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IPO週報 | 螞蟻之後哪些新股值得期待?快手、字節跳動即將來襲
  • 高瓴、雪湖等10位明星基石加持的金科服務正在招股
  • 融創服務下週一招股,基石爲騰訊、IDG資本、高瓴及雪湖資本
  • 華潤萬象生活、恆大物業、雲想科技最快下週尋求過聆訊
  • 德琪醫藥已過聆訊,股東包括富達、貝萊德、GIC、高瓴等
  • 騰訊持股的快手遞表,目標估值500億美元
  • 字節跳動將打包抖音、今日頭條、西瓜視頻赴港上市

| 新股表現

隨着萬衆矚目的螞蟻集團放鴿子,本週的新股市場似乎冷清了許多。上市的兩隻新股首日表現都差強人意,但累計走勢非常不錯,萬國數據累漲超20%,藥明巨諾累漲超13%。

| 新股解盤

在新股市場的低壓氛圍下,明星IPO藥明巨諾首日也難逃破發厄運,不過由於基石鎖定了50%發行股份,流通股份較少,上市前兩日換手率基本達到100%,此後機構買盤積極,將股價暴力拉昇。

| 正在招股

打新指南丨金科服務:2020年中國物業服務百強企業第10名,高瓴、雪湖等10位明星基石加持

| 已過聆訊

德琪醫藥是一家領先的亞太地區臨牀階段專注於創新抗腫瘤藥物的生物製藥公司,已建立12條強勁且具有高度創新性的臨牀及臨牀前產品研發管線。股東陣容異常耀眼,醫藥行業的戰略投資者包括百時美施貴寶旗下的新基中國、藥明康德和泰格醫藥,國內外頂尖機構投資者包括富達、貝萊德、GIC、高瓴、博裕資本、方源資本、啓明創投及泰康資管

融創服務將於下週一(9日)公開招股,計劃發行6.9億股,招股價10.55-12.65元,一手(1000股)入場費約12777.5元。預計11月19日掛牌。引入4名基石投資者,包括騰訊、IDG資本、高瓴及雪湖資本,分別認購1.5億美元、1億美元、6000萬美元及6000萬美元。

據《路透》旗下IFR報道,華潤置地旗下華潤萬象生活已通過港交所上市聆訊,將於下週起預路演,目標集資10億美元。

據《彭博》引述消息人士指,恆大物業最快於下週進行港交所上市聆訊,預期集資至少20億美元,視乎市場情況集資規模可提升至30億美元。

據《路透》旗下IFR報道,大數據短視頻營銷解決方案供應商雲想科技(Netjoy),最快於下週進行港交所上市聆訊,目標集資2億美元,獨家保薦人爲海通國際。

| 最新遞表

快手打響“短視頻第一股”的槍聲,早前有傳快手集資最多50億美元(約390億港元),目標估值500億美元(約3,900億港元)。

據艾瑞諮詢,快手科技是以虛擬禮物打賞流水及直播平均月付費用戶計最大的直播平臺,也是以平均日活躍用戶數計第二大短視頻平臺。騰訊持股25.567%,爲最大外部股東。

2019年,快手營收爲391.2億人民幣,同比增長92.7%,綜合毛利率爲36.1%。2020年上半年,快手營收爲253.2億人民幣,同比增長48.26%,綜合毛利率爲34.3%,調整後淨利潤爲-49.47億人民幣,同比轉虧。

| 新股消息

字節跳動將打包抖音、今日頭條、西瓜視頻赴港上市

《彭博通訊社》引述知情人士透露,TikTok母企字節跳動在香港分拆部分業務上市前,正在商討一輪20億美元的融資。

消息情人士指,字節跳動正在與包括紅杉資本在內的投資者商討融資,將集團估值提高至1,800億美元。之後,字節跳動會開始籌備將抖音和今日頭條等資產在香港進行IPO上市。

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