近4億股解禁來襲,大跌10%的思摩爾國際出現買點了嗎?
uSMART盈立智投1月7日消息,熱門次新股思摩爾國際今日低開低走,盤中跌幅一度超過10%,自1月5日達到歷史新高69.85港元後,思摩爾連續兩日大幅回調,累計跌幅達到13%。
消息面上,思摩爾從今日開始迎來解禁潮。
根據思摩爾的配發結果公告,首次公開發售前投資者今日起可出售思摩爾股份,解禁總股份約1.72億股,佔總股本的2.9%。根據招股書,IPO前投資者每股實際成本約0.62美元(4.8港元),以昨日收盤價64.8港元計算,股價已經翻了12.5倍。
而從1月10日開始,10位基石投資者及部分控股股東開始解禁,其中基石持有的總股份約2.12億股,佔總股本的3.65%。基石投資者的成本價爲12.4港元,以昨日收盤價64.8港元計算,股價已經翻了4.2倍。
從這些投資者的獲利角度看,減持的壓力確實較大,對市場造成一定恐慌。但近4億股的解禁並不等於全部拋售,公司本身基本面並沒有發生改變,若投資者看好其長期發展,解禁帶來的下跌反而是機會。

中金近日上調思摩爾目標價39%至76港元,基於公司核心客戶的快速成長,以及估值切換。
2020年12月31日,公司下遊重要客戶悅刻科技(RLX)向美國證監會遞交F-1申請,擬在紐交所上市。基於行業規範化背景下強者愈強的競爭格局,公司與下遊具有高增長動能的重要客戶已完成深度綁定,中金重申繼續看好公司在陶瓷霧化芯的核心優勢與領導者地位,同時隨着馬太效應顯現,公司份額有望繼續提升,進一步搶佔新型菸草成長紅利。
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.