《新股表現》嗶哩嗶哩(09626.HK)收800元僅低上市價1% 每手賬面蝕160元
嗶哩嗶哩(09626.HK)首日掛牌,股價低開2.2%報790元,全日持續「潛水」,最低見753元,全日高收800元,較上市價808元,低8元或1%,但仍較嗶哩嗶哩美股上周五(26日)收市價97.08美元(折約754.49港元),高6%;成交329萬股,涉資25.76億元。不計手續費,每手20股,賬面蝕160元。
中概股嗶哩嗶哩(BILI.US)(又名B站),是內地年輕一代的標誌性品牌及領先視頻社區。根據艾瑞諮詢報告,去年35歲及以下用戶佔嗶哩嗶哩月活用戶比例逾86%(超過其他內地主要視頻平台)。公司是次以同股不同權架構來港作第二上市,合共發售2,500萬股Z類份,其中3%(即約75萬股)公開發售獲173倍超購,已啟動回撥機制佔比增至12%,認購一手中籤率10%,最終發售價定於808元(較本港最高發售價988元折讓18.2%),料集資淨額198.74億元,主要用作集團之內容以支持健康和高質量的用戶增長、用作改善用戶體驗和加強以用戶為中心商業化能力、以及用於銷售與營銷以促進用戶增長和提升品牌知名度等。上市聯席保薦人分別為大摩、高盛、摩通及瑞銀。
嗶哩嗶哩每股美國存託股等同1股Z類普通股;每股Y類普通股可行使10票投票權,每股Z類普通股則代表1票投票權。截至今年1月底,騰訊(00700.HK)實體持股約12.4%,佔總投票權4%,阿里(09988.HK)則透過淘寶中國持股6.7%,擁有2.1%投票權。
集團主席兼首席執行官陳睿於網上出席記者會時被問及,嗶哩嗶哩首日掛牌跌破上市價,是否定價過分進取時表示,該股於定價後,隨即遇到上周於美國上市中概股經歷五年來最大跌幅,形容是「黑天鵝」事件。不過,他認為集團於大形勢較差情況下,能夠順利上市已算成功,對公司發展充滿信心,相信長期股價會證明一切。
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