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宝大师
2022-09-10
$fuboTV Inc.(FUBO)$
膨胀了
宝大师
2021-03-25
$老虎证券(TIGR)$
估计下一个跳楼的就是我
宝大师
2021-03-26
$fuboTV Inc.(FUBO)$
做美股小白的代价
宝大师
2021-03-26
$老虎证券(TIGR)$
继续挣扎
宝大师
2021-03-26
$老虎证券(TIGR)$
还有救吗
宝大师
2021-03-26
$Palantir Technologies Inc.(PLTR)$
回本无望了
宝大师
2021-03-26
$Forest Road Acquisition Corp(FRX)$
比慘
宝大师
2021-03-26
$百度集团-SW(09888)$
再不碰新股
宝大师
2021-03-02
一起偷鸡
港股打新 | 森松国际(02155)、广联工程控股(01413)、久久王(01927)，哪个有肉吃？
宝大师
2021-02-20
新手美股如何选股？
去老虎APP查看更多动态
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16:23","market":"hk","language":"zh","title":"港股打新 | 森松国际(02155)、广联工程控股(01413)、久久王(01927)，哪个有肉吃？","url":"https://stock-news.laohu8.com/highlight/detail?id=2116627539","media":"智通财经网","summary":"新股发行严重旱涝不均，很多时候一周都没有新股，说来的时候又扎堆上，一股一篇分析都来不及，这三只新股今天一起说说。","content":"<html><body><article> <p><strong>本文转自微信公众号“ 郭二侠鑫金融”。</strong></p><p>新股发行严重旱涝不均，很多时候一周都没有新股，说来的时候又扎堆上，一股一篇分析都来不及，这三只新股今天一起说说。</p><p><a href=\"https://laohu8.com/S/02155\">森松国际</a></p><p>一、招股信息</p><center><img height=\"1196\" src=\"http://img.zhitongcaijing.com/images/contentformat/918da2e9a079cb48441e6a4d304e9783.jpg\" width=\"1080\"/></center><p>二、公司概况</p><p>森松国际(02155)是压力设备制造商及综合压力设备解决方案供应商，提供传统压力设备、模块化压力设备及与压力设备相关的增值服务。</p><center><img height=\"735\" src=\"http://img.zhitongcaijing.com/images/contentformat/83d349df37bd0df310fe5e2cf318f02b.jpg\" width=\"1080\"/></center><p>根据行业报告，按2019年的销售收入来看，公司是中国第四大压力设备制造商及综合压力设备解决方案供货商，市场份额约为1.5%。</p><center><img height=\"1088\" src=\"http://img.zhitongcaijing.com/images/contentformat/818cec20311e5c4ad91540a3e834b4d9.jpg\" width=\"828\"/></center><p>财务数据显示，公司2017财年至2019财年总收益分别为人民币15.70亿元、24.68亿元及28.26亿元，复合年增长率34.2%。同期录得净利润-832万元、1.26亿元及1.47亿元。截至2020年9月30日止九个月，公司收入20.14亿港元，净利润2.21亿港元。</p><p>目前，公司收入增长主要依赖于传统压力设备的制造及销售。</p><p>根据公开资料，传统压力设备行业规模于2014-2019年由1018亿增至1281亿元人民币，复合年增长率约为4.7%。2019-2024年，市场规模将以复合年增长率约4.2%增至1571亿元人民币。</p><p>引入4名基石投资者，当中浙江<a href=\"https://laohu8.com/S/603799\">华友钴业</a>认购1,000万美元、Dialog Malaysia认购800万美元、苏州晶瑞旗下晶之瑞苏州及施建刚先生均认购500万美元，合共认购2,800万美元(约2.17亿港元)，按中间价计算，约占发售股份27.14%，设6个月禁售期。</p><p>三、综合点评</p><p>森松国际需要特别注意的是，招股价区间高达58%，非常罕见，这是不自信的表现，说明公司也吃不准市场对其的估值。</p><p>其实公司基本面是目前正在招股的四只新股里面最好的，只是所处行业是传统制造业，缺乏想象空间。</p><p>以上限价3.92元计算，市值约39.2亿元，以20年预估盈利约3.2亿港元计算，市盈率约12.2倍，这个估值可以接受，如果认购冷清下限定价可能还有点汤喝。</p><p>郭二侠计划娱乐申购几手(风险偏好低的投资者，可以放弃申购)。</p><p><a href=\"https://laohu8.com/S/01413\">广联工程控股</a></p><p>一、招股信息</p><p><img height=\"1196\" src=\"http://img.zhitongcaijing.com/images/contentformat/7a088aedf5f4bc31f05ef3e4f774e4b9.jpg\" width=\"1080\"/></p><p>二、公司概况</p><p>广联工程控股(01413)是一家香港的地基工程承包商，于1995年开展业务，其后通过主要营运附属公司广联工程以分包商身份承接地基工程，主要包括挖掘及侧向承托及其他相关工程，包括桩帽工程、地下排水工程及地盘平整工程。</p><p>根据行业报告，公司于2019年位居香港第四大地基工程分包商(按收益计)，占地基行业约1.7%的市场份额。</p><p>财务数据方面，公司2018财年-2020财年总收益分别为1.70亿港元、2.73亿港元及4.05亿港元，复合年增长率达54.2%;同期净利润分别为1404.1万港元、2515.6万港元及3840.8万港元，复合年增长率达65.4%。</p><center><img height=\"336\" src=\"http://img.zhitongcaijing.com/images/contentformat/3d932109a9a216b50d613d5fe9e40996.jpg\" width=\"830\"/></center><p>截至2020年8月31日止五个月，公司收入2.21亿港元，净利润1434万港元。</p><p>公司营收和净利润增长很快，但2020年因为疫情的影响，增速明显放缓。</p><p>三、综合点评</p><p>保荐人是均富，历史保荐项目大涨大跌，是做妖的老手，但这次比较蹊跷，均富作为保荐人，居然没有出现在承销团里面，而稳定价格操作人恒宇证券也不承销团里面，虽然这种小盘一般不会卖出绿鞋，稳定价格操作人只是个摆设。</p><p>本次包销佣金12.5%，超过正常包销佣金水平，可能有抽屉协议。</p><p>保荐人是做妖老手+香港建筑股+小市值低股价+一个股东(是夫妻可以视为一个老板)+高包销佣金=做妖的概率很高，而且还是往上做。</p><p>目前已经孖展16倍，最终大概率超购50倍，启动40%回拨，甲乙组各获分1万手，按照4万人申购算，一手中签率15%。</p><p>郭二侠计划偷鸡申购。</p><p>久久王</p><p>一、招股信息</p><p><img height=\"1196\" src=\"http://img.zhitongcaijing.com/images/contentformat/9cb4a7d2db2dd0d9f690015396840cdc.jpg\" width=\"1080\"/></p><p>二、公司概况</p><p><a href=\"https://laohu8.com/S/01927\">久久王</a>(01927)是一家甜食产品制造商，生产及销售甜食产品，包括胶基糖果、压片糖果、充气糖果及硬糖。公司拥有自有品牌酷莎、拉拉卜及久久王。</p><center><img height=\"874\" src=\"http://img.zhitongcaijing.com/images/contentformat/e61a9dcfa712dd5611f33f1481245f35.jpg\" width=\"828\"/></center><p>根据资料显示，按收益计，该公司在福建省整体甜食市场排名第二，占2019年该区域市场份额约2.7%及2019年中国市场份额约0.7%。</p><p>财务数据方面，公司2017财年至2019财年总收益分别为人民币3.36亿元、3.81亿元及4.14亿元，复合年增长率7.9%。同期净利润分别为4641.5万元、3869.6万元及4319.6万元。</p><center><img height=\"328\" src=\"http://img.zhitongcaijing.com/images/contentformat/733f2c7781a10b74d45a4bb117ed38e0.jpg\" width=\"830\"/></center><p>截至2020年8月31日止八个月，公司收入2.38亿元，同比下降8.4%，净利润2581.8万元，与去年同期持平。</p><p>三、综合点评</p><p>小市值股，基本面真没啥好看的，一般都不咋地，真有发展前景市值也不会这么小，就是制糖卖糖果的，不是卖鸭脖那个。</p><p>本次IPO计息长达10天，这是想吓退散户融资申购。包销佣金14%，再加3%的酌情奖励，一共高达17%。</p><p>保荐人力高，历史保荐项目暴涨暴跌，是个做妖高手。妖股赌的成分大，郭二侠赌涨。</p><p>目前孖展38倍，最终大概率超购100倍启动50%回拨，甲乙组各分9900手，按照5万人申购算，一手中签率10%。</p><p>郭二侠计划偷鸡申购。</p><p>(编辑：曾盈颖)</p> </article></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股打新 | 森松国际(02155)、广联工程控股(01413)、久久王(01927)，哪个有肉吃？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股打新 | 森松国际(02155)、广联工程控股(01413)、久久王(01927)，哪个有肉吃？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 16:23 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/419227.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文转自微信公众号“ 郭二侠鑫金融”。新股发行严重旱涝不均，很多时候一周都没有新股，说来的时候又扎堆上，一股一篇分析都来不及，这三只新股今天一起说说。森松国际一、招股信息二、公司概况森松国际(02155)是压力设备制造商及综合压力设备解决方案供应商，提供传统压力设备、模块化压力设备及与压力设备相关的增值服务。根据行业报告，按2019年的销售收入来看，公司是中国第四大压力设备制造商及综合压力设备...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/419227.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20210301/20210301162228_98059.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{"01927":"久久王"},"source_url":"http://www.zhitongcaijing.com/content/detail/419227.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2116627539","content_text":"本文转自微信公众号“ 郭二侠鑫金融”。新股发行严重旱涝不均，很多时候一周都没有新股，说来的时候又扎堆上，一股一篇分析都来不及，这三只新股今天一起说说。森松国际一、招股信息二、公司概况森松国际(02155)是压力设备制造商及综合压力设备解决方案供应商，提供传统压力设备、模块化压力设备及与压力设备相关的增值服务。根据行业报告，按2019年的销售收入来看，公司是中国第四大压力设备制造商及综合压力设备解决方案供货商，市场份额约为1.5%。财务数据显示，公司2017财年至2019财年总收益分别为人民币15.70亿元、24.68亿元及28.26亿元，复合年增长率34.2%。同期录得净利润-832万元、1.26亿元及1.47亿元。截至2020年9月30日止九个月，公司收入20.14亿港元，净利润2.21亿港元。目前，公司收入增长主要依赖于传统压力设备的制造及销售。根据公开资料，传统压力设备行业规模于2014-2019年由1018亿增至1281亿元人民币，复合年增长率约为4.7%。2019-2024年，市场规模将以复合年增长率约4.2%增至1571亿元人民币。引入4名基石投资者，当中浙江华友钴业认购1,000万美元、Dialog Malaysia认购800万美元、苏州晶瑞旗下晶之瑞苏州及施建刚先生均认购500万美元，合共认购2,800万美元(约2.17亿港元)，按中间价计算，约占发售股份27.14%，设6个月禁售期。三、综合点评森松国际需要特别注意的是，招股价区间高达58%，非常罕见，这是不自信的表现，说明公司也吃不准市场对其的估值。其实公司基本面是目前正在招股的四只新股里面最好的，只是所处行业是传统制造业，缺乏想象空间。以上限价3.92元计算，市值约39.2亿元，以20年预估盈利约3.2亿港元计算，市盈率约12.2倍，这个估值可以接受，如果认购冷清下限定价可能还有点汤喝。郭二侠计划娱乐申购几手(风险偏好低的投资者，可以放弃申购)。广联工程控股一、招股信息二、公司概况广联工程控股(01413)是一家香港的地基工程承包商，于1995年开展业务，其后通过主要营运附属公司广联工程以分包商身份承接地基工程，主要包括挖掘及侧向承托及其他相关工程，包括桩帽工程、地下排水工程及地盘平整工程。根据行业报告，公司于2019年位居香港第四大地基工程分包商(按收益计)，占地基行业约1.7%的市场份额。财务数据方面，公司2018财年-2020财年总收益分别为1.70亿港元、2.73亿港元及4.05亿港元，复合年增长率达54.2%;同期净利润分别为1404.1万港元、2515.6万港元及3840.8万港元，复合年增长率达65.4%。截至2020年8月31日止五个月，公司收入2.21亿港元，净利润1434万港元。公司营收和净利润增长很快，但2020年因为疫情的影响，增速明显放缓。三、综合点评保荐人是均富，历史保荐项目大涨大跌，是做妖的老手，但这次比较蹊跷，均富作为保荐人，居然没有出现在承销团里面，而稳定价格操作人恒宇证券也不承销团里面，虽然这种小盘一般不会卖出绿鞋，稳定价格操作人只是个摆设。本次包销佣金12.5%，超过正常包销佣金水平，可能有抽屉协议。保荐人是做妖老手+香港建筑股+小市值低股价+一个股东(是夫妻可以视为一个老板)+高包销佣金=做妖的概率很高，而且还是往上做。目前已经孖展16倍，最终大概率超购50倍，启动40%回拨，甲乙组各获分1万手，按照4万人申购算，一手中签率15%。郭二侠计划偷鸡申购。久久王一、招股信息二、公司概况久久王(01927)是一家甜食产品制造商，生产及销售甜食产品，包括胶基糖果、压片糖果、充气糖果及硬糖。公司拥有自有品牌酷莎、拉拉卜及久久王。根据资料显示，按收益计，该公司在福建省整体甜食市场排名第二，占2019年该区域市场份额约2.7%及2019年中国市场份额约0.7%。财务数据方面，公司2017财年至2019财年总收益分别为人民币3.36亿元、3.81亿元及4.14亿元，复合年增长率7.9%。同期净利润分别为4641.5万元、3869.6万元及4319.6万元。截至2020年8月31日止八个月，公司收入2.38亿元，同比下降8.4%，净利润2581.8万元，与去年同期持平。三、综合点评小市值股，基本面真没啥好看的，一般都不咋地，真有发展前景市值也不会这么小，就是制糖卖糖果的，不是卖鸭脖那个。本次IPO计息长达10天，这是想吓退散户融资申购。包销佣金14%，再加3%的酌情奖励，一共高达17%。保荐人力高，历史保荐项目暴涨暴跌，是个做妖高手。妖股赌的成分大，郭二侠赌涨。目前孖展38倍，最终大概率超购100倍启动50%回拨，甲乙组各分9900手，按照5万人申购算，一手中签率10%。郭二侠计划偷鸡申购。(编辑：曾盈颖)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360300522,"gmtCreate":1613823056166,"gmtModify":1613830028144,"author":{"id":"3575589593206237","authorId":"3575589593206237","name":"宝大师","avatar":"https://static.tigerbbs.com/938aa3509174c7dc82c12a0769ae0f03","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575589593206237","authorIdStr":"3575589593206237"},"themes":[],"htmlText":"新手美股如何选股？","listText":"新手美股如何选股？","text":"新手美股如何选股？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360300522","isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":663968438,"gmtCreate":1662741623624,"gmtModify":1662741626742,"author":{"id":"3575589593206237","authorId":"3575589593206237","name":"宝大师","avatar":"https://static.tigerbbs.com/938aa3509174c7dc82c12a0769ae0f03","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575589593206237","authorIdStr":"3575589593206237"},"themes":[],"htmlText":"<a 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16:23","market":"hk","language":"zh","title":"港股打新 | 森松国际(02155)、广联工程控股(01413)、久久王(01927)，哪个有肉吃？","url":"https://stock-news.laohu8.com/highlight/detail?id=2116627539","media":"智通财经网","summary":"新股发行严重旱涝不均，很多时候一周都没有新股，说来的时候又扎堆上，一股一篇分析都来不及，这三只新股今天一起说说。","content":"<html><body><article> <p><strong>本文转自微信公众号“ 郭二侠鑫金融”。</strong></p><p>新股发行严重旱涝不均，很多时候一周都没有新股，说来的时候又扎堆上，一股一篇分析都来不及，这三只新股今天一起说说。</p><p><a href=\"https://laohu8.com/S/02155\">森松国际</a></p><p>一、招股信息</p><center><img height=\"1196\" src=\"http://img.zhitongcaijing.com/images/contentformat/918da2e9a079cb48441e6a4d304e9783.jpg\" width=\"1080\"/></center><p>二、公司概况</p><p>森松国际(02155)是压力设备制造商及综合压力设备解决方案供应商，提供传统压力设备、模块化压力设备及与压力设备相关的增值服务。</p><center><img height=\"735\" src=\"http://img.zhitongcaijing.com/images/contentformat/83d349df37bd0df310fe5e2cf318f02b.jpg\" width=\"1080\"/></center><p>根据行业报告，按2019年的销售收入来看，公司是中国第四大压力设备制造商及综合压力设备解决方案供货商，市场份额约为1.5%。</p><center><img height=\"1088\" src=\"http://img.zhitongcaijing.com/images/contentformat/818cec20311e5c4ad91540a3e834b4d9.jpg\" width=\"828\"/></center><p>财务数据显示，公司2017财年至2019财年总收益分别为人民币15.70亿元、24.68亿元及28.26亿元，复合年增长率34.2%。同期录得净利润-832万元、1.26亿元及1.47亿元。截至2020年9月30日止九个月，公司收入20.14亿港元，净利润2.21亿港元。</p><p>目前，公司收入增长主要依赖于传统压力设备的制造及销售。</p><p>根据公开资料，传统压力设备行业规模于2014-2019年由1018亿增至1281亿元人民币，复合年增长率约为4.7%。2019-2024年，市场规模将以复合年增长率约4.2%增至1571亿元人民币。</p><p>引入4名基石投资者，当中浙江<a href=\"https://laohu8.com/S/603799\">华友钴业</a>认购1,000万美元、Dialog Malaysia认购800万美元、苏州晶瑞旗下晶之瑞苏州及施建刚先生均认购500万美元，合共认购2,800万美元(约2.17亿港元)，按中间价计算，约占发售股份27.14%，设6个月禁售期。</p><p>三、综合点评</p><p>森松国际需要特别注意的是，招股价区间高达58%，非常罕见，这是不自信的表现，说明公司也吃不准市场对其的估值。</p><p>其实公司基本面是目前正在招股的四只新股里面最好的，只是所处行业是传统制造业，缺乏想象空间。</p><p>以上限价3.92元计算，市值约39.2亿元，以20年预估盈利约3.2亿港元计算，市盈率约12.2倍，这个估值可以接受，如果认购冷清下限定价可能还有点汤喝。</p><p>郭二侠计划娱乐申购几手(风险偏好低的投资者，可以放弃申购)。</p><p><a href=\"https://laohu8.com/S/01413\">广联工程控股</a></p><p>一、招股信息</p><p><img height=\"1196\" src=\"http://img.zhitongcaijing.com/images/contentformat/7a088aedf5f4bc31f05ef3e4f774e4b9.jpg\" width=\"1080\"/></p><p>二、公司概况</p><p>广联工程控股(01413)是一家香港的地基工程承包商，于1995年开展业务，其后通过主要营运附属公司广联工程以分包商身份承接地基工程，主要包括挖掘及侧向承托及其他相关工程，包括桩帽工程、地下排水工程及地盘平整工程。</p><p>根据行业报告，公司于2019年位居香港第四大地基工程分包商(按收益计)，占地基行业约1.7%的市场份额。</p><p>财务数据方面，公司2018财年-2020财年总收益分别为1.70亿港元、2.73亿港元及4.05亿港元，复合年增长率达54.2%;同期净利润分别为1404.1万港元、2515.6万港元及3840.8万港元，复合年增长率达65.4%。</p><center><img height=\"336\" src=\"http://img.zhitongcaijing.com/images/contentformat/3d932109a9a216b50d613d5fe9e40996.jpg\" width=\"830\"/></center><p>截至2020年8月31日止五个月，公司收入2.21亿港元，净利润1434万港元。</p><p>公司营收和净利润增长很快，但2020年因为疫情的影响，增速明显放缓。</p><p>三、综合点评</p><p>保荐人是均富，历史保荐项目大涨大跌，是做妖的老手，但这次比较蹊跷，均富作为保荐人，居然没有出现在承销团里面，而稳定价格操作人恒宇证券也不承销团里面，虽然这种小盘一般不会卖出绿鞋，稳定价格操作人只是个摆设。</p><p>本次包销佣金12.5%，超过正常包销佣金水平，可能有抽屉协议。</p><p>保荐人是做妖老手+香港建筑股+小市值低股价+一个股东(是夫妻可以视为一个老板)+高包销佣金=做妖的概率很高，而且还是往上做。</p><p>目前已经孖展16倍，最终大概率超购50倍，启动40%回拨，甲乙组各获分1万手，按照4万人申购算，一手中签率15%。</p><p>郭二侠计划偷鸡申购。</p><p>久久王</p><p>一、招股信息</p><p><img height=\"1196\" src=\"http://img.zhitongcaijing.com/images/contentformat/9cb4a7d2db2dd0d9f690015396840cdc.jpg\" width=\"1080\"/></p><p>二、公司概况</p><p><a href=\"https://laohu8.com/S/01927\">久久王</a>(01927)是一家甜食产品制造商，生产及销售甜食产品，包括胶基糖果、压片糖果、充气糖果及硬糖。公司拥有自有品牌酷莎、拉拉卜及久久王。</p><center><img height=\"874\" src=\"http://img.zhitongcaijing.com/images/contentformat/e61a9dcfa712dd5611f33f1481245f35.jpg\" width=\"828\"/></center><p>根据资料显示，按收益计，该公司在福建省整体甜食市场排名第二，占2019年该区域市场份额约2.7%及2019年中国市场份额约0.7%。</p><p>财务数据方面，公司2017财年至2019财年总收益分别为人民币3.36亿元、3.81亿元及4.14亿元，复合年增长率7.9%。同期净利润分别为4641.5万元、3869.6万元及4319.6万元。</p><center><img height=\"328\" src=\"http://img.zhitongcaijing.com/images/contentformat/733f2c7781a10b74d45a4bb117ed38e0.jpg\" width=\"830\"/></center><p>截至2020年8月31日止八个月，公司收入2.38亿元，同比下降8.4%，净利润2581.8万元，与去年同期持平。</p><p>三、综合点评</p><p>小市值股，基本面真没啥好看的，一般都不咋地，真有发展前景市值也不会这么小，就是制糖卖糖果的，不是卖鸭脖那个。</p><p>本次IPO计息长达10天，这是想吓退散户融资申购。包销佣金14%，再加3%的酌情奖励，一共高达17%。</p><p>保荐人力高，历史保荐项目暴涨暴跌，是个做妖高手。妖股赌的成分大，郭二侠赌涨。</p><p>目前孖展38倍，最终大概率超购100倍启动50%回拨，甲乙组各分9900手，按照5万人申购算，一手中签率10%。</p><p>郭二侠计划偷鸡申购。</p><p>(编辑：曾盈颖)</p> </article></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股打新 | 森松国际(02155)、广联工程控股(01413)、久久王(01927)，哪个有肉吃？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 16:23 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/419227.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文转自微信公众号“ 郭二侠鑫金融”。新股发行严重旱涝不均，很多时候一周都没有新股，说来的时候又扎堆上，一股一篇分析都来不及，这三只新股今天一起说说。森松国际一、招股信息二、公司概况森松国际(02155)是压力设备制造商及综合压力设备解决方案供应商，提供传统压力设备、模块化压力设备及与压力设备相关的增值服务。根据行业报告，按2019年的销售收入来看，公司是中国第四大压力设备制造商及综合压力设备...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/419227.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20210301/20210301162228_98059.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{"01927":"久久王"},"source_url":"http://www.zhitongcaijing.com/content/detail/419227.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2116627539","content_text":"本文转自微信公众号“ 郭二侠鑫金融”。新股发行严重旱涝不均，很多时候一周都没有新股，说来的时候又扎堆上，一股一篇分析都来不及，这三只新股今天一起说说。森松国际一、招股信息二、公司概况森松国际(02155)是压力设备制造商及综合压力设备解决方案供应商，提供传统压力设备、模块化压力设备及与压力设备相关的增值服务。根据行业报告，按2019年的销售收入来看，公司是中国第四大压力设备制造商及综合压力设备解决方案供货商，市场份额约为1.5%。财务数据显示，公司2017财年至2019财年总收益分别为人民币15.70亿元、24.68亿元及28.26亿元，复合年增长率34.2%。同期录得净利润-832万元、1.26亿元及1.47亿元。截至2020年9月30日止九个月，公司收入20.14亿港元，净利润2.21亿港元。目前，公司收入增长主要依赖于传统压力设备的制造及销售。根据公开资料，传统压力设备行业规模于2014-2019年由1018亿增至1281亿元人民币，复合年增长率约为4.7%。2019-2024年，市场规模将以复合年增长率约4.2%增至1571亿元人民币。引入4名基石投资者，当中浙江华友钴业认购1,000万美元、Dialog Malaysia认购800万美元、苏州晶瑞旗下晶之瑞苏州及施建刚先生均认购500万美元，合共认购2,800万美元(约2.17亿港元)，按中间价计算，约占发售股份27.14%，设6个月禁售期。三、综合点评森松国际需要特别注意的是，招股价区间高达58%，非常罕见，这是不自信的表现，说明公司也吃不准市场对其的估值。其实公司基本面是目前正在招股的四只新股里面最好的，只是所处行业是传统制造业，缺乏想象空间。以上限价3.92元计算，市值约39.2亿元，以20年预估盈利约3.2亿港元计算，市盈率约12.2倍，这个估值可以接受，如果认购冷清下限定价可能还有点汤喝。郭二侠计划娱乐申购几手(风险偏好低的投资者，可以放弃申购)。广联工程控股一、招股信息二、公司概况广联工程控股(01413)是一家香港的地基工程承包商，于1995年开展业务，其后通过主要营运附属公司广联工程以分包商身份承接地基工程，主要包括挖掘及侧向承托及其他相关工程，包括桩帽工程、地下排水工程及地盘平整工程。根据行业报告，公司于2019年位居香港第四大地基工程分包商(按收益计)，占地基行业约1.7%的市场份额。财务数据方面，公司2018财年-2020财年总收益分别为1.70亿港元、2.73亿港元及4.05亿港元，复合年增长率达54.2%;同期净利润分别为1404.1万港元、2515.6万港元及3840.8万港元，复合年增长率达65.4%。截至2020年8月31日止五个月，公司收入2.21亿港元，净利润1434万港元。公司营收和净利润增长很快，但2020年因为疫情的影响，增速明显放缓。三、综合点评保荐人是均富，历史保荐项目大涨大跌，是做妖的老手，但这次比较蹊跷，均富作为保荐人，居然没有出现在承销团里面，而稳定价格操作人恒宇证券也不承销团里面，虽然这种小盘一般不会卖出绿鞋，稳定价格操作人只是个摆设。本次包销佣金12.5%，超过正常包销佣金水平，可能有抽屉协议。保荐人是做妖老手+香港建筑股+小市值低股价+一个股东(是夫妻可以视为一个老板)+高包销佣金=做妖的概率很高，而且还是往上做。目前已经孖展16倍，最终大概率超购50倍，启动40%回拨，甲乙组各获分1万手，按照4万人申购算，一手中签率15%。郭二侠计划偷鸡申购。久久王一、招股信息二、公司概况久久王(01927)是一家甜食产品制造商，生产及销售甜食产品，包括胶基糖果、压片糖果、充气糖果及硬糖。公司拥有自有品牌酷莎、拉拉卜及久久王。根据资料显示，按收益计，该公司在福建省整体甜食市场排名第二，占2019年该区域市场份额约2.7%及2019年中国市场份额约0.7%。财务数据方面，公司2017财年至2019财年总收益分别为人民币3.36亿元、3.81亿元及4.14亿元，复合年增长率7.9%。同期净利润分别为4641.5万元、3869.6万元及4319.6万元。截至2020年8月31日止八个月，公司收入2.38亿元，同比下降8.4%，净利润2581.8万元，与去年同期持平。三、综合点评小市值股，基本面真没啥好看的，一般都不咋地，真有发展前景市值也不会这么小，就是制糖卖糖果的，不是卖鸭脖那个。本次IPO计息长达10天，这是想吓退散户融资申购。包销佣金14%，再加3%的酌情奖励，一共高达17%。保荐人力高，历史保荐项目暴涨暴跌，是个做妖高手。妖股赌的成分大，郭二侠赌涨。目前孖展38倍，最终大概率超购100倍启动50%回拨，甲乙组各分9900手，按照5万人申购算，一手中签率10%。郭二侠计划偷鸡申购。(编辑：曾盈颖)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360300522,"gmtCreate":1613823056166,"gmtModify":1613830028144,"author":{"id":"3575589593206237","authorId":"3575589593206237","name":"宝大师","avatar":"https://static.tigerbbs.com/938aa3509174c7dc82c12a0769ae0f03","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575589593206237","authorIdStr":"3575589593206237"},"themes":[],"htmlText":"新手美股如何选股？","listText":"新手美股如何选股？","text":"新手美股如何选股？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360300522","isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
