新股配售 | 華潤萬象生活一手中籤率100%,公開認購29.78倍,國配11.8倍,有綠鞋
uSMART盈立智投12月8日消息,華潤萬象生活發佈《發售價及配發結果公告》。
【配售小結】
1、分配完全偏向一手黨,甲尾慘敗:一手中籤率100%,逾5萬名一手黨申1中1,而甲尾(申購1000手)僅穩中2手,最大的概率中3手。若按中籤2手計,甲尾的打和點約高達30%,而其他大甲有且僅且穩1爭2,若按中籤1手計,打和點最高需達50%的漲幅。
2、發行估值高於同行業,國配卻熱情不減:國配認購倍數爲11.8倍,爲近期物業股之第三高(恆大物業:3.1倍,融創服務:4.9倍,世茂服務:10.9倍,合景悠活:16.87倍,卓越商企服務:33.4倍),值得注意的是,在合景悠活首日大幅破發之前,稍微熱門的標的,國配倍數都高達雙位數,參考意義不大,在物業股接連破發的情況下,華潤萬象生活的國配認購情況可謂火熱,是否真的反應機構看好?需要時間這個朋友去給答案。
3、有綠鞋,穩價人是高盛:國際發售項下已超額分配8250萬股股份,有15%的綠鞋子彈,穩價人是高盛,若穩價人積極護盤,國配機構戶不帶頭拋售,15%的綠鞋子彈面對7.5%的散戶,能起到一定的託底作用。此前無回撥的世茂服務、恆大物業,首日均給了打新黨一個小虧或平價離場的機會。
華潤萬象生活將是融創服務的吃肉行情?
還是世茂服務、恆大物業的"打了個寂寞"?
暗盤&首日見分曉。
uSMART盈立智投暗盤交易時間:12月8日16:15-18:30
【配售簡況】
1、發售價:22.3港元,爲招股價區間(18.6-22.3港元)的上限
2、一手市值:4460港元,每手200股
3、有效申購人數:98,522名(甲組:97,937名,乙組:585名)
4、中籤情況:一手中籤率100%,甲尾僅穩2爭3,乙頭中120手,頂頭槌(11張)穩859手爭860手
5、公開認購倍數:29.78倍(甲組:17.7倍,乙組:41.86倍)
6、國際發售:約11.8倍,合共249名承配人,前25名承配人鎖定82.69% 的發行股份,股權集中
7、優先發售:認購倍數2.14倍
8、僱員優先發售:認購倍數爲0.62倍
9、回撥情況:有回撥,最終公開的比例爲7.5%,國配的比例爲92.5%
10、超額配股權:國際發售項下已超額分配82,500,000股股份(15%的發行股份),有綠鞋
11、穩定價格操作人:高盛
12、基石投資者:GIC、高瓴、平安、國調基金等7名基石投資者,合共鎖定41.1%的發行股份,禁售期6個月
13、關聯客戶(5名):合共獲配15.31%的發行股份
14、uSMART盈立智投暗盤交易時間:12月8日16:15-18:30
【中籤詳情】
甲組:
一手中籤率100%
甲尾(申購1000手)僅穩中2手爭3手
乙組:
申購1500手(乙頭)中120手
申購2000手穩139手爭140手
……
申購68750手(頂頭槌)穩859手爭860手
以下爲中籤分配基準:



【基石投資者】

【股權集中度】

點擊可跳轉閱讀《華潤萬象生活發售價及配發結果公告》原文件PDF。
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