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- 我一大地飞歌我一大地飞歌
  ·2021-02-02
  ？？？
  Kuaishou's over-the-counter trading has doubled continuously, and the winners are guaranteed to get rich overnight?
  快手将于2月4日进行暗盘交易，2月5日上市。
  Kuaishou's over-the-counter trading has doubled continuously, and the winners are guaranteed to get rich overnight?
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17:27","market":"hk","language":"zh","title":"Kuaishou's over-the-counter trading has doubled continuously, and the winners are guaranteed to get rich overnight?","url":"https://stock-news.laohu8.com/highlight/detail?id=1147441165","media":"智通财经","summary":"快手将于2月4日进行暗盘交易，2月5日上市。","content":"<p>Media reports,<a href=\"https://laohu8.com/S/01024\">Kuaishou Technology</a>50,000 shares were traded in the over-the-counter OTC market at a price of HK$250, involving HK$12.5 million, an increase of 117% compared to the market's expected upper limit price of HK$115. On February 1, market news reported that Kuaishou's over-the-counter trading price had reached HK$421, a premium of 266%.</p><p>Kuaishou will conduct grey market trading on February 4 and go public on February 5.</p><p>In fact, mega-IPOs will have OTC (over-the-counter) trading before the grey market, and some securities firms can facilitate it, with the shares coming from the early allocation of international placements.</p><p>According to calculations, to secure the first lot, you need to go to the second head, that is, invest HK$5.8 million, to be sure of winning the lottery.</p><p>Subscriptions were booming, with over-the-counter trading doubling in value compared to grey market trading. It seems that winning the lottery on Kuaishou is indeed a way to get rich quick.</p><p>Kuaishou margin trading subscriptions are more popular than previous IPOs.</p><p>Kuaishou subscriptions ended on January 29. According to IFR, a media outlet under its umbrella, Kuaishou's Hong Kong IPO to retail investors received a total of HK$1.28 trillion in subscriptions as of that day. Judging from the subscription situation, institutional and retail investors were extremely enthusiastic, triggering a rare \"buying frenzy\" in Hong Kong stocks.</p><p>On January 26, during the first day of margin trading, investors reported that as soon as they entered a brokerage firm's Kuaishou IPO subscription page, the brokerage system immediately \"crashed,\" indicating that the system was busy. One retail investor said, \"If I can't get a quota for a 20-fold financing round, I might have just grabbed it out of luck. Am I wasting the transaction fees?\"</p><p>Among IPOs of the same size, Kuaishou's popularity set a record. Kuaishou Margin Subscription Overview:</p><p><img src=\"https://static.tigerbbs.com/02328dfdec75157264aafabf3626431e\" tg-width=\"372\" tg-height=\"114\" referrerpolicy=\"no-referrer\"></p><p>Currently, Kuaishou's oversubscription ratio and margin trading fundraising scale both exceed those of all companies that also raised more than 800 million yuan in public offerings in 2020.</p><p><img src=\"https://static.tigerbbs.com/cbee9420905800e6a2b3e9bfe77af497\" tg-width=\"550\" tg-height=\"129\" referrerpolicy=\"no-referrer\"></p><p>According to media reports, Kuaishou ultimately received approximately HK$1.28 trillion in subscriptions, with about 1.4 million subscribers, demonstrating a level of enthusiasm comparable to...<a href=\"https://laohu8.com/S/06688\">Ant Group</a>。 (Ant Group previously subscribed for 1.3 trillion yuan, with 1.55 million subscribers).</p><p>Winning the lottery on Kuaishou this time is even more difficult than on Ant Group; you need to subscribe to at least 50 lots, or about 350,000 yuan, to have a chance. Zhang Zhiwei, co-director of Xincheng Securities, pointed out that only Group B, which involves subscribing to 50,000 shares and 500 lots, can guarantee a single lot.</p><p>That is, go to the second head and use 5.8 million to subscribe.</p><p>Assuming 500 lots are guaranteed to yield one lot, and if we assume 10 times the financing:</p><p>Margin cost: 5800000 ✖ 0.9 ✖ 【2.88% ➗ 365 (based on general financing interest) ✖ 6 (Number of interest-bearing days) = 2471 yuan</p><p>In addition to the entry fee, commission, and handling fee of 1% of the market value of the goods, the cost is approximately 2,800 yuan, calculated based on Head B winning two lots.</p><p>The percentage of hits and points is approximately 12%.</p><p>This means that Kuaishou can break even if it rises by 12%.</p><p>However, given the market's overwhelming popularity, some analysts say that Kuaishou is expected to rise by 30%-100% on its first day, and anyone who wins the lottery will basically make money.</p><p>It's not just retail investors who subscribe to Kuaishou's IPO; in fact, Kuaishou is also highly sought after by professional institutions. In this IPO, Kuaishou brought in US funds Capital Group, Temasek Holdings, the Government of Singapore Investment Corporation (GIC), and the Canada Pension Plan Investment Board (CPPIB).<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Ten well-known cornerstone investors, including the international placement portion, which accounts for 97.5% of the funds raised, even received full subscriptions a day in advance. Media reports indicate that some institutional investors previously hoped to become cornerstone investors, even going so far as to use personal connections to \"reserve shares.\"</p><p>In addition, the company is expected to be quickly included in large indices such as the Hang Seng Tech Index after its listing, creating a huge demand for fund allocation.</p><p>Kuaishou's business potential is exploding.</p><p>The three-day frenzy of buying and the high price of HK$115 demonstrate the market's recognition of the \"first short video stock\". The company's high-quality industry, over 300 million daily active users, and booming commercialization and e-commerce business have filled investors with imagination about its future.</p><p>Kuaishou's rapidly growing online marketing and e-commerce business is worth looking forward to.</p><p>Looking at Kuaishou's current revenue structure, before 2018, live streaming contributed more than 90% of its revenue. Starting in 2019, the revenue share of online marketing and e-commerce began to expand rapidly. By Q3 2020, online marketing accounted for nearly 40% of revenue, and its share was expanding rapidly; Other business revenue includes e-commerce, online games and other value-added services. Driven by e-commerce, revenue reached RMB 2.03 billion in the first three quarters of 2020, compared to only RMB 78 million in the same period last year.</p><p>1. Online marketing has been fully upgraded.</p><p>In 2020, the most important feature of Kuaishou's product upgrade was opening up more public domain traffic to commercial advertising products and paying more attention to serving the marketing needs of brand advertisers. In November 2020, Kuaishou upgraded the brand of its commercial marketing service platform \"Magnetic Engine\". Xiang Magnetic Engine is Kuaishou's commercial marketing service platform. In 2018, Kuaishou launched its first year of commercialization and launched a marketing platform. In 2019, it was officially upgraded to \"Magnetic Engine\". Kuaishou not only hopes to \"monetize traffic,\" but also wants to leverage its community advantages to extract greater commercial value from the trust-based \"people + content\" among users. Today, Kuaishou has formed four core elements that support the efficient operation of its magnetic engine: people, content, traffic, and creativity.</p><p>2. Rapid growth in e-commerce business</p><p>E-commerce is also a major highlight of Kuaishou's future revenue growth. According to Kuaishou's latest prospectus, Kuaishou's e-commerce performance exceeded expectations among various indicators. In early 2020, Kuaishou set its GMV for 2020 at 250 billion RMB. By the end of November, it had exceeded the target, with total e-commerce GMV reaching 332.682 billion RMB. Since 2020, Kuaishou's e-commerce GMV has reached the first 100 billion yuan in 6 months, the second 100 billion yuan in 3 months, and the third 100 billion yuan in only 2 months.</p>","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>Kuaishou's over-the-counter trading has doubled continuously, and the winners are guaranteed to get rich overnight?</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nKuaishou's over-the-counter trading has doubled continuously, and the winners are guaranteed to get rich overnight?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经</strong><span class=\"h-time small\">2021-02-02 17:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Media reports,<a href=\"https://laohu8.com/S/01024\">Kuaishou Technology</a>50,000 shares were traded in the over-the-counter OTC market at a price of HK$250, involving HK$12.5 million, an increase of 117% compared to the market's expected upper limit price of HK$115. On February 1, market news reported that Kuaishou's over-the-counter trading price had reached HK$421, a premium of 266%.</p><p>Kuaishou will conduct grey market trading on February 4 and go public on February 5.</p><p>In fact, mega-IPOs will have OTC (over-the-counter) trading before the grey market, and some securities firms can facilitate it, with the shares coming from the early allocation of international placements.</p><p>According to calculations, to secure the first lot, you need to go to the second head, that is, invest HK$5.8 million, to be sure of winning the lottery.</p><p>Subscriptions were booming, with over-the-counter trading doubling in value compared to grey market trading. It seems that winning the lottery on Kuaishou is indeed a way to get rich quick.</p><p>Kuaishou margin trading subscriptions are more popular than previous IPOs.</p><p>Kuaishou subscriptions ended on January 29. According to IFR, a media outlet under its umbrella, Kuaishou's Hong Kong IPO to retail investors received a total of HK$1.28 trillion in subscriptions as of that day. Judging from the subscription situation, institutional and retail investors were extremely enthusiastic, triggering a rare \"buying frenzy\" in Hong Kong stocks.</p><p>On January 26, during the first day of margin trading, investors reported that as soon as they entered a brokerage firm's Kuaishou IPO subscription page, the brokerage system immediately \"crashed,\" indicating that the system was busy. One retail investor said, \"If I can't get a quota for a 20-fold financing round, I might have just grabbed it out of luck. Am I wasting the transaction fees?\"</p><p>Among IPOs of the same size, Kuaishou's popularity set a record. Kuaishou Margin Subscription Overview:</p><p><img src=\"https://static.tigerbbs.com/02328dfdec75157264aafabf3626431e\" tg-width=\"372\" tg-height=\"114\" referrerpolicy=\"no-referrer\"></p><p>Currently, Kuaishou's oversubscription ratio and margin trading fundraising scale both exceed those of all companies that also raised more than 800 million yuan in public offerings in 2020.</p><p><img src=\"https://static.tigerbbs.com/cbee9420905800e6a2b3e9bfe77af497\" tg-width=\"550\" tg-height=\"129\" referrerpolicy=\"no-referrer\"></p><p>According to media reports, Kuaishou ultimately received approximately HK$1.28 trillion in subscriptions, with about 1.4 million subscribers, demonstrating a level of enthusiasm comparable to...<a href=\"https://laohu8.com/S/06688\">Ant Group</a>。 (Ant Group previously subscribed for 1.3 trillion yuan, with 1.55 million subscribers).</p><p>Winning the lottery on Kuaishou this time is even more difficult than on Ant Group; you need to subscribe to at least 50 lots, or about 350,000 yuan, to have a chance. Zhang Zhiwei, co-director of Xincheng Securities, pointed out that only Group B, which involves subscribing to 50,000 shares and 500 lots, can guarantee a single lot.</p><p>That is, go to the second head and use 5.8 million to subscribe.</p><p>Assuming 500 lots are guaranteed to yield one lot, and if we assume 10 times the financing:</p><p>Margin cost: 5800000 ✖ 0.9 ✖ 【2.88% ➗ 365 (based on general financing interest) ✖ 6 (Number of interest-bearing days) = 2471 yuan</p><p>In addition to the entry fee, commission, and handling fee of 1% of the market value of the goods, the cost is approximately 2,800 yuan, calculated based on Head B winning two lots.</p><p>The percentage of hits and points is approximately 12%.</p><p>This means that Kuaishou can break even if it rises by 12%.</p><p>However, given the market's overwhelming popularity, some analysts say that Kuaishou is expected to rise by 30%-100% on its first day, and anyone who wins the lottery will basically make money.</p><p>It's not just retail investors who subscribe to Kuaishou's IPO; in fact, Kuaishou is also highly sought after by professional institutions. In this IPO, Kuaishou brought in US funds Capital Group, Temasek Holdings, the Government of Singapore Investment Corporation (GIC), and the Canada Pension Plan Investment Board (CPPIB).<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Ten well-known cornerstone investors, including the international placement portion, which accounts for 97.5% of the funds raised, even received full subscriptions a day in advance. Media reports indicate that some institutional investors previously hoped to become cornerstone investors, even going so far as to use personal connections to \"reserve shares.\"</p><p>In addition, the company is expected to be quickly included in large indices such as the Hang Seng Tech Index after its listing, creating a huge demand for fund allocation.</p><p>Kuaishou's business potential is exploding.</p><p>The three-day frenzy of buying and the high price of HK$115 demonstrate the market's recognition of the \"first short video stock\". The company's high-quality industry, over 300 million daily active users, and booming commercialization and e-commerce business have filled investors with imagination about its future.</p><p>Kuaishou's rapidly growing online marketing and e-commerce business is worth looking forward to.</p><p>Looking at Kuaishou's current revenue structure, before 2018, live streaming contributed more than 90% of its revenue. Starting in 2019, the revenue share of online marketing and e-commerce began to expand rapidly. By Q3 2020, online marketing accounted for nearly 40% of revenue, and its share was expanding rapidly; Other business revenue includes e-commerce, online games and other value-added services. Driven by e-commerce, revenue reached RMB 2.03 billion in the first three quarters of 2020, compared to only RMB 78 million in the same period last year.</p><p>1. Online marketing has been fully upgraded.</p><p>In 2020, the most important feature of Kuaishou's product upgrade was opening up more public domain traffic to commercial advertising products and paying more attention to serving the marketing needs of brand advertisers. In November 2020, Kuaishou upgraded the brand of its commercial marketing service platform \"Magnetic Engine\". Xiang Magnetic Engine is Kuaishou's commercial marketing service platform. In 2018, Kuaishou launched its first year of commercialization and launched a marketing platform. In 2019, it was officially upgraded to \"Magnetic Engine\". Kuaishou not only hopes to \"monetize traffic,\" but also wants to leverage its community advantages to extract greater commercial value from the trust-based \"people + content\" among users. Today, Kuaishou has formed four core elements that support the efficient operation of its magnetic engine: people, content, traffic, and creativity.</p><p>2. Rapid growth in e-commerce business</p><p>E-commerce is also a major highlight of Kuaishou's future revenue growth. According to Kuaishou's latest prospectus, Kuaishou's e-commerce performance exceeded expectations among various indicators. In early 2020, Kuaishou set its GMV for 2020 at 250 billion RMB. By the end of November, it had exceeded the target, with total e-commerce GMV reaching 332.682 billion RMB. Since 2020, Kuaishou's e-commerce GMV has reached the first 100 billion yuan in 6 months, the second 100 billion yuan in 3 months, and the third 100 billion yuan in only 2 months.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.zhitongcaijing.com/content/detail/405363.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a113221e7eea17d614e3a3d22c60b8bb","relate_stocks":{"01024":"快手-W"},"source_url":"https://www.zhitongcaijing.com/content/detail/405363.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1147441165","content_text":"媒体报道，快手科技场外OTC市场成交5万股，成交价250港元，涉资1250万港元，较市场预期上限定价的115港元，涨幅高达117%。2月1日又有市场消息称，快手场外交易价格已经到了421港币，溢价266％。快手将于2月4日进行暗盘交易，2月5日上市。实际上，特大IPO会有暗盘前的OTC（场外市场）交易，部分券商可进行撮合，股票来自国际配售的提前分货。根据测算，稳获一手需要上乙头，即投入580万港币，才能保稳中签。认购火爆，场外交易更比暗盘交易“捷足先登”连续翻倍，看来中签快手，暴富是真的。快手孖展认购比以往IPO更火1月29日，快手认购结束。据媒体旗下媒体IFR报道，快手香港IPO面向散户发行截至当日共获得1.28万亿港元认购。从认购情况看，机构和散户热情极高，并触发港股罕见的“抢筹行情”。1月26日，首日孖展过程中，投资者反应，打新开始，自己刚进某券商快手打新页面，券商系统就当场表演“崩溃”，显示系统繁忙。有散户表示，“20倍融资抢不到额度，我可能抢了个寂寞，是不是在浪费手续费”。在同体量的IPO中，快手的火爆程度创下了记录。快手孖展认购概况：目前，快手的超购倍数和孖展募资规模双双超过了2020年所有公开募集资金额同样在8亿以上的公司。如果按照媒体报道，本次快手最终获得申购大约1.28万亿港元，认购人数大约140万人，热情程度堪比蚂蚁集团。（蚂蚁此前认购1.3万亿，认购人数155万人）。今次快手中签比蚂蚁集团还难，起码要认购50手，即约35万元才有机会。而信诚证券联席董事张智威直指，只有乙组，即认购5万股，500手，才可稳获一手。即上乙头，用580万去申购。按照500手稳获一手计算，如果按照10倍融资：孖展成本：5800000✖0.9✖【2.88%➗365（按照一般融资利息）】✖6（计息天数）＝2471元再加上货配市值1％的中签入场费、佣金和手续费，按照乙头中签2手计算，成本大约2800元左右。打和点大约在12％。即快手上涨12％就能回本。不过鉴于市场火爆程度，有分析师表示，快手首日有望涨30%-100%，届时只要中签，基本都有钱赚。打新快手的不只是散户，实际上快手也受到专业机构热捧。这次IPO，快手引入了美国基金Capital Group、淡马锡控股（Temasek Holdings）、新加坡政府投资公司（GIC）、加拿大退休金计划投资局（CPPIB）、摩根士丹利等十家知名基石投资者，而占据此次募资额97.5%的国际配售部分，甚至提前一天录得足额认购。媒体称，此前有机构投资者希望成为基石投资者，甚至不惜动用私人关系“预定份额”。此外，公司上市后预期将快速纳入大型指数例如恒生科技指数等，基金配置需求极大。快手的商业潜力正在爆发持续三天疯狂抢筹和115港元的高定价显示出市场对“短视频第一股”的认可。赛道优质、3亿多日活跃用户、爆发中的商业化与电商业务……都让投资者们对这家公司的未来充满了想象力。快手迅速增长的在线营销和电商业务值得期待。从快手目前的收入结构看，2018年之前，直播业务贡献了超过90%的营收，从2019年开始，在线营销和电商的收入占比开始快速扩大。到了2020年Q3，在线营销的收入占比占到了近40%，占比快速扩大；其他业务收入包括电商业务、网络游戏及其他增值服务，在电商业务的拉动下，2020年前三季度收入达20.3亿元，而去年同期仅为7800万。1、在线营销全面升级2020年，快手产品升级最重要的特点，是开放更多的公域流量给广告商业化产品，并更加注重服务于品牌型广告主的营销需求。2020年11月，快手对其商业化营销服务平台“磁力引擎”进行了品牌升级。相磁力引擎是快手商业化营销服务平台，2018年，快手开启商业化元年，推出营销平台，2019年，正式升级为“磁力引擎”。快手不止希望“用流量变现”， 而是想基于自己的社区优势，从用户间基于信任感的“人+内容” 中，挖掘出更大的商业价值。如今，快手已形成支撑磁力引擎高效运转的四大核心: 人、内容、流量、创意。2、电商业务快速增长电商也是快手未来营收增长的一大亮点。据快手最新招股书数据显示，在各项数据中，快手电商的表现最为超出预期。2020年初快手将2020年的GMV定为2500亿人民币，截至11月底，已经超额完成目标，电商GMV总额已经达到3326.82亿元。2020年以来，快手电商GMV实现第一个1000亿用了6个月，第二个1000亿用了3个月，第三个1000亿只用了2个月。","news_type":1,"symbols_score_info":{"01024":0.9}},"isVote":1,"tweetType":1,"viewCount":5909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}