瑞銀料今年亞洲(日本除外)併購交易額按年升20%至25%
瑞銀統計,今年上半年亞洲(日本除外)的併購交易額按年增加69.6%,不過由於去年下半年中國內地併購活動轉趨活躍,預計今年全年併購交易額會按年上升20%至25%。
瑞銀指,目前有約160間香港上市公司的最大股東持有公司約70%股權,這類型公司更容易被私有化。瑞銀全球投資銀行部亞洲併購部主管盧穗誠在電話會議中表示,很多上市公司自2019年社會動盪、中美貿易戰,及疫情持續影響,股價持續不振,因此希望將這些公司私有化,這些公司或考慮重組將較大業務分拆再上市,也有部分考慮到在私有化後能更容易出售資產。
盧穗誠預料,陸續會有內房資產併購活動出現,例如碧桂園服務(06098.HK)早前宣佈收購富力地產(02777.HK)富力物業的物業管理業務,由於房企或因爲債務或大額債券到期,因此需要快速出售資產,因此收購人多數是行內企業。
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