商場財經:日本領銜亞洲IPO籌資額
Companies have raised more cash in Tokyo this year than in Asia’s other developed markets put together, taking Japan to the top of the region’s initial public offering charts.
今年迄今企業在東京募集的資金高於亞洲其他發達市場的籌資總和，使得日本成爲亞洲最大的首次公開發行(IPO)之地。As investors have warmed to the pro-growth policies of Shinzo Abe, prime minister, since the beginning of January, newcomers to Japan’s markets have raised Y181bn ($1.9bn) – more than issuers in Singapore, Hong Kong and Australia combined, according to data from Bloomberg.
彭博(Bloomberg)數據顯示，隨着投資者對安倍晉三(Shinzo Abe)的“促增長”政策產生好感，1月初以來，日本市場的新來者已經籌集了1810億日元（19億美元），高於在新加坡、香港、澳大利亞的籌資總和。Globally, Japan ranks number two by funds raised – a position it has not occupied since the same point in 2006, according to Dealogic.
Dealogic數據顯示，全球來看，日本在籌資金額上排名第二，這是自2006年同期以來的首次。
Mr Abe’s vow to reflate the world’s third-largest economy through a mixture of stimulus and structural reform has reawakened interest in stocks among Japan’s retail investors, who are the main players in smaller IPOs. Account openings at the top seven online brokerages have more than doubled since November.
安倍誓言通過刺激和結構改革等組合措施，推動世界第三大經濟體實現通貨再膨脹，這喚醒了日本散戶投資者對股市的興趣，而這些投資者是小型IPO的主要參與者。去年11月以來，七大在線券商的開戶數量已增加一倍多。Meanwhile, hopes of more aggressive monetary easing from the Bank of Japan have lured funds from abroad to support bigger offerings, such as the Y104bn debut last month of Nippon ProLogis, a real estate investment trust part-owned by ProLogis, the world’s biggest owner of industrial buildings.
與此同時，日本央行(BOJ)更加激進地放寬貨幣政策的前景，也吸引了海外資金來支持更大規模的募股，比如普洛斯(ProLogis)部分持股的房地產投資信託公司Nippon ProLogis上月1040億日元的上市就是一例。普洛斯是世界最大的工業建築所有人。Net buying of Japanese equities by overseas investors amounted to slightly more than Y1tn in the first week of March – the highest weekly figure in Tokyo Stock Exchange records going back to 1982.
3月份第一週，海外投資者購買的日本股票略微超過1萬億日元，是東京股票交易所(Tokyo Stock Exchange)1982年以來最高的單週數據。Sentiment is improving “dramatically”, said Tamotsu Adachi, co-head of Carlyle Japan, which expects to float one of its portfolio groups – Broadleaf, an IT services provider – in a Y20bn deal next week.
凱雷日本(Carlyle Japan)聯席主管安達保(Tamotsu Adachi)表示，市場情緒正出現“戲劇性”好轉。凱雷計劃下週將其投資組合中的IT服務供應商Broadleaf上市，交易規模將達200億日元。
