IPO週報 | 又是吃肉的一週,小家電一手賺3000+,醫療界“明源雲”醫渡雲、新紐科技即將招股
| 新股表現
本週4只新股上市,又是吃肉的一週。最吸睛的是熱門小家電股VESYNC,首日最高漲幅90%,一手盈利3000+。估值備受爭議的藍月亮也沒有讓市場失望,首日最高漲幅25%,一手盈利近900。互聯網廣告商雲想科技首日也有過千的收益,不過暗盤一度破發,你堅持拿到首日了嗎?

| 新股解盤
本週新股最具備長期投資價值的是藍月亮,與同行對比估值顯得有點貴,所以備受爭議,也限制了上市後的漲幅。但藍月亮作爲家庭清潔用品龍頭,在港股有一定稀缺性,可以享受到一定的品牌溢價。
高瓴加持的VESYNC儼然走出了妖股行情,從一刀切的分配方式就可見一二,目前來說,炒作價值已經蓋過了其投資價值。
遠洋服務又提供了一次難得的綠鞋套利機會,上週的大唐集團控股也出現了類似機會,詳見新股策略 | 別隻盯着泡泡瑪特,這隻新股穩賺近千的綠鞋套利機會了解下

| 正在招股
目前還有2只新股可供認購,CGII HLDGS以及清科創業,都將於下週一(21日)上午9:00截止認購。CGII HLDGS目前孖展超購1.8倍,清科創業孖展超購502倍。
| 即將上市
下週迎來聖誕節,僅有2只新股上市。

| 已過聆訊
金融與醫療領域SaaS企業新紐科技今日開簿,預計下週一公開招股,引入弘毅投資、民生加銀爲基石投資者,由未來金融擔任獨家保薦人。此次公開發行2億股,定價區間爲每股3.06-4.36港元。

| 新股消息
微醫預計春節前後遞表,最快明年上半年掛牌上市
騰訊投資的微醫於近日完成3.5億美元融資,並計劃推進其業務拆分後的數字醫療服務業務板塊申請在港上市,分拆上市部分在最新一輪融資前估值超過60億美元。微醫此前曾獲騰訊、友邦保險、中投中財、紅杉資本、晨興資本等注資。花旗、摩根大通以及招銀國際爲保薦人。
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