hk-ipo-research-assistant_skill

Overview

This skill is a Hong Kong IPO research assistant focused on new listings (hk-ipo-research-assistant). It fetches real-time indicators — margin financing, cornerstone investors, institutional ratings, grey market, A+H discount, and allotment rates — to support AI-driven analysis. Data comes from public third-party sources and is not investment advice.

How this skill works

The tool scrapes multiple public sources and AiPO endpoints to consolidate IPO data for each ticker: margin details across brokers, cornerstone allocations and lock-up, analyst ratings, grey-market quotes and trades, A+H comparisons, and allotment/oversubscription forecasts. You run commands to get overviews, one-click analyses, or granular reports (margin-detail, cornerstone, rating-detail, grey-prices, odds). Outputs are JSON by default or formatted tables/text for quick reading.

When to use it

• When evaluating whether to subscribe for a Hong Kong IPO
• To estimate personal allotment probability and plan subscription size
• To assess market sentiment via grey market and HSI performance
• To review sponsor/bookrunner historical win-rate and first-day performance
• When comparing valuation (PE) and A+H discount for risk assessment

Best practices

• Run overview and calendar to see active IPOs and deadlines before deciding
• Use analyze <ticker> to aggregate margin, cornerstone, rating and sponsor history in one view
• Load or create a user profile (capital, risk, margin usage, broker) to get personalized suggestions
• Check margin-detail and oversubscription forecast before using the odds command to plan how many lots to bid
• Treat scraped public data as inputs — combine with your own risk rules and position sizing

Example use cases

• Quickly list current Hong Kong IPOs and upcoming deadlines with overview and calendar
• One-command deep dive: python3 scripts/hkipo.py analyze 02692 aggregates key signals for a buy/avoid decision
• Estimate hit rates: use margin-detail and odds --oversub to produce a per-group allotment probability table
• Check cornerstone investor quality and lock-up schedule to assess post-listing float pressure
• Compare A+H valuation and PE to identify safety margin before subscribing