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新股首日 | 京東健康漲超60%,市值超3600億港元
uSMART盈立智投 12-08 14:46

uSMART盈立智投12月8日消息,上市首日,京東健康"漲勢如虹",午後漲幅進一步擴大,截至14:44分,京東健康漲64.35%,報117港元,總市值超過3600億港元,不計手續費利息等,一手賬面賺逾2300港元。

京東健康昨日公佈配售公告並進行暗盤交易,一手中籤率40%,申購人數逾84萬,公開認購421.91倍,國配31.1倍。

京東健康是中國最大的在線零售藥房,2019年公司總收入達108億元,市場份額爲29.8%;2017年-2020年,公司的總收入和淨利潤漲勢強勁,爲業內唯一持續盈利的企業。

uSMART盈立智投在昨日的《暗盤前瞻》中指出,從長期角度來看,疫情刺激行業加速,疊加處方藥外流、醫保支持等政策,線上醫療前景廣闊。京東健康作爲營收及淨利潤規模最大的龍頭,競爭優勢較大,引入高瓴、GIC、貝萊德等6位明星基石,認購38.95%發售股份,也給予市場信心。小摩預計京東健康上市後可透過快速納入機制進入港股通名單,也有望帶來部分資金流入。

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