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Five key steps in initial public offering

Moomoo News ·  Jun 18, 2020 10:37  · IPO

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In the course of IPO Talks: What we can learn from 2020's biggest IPO, we introduced the definition of initial public offering (IPO), the advantages and disadvantages of IPO. Today we will guide you to know more about the process of IPO.

This guide will break down the steps involved in the IPO process, which could last six months or more.

Below are the steps for a company to go public during IPO period: 

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Source: Corporate Finance Institute

Step 1: Select an investment bank

The first step in the IPO process is for the issuing company to choose an investment bank to advise the company on its IPO and to provide underwriting services.

The investment bank is selected according to the following criteria:

  • Reputation

  • The quality of research

  • Industry expertise

  • Distribution, i.e., if the investment bank can provide the issued securities to more institutional investors or to more individual investors

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Step 2: Due diligence and regulatory filings

Underwriting is the process through which an investment bank (the underwriter) acts as a broker between the issuing company and the investing public to help the issuing company sell its initial set of shares.

This process usually involves due diligence check, which is an investigation, audit, or review performed to confirm the facts of a matter under consideration.

Step 3: Pricing

After the IPO is approved by the SEC, the effective date is decided. On the day before the effective date, the issuing company and the underwriter decide the offer price and the precise number of shares to be sold.

IPOs are often underpriced to ensure that the issue is fully subscribed/ oversubscribed by the public investors, even if it results in the issuing company not receiving the full value of its shares.

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Step 4: Stabilization

After the issue has been brought to the market, the underwriter has to provide analyst recommendations, after-market stabilization, and create a market for the stock issued.

Stabilization activities can only be carried out for a short period of time – however, during this period of time, the underwriter has the freedom to trade and influence the price of the issue as prohibitions against price manipulation are suspended.

Step 5: Transition to Market Competition

The final stage of the IPO process, the transition to market competition, starts 25 days after the initial public offering, once the 'quiet period' mandated by the SEC ends.

Source: Corporate Finance Institute

Editor: yolanda

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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Comment(9)

  • user-avatar

    I like that fact that MooMoo keeps the info in simple easy to understand words and terms.

    May 23, 2021 15:30
  • user-avatar

    good to learn n know

    Jul 19, 2021 14:44
  • user-avatar

    awesome

    Sep 19, 2021 06:05
  • user-avatar

    Good

    Sep 19, 2021 19:35
  • user-avatar

    Learned something new under stabilization phase, prohibition of price manipulation Is suspended for 25 days. Thanks

    Oct 6, 2021 13:57
  • user-avatar

    Cool

    Oct 12, 2021 05:40
  • user-avatar

    Good

    Nov 6, 2021 17:53
  • user-avatar

    This was very informative.

    Nov 22, 2021 20:12
  • user-avatar

    Cool

    Jan 10, 2022 06:50

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