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《新股消息》安永料全年香港新股集資2,200億元 或躋身前五位
安永發表2022年上半年新股市場回顧報告,指出上半年全球市況疲弱,各地新股上市宗數及規模都出現明顯下跌,其中香港上半年共有20家公司進行首次公開發售(IPO),集資約177億元,分別按年下跌56%及92%,全球排名分別跌至第9及第10位。 安永亞太區上市服務主管蔡偉榮指,展望下半年內地「穩增長」政策逐步落地,經濟有望復甦,料帶動香港股市回暖,疫情緩和亦有利於內地企業推動來港上市計劃,預期下半年新股市場將相對活躍。 該行估計,下半年IPO宗數及集資額將較上半年改善,但相信全年仍將出現按年下跌。蔡偉榮預測,下半年將有約100家公司來港上市,全年將集資2,200億元,主要來自零售消費、TMT、材料、房地產與生物科技及健康醫療等行業。但他認為,由於上海及深圳表現遙遙領先,南韓亦將迎來一宗大型IPO,相信香港今年重回三甲有難度,預期躋身前五位可能性則較大。 安永審計服務合夥人賴耘(峰)表示,今年以來雙重主要上市已取代第二上市,成為中概股回流的主流方式,期內再鼎醫藥(09688.HK)及嗶哩嗶哩(09626.HK)更申請由第二上市申請轉換為雙重主要上市。他指出,中美雙方正就審計問題積極磋商,預期很快可見到進展,但仍預期部分中概股為保障投資者,以及為提升股份成交及擴大股東基礎,而選擇來港取得主要上市地位。 該行又支持港交所(00388.HK)降低交易費用,以提升市場活躍度;亦憧憬將推出的「ETF通」及正在研究的「新股通」等可刺激市場交投。
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