德勤維持全年香港IPO集資逾4,000億元預測 爭全球三甲
德勤中國全國上巿業務組華南區主管合夥人劉志健指出,香港新股市場次季有所放緩,相信是由於內地當局針對部分行業加強監管所致,但預期未來仍會有不少新經濟公司加快推進上市計劃,同時持續寬鬆的貨幣政策亦料為市場帶來流動性及正面情緒。
展望下半年,德勤預期集資額將超過2,000億元,並維持去年預測,料全年共有120至130家企業上市,籌集逾4,000億元,擬上市公司包括科技、零售、人工智能企業及智能保健醫藥平台等,考慮到市場氣氛及上市申請接踵而來,今年將有望超越2010年紀錄,創集資額新高。
德勤中國華南區主管合夥人歐振興估計,下半年仍有4至5隻集資100億元以上的大型新股,並預期會出現集資300億元以上的超大型新股,至少一家本地科創獨角獸將於下半年在香港上市,相信可爭取全球三甲位置,但認為若要重奪冠軍寶座有較大挑戰性。
談及SPAC諮詢,他預期監管部門持開態度諮詢,但相信交易所會初期或傾向只供機構投資者參與,並可能會在上市規模上訂立限制,以確保內部管理水平良好,以及要求收購企業同時要符合香港上市條件等。
對於滴滴等企業選擇到美國上市,他指企業或考慮到當地市場投資者更能理解其商業模式,但強調有不少中概股都會有回流的計劃,又指聯交所對第二上市申請有便捷渠道,相信回歸只屬時間問題。
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