泡椒竹笋牛丼饭
2021-03-04
[思考] [思考]
@小斯新报道:
汽车之家港股,打新者话语权最低的一次
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<p><a href=\"https://laohu8.com/S/02518\">$汽车之家-S(02518)$</a> 港股二次上市开始招股了,先看看它的美股这两天跌得怎么样——</p> <p><img src=\"https://static.tigerbbs.com/6c90148954cdbb2beff7acc59dd1de4e\" tg-width=\"839\" tg-height=\"469\"></p> <p>从高点也回撤了将近20%。</p> <p><b>此次港股二次上市有几个特点:</b></p> <p><b>一、定价。</b></p> <p>每股最高251.8港元,这种跟着代码走的非严肃的定价也只是让而增发募资空间变大而已。</p> <p>因为美股1ADS=4股,如果按照美股3月3日收盘价113.29美元来算,相当于219港元,这么算港股最高价的溢价可够高的。</p> <p>他们当时发行的时候可是冲着美股130美金的价格去的,谁知道时运不齐,大盘回调了……</p> <p><b>二、发行与分配。</b></p> <p>本次发行30291200股,302912手。分别按照15倍、50倍和100倍回拨至30%、40%、50%。</p> <p><img src=\"https://static.tigerbbs.com/5ac5ceb41b8bb022168404e7aaebe1e6\" tg-width=\"1358\" tg-height=\"682\"></p> <p>如果超购100倍,回拨至50%,则甲组和乙组各75728手。</p> <p><img src=\"https://static.tigerbbs.com/0b1a75dc20ef42ec4e5575ac7870410d\" tg-width=\"209\" tg-height=\"232\"></p> <p>现阶段并没有更好的打新标的,因此还是会有闲不住的投资者会多多少少摸一把。如果甲组有40万人,那<span style=\"color:rgba(255,0,0,1);\"><b>一手中签率也就10-15%</b></span>的水平,乙组若是3万人,<span style=\"color:rgba(255,0,0,1);\"><b>乙头就2手左右</b></span>。</p> <p>考虑到单手金额很大,因此也是总体属于分配不均的情况。</p> <p><b>三、打新人好比待宰的羔羊</b></p> <p>第一把刀是大盘,因为很难预测到其真正上市那会儿是不是还会回调,而且汽车之家的行情<b>跟新能源汽车那几家的行情息息相关</b>——<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> .</p> <p>第二把刀是公司,因为不知道他们的最终定价是多少,<span style=\"color:rgba(255,0,0,1);\"><b>凡是超过219港币都是溢价</b></span>,而万一公司想多融点钱,上限定价,那可真是有15%的溢价回撤空间啊……</p> <p>最后,此次申购唯一一点好处是针对融资党的,<span style=\"color:rgba(255,0,0,1);\"><b>因为只有3天计息日期(周二-周五),</b></span>相对减少了融资利息,这也许是唯一放手一搏的理由了吧。</p> <p>暂时先观望(大盘),但愿<a href=\"https://laohu8.com/S/ATHM\">$汽车之家(ATHM)$</a> 的镰刀轻一点。</p></body></html>","htmlText":"<html><head></head><body><p>考验一家公司镰刀力度的时候到了。</p> <p><a href=\"https://laohu8.com/S/02518\">$汽车之家-S(02518)$</a> 港股二次上市开始招股了,先看看它的美股这两天跌得怎么样——</p> <p><img src=\"https://static.tigerbbs.com/6c90148954cdbb2beff7acc59dd1de4e\" tg-width=\"839\" tg-height=\"469\"></p> <p>从高点也回撤了将近20%。</p> <p><b>此次港股二次上市有几个特点:</b></p> <p><b>一、定价。</b></p> <p>每股最高251.8港元,这种跟着代码走的非严肃的定价也只是让而增发募资空间变大而已。</p> <p>因为美股1ADS=4股,如果按照美股3月3日收盘价113.29美元来算,相当于219港元,这么算港股最高价的溢价可够高的。</p> <p>他们当时发行的时候可是冲着美股130美金的价格去的,谁知道时运不齐,大盘回调了……</p> <p><b>二、发行与分配。</b></p> <p>本次发行30291200股,302912手。分别按照15倍、50倍和100倍回拨至30%、40%、50%。</p> <p><img src=\"https://static.tigerbbs.com/5ac5ceb41b8bb022168404e7aaebe1e6\" tg-width=\"1358\" tg-height=\"682\"></p> <p>如果超购100倍,回拨至50%,则甲组和乙组各75728手。</p> <p><img src=\"https://static.tigerbbs.com/0b1a75dc20ef42ec4e5575ac7870410d\" tg-width=\"209\" tg-height=\"232\"></p> <p>现阶段并没有更好的打新标的,因此还是会有闲不住的投资者会多多少少摸一把。如果甲组有40万人,那<span style=\"color:rgba(255,0,0,1);\"><b>一手中签率也就10-15%</b></span>的水平,乙组若是3万人,<span style=\"color:rgba(255,0,0,1);\"><b>乙头就2手左右</b></span>。</p> <p>考虑到单手金额很大,因此也是总体属于分配不均的情况。</p> <p><b>三、打新人好比待宰的羔羊</b></p> <p>第一把刀是大盘,因为很难预测到其真正上市那会儿是不是还会回调,而且汽车之家的行情<b>跟新能源汽车那几家的行情息息相关</b>——<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> .</p> <p>第二把刀是公司,因为不知道他们的最终定价是多少,<span style=\"color:rgba(255,0,0,1);\"><b>凡是超过219港币都是溢价</b></span>,而万一公司想多融点钱,上限定价,那可真是有15%的溢价回撤空间啊……</p> <p>最后,此次申购唯一一点好处是针对融资党的,<span style=\"color:rgba(255,0,0,1);\"><b>因为只有3天计息日期(周二-周五),</b></span>相对减少了融资利息,这也许是唯一放手一搏的理由了吧。</p> <p>暂时先观望(大盘),但愿<a href=\"https://laohu8.com/S/ATHM\">$汽车之家(ATHM)$</a> 的镰刀轻一点。</p></body></html>","text":"考验一家公司镰刀力度的时候到了。 $汽车之家-S(02518)$ 港股二次上市开始招股了,先看看它的美股这两天跌得怎么样—— 从高点也回撤了将近20%。 此次港股二次上市有几个特点: 一、定价。 每股最高251.8港元,这种跟着代码走的非严肃的定价也只是让而增发募资空间变大而已。 因为美股1ADS=4股,如果按照美股3月3日收盘价113.29美元来算,相当于219港元,这么算港股最高价的溢价可够高的。 他们当时发行的时候可是冲着美股130美金的价格去的,谁知道时运不齐,大盘回调了…… 二、发行与分配。 本次发行30291200股,302912手。分别按照15倍、50倍和100倍回拨至30%、40%、50%。 如果超购100倍,回拨至50%,则甲组和乙组各75728手。 现阶段并没有更好的打新标的,因此还是会有闲不住的投资者会多多少少摸一把。如果甲组有40万人,那一手中签率也就10-15%的水平,乙组若是3万人,乙头就2手左右。 考虑到单手金额很大,因此也是总体属于分配不均的情况。 三、打新人好比待宰的羔羊 第一把刀是大盘,因为很难预测到其真正上市那会儿是不是还会回调,而且汽车之家的行情跟新能源汽车那几家的行情息息相关——$蔚来(NIO)$ $理想汽车(LI)$ $小鹏汽车(XPEV)$ $特斯拉(TSLA)$ . 第二把刀是公司,因为不知道他们的最终定价是多少,凡是超过219港币都是溢价,而万一公司想多融点钱,上限定价,那可真是有15%的溢价回撤空间啊…… 最后,此次申购唯一一点好处是针对融资党的,因为只有3天计息日期(周二-周五),相对减少了融资利息,这也许是唯一放手一搏的理由了吧。 暂时先观望(大盘),但愿$汽车之家(ATHM)$ 的镰刀轻一点。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/364150746","repostId":0,"isVote":2,"tweetType":1,"commentLimit":10,"vote":{"id":1372,"gmtCreate":1614825780836,"gmtModify":1614825780836,"gmtBegin":1614825780836,"gmtEnd":1615344154492,"objectId":364150746,"type":1,"upper":1,"title":"你会参与打新汽车之家港股吗?","introduction":"你会参与打新汽车之家港股吗?","totalSize":508,"choices":[{"id":5105,"gmtCreate":1614825780836,"gmtModify":1614825780836,"voteId":1372,"sort":1,"name":"融资参与","userSize":103,"voted":false},{"id":5106,"gmtCreate":1614825780836,"gmtModify":1614825780836,"voteId":1372,"sort":2,"name":"现金申购","userSize":72,"voted":false},{"id":5107,"gmtCreate":1614825780836,"gmtModify":1614825780836,"voteId":1372,"sort":3,"name":"远观亵玩","userSize":333,"voted":false}]},"symbols":["XPEV","ATHM","02518","NIO","TSLA","LI"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1232,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":963,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":12,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/364170084"}
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