安永:部分中概股迴流旨在規避風險 沒有募集資金需求
安永大中華區審計服務合夥人李康表示,2019年至2021年上半年,是中概股赴美上市的高峯期,由於在港二次上市公司須在其他交易所上市至少兩年,預料其迴流港股的窗口期將於在2022、2023及2024年內發生。
安永華南區科技、媒體與電信行業審計服務主管合夥人曾文元指,現時部分中概股迴流旨在規避風險,但他們並沒有募集資金的需求,不排除是透過介紹形式上市,又指暫時沒有見到中概股通過與SPAC合併上市的需求,而它們自身已經符合上市條件。
他又指,即使近期監管消息令市場放鬆,惟中美摩擦難以短期內解決,故相信長遠而言,中概股依然會迴流A股或港股,視乎其迴流速度。
他透露,由於不少TMT中概股估值較差,有大型公司公佈股份回購計劃,旨穩定股價,若國內政策日漸穩定,他相信TMT企業估值會有所改善。(ca/k)
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