瑞銀料明年下半年大中華區併購活動反彈
瑞銀全球投資銀行副主席兼大中華區總裁李鎮國表示,今年以來香港新股發行量下跌約三成幾,預料明年上半年爲轉捩點,因環球息口見頂,料美國明年第一季減息,加上中國刺激經濟措施逐漸帶動,都有利資本市場表現,並看好消費類別。
大中華區併購活動方面,瑞銀全球投資銀行部董事總經理亞太地區併購組聯席主席盧穗誠預計,隨着明年美國有望減息,緩和融資成本,料帶動市場氣氛,私有化交易和大型交易將增加,因此明年下半年大中華區併購活動有望反彈,若上半年有好消息出臺,全年大中華併購交易或較今年增加兩至三成。
該行預計,美國10年期債息至明年底有望回落至3.6釐,對恆生指數明年目標爲20,600點,即約10%升幅。
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