The last time I won the lottery should have been two years ago, April '21...
At that time, the winning was Zhiyuan New Energy, doing LNG gas supply system, and then I sold it on the day of listing, almost doubled the stock price, and made a small profit of 10,000...
At that time, the ChiNext had changed its rules, and there was no limit to the price limit on the first day of listing, so there could be a relatively large increase on the first day...
Looking back now, the first day of listing is still a high, regardless of the ex-rights factor, I sold it for 45 yuan on the day of listing, and now the stock price is only 26, should take profit or take profit...
I feel like I'm having bad luck in person...
Every time I applied for a top, it turned out to be only once in more than two years...
This time is still a science and technology innovation board, now A shares to play a new dividend era I feel has passed, although most of the new stocks can rise by 30% on average, but there are also many stocks that are listed directly broken...
At this point, it is slowly getting closer to the style of Hong Kong stocks...
I looked at the new stocks in the past six months, the main board and ChiNext are more stable, and the probability of the science and technology innovation board breaking is still relatively large, so today I will take a look at what this company is doing, and estimate the probability of breaking...
This company is a company under Zhifei Bio...
Strictly speaking, not a subsidiary, the same boss ...
Zhifei Biology is also a big bull stock that soared in 2020, but the bubble of that year was too big, and it is still falling to digest the bubble...
When the company's market value was at its highest, in the case of a year's performance of 15 billion yuan, the market value directly rushed to 360 billion, although the performance scale continued to grow in recent years, but the market value has fallen...
At present, it is a market value of 100 billion, corresponding to 40 billion revenue, and the valuation rationality is much stronger than that year...
I don't understand the biopharmaceutical industry at all, so I have little interest in this company, and the valuation is also casual to look at the market value, it stands to reason that medicine should be a long cattle industry...
But for something beyond your own ability, you should be cautious, anyway, now there is a better target, there is no need to look at this thing...
Or back to Jixiang Jintai...
At present, the total share capital is 367 million, and this public offering is 092 million...
The issue price is 37.88 yuan, if calculated at this price, the market value of this company is about 14 billion, this number is not a small company...
We can take a look at what companies are currently 14 billion in A-shares...
At present, there are more than 5,000 A-share companies, and companies with a market value of 140 can rank about 20%, and the median performance scale I estimate is about 5 billion...
However, everyone should not be very familiar with this market capitalization company, and most people still look at the head of those ...
Let's take a look at the business situation and revenue...
The company's business is the production of antibodies, I read the prospectus, there are too many professional capabilities, I know every word, but I don't know what it's about...
It can only be said that I read the information, almost equal to not reading it, I don't understand it at all ...
Then the revenue of the main business is only hundreds of thousands, rounding is equal to nothing...
Is the science and technology innovation board playing so big now?
It is a company that only has products in research and development, the business has not yet opened, and then the listing financing costs 4 billion, and the valuation is 14 billion...
The main thing is that I don't understand biomedicine, I don't understand this piece of the market, so it's not clear what it means to launch these products under research and development...
No wonder the science and technology innovation board sets a threshold of 500,000...
From this point of view, it is indeed very risky, this kind of company I feel can only be invested and played by people in the industry...
People outside the industry can basically only gamble, the information difference is too big...
It should be the boss of Zhifei Biotechnology to do a separate piece of business to set up a new company to do, but the cost of research and development of biomedicine is very high...
In order to avoid dragging down the financial situation of Zhifei Biotechnology, it was taken out separately for financing...
And now the product has not yet been developed, has not yet been put on sale, I see that the report is written in the next three years to be on sale one after another...
If it is the people of Zhifei Biology who have operated in the past, theoretically speaking, the market is no problem, but this is just a layman's idea of me, and the information asymmetry will not be solved for a while...
Sure enough, the positioning of the science and technology innovation board is to turn to financing future-oriented high-tech enterprises, my ability is limited, and I really don't understand this company at all...
I can only analyze so much, and I'll take a look after I go on the market...