if椰子水母公司股价接近“腰斩” 基石投资者浮亏超40%

Core Viewpoint - IFBH Limited, the parent company of if coconut water, has seen its stock price decline significantly since its IPO in June, dropping 47% from the initial offering price of 27.8 HKD to 14.64 HKD as of December 24, raising concerns among institutional investors ahead of the upcoming lock-up expiration on December 29 [2][3] Group 1: Company Performance - IFBH's stock debuted at 27.8 HKD and surged 42.09% on its first day, achieving a market capitalization of over 10.5 billion HKD, making it one of the most watched new stocks in the Hong Kong consumer sector [2] - The initial excitement was supported by significant investments from 11 well-known institutions, which collectively injected 310 million HKD as cornerstone investors [2] - However, the stock has since entered a prolonged decline, with cornerstone investors now facing losses exceeding 40% based on the original offering price [3] Group 2: Market Trends - The decline in IFBH's stock price reflects a broader trend in the Hong Kong new consumer sector, characterized by a pattern of "first-day euphoria followed by subsequent corrections" [3] - Historical data indicates that many newly listed consumer brands have experienced initial high valuations followed by substantial corrections, with declines typically ranging from 50% to 90% [3] - Market analysts suggest that the current situation may lead to a more rational assessment of core values in the consumer sector, potentially allowing truly competitive brands to emerge [4]