|
IPO Sector Watch |
Symbol |
Offering |
Price as of |
Pct. |
|
Last 100 IPOs, '04 IPOs in bold |
Price |
3/26/04 |
Change |
|
|
Energy - 5 |
||||
|
Crosstex Energy, Inc |
XTXI |
$19.50 |
$41.15 |
111% |
|
Whiting Petroleum Holdings |
WLL |
$15.50 |
$22.57 |
46% |
|
TODCO |
THE |
$12.00 |
$14.60 |
22% |
|
K-Sea Transportation |
KSP |
$23.50 |
$28.35 |
21% |
|
Hornbeck Offshore Services |
HOS |
$13.00 |
$13.25 |
2% |
|
Energy Average |
40% |
|||
|
Finance bank - 5 |
||||
|
Texas Capital Bancshares |
TCBI |
$11.00 |
$15.98 |
45% |
|
Bancorp Bank |
TBBK |
$12.50 |
$17.60 |
41% |
|
Franklin Bank |
FBTX |
$14.50 |
$18.34 |
26% |
|
Signature Bank |
SBNY |
$15.50 |
$19.39 |
25% |
|
Coast Financial Holdings |
CFHI |
$12.00 |
$14.24 |
19% |
|
Finance bank Average |
31% |
|||
|
Finance non-bank - 6 |
||||
|
First Marblehead |
FMD |
$16.00 |
$28.25 |
77% |
|
CapitalSource Inc |
CSE |
$14.50 |
$22.40 |
54% |
|
Asset Acceptance Capital |
AACC |
$15.00 |
$17.89 |
19% |
|
Nelnet |
NNI |
$21.00 |
$24.89 |
19% |
|
Marlin Business Services |
MRLN |
$14.00 |
$16.10 |
15% |
|
Falcon Financial Investment |
FLCN |
$9.00 |
$9.12 |
1% |
|
Finance non-bank Ave |
31% |
|||
|
Insurance - 8 |
||||
|
Direct General |
DRCT |
$21.00 |
$35.00 |
67% |
|
American Equity Investment |
AEL |
$9.00 |
$12.65 |
41% |
|
National Financial Partners |
NFP |
$23.00 |
$31.18 |
36% |
|
China Life Insurance |
LFC |
$18.68 |
$24.95 |
34% |
|
Aspen Insurance Holdings |
AHL |
$22.50 |
$25.85 |
15% |
|
Assurant |
AIZ |
$22.00 |
$24.10 |
10% |
|
Bristol West |
BRW |
$20.00 |
$20.21 |
1% |
|
United National Group |
UNGL |
$17.00 |
$16.64 |
-2% |
|
Insurance Average |
25% |
|||
|
Investment Trusts (REITs) - 9 |
||||
|
First Potomac Realty Trust |
FPO |
$15.00 |
$20.00 |
33% |
|
Government Properties Trust |
GPP |
$10.00 |
$13.30 |
33% |
|
Capital Lease Funding |
LSE |
$10.50 |
$12.80 |
22% |
|
Highland Hospitality |
HIH |
$10.00 |
$11.40 |
14% |
|
Gladstone Commercial |
GOOD |
$15.00 |
$16.91 |
13% |
|
Ashford Hospitality Trust |
AHT |
$9.00 |
$9.90 |
10% |
|
Luminent Mortgage Capital |
LUM |
$13.00 |
$14.13 |
9% |
|
Sunset Financial Resources |
SFO |
$13.00 |
$12.79 |
-2% |
|
Affordable Residential |
ARC |
$19.00 |
$18.31 |
-4% |
|
Inv Trust (REITs) Ave |
14% |
|||
|
Manufacturing-Industrial - 7 |
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|
International Steel Group |
ISG |
$28.00 |
$36.99 |
32% |
|
LKQ |
LKQX |
$13.00 |
$16.52 |
27% |
|
Compass Mineral Intern'l |
CMP |
$13.00 |
$15.92 |
22% |
|
Tempur-Pedic International |
TPX |
$14.00 |
$15.99 |
14% |
|
Anchor Glass Container |
AGCC |
$16.00 |
$14.30 |
-11% |
|
Portec Rail Products |
PRPX |
$10.00 |
$8.44 |
-16% |
|
TRW Automotive |
TRW |
$28.00 |
$21.90 |
-22% |
|
Manufacturing-Industrial Ave |
10% |
|||
|
Media - 3 |
||||
|
Journal Co. |
JRN |
$15.00 |
$18.62 |
24% |
|
Citadel Broadcasting |
CDL |
$19.00 |
$16.94 |
-11% |
|
Nexstar Brdcasting |
NXST |
$14.00 |
$11.00 |
-21% |
|
Media Ave |
-2% |
|||
|
Medical - non biotech/pharmaceutical |
||||
|
Kinetic Concepts |
KCI |
$30.00 |
$41.70 |
39% |
|
Symbion |
SMBI |
$15.00 |
$18.40 |
23% |
|
Non-Bio/Pharma ave |
31% |
|||
|
Medical - biotech/pharmaceutical - 16 |
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|
Vaso Active Pharm [a] |
VAPH |
$1.67 |
$7.46 |
347% |
|
Pharmion |
PHRM |
$14.00 |
$21.90 |
56% |
|
Eyetech Pharmaceuticals |
EYET |
$21.00 |
$32.50 |
55% |
|
Genitope |
GTOP |
$9.00 |
$11.75 |
31% |
|
Corgentech |
CGTK |
$16.00 |
$18.30 |
14% |
|
Tercica |
TRCA |
$9.00 |
$9.12 |
1% |
|
Anadys Pharmaceuticals |
ANDS |
$7.00 |
$7.06 |
1% |
|
DynaVax Technolopgies |
DVAX |
$7.50 |
$7.39 |
-1% |
|
Advancis Pharm |
AVNC |
$10.00 |
$9.15 |
-9% |
|
Xcyte Therapies |
XCYT |
$8.00 |
$7.25 |
-9% |
|
Renovis |
RNVS |
$12.00 |
$10.60 |
-12% |
|
CancerVax |
CNVX |
$12.00 |
$10.35 |
-14% |
|
Myogen |
MYOG |
$14.00 |
$10.50 |
-25% |
|
GTx |
GTXI |
$14.50 |
$9.96 |
-31% |
|
Acusphere |
ACUS |
$14.00 |
$9.20 |
-34% |
|
NitroMed |
NTMD |
$11.00 |
$7.17 |
-35% |
|
[a] Adjusted for 3-for-1 split |
Medical Average |
21% |
||
|
Retail - 10 |
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|
Buffalo Wild Wings |
BWLD |
$17.00 |
$27.98 |
65% |
|
Provide-Commerce |
PRVD |
$15.00 |
$23.81 |
59% |
|
Ctrip.com International |
CTRP |
$18.00 |
$28.36 |
58% |
|
Carter's |
CRI |
$19.00 |
$28.17 |
48% |
|
Bakers Footwear Group |
BKRS |
$7.75 |
$11.46 |
48% |
|
Conn's |
CONN |
$14.00 |
$15.79 |
13% |
|
Volume Service America |
CVP |
$15.00 |
$16.45 |
10% |
|
Orbitz |
ORBZ |
$26.00 |
$22.37 |
-14% |
|
RedEnvelope |
REDE |
$14.00 |
$9.15 |
-35% |
|
Centennial Spec Foods |
CHLE |
$5.00 |
$2.95 |
-41% |
|
Retail Average |
21% |
|||
|
Technology - 19 |
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|
Kintera |
KNTA |
$7.00 |
$16.47 |
135% |
|
SigmaTel |
SGTL |
$15.00 |
$23.10 |
54% |
|
Tessera Technologies |
TSRA |
$12.00 |
$18.43 |
54% |
|
Open Solutions |
OPEN |
$17.00 |
$21.96 |
29% |
|
Synnex |
SNX |
$14.50 |
$18.24 |
26% |
|
NPTest Holdings |
NPTT |
$12.00 |
$14.81 |
23% |
|
Atheros Comm |
ATHR |
$14.00 |
$17.16 |
23% |
|
Digital Network |
DNET |
$17.00 |
$19.93 |
17% |
|
Ultra Clean Holdings |
UCTT |
$7.00 |
$7.45 |
6% |
|
TNS |
TNS |
$18.00 |
$18.69 |
4% |
|
Callidus Software |
CALD |
$14.00 |
$13.68 |
-2% |
|
Cherokee International |
CHRK |
$14.50 |
$14.16 |
-2% |
|
Staktex Holdings |
STAK |
$13.00 |
$12.06 |
-7% |
|
Access Integrated Tech |
AIX |
$5.00 |
$4.50 |
-10% |
|
AlphaSmart |
ALSM |
$6.00 |
$5.34 |
-11% |
|
Semiconductor Mfg Int'l |
SMI |
$17.50 |
$14.30 |
-18% |
|
AMIS Holdings |
AMIS |
$20.00 |
$15.84 |
-21% |
|
Linktone |
LTON |
$14.00 |
$10.43 |
-26% |
|
TOM Online |
TOMO |
$15.55 |
$11.49 |
-26% |
|
Technology Average |
13% |
|||
|
Technology average without 2004 foreign (SMI, LTON, TOMO) |
20% |
|||
|
Trucking - 4 |
||||
|
Sirva |
SIR |
$18.50 |
$23.86 |
29% |
|
Overnite |
OVNT |
$19.00 |
$23.00 |
21% |
|
Quality Distribution |
QLTY |
$17.00 |
$14.81 |
-13% |
|
Central Freight Lines |
CENF |
$15.00 |
$11.99 |
-20% |
|
Trucking Average |
4% |
|||
|
Other - 6 |
||||
|
Universal Technical Institute |
UTI |
$20.50 |
$37.80 |
84% |
|
Providence Service |
PRSC |
$12.00 |
$15.63 |
30% |
|
LECG |
XPRT |
$17.00 |
$20.49 |
21% |
|
Pinnacle Airlines |
PNCL |
$14.00 |
$12.78 |
-9% |
|
Knology |
KNOL |
$9.00 |
$6.92 |
-23% |
|
Natural Golf |
NAX |
$5.00 |
$3.81 |
-24% |
|
'Other' Average |
13% |
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