A守望者
2020-06-13
没有打新的资格了哈哈
@捷克Jack:
别老想着网易京东了,“字母股”打新可能“另辟蹊径”?!!
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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捷克Jack
2020-06-13
捷克Jack
为啥啊
什么也没有了~
APP内打开
发表看法
1
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target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> ,往往吃不到肉,最后被割了韭菜不说,肥的只是券商。<img src=\"https://static.tigerbbs.com/46912bb020f91ec6f8879a4dd4df313b\" tg-width=\"902\" tg-height=\"686\">我统计了一下这一年半以来的字母股,总计47只。</p> <p>从发行的情况来看,字母股基本都属小票,很多都是创业板,即便到主板也是差不多刚刚够门槛。<span style=\"color:rgba(255,128,0,1);\"><b>47只样本中募资额超过5亿港元的总共只有3只</b></span>,其中<a target=\"_blank\" href=\"https://laohu8.com/S/01821\">$ESR(01821)$</a> 一家募集就105亿,超过其他所有的总和。发行价格大多也是1港元以下,因此<span style=\"color:rgba(255,128,0,1);\"><b>一手的金额往往不超过5000港元,在5000港币之上的只有4家</b></span>,其中ODM手机供应商<a target=\"_blank\" href=\"https://laohu8.com/S/01401\">$SPROCOMM INTEL(01401)$</a> 一手12000港币傲视群雄。</p> <p>从中签率角度来看,<span style=\"color:rgba(255,128,0,1);\"><b>有11只的一手中签率超过50%</b></span>,比例并不高,其中4只中签率100%。除了妖股<a target=\"_blank\" href=\"https://laohu8.com/S/01730\">$LHN(01730)$</a> 首日涨幅超过70%之外,其余的均为小赚不亏或者破发,不指望吃肉,别亏钱就行。因此看到中签率太高的字母股,请先把心凉一半。</p> 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href=\"https://laohu8.com/S/08487\">$ISP Global(08487)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/08621\">$Metropolis Cap(08621)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/01936\">$RITAMIX(01936)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/01960\">$TBKS HLDGS(01960)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/08619\">$WAC HOLDINGS(08619)$</a></p></body></html>","htmlText":"<html><head></head><body><p>港股中有一类公司,名称里不带中文字符,只有英文字母,被投资者亲切地称为“字母股”。虽然说起来有些玄学,但是字母股在IPO时往往独树一帜,容易“出妖”。妖股,要么就是大涨,要么就是大跌。对我们打新投资者来说,有波动才有盈利空间,往往比那些卖猪肉卖兄弟的超级巨无霸更有想象的空间。稳如<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> ,往往吃不到肉,最后被割了韭菜不说,肥的只是券商。<img src=\"https://static.tigerbbs.com/46912bb020f91ec6f8879a4dd4df313b\" tg-width=\"902\" tg-height=\"686\">我统计了一下这一年半以来的字母股,总计47只。</p> <p>从发行的情况来看,字母股基本都属小票,很多都是创业板,即便到主板也是差不多刚刚够门槛。<span style=\"color:rgba(255,128,0,1);\"><b>47只样本中募资额超过5亿港元的总共只有3只</b></span>,其中<a target=\"_blank\" href=\"https://laohu8.com/S/01821\">$ESR(01821)$</a> 一家募集就105亿,超过其他所有的总和。发行价格大多也是1港元以下,因此<span style=\"color:rgba(255,128,0,1);\"><b>一手的金额往往不超过5000港元,在5000港币之上的只有4家</b></span>,其中ODM手机供应商<a target=\"_blank\" href=\"https://laohu8.com/S/01401\">$SPROCOMM INTEL(01401)$</a> 一手12000港币傲视群雄。</p> <p>从中签率角度来看,<span style=\"color:rgba(255,128,0,1);\"><b>有11只的一手中签率超过50%</b></span>,比例并不高,其中4只中签率100%。除了妖股<a target=\"_blank\" href=\"https://laohu8.com/S/01730\">$LHN(01730)$</a> 首日涨幅超过70%之外,其余的均为小赚不亏或者破发,不指望吃肉,别亏钱就行。因此看到中签率太高的字母股,请先把心凉一半。</p> <p>为什么中签率高并不理想呢?因为你想啊,本来就是小盘股,再没有人气的话,就基本没有什么人愿意参与。如果稳价人再没有护盘的意愿的话,基本就是见鬼去吧。</p> <p><span style=\"color:rgba(255,128,0,1);\"><b>47只样本中,有8只的超购倍数超过100倍,触发50%的回拨,另有12只超购倍数在20-100倍之间,总体来说热门的票并不在少数</b></span>。超购倍数并不能直接影响收益率,相关性也不高,主要是一个热度的表现。</p> <p>从收益率的角度来看,<span style=\"color:rgba(255,128,0,1);\"><b>47只样本中,有34只首日并没有破发,其中2只为不涨不跌,也就是32只是赚钱的。</b></span>这一比例超过了整体港股IPO的数据。</p> <p>同时,首日超过5%收益的有25只,考虑到打新的手续费,这一收益比例上的才有望将成本收回,因此47只中有超过一半是可以赚钱的。<span style=\"color:rgba(255,128,0,1);\"><b>另外有21只收益超过10%,17只收益超过20%,这些是超额收益的来源。</b></span></p> <p>将中签率结合收益率来看,<span style=\"color:rgba(255,128,0,1);\"><b>47只票的收益期望为9637港元,</b></span>考虑到字母股需要的资金本来就不多,总体来看收益率并不低。</p> <p>当然,这些是针对一手党来说的。如果大佬是求稳中一手的,则需要研究一下公司的基本面,并关注市场上对该票的热度观察,来选择适合的认购比例。</p> <p><img src=\"https://static.tigerbbs.com/46772b0deb6a93216bd998af56b44e5d\" tg-width=\"1697\" tg-height=\"1651\">所以,接下来的字母股,<a target=\"_blank\" href=\"https://laohu8.com/S/01650\">$HYGIEIA GROUP(01650)$</a> 小额博彩。</p> <hr> <p><a target=\"_blank\" href=\"https://laohu8.com/S/08487\">$ISP Global(08487)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/08621\">$Metropolis Cap(08621)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/01936\">$RITAMIX(01936)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/01960\">$TBKS HLDGS(01960)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/08619\">$WAC HOLDINGS(08619)$</a></p></body></html>","text":"港股中有一类公司,名称里不带中文字符,只有英文字母,被投资者亲切地称为“字母股”。虽然说起来有些玄学,但是字母股在IPO时往往独树一帜,容易“出妖”。妖股,要么就是大涨,要么就是大跌。对我们打新投资者来说,有波动才有盈利空间,往往比那些卖猪肉卖兄弟的超级巨无霸更有想象的空间。稳如$网易-S(09999)$ 、$京东集团-SW(09618)$ ,往往吃不到肉,最后被割了韭菜不说,肥的只是券商。我统计了一下这一年半以来的字母股,总计47只。 从发行的情况来看,字母股基本都属小票,很多都是创业板,即便到主板也是差不多刚刚够门槛。47只样本中募资额超过5亿港元的总共只有3只,其中$ESR(01821)$ 一家募集就105亿,超过其他所有的总和。发行价格大多也是1港元以下,因此一手的金额往往不超过5000港元,在5000港币之上的只有4家,其中ODM手机供应商$SPROCOMM INTEL(01401)$ 一手12000港币傲视群雄。 从中签率角度来看,有11只的一手中签率超过50%,比例并不高,其中4只中签率100%。除了妖股$LHN(01730)$ 首日涨幅超过70%之外,其余的均为小赚不亏或者破发,不指望吃肉,别亏钱就行。因此看到中签率太高的字母股,请先把心凉一半。 为什么中签率高并不理想呢?因为你想啊,本来就是小盘股,再没有人气的话,就基本没有什么人愿意参与。如果稳价人再没有护盘的意愿的话,基本就是见鬼去吧。 47只样本中,有8只的超购倍数超过100倍,触发50%的回拨,另有12只超购倍数在20-100倍之间,总体来说热门的票并不在少数。超购倍数并不能直接影响收益率,相关性也不高,主要是一个热度的表现。 从收益率的角度来看,47只样本中,有34只首日并没有破发,其中2只为不涨不跌,也就是32只是赚钱的。这一比例超过了整体港股IPO的数据。 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