In early trading today, A-Shares opened low, and then rebounded step by step driven by the rebound of blue chips in the large market. The Shanghai Stock Exchange 50 Index took the lead in turning red, small cap growth stocks were still weak, and the gem index and Kechuang 50 index both hit new lows since adjustment.
On the disk, textile and clothing, banking, secondary new shares, oil and other sectors led the rise, while agricultural stocks continued to make a sharp correction, while seed industry, prefabricated vegetables, aquatic products, pork and other sectors led the decline. The net inflow of funds going north was 2.176 billion yuan.
year’s first high priced new shares rose nearly 20%
Today, four new shares of A-share were listed, including nano chip micro, saiweidian, Qingyan environment and Ou Sheng Electric. Saiweidian and Ou Sheng Electric broke off at the opening. However, after a slight shock under the issuance price, Ou Sheng Electric rose straightly. It touched the temporary stop twice, with a maximum increase of more than 50%. The best performance was the Qingyan environment, which continued to rise after opening more than 40%, and also touched the temporary stop twice, with a maximum rise of more than 124%.
What attracts the most attention from the market is the chip stock nano chip micro of the science and innovation board. Its issuance price is as high as 230 yuan and the issuance price earnings ratio is 107.48 times. It is the new share with the highest issuance price this year and the fifth highest new share in the history of a shares. In addition, wechat has been heavily repurchased by investors for 3381500 shares, accounting for 38.76% of the total online issuance of 8.7235 million shares. Nearly 40% of the online lottery winning retail investors chose to repurchase, with a repurchasing amount of 780 million yuan. Both the absolute amount and the proportion of repurchasing have set a new historical record.
A large number of new shares were broken before, and the issuing price and P / E ratio of nano core micro were so high that before it was listed, the Internet was full of comments about the breaking of nano core micro, and some even expected a per capita loss of more than 20000 yuan on the day of listing.
However, the market trend was unexpected. The nano core micro opened higher and went higher, once rising by nearly 20%. The highest profit of the first contract was more than 22500 yuan. The biggest winner was Everbright Securities Company Limited(601788) , the lead underwriter, who underwritten 3381500 shares abandoned, ranking the seventh largest shareholder of NSM, with a maximum floating profit of more than 152 million yuan.
In addition, Hong Kong stocks broke when they were listed, falling nearly 27% during the session. As of press time, they rebounded slightly, but still fell more than 20% compared with the issue price. At the end of March last year, Zhihu was listed on the New York Stock Exchange. At that time, the issue price was $9.50, while today’s closing price was only $1.66, down more than 80%. The issue price of this listing in Hong Kong is HK $32.06.
According to the prospectus, the number of monthly active users from 2019 to 2021 was 48 million, 68.5 million and 95.9 million respectively, with a CAGR of 41.4% from 2019 to 2021. In the fourth quarter of 2021, the average monthly active users of Zhihu mobile terminal reached 99.6 million, the average monthly number of visitors reached 500 million, and the average monthly user interaction reached 390 million.
Although we know that users continue to grow significantly, we have not found the profit singularity, and the performance has been in huge losses. According to the data, in 2019, 2020 and 2021, Zhihu’s operating revenue was 671 million yuan, 1.352 billion yuan and 2.959 billion yuan respectively, and the corresponding net losses were 1.004 billion yuan, 518 million yuan and 1.299 billion yuan respectively.
CNOOC’s sought after new shares lifted the limit tide
CNOOC, the new share listed yesterday, strongly raised the daily limit today, adding to the strong overall performance of the new shares listed today, and the long suppressed secondary new shares broke out today. Jindao technology, Rumere Co.Ltd(301088) , Hangzhou Wensli Silk Culture Co.Ltd(301066) , Zhejiang Sunrise Garment Group Co.Ltd(605138) , Qingdao Foods Co.Ltd(001219) , Aimer Co.Ltd(603511) , Nanjing Shenghang Shipping Co.Ltd(001205) . and other nearly 20 stocks rose by the limit or more than 10%.
In the context of yesterday’s sharp decline in A-Shares and a net outflow of more than 40 billion yuan from the market as a whole, CNOOC obtained a net inflow of main funds of more than 7.2 billion yuan, exceeding the sum of the top 10 main funds flowing into individual stocks. In addition, the dragon and tiger list also shows that institutional funds have bought more than 1.1 billion yuan. Today, according to the real-time detection data of wind, nearly 1.1 billion yuan of main funds have net inflow into CNOOC.
CNOOC has been listed on the Hong Kong stock exchange for 20 years. Historical data show that CNOOC is a large dividend payer in the Hong Kong stock market. In the past 20 years, CNOOC has accumulated dividends of HK $354.2 billion, ranking fourth in the Hong Kong stock dividend ranking and first in the Hong Kong stock energy industry. In the strategic outlook for 2022, CNOOC mentioned that from 2022 to 2024, the annual dividend payment rate of the company is expected to be no less than 40%. Regardless of the company’s operating performance, the absolute value of the annual dividend in the next three years is expected to be no less than HK $0.7 per share (including tax).
CNOOC also abandoned the purchase of about 22.43 million shares, with an amount of 243 million yuan. All of them were underwritten by Citic Securities Company Limited(600030) , China International Capital Corporation Limited(601995) , Boc International (China) Co.Ltd(601696) 3 securities companies, with a total floating profit of nearly 100 million yuan. And online investors have shouted out a target price of 27.
Cinda Securities said that assuming that the average oil distribution price from 2022 to 2025 is $80 / barrel, the average net profit of the company in 2022 will be 80 billion yuan, and the performance of the company will increase by 7% from 2023 to 2025 due to the increase of production; From 2026 to 2060, assuming that the average oil distribution price is $60 / barrel, the average net profit of the company is 60 billion yuan. Under the assumption of 5-8% discount rate, the total value of the company is between 806.2 billion yuan and 1121.8 billion yuan. According to the closing prices of a and h on April 21, 2022, the total market value of the company is 432.8 billion yuan, with 86% – 159% growth space
“Abandon” cried! 230 yuan high priced new shares rose the highest on the first day, with a floating profit of more than 20000, which had been abandoned by nearly 40% of retail investors
