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坚持我的处中
坚持我的处中
·
2022-07-14
$Sesen Bio, Inc.(SESN)$
在老虎把钱都赔光了!就剩这点钱![捂脸]
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坚持我的处中
坚持我的处中
·
2021-12-24
$Pasithea Therapeutics Corp.(KTTA)$
这个票涨了!还会掉下来吗?
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坚持我的处中
·
2021-12-24
$Pasithea Therapeutics Corp.(KTTA)$
这个票涨起来了!会不会再下去!
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坚持我的处中
·
2021-12-15
看不懂美股!我的灵魂已经被迫定在了美股!回不去啦!
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·
2021-12-03
$Context Therapeutics Inc.(CNTX)$
希望能给我带来好运气
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坚持我的处中
坚持我的处中
·
2021-05-18
希望中一手
新股消息 | 京东物流(02618):基石投资者占发行股本近50%,预计一手中签率30%
预估京东物流预估的一手中签率30%左右,大概100手稳中一手差不多够。
新股消息 | 京东物流(02618):基石投资者占发行股本近50%,预计一手中签率30%
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Corp.(KTTA)$这个票涨起来了!会不会再下去!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/698965507","isVote":1,"tweetType":1,"viewCount":2417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607808922,"gmtCreate":1639521068035,"gmtModify":1639521068035,"author":{"id":"3581646371949630","authorId":"3581646371949630","name":"坚持我的处中","avatar":"https://static.tigerbbs.com/6d752e989b32fe2b6aa825dbfce7989d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581646371949630","authorIdStr":"3581646371949630"},"themes":[],"htmlText":"看不懂美股!我的灵魂已经被迫定在了美股!回不去啦!","listText":"看不懂美股!我的灵魂已经被迫定在了美股!回不去啦!","text":"看不懂美股!我的灵魂已经被迫定在了美股!回不去啦!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607808922","isVote":1,"tweetType":1,"viewCount":1790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601550233,"gmtCreate":1638543571723,"gmtModify":1638543571723,"author":{"id":"3581646371949630","authorId":"3581646371949630","name":"坚持我的处中","avatar":"https://static.tigerbbs.com/6d752e989b32fe2b6aa825dbfce7989d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581646371949630","authorIdStr":"3581646371949630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CNTX\">$Context Therapeutics Inc.(CNTX)$</a>希望能给我带来好运气","listText":"<a href=\"https://laohu8.com/S/CNTX\">$Context Therapeutics Inc.(CNTX)$</a>希望能给我带来好运气","text":"$Context Therapeutics 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src=\"http://img.zhitongcaijing.com/images/contentformat/8a24fd2d4f306ac3f60db9066d31ec82.jpg\" width=\"570\"/></p></center><p><a href=\"https://laohu8.com/S/JD\">京东</a>集团2007年开始自建物流,2017年4月25日正式成立京东物流集团。京东物流是中国领先的技术驱动的供应链解决方案及物流服务商,以“技术驱动,引领全球高效流通和可持续发展”为使命,致力于成为全球最值得信赖的供应链基础设施服务商。根据灼识咨询报告,按总收入计,集团是中国最大的一体化供应链物流服务商,2020年市场份额为2.7%.</p><p>京东物流建立了包含仓储网络、综合运输网络、配送网络、大件网络、冷链网络及跨境网络在内的高度协同的六大网络,具备数字化、广泛和灵活的特点,服务范围覆盖了中国几乎所有地区、城镇和人口。在2020年,京东物流助力约90%的京东线上零售订单实现当日和次日达,客户体验持续领先行业。截至2020年12月31日,京东物流在全国运营超过900个仓库,包含云仓面积在内,京东物流运营管理的仓储总面积约2100万平方米。2020年,集团为超过19万家企业客户提供了服务,覆盖快速消费品、服装、家电、家具、3C、汽车和生鲜等行业。</p><p>专有技术、行业洞察及对商流的见解形成了集团的供应链解决方案。供应链技术是运营的基础,令京东物流从竞争中脱颖而出。集团采用5G、人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、大数据、云计算及物联网等底层技术,持续提升在自动化、数字化及智能决策方面的能力。截至2020年12月31日,京东物流已拥有逾4,400项专利及计算机软件版权(含申请中的),其中逾2,500项涉及自动化及无人技术。并在中国22个城市运营32个「亚洲一号」大型智能仓库,包括一个位于上海的无人仓,该仓库在旺季每天能够处理超过1.3百万笔订单。</p><center><p><img height=\"796\" src=\"http://img.zhitongcaijing.com/images/contentformat/dc47c7bdb1ff6e6658c5dcbedfd2387f.jpg\" width=\"592\"/></p></center><p>基本面的分析可以看一下之前写的这篇文章:</p><p>港股打新京东物流基本面分析,PK一下顺丰一下怎么样?</p><p><strong>中签率分析</strong></p><p>热度非常热,首日11点就已经统计到了22倍,各个券商经纪那边都在忙着下单,十分热闹。</p><center><p><img height=\"561\" src=\"http://img.zhitongcaijing.com/images/contentformat/1c92ec1cba2c65b2a61c22cbc618e2b2.jpg\" width=\"670\"/></p></center><p><strong>中签率分析:</strong></p><p>原本昨天就出消息了,京东物流 (新上市编号:02618) 于周一(17曰)起正式招股。京东物流是次全球发行约6.09亿股,香港发售部分佔总数3%,招股价介乎39.36元至43.36元,一手(100股)入场费4380元,集资约264亿元,并于5月21日(周五)截止招股,5月28日挂牌。</p><p>如果不触发回波只有3%,根据我们这边做了这么多年的新股分析来看,按照正常的情况下,最高回波应该是在12%,而且像京东物流这么大的票,回不到12%也不过分,但是京东物流这次只给了9%,也就意味着说不愿意分太多的货出来给公开市场,不太想给散户太多的货。</p><center><p><img height=\"47\" src=\"http://img.zhitongcaijing.com/images/contentformat/9249d4516e4e4610d03ab6fc8de3cf76.jpg\" width=\"661\"/></p></center><p>之前的<a href=\"https://laohu8.com/S/06618\">京东健康</a>也不是按照常理出牌的,也是回拨的比例比正常的新股小很多,不愿意分太多的货出来给公开市场。本来觉得京东健康已经足够对散户不利了,不想给散户的货,结果京东物流更是如此,这个货量和进<a href=\"https://laohu8.com/S/09633\">农夫山泉</a>一样,农夫才募资83个亿,而他却募资260个亿,结果给散户的货量是一样的,大部分的货都在国配那边了,散户这边砸不了盘。</p><center><p><img height=\"181\" src=\"http://img.zhitongcaijing.com/images/contentformat/25ee68f2f7908790b587bd4b4a2f5246.jpg\" width=\"580\"/></p></center><p>大家看一下这次京东物流的中签率情况:</p><center><p><img height=\"738\" src=\"http://img.zhitongcaijing.com/images/contentformat/949ed47d48f791c368a16fb7216de826.jpg\" width=\"677\"/></p></center><p>京东物流这次应该没有农夫山泉和京东健康热,预计这次认购人数有40-50万人,应该不会有80-100万人,没有以前那个热度了!</p><p>所以预估京东物流预估的一手中签率30%左右,大概100手稳中一手差不多够,这个公开配售的货量是和农夫山泉差不多的。农夫山泉是150手必中,80万人参与,预估没农夫山泉这么热,京东物流50万人参与,所以我觉得100手足够了。按照下图所示的小甲组认购方案认购参与即可。</p><center><p><img height=\"538\" src=\"http://img.zhitongcaijing.com/images/contentformat/49459e7a8defd3518da946ea63156897.jpg\" width=\"677\"/></p></center><p>乙头33倍都要准备26.6万,加上利息27万。20倍要44万,这次门槛特别高了。回拨比例的减少以及乙组的高门槛,估计要挡住很多人,这次去甲尾的肯定多,乙组那边融资金额876万,现在好多券商都从20倍提升到30多倍了,券商也知道,如果按44万的本金去打,很多人资金不够,目前有33倍数券商,东吴,东财,华泰,招商,招银35倍,粤商,<a href=\"https://laohu8.com/S/601066\">中信建投</a>,都开了33倍的,后面宝新给的是时代天使的25倍。</p><center><p><img height=\"259\" src=\"http://img.zhitongcaijing.com/images/contentformat/77a352fc425d84be04325d7e4c75191d.jpg\" width=\"677\"/></p></center><p>6天利息成本都在4000-5000,乙组大家也尽量挑利息便宜的,这次的利息绝对是贵的,甲组利息倒是无所谓。</p><center><p><img height=\"234\" src=\"http://img.zhitongcaijing.com/images/contentformat/63f0804917abaa2c64f9f350145acc92.jpg\" width=\"677\"/></p></center><p>乙组比较好的好的情况是1%的中签率,那就是20手,9万的市值,这是理想情况下,如果比较热,6万多的市值15手应该会有,预估15-20手这个区间吧,按照3.5%的利息算,按乙头16手来算打和点在8.7%左右。</p><center><p><img height=\"550\" src=\"http://img.zhitongcaijing.com/images/contentformat/189e9f4e3b0f6ac3bb58fc87a1cdbbdd.jpg\" width=\"499\"/></p></center><p><strong>本文选编自“爱投资的小熊猫”,作者:爱投资的小熊猫;智通财经编辑:张金亮。</strong></p> </div></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>新股消息 | 京东物流(02618):基石投资者占发行股本近50%,预计一手中签率30%</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; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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新股消息 | 京东物流(02618):基石投资者占发行股本近50%,预计一手中签率30%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-17 15:28 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/476162.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>京東物流 (02618)京东物流(02618)招股价:39.36-43.36港币总市值:2,397.66亿-2,641.32亿港币发售股数:609,160,800股(6,091,608手)其中:公开发售股数18,274,900股(182,749手;可予重新分配最大为548,245手)总募集范围:约239.77亿-264.13亿港币公开发售募资额范围:约7.92亿港币保荐人:Merrill ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/476162.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/20210517/20210517152945_35614.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/476162.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2136699936","content_text":"京東物流 (02618)京东物流(02618)招股价:39.36-43.36港币总市值:2,397.66亿-2,641.32亿港币发售股数:609,160,800股(6,091,608手)其中:公开发售股数18,274,900股(182,749手;可予重新分配最大为548,245手)总募集范围:约239.77亿-264.13亿港币公开发售募资额范围:约7.92亿港币保荐人:Merrill Lynch (AsiaPacific) Limited、高盛(亚洲)有限责任公司、海通国际资本有限公司稳定价格操作人:Merrill Lynch (Asia Pacific) Limited一手入场费:4,379.70港币申购日期:2021年05月17日——2021年05月20日 16:00:00交易日期:2021年05月28日 09:00:00绿鞋机制:有(39.62亿港币)京东集团2007年开始自建物流,2017年4月25日正式成立京东物流集团。京东物流是中国领先的技术驱动的供应链解决方案及物流服务商,以“技术驱动,引领全球高效流通和可持续发展”为使命,致力于成为全球最值得信赖的供应链基础设施服务商。根据灼识咨询报告,按总收入计,集团是中国最大的一体化供应链物流服务商,2020年市场份额为2.7%.京东物流建立了包含仓储网络、综合运输网络、配送网络、大件网络、冷链网络及跨境网络在内的高度协同的六大网络,具备数字化、广泛和灵活的特点,服务范围覆盖了中国几乎所有地区、城镇和人口。在2020年,京东物流助力约90%的京东线上零售订单实现当日和次日达,客户体验持续领先行业。截至2020年12月31日,京东物流在全国运营超过900个仓库,包含云仓面积在内,京东物流运营管理的仓储总面积约2100万平方米。2020年,集团为超过19万家企业客户提供了服务,覆盖快速消费品、服装、家电、家具、3C、汽车和生鲜等行业。专有技术、行业洞察及对商流的见解形成了集团的供应链解决方案。供应链技术是运营的基础,令京东物流从竞争中脱颖而出。集团采用5G、人工智能、大数据、云计算及物联网等底层技术,持续提升在自动化、数字化及智能决策方面的能力。截至2020年12月31日,京东物流已拥有逾4,400项专利及计算机软件版权(含申请中的),其中逾2,500项涉及自动化及无人技术。并在中国22个城市运营32个「亚洲一号」大型智能仓库,包括一个位于上海的无人仓,该仓库在旺季每天能够处理超过1.3百万笔订单。基本面的分析可以看一下之前写的这篇文章:港股打新京东物流基本面分析,PK一下顺丰一下怎么样?中签率分析热度非常热,首日11点就已经统计到了22倍,各个券商经纪那边都在忙着下单,十分热闹。中签率分析:原本昨天就出消息了,京东物流 (新上市编号:02618) 于周一(17曰)起正式招股。京东物流是次全球发行约6.09亿股,香港发售部分佔总数3%,招股价介乎39.36元至43.36元,一手(100股)入场费4380元,集资约264亿元,并于5月21日(周五)截止招股,5月28日挂牌。如果不触发回波只有3%,根据我们这边做了这么多年的新股分析来看,按照正常的情况下,最高回波应该是在12%,而且像京东物流这么大的票,回不到12%也不过分,但是京东物流这次只给了9%,也就意味着说不愿意分太多的货出来给公开市场,不太想给散户太多的货。之前的京东健康也不是按照常理出牌的,也是回拨的比例比正常的新股小很多,不愿意分太多的货出来给公开市场。本来觉得京东健康已经足够对散户不利了,不想给散户的货,结果京东物流更是如此,这个货量和进农夫山泉一样,农夫才募资83个亿,而他却募资260个亿,结果给散户的货量是一样的,大部分的货都在国配那边了,散户这边砸不了盘。大家看一下这次京东物流的中签率情况:京东物流这次应该没有农夫山泉和京东健康热,预计这次认购人数有40-50万人,应该不会有80-100万人,没有以前那个热度了!所以预估京东物流预估的一手中签率30%左右,大概100手稳中一手差不多够,这个公开配售的货量是和农夫山泉差不多的。农夫山泉是150手必中,80万人参与,预估没农夫山泉这么热,京东物流50万人参与,所以我觉得100手足够了。按照下图所示的小甲组认购方案认购参与即可。乙头33倍都要准备26.6万,加上利息27万。20倍要44万,这次门槛特别高了。回拨比例的减少以及乙组的高门槛,估计要挡住很多人,这次去甲尾的肯定多,乙组那边融资金额876万,现在好多券商都从20倍提升到30多倍了,券商也知道,如果按44万的本金去打,很多人资金不够,目前有33倍数券商,东吴,东财,华泰,招商,招银35倍,粤商,中信建投,都开了33倍的,后面宝新给的是时代天使的25倍。6天利息成本都在4000-5000,乙组大家也尽量挑利息便宜的,这次的利息绝对是贵的,甲组利息倒是无所谓。乙组比较好的好的情况是1%的中签率,那就是20手,9万的市值,这是理想情况下,如果比较热,6万多的市值15手应该会有,预估15-20手这个区间吧,按照3.5%的利息算,按乙头16手来算打和点在8.7%左右。本文选编自“爱投资的小熊猫”,作者:爱投资的小熊猫;智通财经编辑:张金亮。","news_type":1,"symbols_score_info":{"02618":1}},"isVote":1,"tweetType":1,"viewCount":2194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}