In an IPO, the issuer obtains the assistance of an underwriting firm, which helps it determine what type of security to issue (common or preferred), the best offering price and the time to bring it to market.
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It is not easy to profit from IPOs, but the money is there. IPOs have unique risks, the following some point that we consider in our selection process. We believe a skeptical and informed investor have better chances in profiting from IPOs.
Private companies are not open books. Keep in mind that many pre-listed companies write their own prospectuses. You should also search for past press releases in related financial, industry and competitor information.
Pick a company with strong underwriters, ones that can afford to be selective.
Always read the prospectus as it lays out a company’s risks, opportunities and intentions. Look for money that goes into research or marketing and not into debt repayment. Also, study accounting figures to see if the company’s earnings outlook is realistic.
Be cautious, you do not want to buy big investment companies’ leftovers.
It is a good sign if underwriters and insiders hold their stock once the lock-up period ends.
How to subscribe for IPO?
Our IPO subscription services helps you subscribe initial stock offers that are to be listed on Hong Kong or Overseas stock markets. We also provide preferential IPO financing packages to our clients for selected securities from time to time.
For selected stocks, you can also have the choice to subscribe under our IPO financing packages where we can loan you up to 90% of the subscription amount and offer you preferential interest rates*. As your allotted stocks will be deposited centrally under street name, you can trade them through Action Investments after the initial lockup period of the new issue (where applicable).
*IPO financing packages and its terms and conditions varies and are subject to stocks selected by Action Investments Limited. Please consult our team members for more detail
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We believe that every customer is unique, each with their own special aspirations and objectives. Our advisors are therefore trained to listen and will be pleased to provide you with foresights on investments and portfolio management that cater to your individual needs and goals.
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From exchange traded securities to tailored investment solutions, our clients can have access to an enormous variety of asset classes available in popular currencies. You are thus assured that there will be suitable products that can fit your risk appetite and achieve your personalized investment strategy.