海风

新手打新日記:天辰生物定首鋼朗澤,揀邊隻好啲?

啱啱開始學投資冇耐,見到呢排港股IPO多到爆,我個戶口得幾萬蚊,想試下打新但又唔敢all-in。 天辰生物(01779)一口價$96,概念係好新,但18A生物科技我睇完招股書都唔係好明啲臨床數據,驚中伏。首鋼朗澤(02553)做CCUS碳捕集,green concept好似幾靚,但第三次闖關即係之前fail咗兩次,有啲擔心。…

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青衫

呢排新股多到眼花,天辰生物同首鋼朗澤大家點睇?

喂,各位巴打,呢排港股IPO真係多到爆,天辰生物(01779.HK)一口價$96,首鋼朗澤(02553.HK)又第三次闖關,仲有個龍豐集團藥妝零售。我個人覺得天辰生物個anti-IgE+補體雙靶點概念係幾新,但係18A生物科技真係好睇臨床數據同市場情緒,之前中過伏,有啲驚。首鋼朗澤做CCUS碳捕集,概念係好green,但係盈利模式清唔清晰?第三次闖關即係之前兩次fail咗,要小心啲。龍豐集團藥妝零…

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