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Any feedback on the IPO of PBB?

 

The demand is definitely there. Its 4X oversubscribed. Its valued relatively cheaper. Everyone is so optimistic about this IPO for the year of the snake.

 

It would most likely see an upside on the first trading day, and can easily reach 40+.

 

Did I buy? No, I didn't. I'm just not interested in its business model. A thrift bank catering to small and medium enterprises.

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The demand is definitely there. Its 4X oversubscribed. Its valued relatively cheaper. Everyone is so optimistic about this IPO for the year of the snake.

 

It would most likely see an upside on the first trading day, and can easily reach 40+.

 

Did I buy? No, I didn't. I'm just not interested in its business model. A thrift bank catering to small and medium enterprises.

 

They intend to offer the shares at a max pricing of around 41 which would make the stock fairly valued with minimal upside. At 31.50 this should be if I'm not mistaken around 1.4x price to book ... EW is doing close to 2 P/B which means 40 should be attainable if the market will price it that way.

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They intend to offer the shares at a max pricing of around 41 which would make the stock fairly valued with minimal upside. At 31.50 this should be if I'm not mistaken around 1.4x price to book ... EW is doing close to 2 P/B which means 40 should be attainable if the market will price it that way.

 

You are correct. technically, you are right. But if you remember, east west bank was offered at around 1.2x price to book during its IPO. They also chose to offer it at a big discount, expecting the market to price it correctly by the time it goes to market. But it took some time before the price went up. And PBB is definitely way smaller than East West Bank. So im not entirely sure how the market would react to this. The only light I see in this IPO is that it is offered at a bullish market. If for that reason alone, I think this IPO may fly on the first few days.

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You are correct. technically, you are right. But if you remember, east west bank was offered at around 1.2x price to book during its IPO. They also chose to offer it at a big discount, expecting the market to price it correctly by the time it goes to market. But it took some time before the price went up. And PBB is definitely way smaller than East West Bank. So im not entirely sure how the market would react to this. The only light I see in this IPO is that it is offered at a bullish market. If for that reason alone, I think this IPO may fly on the first few days.

 

hopefully it does ... any OTC deals you've heard of on PBB?

Edited by fatchubs
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