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新股配售 | 海倫司一手中籤率60%,國配認購25.58倍
uSMART盈立智投 09-09 10:58

小結

自熱門股心瑋、先瑞達首日跌超20%後,新股市場明顯降溫,海倫司的認購更是出乎意料的冷,申購人數不到3萬,而心瑋和先瑞達去到了二三十萬。

與散戶態度冷淡形成鮮明對比的是,國配認購25.58倍,招股期間幾乎沒有看到海倫司的宣傳文章,也沒有國配認購火爆或提前結束等消息傳出,被市場嫌棄估值太高的海倫司究竟哪裏吸引機構,值得長期關注。

回撥比例不算高只有30%,散戶中籤貨值不多,能否爆冷暗盤見分曉。甲尾、乙頭、頂頭槌的盈虧平衡點大概都在2%,乙頭市值約55萬,10%的漲幅就有5萬的收益。

配售簡況

1、發售價:19.77港元,爲招股價區間18.82港元—20.72港元的中間值

2、一手市值:9885港元,每手500股

3、有效申購人數:27968名,甲組27702名,乙組266名

4、實際中籤人數:20759名,中一手14653名

5、中籤概況:一手中籤率60%,申購3手穩中1手,甲尾中41手,乙頭中56手,頂頭槌17張

6、公開認購倍數:30.8倍,甲組16.79倍,乙組44.82倍

7、國際發售:認購25.58倍,145名承配人,前25名承配人共獲配58.95%的發行股份

8、回撥情況:公開佔比30%,國配佔比70%

9、基石投資者:無

10、超額配股權:國際發售已超額分配2019.75萬股股份,佔發售股份的15%

11、穩定價格操作人:中金,穩價結束日爲2021年10月3日

注:以上佔比均假設超額配股權未獲行使

 

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