Market Brief

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Author

林振寶先生(Vincent Lam)
輝立証券業務及市場經理

自從地鐵開始招股,本人就開始研究股票,了解公司的管理層,股價上落的模式。股票有一條好重要的常規,就是股價會反映所有一切資訊。 金融市場由牛市到熊市,熊市到牛市,恐慌到貪婪,貪婪到恐慌,相信歷史會永遠重演,但是人總會重覆犯錯
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解構新股 - 愛康醫療(1789 )首日大升之瞇

Tuesday, January 02, 2018 Views1090

        未講(1789) 之前,我想在此感謝一位骨科醫生 – 方子明醫生,因為他十一月下旬幫我媽媽做了一個全身麻醉的左腳膝蓋置換手術,這個手術非常成功。 當中我亦非常感恩,因為從這件事中我明白到全球也面臨人口老化,雖然大家的壽命長了,但同樣也面對骨關節退化的問題,人工膝關節的需求絕對是寵大的。

 

        自從閱文(772)上市後,最近首日狂升的新股不多,其中這隻(1789) 愛康醫療控股,集資4億港元,20/12(星期三)上市,19/12日知道結果,跟據輝立的暗盤價是跌破$1.75 招股價收市,這證明散戶對新股也處於恐慌當中。翌日20日上市,以$1.75 開市價,$2.64收市,升幅大約百分之五十,21日盤中曾高見$3.34,自上市價,升幅接近一倍。

 

        自從(2858) 易鑫上市後,大家對新股市場也開始失望,因為受過傷,復原的時間相對比較長,這是人之常情的,請大家不要太過自責及內咎。

      

        當大家感性過後,便應理性的想一想,這麼多的新股當中,難道每一隻也是差的?非也,其實當中有些是基本因素絕對良好,而發行商或保薦人的定價又不會那麼進取,所以機會就在理性的角度上出現。 大家記得我前一篇關於抽新股的文章,首要條件是招股書中的基本因素。

 

        記住!股票市場是不會等人的。另外,我常常發現,有些新股在上市後頭兩天是不會升,但不代表它是不好的股票,相反,當你沒有跟進它時,它就會靜悄悄地升上去,大家真是不要錯過半新股的機會,記住!記住!記住!新股不只是得一個玩法,想知另一個玩法,可以電郵給我(vincentlam@phillip.com.hk),包你有所獲益。

 

        為何(1789) 升幅這麼大? 我用基金經理的角度去解釋︰

  •         公司是中國唯一一家3D 打印技術應用於骨關節及脊髓置換的醫療器械公司(因為人口老化,需求大。3D打印,市場上沒有同類的公司)
  •         收入及溢利每年都有超過百分之二十 (已扣除上市開支), 高增長公司(資產負債表已說明 )
  •         不會發盈警(因為已扣除上市開支)
  •         保薦人 – 高盛
  •         PE 2X 倍, 高增長的公司,應該高PE

 

        留意!愛康醫療(1789)是做骨科產品,不是深圳做牙科的公司。

 

        或者想了解本作者,輝立公司的網站 , www.poems.com.hk  選 金融進修中心 → 講師 - > Vincent Lam

 

        歡迎任何人引述我的文章到別處,只需要知會本人就可以,謝謝!!!

 

作者:本人林振寶為證監會持牌人士。截至本評論文章發表日止,本人及相關家屬持有以上相關財務權益。以上純屬個人意見,不構成任何買賣邀請。

 
 

 

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