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坏人一枚
IP属地:广东
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坏人一枚
坏人一枚
·
2020-03-03
$Helios and Matheson Analytics Inc(HMNY)$
终于亏光了
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坏人一枚
坏人一枚
·
2019-12-19
$赤子城科技(09911)$
冲呀
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坏人一枚
坏人一枚
·
2019-12-18
惨
三只新股今日在港挂牌上市,迈科管业高开66%
12月18日消息,今日有三只新股在港交所挂牌交易。泰林科建高开30.77%,报1.7港元。迈科管业高开66.67%,报3.8港元。JS环球生活高开0.96%,报5.25港元。迈科管业迈科管业(0155
三只新股今日在港挂牌上市,迈科管业高开66%
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坏人一枚
坏人一枚
·
2019-12-13
$有才天下猎聘(06100)$
跌跌不休
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坏人一枚
坏人一枚
·
2019-12-12
$Diffusion Pharmaceuticals Inc(DFFN)$
跌跌不休
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坏人一枚
坏人一枚
·
2019-03-27
$Genfit S.A.(GNFT)$ 网上查好像是制药企业,有在法国上市,是一个不
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坏人一枚
坏人一枚
·
2018-08-03
$Helios and Matheson Analytics(HMNY)$ #比惨大会# 血本无归
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坏人一枚
坏人一枚
·
2018-07-26
$极光(JG)$ 开不出价来,悬了
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坏人一枚
坏人一枚
·
2018-07-26
$极光(JG)$ 灿谷和拼多多都涨了,就看极光了
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坏人一枚
坏人一枚
·
2018-07-26
$极光(JG)$12前差不多能开盘吧
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href=\"https://laohu8.com/S/01691\">JS环球生活</a>高开0.96%,报5.25港元。</span></p><h3><b><span>迈科管业</span></b></h3><p><span>迈科管业(01553)主要从事标准预制管道接头产品及钢管产品的制造及销售,按出口吨数计算,公司于18年在中国标准预制管道接头行业排行第一,占7.1%的市场份额,而于18年在中国钢管制造行业则占0.2%的市场份额。</span></p><p>2016-2018年,迈科管业实现了快速发展,公司总收入从4.52亿增至12.15亿元。但细看能发现,2018年的收入增速为30%,较2017年107.52%的收入增速明显下滑,这主要是因为钢管产品中的螺旋型埋弧焊钢管、订制钢管的收入增速放缓。</p><p>从市场角度看,主要是因为国内市场的萎靡。2018年时,国内市场的分销及批发渠道收入同比均出现了明显下滑。其中,分销收入同比下滑9%,批发渠道则同比下滑65%。</p><p>批发渠道对市场需求较直销、分销模式更为敏感,批发收入的大幅下滑,说明市场需求疲软。结合国内当前房地产市场的基本情况来看,这并不难理解。</p><p><b>估值方面:</b><span>该公司拟发行9840万股普通股,每股发行价1.86-2.4港元,则此次上市的市值为8.07-10.4亿港元。若以2018年的股东应占利润5803万港元计算,该公司的静态估值为13.9-17.9倍PE。虽然2019年前五个月的纯利大增,但在收入趋势走坏的情况下,内部运营成本的控制难以起到长期效果,纯利将逐渐走下坡路,这对未来的预期是一种损害,必然使估值打折。</span></p><h3><b><span>JS环球生活</span></b></h3><p><span>JS环球生活目前拥有国内厨房电器制造商九阳生活和美国家用电器制造商Shark和Ninja两大品牌。根据弗若斯特沙利文报告显示,以市场份额计算,JS环球生活于2018年在小家电企业中分别排名全球第六和中国第三。其中,破壁机、食物料理机在中国市场排名第一,吸尘器在美国排名第一,扫地<a href=\"https://laohu8.com/S/300024\">机器人</a>、蒸汽拖把和多功能烹饪煲在美国排名第二。</span></p><p>财务数据来看,2016年至2018年,JS环球生活的营业收入分别为11.03亿美元、15.63亿美元和26.81亿美元,毛利分别为3.51亿美元、5.19亿美元和9.99亿美元,年内溢利分别为1.22亿美元、1.40亿美元和1.12亿美元。2019年前6个月,JS环球生活的营收为12.35亿美元,同比增长7.1%;毛利为4.62亿美元,同比增长8.7%。</p><p>其中,鉴于JS环球生活在2017年9月完成了对SharkNinja的收购,因此2017年和2018年的收入分别有同比41.7%和71.5%的增长。同时,此次收购也使得JS环球生活在海外市场的收入来源有了大幅增加,2018年来自北美、欧洲以及其他市场的收入已超过国内。</p><p><b>估值方面:</b><span>按全球公开发售后的33亿股本计算,公司市值为184.9-241.6亿港元,相比港股同行处于中游地位。19年公司市盈率约为21.2-25.8倍,高于行业平均水平。盈利能力方面,18年的ROE、ROA分别为24.2%和6.8%,高于行业平均。中美贸易宏观因素对公司部分业务产生负面影响,当中吸尘机、焗炉及空气炸锅等被征收25%关税,而未来关税走向不确定性较高。</span></p><h3><b><span>泰林科建</span></b></h3><p><span>泰林科建是中国江苏省南通启东市的PHC管桩(预应力高强度混凝土管桩)及商品混凝土制造商。根据弗若斯特沙利文报告,截止2018年底公司的总产量占江苏省南通市商品混凝土及PHC管桩业约1.6%及7.1%。公司于江苏省PHC管桩市场名列第六,市场份额约为2.7%,亦于南通市PHC管桩市场名列第四,市场份额约为7.1%。目前公司在启东市分别拥有一条PHC管桩及两条商品混凝土生产线,总年度允许最大产能分别为150万米及40万立方米。</span></p><p><span>2016至2018财年及截止2019年6月30日,公司实现营业收入分别为1.0亿元、3.0亿元、4.5亿元及2.7亿元,收益稳步上升由于PHC管桩、方桩及商品混凝土产品销量增长所致,其中约53%收益来自PHC管桩及方桩;毛利率分别为21.4%、17.3%、17.5%及16.6%,整体呈下降趋势,主要由于砂石、水泥等销售成本上涨所致;客户贸易应收款项减去减值拨备分别约为0.3亿元、0.8亿元、1.2亿元及1.3亿元,而有关客户贸易应收款项的金额分别占资产总额约28.1%、42.6%、48.0%及46.9%,若客户未能按时结付账单,公司将面临信贷风险;净利率分别为9.7%、9.2%、7.5%及6.1%。</span></p><p><b>估值方面:</b><span>按全球公开发售后的4亿股本计算,公司市值为5.2-5.6亿港元,相比港股同行较低。18年公司市盈率约为13.4-14.4倍,高于行业平均水平;市净率约为3.17-3.33倍,高于行业平均。盈利能力方面,18年的ROE、ROA分别为51.3%和13.6%,高于行业平均。公司基本面及发展前景较差,但公司市值较小且保荐人近2年项目均无破发,首日股价波动可能较大。</span></p>","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>三只新股今日在港挂牌上市,迈科管业高开66%</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; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: 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三只新股今日在港挂牌上市,迈科管业高开66%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2019-12-18 09:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月18日消息,今日有<span>三只新股在港交所挂牌交易。<a href=\"https://laohu8.com/S/06193\">泰林科建</a>高开30.77%,报1.7港元。<a href=\"https://laohu8.com/S/01553\">迈科管业</a>高开66.67%,报3.8港元。<a href=\"https://laohu8.com/S/01691\">JS环球生活</a>高开0.96%,报5.25港元。</span></p><h3><b><span>迈科管业</span></b></h3><p><span>迈科管业(01553)主要从事标准预制管道接头产品及钢管产品的制造及销售,按出口吨数计算,公司于18年在中国标准预制管道接头行业排行第一,占7.1%的市场份额,而于18年在中国钢管制造行业则占0.2%的市场份额。</span></p><p>2016-2018年,迈科管业实现了快速发展,公司总收入从4.52亿增至12.15亿元。但细看能发现,2018年的收入增速为30%,较2017年107.52%的收入增速明显下滑,这主要是因为钢管产品中的螺旋型埋弧焊钢管、订制钢管的收入增速放缓。</p><p>从市场角度看,主要是因为国内市场的萎靡。2018年时,国内市场的分销及批发渠道收入同比均出现了明显下滑。其中,分销收入同比下滑9%,批发渠道则同比下滑65%。</p><p>批发渠道对市场需求较直销、分销模式更为敏感,批发收入的大幅下滑,说明市场需求疲软。结合国内当前房地产市场的基本情况来看,这并不难理解。</p><p><b>估值方面:</b><span>该公司拟发行9840万股普通股,每股发行价1.86-2.4港元,则此次上市的市值为8.07-10.4亿港元。若以2018年的股东应占利润5803万港元计算,该公司的静态估值为13.9-17.9倍PE。虽然2019年前五个月的纯利大增,但在收入趋势走坏的情况下,内部运营成本的控制难以起到长期效果,纯利将逐渐走下坡路,这对未来的预期是一种损害,必然使估值打折。</span></p><h3><b><span>JS环球生活</span></b></h3><p><span>JS环球生活目前拥有国内厨房电器制造商九阳生活和美国家用电器制造商Shark和Ninja两大品牌。根据弗若斯特沙利文报告显示,以市场份额计算,JS环球生活于2018年在小家电企业中分别排名全球第六和中国第三。其中,破壁机、食物料理机在中国市场排名第一,吸尘器在美国排名第一,扫地<a href=\"https://laohu8.com/S/300024\">机器人</a>、蒸汽拖把和多功能烹饪煲在美国排名第二。</span></p><p>财务数据来看,2016年至2018年,JS环球生活的营业收入分别为11.03亿美元、15.63亿美元和26.81亿美元,毛利分别为3.51亿美元、5.19亿美元和9.99亿美元,年内溢利分别为1.22亿美元、1.40亿美元和1.12亿美元。2019年前6个月,JS环球生活的营收为12.35亿美元,同比增长7.1%;毛利为4.62亿美元,同比增长8.7%。</p><p>其中,鉴于JS环球生活在2017年9月完成了对SharkNinja的收购,因此2017年和2018年的收入分别有同比41.7%和71.5%的增长。同时,此次收购也使得JS环球生活在海外市场的收入来源有了大幅增加,2018年来自北美、欧洲以及其他市场的收入已超过国内。</p><p><b>估值方面:</b><span>按全球公开发售后的33亿股本计算,公司市值为184.9-241.6亿港元,相比港股同行处于中游地位。19年公司市盈率约为21.2-25.8倍,高于行业平均水平。盈利能力方面,18年的ROE、ROA分别为24.2%和6.8%,高于行业平均。中美贸易宏观因素对公司部分业务产生负面影响,当中吸尘机、焗炉及空气炸锅等被征收25%关税,而未来关税走向不确定性较高。</span></p><h3><b><span>泰林科建</span></b></h3><p><span>泰林科建是中国江苏省南通启东市的PHC管桩(预应力高强度混凝土管桩)及商品混凝土制造商。根据弗若斯特沙利文报告,截止2018年底公司的总产量占江苏省南通市商品混凝土及PHC管桩业约1.6%及7.1%。公司于江苏省PHC管桩市场名列第六,市场份额约为2.7%,亦于南通市PHC管桩市场名列第四,市场份额约为7.1%。目前公司在启东市分别拥有一条PHC管桩及两条商品混凝土生产线,总年度允许最大产能分别为150万米及40万立方米。</span></p><p><span>2016至2018财年及截止2019年6月30日,公司实现营业收入分别为1.0亿元、3.0亿元、4.5亿元及2.7亿元,收益稳步上升由于PHC管桩、方桩及商品混凝土产品销量增长所致,其中约53%收益来自PHC管桩及方桩;毛利率分别为21.4%、17.3%、17.5%及16.6%,整体呈下降趋势,主要由于砂石、水泥等销售成本上涨所致;客户贸易应收款项减去减值拨备分别约为0.3亿元、0.8亿元、1.2亿元及1.3亿元,而有关客户贸易应收款项的金额分别占资产总额约28.1%、42.6%、48.0%及46.9%,若客户未能按时结付账单,公司将面临信贷风险;净利率分别为9.7%、9.2%、7.5%及6.1%。</span></p><p><b>估值方面:</b><span>按全球公开发售后的4亿股本计算,公司市值为5.2-5.6亿港元,相比港股同行较低。18年公司市盈率约为13.4-14.4倍,高于行业平均水平;市净率约为3.17-3.33倍,高于行业平均。盈利能力方面,18年的ROE、ROA分别为51.3%和13.6%,高于行业平均。公司基本面及发展前景较差,但公司市值较小且保荐人近2年项目均无破发,首日股价波动可能较大。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03b737852f586e2640047e4e68a010a4","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106033364","content_text":"12月18日消息,今日有三只新股在港交所挂牌交易。泰林科建高开30.77%,报1.7港元。迈科管业高开66.67%,报3.8港元。JS环球生活高开0.96%,报5.25港元。迈科管业迈科管业(01553)主要从事标准预制管道接头产品及钢管产品的制造及销售,按出口吨数计算,公司于18年在中国标准预制管道接头行业排行第一,占7.1%的市场份额,而于18年在中国钢管制造行业则占0.2%的市场份额。2016-2018年,迈科管业实现了快速发展,公司总收入从4.52亿增至12.15亿元。但细看能发现,2018年的收入增速为30%,较2017年107.52%的收入增速明显下滑,这主要是因为钢管产品中的螺旋型埋弧焊钢管、订制钢管的收入增速放缓。从市场角度看,主要是因为国内市场的萎靡。2018年时,国内市场的分销及批发渠道收入同比均出现了明显下滑。其中,分销收入同比下滑9%,批发渠道则同比下滑65%。批发渠道对市场需求较直销、分销模式更为敏感,批发收入的大幅下滑,说明市场需求疲软。结合国内当前房地产市场的基本情况来看,这并不难理解。估值方面:该公司拟发行9840万股普通股,每股发行价1.86-2.4港元,则此次上市的市值为8.07-10.4亿港元。若以2018年的股东应占利润5803万港元计算,该公司的静态估值为13.9-17.9倍PE。虽然2019年前五个月的纯利大增,但在收入趋势走坏的情况下,内部运营成本的控制难以起到长期效果,纯利将逐渐走下坡路,这对未来的预期是一种损害,必然使估值打折。JS环球生活JS环球生活目前拥有国内厨房电器制造商九阳生活和美国家用电器制造商Shark和Ninja两大品牌。根据弗若斯特沙利文报告显示,以市场份额计算,JS环球生活于2018年在小家电企业中分别排名全球第六和中国第三。其中,破壁机、食物料理机在中国市场排名第一,吸尘器在美国排名第一,扫地机器人、蒸汽拖把和多功能烹饪煲在美国排名第二。财务数据来看,2016年至2018年,JS环球生活的营业收入分别为11.03亿美元、15.63亿美元和26.81亿美元,毛利分别为3.51亿美元、5.19亿美元和9.99亿美元,年内溢利分别为1.22亿美元、1.40亿美元和1.12亿美元。2019年前6个月,JS环球生活的营收为12.35亿美元,同比增长7.1%;毛利为4.62亿美元,同比增长8.7%。其中,鉴于JS环球生活在2017年9月完成了对SharkNinja的收购,因此2017年和2018年的收入分别有同比41.7%和71.5%的增长。同时,此次收购也使得JS环球生活在海外市场的收入来源有了大幅增加,2018年来自北美、欧洲以及其他市场的收入已超过国内。估值方面:按全球公开发售后的33亿股本计算,公司市值为184.9-241.6亿港元,相比港股同行处于中游地位。19年公司市盈率约为21.2-25.8倍,高于行业平均水平。盈利能力方面,18年的ROE、ROA分别为24.2%和6.8%,高于行业平均。中美贸易宏观因素对公司部分业务产生负面影响,当中吸尘机、焗炉及空气炸锅等被征收25%关税,而未来关税走向不确定性较高。泰林科建泰林科建是中国江苏省南通启东市的PHC管桩(预应力高强度混凝土管桩)及商品混凝土制造商。根据弗若斯特沙利文报告,截止2018年底公司的总产量占江苏省南通市商品混凝土及PHC管桩业约1.6%及7.1%。公司于江苏省PHC管桩市场名列第六,市场份额约为2.7%,亦于南通市PHC管桩市场名列第四,市场份额约为7.1%。目前公司在启东市分别拥有一条PHC管桩及两条商品混凝土生产线,总年度允许最大产能分别为150万米及40万立方米。2016至2018财年及截止2019年6月30日,公司实现营业收入分别为1.0亿元、3.0亿元、4.5亿元及2.7亿元,收益稳步上升由于PHC管桩、方桩及商品混凝土产品销量增长所致,其中约53%收益来自PHC管桩及方桩;毛利率分别为21.4%、17.3%、17.5%及16.6%,整体呈下降趋势,主要由于砂石、水泥等销售成本上涨所致;客户贸易应收款项减去减值拨备分别约为0.3亿元、0.8亿元、1.2亿元及1.3亿元,而有关客户贸易应收款项的金额分别占资产总额约28.1%、42.6%、48.0%及46.9%,若客户未能按时结付账单,公司将面临信贷风险;净利率分别为9.7%、9.2%、7.5%及6.1%。估值方面:按全球公开发售后的4亿股本计算,公司市值为5.2-5.6亿港元,相比港股同行较低。18年公司市盈率约为13.4-14.4倍,高于行业平均水平;市净率约为3.17-3.33倍,高于行业平均。盈利能力方面,18年的ROE、ROA分别为51.3%和13.6%,高于行业平均。公司基本面及发展前景较差,但公司市值较小且保荐人近2年项目均无破发,首日股价波动可能较大。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":919014605,"gmtCreate":1576240094407,"gmtModify":1704271541789,"author":{"id":"100095851048700","authorId":"100095851048700","name":"坏人一枚","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"100095851048700","authorIdStr":"100095851048700"},"themes":[],"htmlText":"<a 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