新股配售 | 中通快遞-SW一手中籤率70%,公開6.69倍,國配5.65倍,港股比美股折價7.8%
uSMART友信智投9月28日消息,中通快遞(開曼)有限公司 (02057)發佈《發售價及配發結果公告》。
簡而言之,自百勝中國-S破發以來,隨後招股的四隻二次上市中概股(華住、再鼎醫藥、中通、寶尊電商)均遇冷,公開認購均爲個位數,無回撥,散戶佔比不超10%,但是均出現國配貨源高度集中,公佈結果日的港股定價均較美股有一定的折價空間。
百勝嚇退”投機小散們”,導致華住、再鼎的乙組獲配股數高,均出現頂頭槌一夜狂賺百萬的”冷門奇蹟”,中通的乙組能否再次上演類似一幕?今日暗盤見分曉。
【配售簡況】
1、發售價:218港元,最新美股收盤價是30.5美元(約236.37港元),港股比美股折價7.77%。
2、每手股數:50股,一手市值10900港元
3、有效申購人數:24,980名(甲組:24,877名,乙組:103名)
4、中籤情況:一手中籤率70%,申購10手穩中1手,甲尾穩6爭7,乙頭穩中65手,頂頭槌穩中3440手
5、公開認購情況:認購倍數爲6.69倍(甲組:7.08倍,乙組:6.31倍)
6、國際發售:認購倍數約5.65倍,合共133名承配人,前25名承配人鎖定91.47%的發行股份,貨源集中
7、回撥情況:無回撥,最終公開的佔比5%,國配佔比95%
8、關聯客戶( 5名):爲中信里昂、中金、UBS AG、華泰金控的關聯客戶,合共鎖定12.69%的發行股份
9、超額配股權:國際發售獲超額分配6,750,000股發售股份,有綠鞋
10、穩定價格操作人:高盛,穩價結束日爲2020年10月22日
11、反攤薄選擇權:Ali ZT及Cainiao Smart已悉數行使彼等的反攤薄選擇權,以按發售價(通過其各自的關聯人士淘寶中國及菜鳥(香港))購買及認購3,654,250股股份,相當於發售股份的約8.1%。
12、uSMART友信智投APP暗盤時段:9月28日16:15~18:30
注:股份佔比數據均於任何超額配股權獲行使前
【中籤率詳情】
甲組:
一手中籤率70%
申購10手穩中1手
申購30手穩中2手
申購70手穩中3手
申購100手穩中4手
申購140手穩中5手
申購180手穩中6手
申購200手(甲尾)穩6爭7
乙組:
申購400手(乙頭)穩中65手
申購600手穩中97手
申購800手穩中129手
……
申購22500手(頂頭槌)穩中3440手
以下爲中籤分配基準:


圖片來源:披露易
【關聯客戶】


圖片來源:披露易
【股權集中度】

圖片來源:披露易
點擊可跳轉閱讀《中通快遞-SW配售公告》原文檔PDF。
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