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07-24

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07-07

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07-04

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07-01

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06-29

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06-24

香江6倍认购，照样破发

06-03

我不敢

@读财报话新股:港股打新：新琪安，4年负增长的“全球冠军”，你敢申购吗？

04-30

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04-29

哈哈哈

04-28

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04-21

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04-21

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04-21

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04-15

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04-15

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04-10

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04-10

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04-10

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04-10

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03-22

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2X Short TSLA Daily ETF(TSLQ)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLQ\">$Tradr 2X Short TSLA Daily ETF(TSLQ)$ </a>&nbsp;","text":"$Tradr 2X Short TSLA Daily ETF(TSLQ)$","images":[{"img":"https://static.tigerbbs.com/b13e5d250fbbcb045964a43290aee1bf","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451132963488368","isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":449444341874704,"gmtCreate":1750754397693,"gmtModify":1750754399601,"author":{"id":"4203141166702322","authorId":"4203141166702322","name":"牛掰牛牛","avatar":"https://static.tigerbbs.com/59d03b3ec0399e58acf072246d00411f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203141166702322","authorIdStr":"4203141166702322"},"themes":[],"htmlText":"香江6倍认购，照样破发","listText":"香江6倍认购，照样破发","text":"香江6倍认购，照样破发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449444341874704","isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442062247060032,"gmtCreate":1748947623650,"gmtModify":1748947625172,"author":{"id":"4203141166702322","authorId":"4203141166702322","name":"牛掰牛牛","avatar":"https://static.tigerbbs.com/59d03b3ec0399e58acf072246d00411f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4203141166702322","authorIdStr":"4203141166702322"},"themes":[],"htmlText":"我不敢","listText":"我不敢","text":"我不敢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442062247060032","repostId":"441729937023768","repostType":1,"repost":{"id":441729937023768,"gmtCreate":1748882423291,"gmtModify":1748926043083,"author":{"id":"4105541084439510","authorId":"4105541084439510","name":"读财报话新股","avatar":"https://static.tigerbbs.com/6288ae01d78c6eed1f7285bd84ab1c86","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105541084439510","authorIdStr":"4105541084439510"},"themes":[],"title":"港股打新：新琪安，4年负增长的“全球冠军”，你敢申购吗？","htmlText":"在财哥的打新体系中，在研读完招股书后，会根据胜率对新股进行分类会把新股分为：①确定性新股（胜率85%以上\\破发率15%以下）：梭哈打②套利或情绪新股（胜率70%-80%\\破发率20%-30%）：根据实时情况决定仓位打③有机可乘的赌票：（胜率65%以上\\破发率35%以下）：轻仓打④纯赌票，跟去澳门没区别（胜率65%以下\\破法率35%以上）：放弃申购刚结束的派格医药生物和手回 <a href=\"https://laohu8.com/S/02621\">$手回集团(02621)$</a> 就是第④中纯赌票，胜率仅五五开，跟去澳门没区别，虽然两只新股的孖展异常火爆，但财哥是放弃申购的图片新琪安 <a href=\"https://laohu8.com/S/02573\">$新琪安(02573)$</a> 这票属于上面哪类型呢？看了下新琪安的主营业务：公司主营食品级甘氨酸（宠物食品/调味品原料）及三氯蔗糖（人工甜味剂），2023年食品级甘氨酸全球销量市占率5.1%居首，三氯蔗糖市占率4.8%列全球第五食品级甘氨酸小龙头，三氯蔗糖小龙五，排名上挺牛的食品级甘氨酸是有进入壁垒的，不过这行业周期性太明显了，是周期行业其周期性在于：食品、饲料、医药等下游需求受宏观经济影响。经济上行期消费升级带动高端食品添加剂增长；下行期低价工业级产品替代倾向增强所以，行业上判断上，新琪安并不好！业绩上，由于行业周期性影响，新琪安业绩波动很大、图片如上图，一会增长不错，一会却腰斩但是，从2021年6.61亿，2024年到5.7亿，四年一个宏观小周期中，新琪安的年复合收入增速是负的这说明了公司竞争优势并不好，因此业绩上，新琪安又有劣势了！最后一点，估值上A股的化工龙头PE普遍在20-30倍港股的传统化工龙头PE在10倍以下但由于新琪安市食品级的，因此估值会比传统化工龙头要高不过，新琪安静态扣非PE32.8倍，比A股龙","listText":"在财哥的打新体系中，在研读完招股书后，会根据胜率对新股进行分类会把新股分为：①确定性新股（胜率85%以上\\破发率15%以下）：梭哈打②套利或情绪新股（胜率70%-80%\\破发率20%-30%）：根据实时情况决定仓位打③有机可乘的赌票：（胜率65%以上\\破发率35%以下）：轻仓打④纯赌票，跟去澳门没区别（胜率65%以下\\破法率35%以上）：放弃申购刚结束的派格医药生物和手回 <a href=\"https://laohu8.com/S/02621\">$手回集团(02621)$</a> 就是第④中纯赌票，胜率仅五五开，跟去澳门没区别，虽然两只新股的孖展异常火爆，但财哥是放弃申购的图片新琪安 <a href=\"https://laohu8.com/S/02573\">$新琪安(02573)$</a> 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这票属于上面哪类型呢？看了下新琪安的主营业务：公司主营食品级甘氨酸（宠物食品/调味品原料）及三氯蔗糖（人工甜味剂），2023年食品级甘氨酸全球销量市占率5.1%居首，三氯蔗糖市占率4.8%列全球第五食品级甘氨酸小龙头，三氯蔗糖小龙五，排名上挺牛的食品级甘氨酸是有进入壁垒的，不过这行业周期性太明显了，是周期行业其周期性在于：食品、饲料、医药等下游需求受宏观经济影响。经济上行期消费升级带动高端食品添加剂增长；下行期低价工业级产品替代倾向增强所以，行业上判断上，新琪安并不好！业绩上，由于行业周期性影响，新琪安业绩波动很大、图片如上图，一会增长不错，一会却腰斩但是，从2021年6.61亿，2024年到5.7亿，四年一个宏观小周期中，新琪安的年复合收入增速是负的这说明了公司竞争优势并不好，因此业绩上，新琪安又有劣势了！最后一点，估值上A股的化工龙头PE普遍在20-30倍港股的传统化工龙头PE在10倍以下但由于新琪安市食品级的，因此估值会比传统化工龙头要高不过，新琪安静态扣非PE32.8倍，比A股龙","text":"在财哥的打新体系中，在研读完招股书后，会根据胜率对新股进行分类会把新股分为：①确定性新股（胜率85%以上\\破发率15%以下）：梭哈打②套利或情绪新股（胜率70%-80%\\破发率20%-30%）：根据实时情况决定仓位打③有机可乘的赌票：（胜率65%以上\\破发率35%以下）：轻仓打④纯赌票，跟去澳门没区别（胜率65%以下\\破法率35%以上）：放弃申购刚结束的派格医药生物和手回 $手回集团(02621)$ 就是第④中纯赌票，胜率仅五五开，跟去澳门没区别，虽然两只新股的孖展异常火爆，但财哥是放弃申购的图片新琪安 $新琪安(02573)$ 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