2024年10月2日,主打DTC模式的厨具品牌卡罗特(02549)正式在港交所主板挂牌上市,股价表现出极高的活力,当日大涨58.3%,收于9.15港元,市值达49亿港元。
卡罗特此次大涨源于多方面因素。首先,该股在IPO过程中获得市场空前热捧,公开发售部分获1347.27倍认购,为今年港股IPO认购最高的项目之一,反映了投资者对卡罗特的极高热情。对于这一热炒背后的原因,资本市场认为卡罗特作为一家DTC品牌公司,近年品牌业务收入持续保持高增长,营收和利润不断攀升,业务转型获得巨大成功,成为全球增长最快的厨具品牌之一,因此拥有广阔成长前景。
其次,本次IPO基石投资者中有多家知名机构入场,包括经纬创投、元生资本等,二者分别认购2000万美元,这也彰显了机构对卡罗特的看好态度。
另外,卡罗特在多个主要市场均占据较高市场份额,如在美国、西欧等均排名前三。据最新季报,今年第一季度其业务增长超70%,利润增长近60%。整体上看,卡罗特营收和利润保持快速成长态势,未来前景可期。
此外,当前整体港股市场情绪处于牛市氛围,新股上市表现也因而受到利好。
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