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畢馬威:料明年中概股回流香港上市數目比今年多
阿思達克 12-10 12:35
美國總統特朗普早前簽署行政命令,禁止美國國民或企業投資與中國軍方有聯繫的中國公司。畢馬威香港新經濟市場及生命科學主管合夥人朱雅儀在電話會議上表示,相關事件在5月初公布時,市場已有很多討論,承認會對市場帶來不穩定因素。但從資本市場來看,若這些公司面對不穩定因素,有很多不同應對方案可選擇,包括私有化或回到香港及內地市場作第二上市。而她又指出,今年首十一個月仍有很多中國公司到美國上市,集資額逾90億美元,可見公司主要都是因應市場需要來選擇上市地點。

畢馬威預計今年香港新股上市集資金額達3,899億元。朱雅儀指,以現時數字來看,納斯達克股票交易所的集資額目前排行全球第一,香港暫時排名第二,但集資額數目與上海交易所十分接近,仍要視乎今年餘下時間的表現。

畢馬威預期明年香港IPO集資額介乎3,500至4,000億元。該行中國資本市場諮詢組合夥人劉大昌指,這預測接近今年的水平,隨著新經濟公司上市活動活躍,有信心能維持全球首三位的地位,至於能否成為第一名則要取決於大型公司將選擇在哪個市場上市。

他又指,看到今年有9隻中概股來港作第二上市,現時大約有50至60隻在美國上市的中概股有機會回到香港上市,因此預期明年中概股回流的數目會比今年多,涉及的集資金額則要視乎公司規模。(jc/u)

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