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新股配售 | 快手-W一手中签率4%,申购人数逾142万人,乙头仅中1手,公开认购1,204.16倍,国配39倍
uSMART盈立智投 02-04 08:26

uSMART盈立智投2月4日消息,快手-W今日公布中签结果,并将于今日下午16:15-18:30分进行暗盘交易。

【配售小结】

①港股IPO史上申购人数最多:作为"短视频第一股",快手-W吸引了逾142万人申购,其中的乙组申购人数高达6.4万人,均创港股IPO之最(除蚂蚁集团外)!公开认购倍数高达1,204.16倍。

好惨一甲尾一手中签率4%,符合预期,甲尾(申购400手)无法稳中1手,乙头(申购500手)稳中1手,顶头槌中14手。甲尾不中则亏利息,乙头打和点为28%,顶头槌打和点高达175.41%。正如uSMART昨日提及,对于正常分配的大票而言,甲尾整体不及乙头,所以在申购策略上"宁做乙头不做甲尾"。

③机构认购火爆:国配的认购倍数为39倍,说明机构认购非常火爆,快手在招股期间更是提早了两天结束机构的认购。其中,GIC、景顺、富达、贝莱德等10名明星基石投资者,合共锁定45.23%的发行股份。

④快手派春节大红包:uSMART综合国内外媒体的多家报道或传闻,截至目前,快手的场外机构暗盘交易涨幅约为100%-200%。此前市场分析指出,若快手较IPO价格区间的高端上涨约60%,可能取得快速加入富时全球等指数的资格,将意味着被动型基金必须购买该公司26%的自由流通股。

uSMART盈立智投暗盘交易时间:2月4日16:15-18:30。

【配售简况】

1、发售价:115港元,为招股价区间(105-115港元)的上限

2、一手市值:11500港元,每手100股

3、有效申购人数:1,422,977名(甲组:1,358,503名,乙组:64,474名

4、实际中签人数:174,040名

5、中签情况:一手中签率4%,甲尾(申购400手)无法稳中1手,乙头(申购500手)稳中1手,顶头槌中14手

6、公开认购倍数:1,204.16倍(甲组:472.92倍,乙组:1,935.42倍)

7、国际发售:认购倍数为39倍,共有734名承配人

8、回拨情况:最大比例回拨,最终公开比例为6%,国配比例为94%

9、超额配股权:国际发售超额分配54,782,700股发售股份,有绿鞋

10、基石投资者:GIC、景顺、富达、贝莱德等10名基石投资者,合共锁定45.23%的发行股份,禁售期6个月

11、uSMART盈立智投暗盘交易时间:2月4日16:15-18:30

【中签详情】

甲组:

一手中签率4%

申购400手(甲尾)亦无法稳中1手

乙组:

申购500手稳中1手

申购600手稳1争2

申购700手稳1争2

申购800手稳1争2

申购900手稳1争2

申购1000手稳1争2

申购2000手稳中3手

申购3000手稳中4手

申购4000手稳4争5

申购5000手稳中5手

申购6000手稳5争6

……

申购45652手(顶头槌)中14手

以下为中签分配基准:

【基石投资者】

【禁售承诺】

【股权集中度】

点击可跳转阅读《快手-W发售价及分配结果公告》原文件PDF。

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