IPO週報 | 醫渡、稻草熊、車市狂撒紅包,快手最快25日招股
| 新股表現
本週9只新股上市,週五3只熱門票狂撒紅包。醫渡科技最高漲幅達到165%,盤中市值突破600億。稻草熊盤中一度接近翻倍,成功從“熊”變成一頭“牛”,一手盈利接近5000,超過醫渡科技。此外,網上車市一手盈利也超過1000。相較於盈利,3只破發新股的虧損都非常有限。

| 新股解盤
本週新股市值最大的是醫渡科技,也是確定性最強、基本面最佳的一隻。其餘新股都是炒作爲主,總體來說跟着市場熱度走,認購過百倍,回撥50%的票表現都還不錯。

| 正在招股
目前正在招股的是星盛商業,截至1月15日17:00,孖展超購已經達到212倍。這是大灣區領先的商用物業運營服務供應商,旗下品牌包括COCO Park、COCO City、ICO等。按照運營的購物中心數量計算,在深圳排名第一,大灣區排名第四。
公司近年來業績維持平穩增長,毛利率及利潤率均維持在行業較高水平(55%/29%)。
按照公司預估的2020年淨利潤1.43億港元計算,發行市值32-38.8億港元對應20年PE爲22-27倍,處於行業較低水平。
目前市場給予商管更高溢價,港股已上市的商業物業標的走勢喜人,寶龍商業、華潤萬象生活上市後累計漲幅分別高達181%、91%。
| 即將上市
下週將有2只新股上市,宋都服務、麥迪衛康將分別於18、19日掛牌交易。
| 已過聆訊
市場消息,快手已經通過聆訊,將於下週一起進行預路演,最快本月25日開始招股,計劃2月5日上市,集資50億美元,目標估值500億美元。
另外,此前經濟通報道,癌症早期篩查產品製造商諾輝健康擬在港上市,本週進行上市聆訊,集資最多3億美元(約23.3億港元),高盛及瑞銀爲聯席保薦人,不過目前並無新的進展。
| 最新遞表

| 新股消息
傳嘀嗒出行尋求本月通過上市聆訊
據路透社旗下媒體IFR報道,嘀嗒出行尋求本月通過上市聆訊,在港募資約39億港元。
中概股再度開啓回港上市潮
據路透社旗下媒體IFR報道,騰訊音樂考慮在香港二次上市中募資20億美元。
攜程計劃今年上半年在港二次上市,募資最少10億美元,中金、高盛、摩根大通爲承銷行。
唯品會計劃今年下半年來港第二上市,計劃撥出5-10%的股份在香港上市,最高融資20億美元,已委託高盛、摩根大通和摩根士丹利負責上市事宜。
此前,嗶哩嗶哩、汽車之家、百度已傳出消息在港上市。
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