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暗盤前瞻 | 明源雲:羣星閃耀的地產開發商軟件龍頭

uSMART友信智投9月24日消息,今日明源雲公佈中籤結果並將於16:15進行暗盤交易。

明源雲是中國地產開發商的第一大軟件解決方案提供商,按收入計算,2019年市佔率約18.5%,是絕對的龍頭,大多數百強地產商都是其客戶。

本次IPO最大的亮點是引入6名耀眼的基石,包括高瓴、GIC、中國國有企業結構調整基金、紅杉、貝萊德、富達,合計認購30.1%股份(超額配股權實施後),這些機構近一年參與的IPO項目都沒有破發。

明源雲的可比上市公司包括港股的金蝶國際、暢捷通,A股的用友軟件、廣聯達,廣聯達也是明源雲的IPO前投資者之一。

從配售結果來看,申請人數將近43萬,其中乙組超過1.7萬,頂頭槌186張,公開發售認購倍數644倍,國配認購45倍。

從中籤成本來看,甲尾和乙頭的盈虧平衡漲幅大概爲10%,頂頭槌則爲20%左右。

新股配售 | 明源雲一手中籤率10%,公開認購644.25倍,國配45倍,有綠鞋

暗盤預報

uSMART友信證券暗盤交易時間:9月24日 16:15~18:30

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