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新股暗盘 | 全员中签!一手党吃肉!华润万象生活盘中涨超16%
uSMART盈立智投 12-08 16:26

uSMART盈立智投12月8日消息,今日有两只物业股上演暗盘之战,截至16:26分,一手中签率100%的华润万象生活盘中涨超13%,不计手续费利息等,一手账面赚740港元。

不过,对于融资上大甲的打新者而言,由于中签市值低,目前的涨幅仍是亏融资利息的状态。

uSMART盈立智投在《华润万象生活的配售结果》中指出:

1、分配完全偏向一手党,甲尾惨败:一手中签率100%,逾5万名一手党申1中1,而甲尾(申购1000手)仅稳中2手,最大的概率中3手。若按中签2手计,甲尾的打和点约高达30%,而其他大甲有且仅且稳1争2,若按中签1手计,打和点最高需达50%的涨幅。

2、发行估值高于同行业,国配却热情不减:国配认购倍数为11.8倍,为近期物业股之第三高(恒大物业:3.1倍,融创服务:4.9倍,世茂服务:10.9倍,合景悠活:16.87倍,卓越商企服务:33.4倍),值得注意的是,在合景悠活首日大幅破发之前,稍微热门的标的,国配倍数都高达双位数,参考意义不大,在物业股接连破发的情况下,华润万象生活的国配认购情况可谓火热,是否真的反应机构看好?需要时间这个朋友去给答案。

3、有绿鞋,稳价人是高盛:国际发售项下已超额分配8250万股股份,有15%的绿鞋子弹,稳价人是高盛,若稳价人积极护盘,国配机构户不带头抛售,15%的绿鞋子弹面对7.5%的散户,能起到一定的托底作用。此前无回拨的世茂服务、恒大物业,首日均给了打新党一个小亏或平价离场的机会。

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