美股反弹 企业与大股东以多年未见的速度大卖股票
文章来源: 经济日报 于
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随着美国股市反弹,上市企业及企业大股东正在以多年来未见过的速度大卖股票。
根据Dealogic的统计,今年4月底以来,企业和私募股权公司透过释股方式,出售逾240亿美元的股票。单单5月就有逾170亿美元的股票易主,远高于去年月均量69亿美元。这些售股的折价比往常小,反映市况热络。在大型科技股的带动下,标普500指数上周迈入多头,较去年10月的前波低谷翻涨20%。
华尔街日报报导,这些出售的股票有近半来自像私募股权公司这类大股东,这类公司一直寻找变通的办法,来卖掉原本买下的公司,或让售部分持股,并返还现金给退休金基金等金主。
2022年初以来,释股的平均折价率已经上升到约12%。但在5月,折价又开始收缩至8.3%,而在6月折价更小。
私募股权公司通常的策略,是买进他们认为被低估的公司,精简其营运,然后再让这家公司公开上市,或者在几年后以更高的价格出售。
不过,首次公开发行股票(IPO)市场冷清加上并购交易清淡,使这种策略更难以施展开来。
今年5月,私募业者Clayton Dubilier & Rice出售了医疗保健科技公司Agilon
Health大约20亿美元的股权,这是一年多来这方面的最大宗交易。
这笔交易为更多大宗买卖开启了大门。英特尔本月卖掉旗下自驾车部门Mobileye
Global价值约16亿美元的股票,超过英特尔和承销券商原本规划的规模。奇异(GE)也卖掉分拆出去的GE
HealthCare价值约20亿美元的股票。美国国际集团(AIG)出售在Corebridge
Financial的股票,套现约10亿美元,这家退休金及寿险公司,去年从AIG剥离出去。
通常来说,卖方在现金增资售股时需要提供折价,以吸引购买方。根据Dealogic的数据,在2020年和2021年,当股票需求很高时,这些折价逐渐缩小,平均为8.4%。
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