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IPO週報 | 農夫山泉、濠江機電輪番上演翻倍行情,樂享互動孖展超購高達454倍

| 新股表現

時隔近1個月再有新股上市,農夫山泉、濠江機電輪番上演翻倍行情,掀起新一輪的新股浪潮。但百勝中國受到美股拖累,成爲首隻破發的二次上市中概股。

| 新股解盤

農夫山泉:調入港股通是近期股價催化劑

農夫山泉將港股打新市場的熱情推到了極致,以下數據可見一斑,公開認購人數近71萬,乙組認購人數將近2.7萬,國配認購倍數約60倍,凍結資金6709.41億港元,成爲港股新股史上新的“凍資王”。

情緒使然,將農夫山泉暗盤股價推至翻倍,但首日表現不及暗盤,投資者對高估值有所顧忌,選擇先行獲利了結。農夫山泉將被納入恆生綜合指數,9月22日正式生效,意味着將同步被調入港股通,刺激股價這兩日開始反彈,也將是近期股價的催化劑。

百勝中國:受美股調整拖累首秀不佳

中概股回港二次上市表現受到美股牽制,而百勝中國不幸成爲第一隻破發的中概股。但作爲餐飲龍頭,百勝中國業績穩定,估值合理,有一定安全邊際。

濠江機電:“搏冷”再放異彩

小市值細價股,基本面乏味,漲跌全靠炒作。由於認購遇冷,散戶持貨少,股價出現暴力拉昇。

| 正在招股

據不完全統計,截至9月11日,樂享互動孖展超購高達454倍。

打新指南丨樂享互動:中國效果類自媒體營銷行業龍頭,引入4位重磅基石

| 即將上市

下週將有2只新股上市。

科利實業控股將於週一(14日)公佈中籤結果,據交易寶數據,孖展超購僅0.94倍,最終公開認購倍數預計不會超過15倍,是否能重演濠江機電的暴漲神話?

此外,福祿控股將於週四(17日)公佈中籤結果,受到市場追捧,孖展超購高達442倍。

| 已過聆訊

本週東軟教育科技通過港交所聆訊,可隨時開啓招股。公司專注於培養IT專業人才,旗下有三所民辦高校,分別位於大連、成都、佛山,以及八所培訓學校。2017-2019年,收入同比增速分別爲16.7%/12.3%,淨利潤同比增速分別爲14.3%/6.9%。

此外,媒體報道,中概股中通快遞、寶尊電商、再鼎醫藥,高瓴資本、淡馬錫等持股的嘉和生物,生物製藥公司雲頂新耀,以及地產商金輝控股將於近期尋求過聆訊。

新股消息 | 嘉和生物藥業本週尋求上市聆訊,集資約23.4億港元

生物製藥公司雲頂新耀據悉下週尋求香港上市聆訊

IFR:金輝控股計劃下週尋求批準其3-4億美元的香港IPO

| 最新遞表

本週有5家公司遞交上市申請,4家擬在主板上市,1家擬在創業板上市。

新股消息 | 遠洋集團擬分拆遠洋服務在主板上市,爲2020年中國物業服務百強企業第13

| 新股消息

外媒報道淡馬錫、GIC、沙特主權基金PIF考慮對螞蟻集團IPO進行投資

路透社報道,據兩名知情人士透露,新加坡投資者淡馬錫考慮對螞蟻集團高達300億美元IPO進行投資。其中一名知情人士表示,新加坡主權財富基金GIC也在考慮投資此次IPO。此外,沙特主權基金PIF考慮投資螞蟻集團IPO。該消息人士稱,螞蟻的財務顧問接洽了沙特公共投資基金,向其推薦投資此次IPO的機會。如果這筆投資得以進行,這將是沙特公共投資基金對中國企業最高調的一次直接投資。

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