skills/bigdata-post-ipo-day1/assets/report-template.md

# Post-IPO day-1 reaction note — report template

Follow this structure. Keep the section order. Where a table or section has no data, write "Not available" rather than dropping it. Add inline citations `[1]`, `[2]` immediately after claims, hyperlinked to the document URL.

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# Report Template — Post-IPO Day 1 Reaction Note

Seven sections. Target 4–7 pages. Analyst prose; tables for data-dense content, not bullet walls. No recommendation, price target, or conviction rating.

## 1. Executive Summary (~½ page)

Debut snapshot table:

| Field | Value |
|---|---|
| Issuer / Ticker / Exchange | |
| Offer price (vs range) | |
| Opening print / first-day close | |
| First-day return | |
| Day-1 volume / turnover vs shares offered | |
| Implied market cap & EV at close | |
| Free float (% of shares out) | |

Then 3–4 key takeaways: where it priced, how day 1 traded, and the dominant driver (demand vs float vs stabilization). No view.

## 2. Deal Recap (~½ page)

Final terms: offer price and range, shares offered (primary/secondary), greenshoe, total raised, lead underwriters, listing date, use of proceeds in one line. Note where in the range it priced and what that signaled about book demand.

## 3. Day 1 Price Action (~1 page)

Opening print, intraday high/low/range, close, total volume and turnover. First-day return = (close − offer) / offer. Any disclosed underwriter stabilization / greenshoe exercise and whether the stock held above offer. Table of the key day-1 prints.

## 4. Demand & Float Mechanics (~½–1 page)

Free float as % of shares outstanding and how small float may amplify the move; retail vs institutional demand signals; oversubscription/anchor commentary. State whether the move looks demand-driven or float-driven.

## 5. Valuation Reset (~1 page)

Table: EV/Sales (and EV/EBITDA or P/E if profitable) at offer vs first-day close vs 3–6 listed peers. Premium/discount to peers and what would justify it. State where it screens rich or cheap — do NOT give a fair-value target.

## 6. Sentiment & Coverage (~½ page)

Bigdata.com sentiment and media reaction over day 1. Note the underwriter quiet period — no sell-side ratings yet; say so rather than implying consensus.

## 7. Post-IPO Timeline & Watch Points (~½ page)

Dated watch points: quiet-period end / first analyst initiations (~day 25), potential NASDAQ-100 fast-track inclusion (~day 15), first earnings, 180-day and 366-day lock-up expiries. Brief bull/bear read of the setup into these dates.

## Style rules

- Inline citations [1], [2] immediately after claims, hyperlinked to the document URL.
- Every number must trace to a source or a shown calculation; "not disclosed" where data is missing.
- Neutral analyst tone. Banned: "we recommend", "attractive entry point", "buy the pop", "avoid", any conviction rating.
- Tables for data, prose for analysis. No section may be a bare bullet list.

## Sources

Full list of every source cited inline: source name, title, date, URL. Bigdata.com content branded "Bigdata.com" linked to the URL.

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## Disclaimer

This output is for informational and research-assistance purposes only. It does **not** constitute investment, legal, tax, accounting, or other professional advice, and it is **not** a recommendation to buy, sell, or hold any security or instrument or to pursue any strategy. Information may be incomplete, estimated, delayed, or inaccurate. Past performance does not guarantee future results. Verify material facts independently and consult qualified advisors before making decisions.

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