團(06993.HK)將香港IPO的發行價定為13.16港元,取招股價區間10.20-13.16港元/股的上限。公告顯示,藍月亮集團根據國際發售提呈發售的股份獲超額認購,相當於根據國際發售初步可供認購發售股份總數約12倍。根據香港公開發售初步提呈的香港發售股份獲大幅超額認購。合共接獲454,743份有效申請,認購合共225.133億股,相當於根據香港公開發售初步可供認購香港發售股份總數約301.33倍。
據招股書披露,藍月亮本次IPO計劃全球發售約7.47億股,其中香港公開發售股份約7471萬股,國際發售股份約6.72億股,另設有15%的超額配股權;預期於12月16日掛牌上市,中金、美銀和花旗擔任聯席保薦人。
按照發行價計算,藍月亮本次募集資金淨額為95.76億港元(假設超額配售權未行使)。這一數字,已經超過早前農夫山泉募資的81.5億港元,顯示出公司股票發行受到市場追捧。
同時,簡單按發行價估算,藍月亮發行市值在756.32億港元左右。2020年上半年,藍月亮的淨利潤同比實現39%的高速增長,全年業績預期趨於樂觀。有大行研報指出,目前日化行業可比領先公司的平均估值在50倍以上,保守預測藍月亮在2022年的預期市盈率可至35倍左右。
近期以來,“內循環”消費力度持續加大,日用消費品行業愈發受到資本追捧,未來隨着整體衣物清潔行業“粉轉液”的消費升級,藍月亮所擁有的強大線上線下分銷網絡以及品牌效應,將具備長遠和巨大的發展空間,因此,藍月亮本次IPO的定價水平也較為合理。
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