欧洲新一轮IPO潮在即？银行家称“这一次可能是真的”

Core Viewpoint - European IPO activity is expected to recover significantly in 2024, driven by strong recent listings and a more favorable market environment compared to previous years [1][3][6]. Group 1: Recent IPO Activity - A series of strong IPOs since September, including Verisure Plc, Noba Bank Group AB, and Ottobock SE, have led to a rebound in issuance volume, with trading prices generally above their issue prices [3][6]. - The total amount raised through IPOs in the Europe, Middle East, and Africa (EMEA) region has exceeded $21 billion this year, although this represents a 34% decrease compared to 2024 [6][10]. Group 2: Market Sentiment and Predictions - Investment bankers express confidence that 2026 could see the IPO market return to pre-pandemic levels, with a notable increase in visibility for actionable IPO projects compared to a year ago [1][6]. - The current market environment is described as the most constructive since the onset of the Russia-Ukraine conflict, encouraging more companies to consider going public [3][10]. Group 3: Future IPO Plans - Several large-scale IPOs are in preparation, including Czechoslovak Group AS, which is planning an IPO in Amsterdam with a valuation of up to €30 billion, and Visma AS, considering a London listing in 2026 with a valuation of €19 billion [6][10]. - Companies that postponed their IPO plans in 2025 are now reconsidering their options, indicating a shift in market dynamics [10][11]. Group 4: Market Conditions - European benchmark indices, including the Stoxx 600 and FTSE 100, have reached historical highs this year, which may encourage issuers to enter the market [10][11]. - Despite the positive outlook, there are concerns about potential macroeconomic events or geopolitical tensions that could impact market volatility and the execution of upcoming IPOs [10][11].