
新德里:周五(10月23日),印度亿万富翁穆克什·安巴尼二十年来首次进行的首次公开募股(IPO)认购在最后一天进一步飙升,投资者纷纷押注Jio Platforms价值32亿美元的募股,以进军该国的电信和数字领域。
NEW DELHI: Subscriptions for Indian billionaire Mukesh Ambani's first IPO in two decades surged further on the final day of bidding on Friday (Oct 23), as investors bet on Jio Platforms' US$3.2 billion offering to tap into the nation's telecom and digital sector.
Jio的IPO是印度有史以来规模最大的IPO,在与人工智能相关的股票面临越来越严格审查之际,它正被密切关注为对大型上市股票投资者胃口的考验。该公司的移动网络服务着超过5亿用户,正值吉祥的印度教节日期间推出IPO。
Jio's IPO, India's largest ever, is being closely watched as a test of investor appetite for large listings at a time when AI-linked stocks are facing increased scrutiny. The company, whose mobile network serves more than 500 million users, is launching its IPO during the auspicious Hindu festive season.
在机构和散户投资者、员工以及股东强劲需求的推动下,截至周五,该IPO的公众认购量已超过发行股份的7倍。假设竞标主要集中在1119卢比价格区间的上限,总需求现已超过160亿美元。
Public subscriptions for the IPO crossed seven times the shares on offer by Friday, driven by strong demand from institutional and retail investors, employees and shareholders. Assuming bids were largely placed at the top end of the 1,119-rupee price band, total demand has now exceeded US$16 billion.
阿布扎比投资局、贝莱德和富达等基石投资者也在周一为其专属预留配额进行了竞标。他们预留价值8.54亿美元的股份收到了超过25亿美元的竞标。
Anchor investors like the Abu Dhabi Investment Authority, BlackRock and Fidelity also bid for their exclusively reserved quota on Monday. Their reserved US$854 million worth of shares received bids of over US$25 billion.
该IPO对Jio Platforms的估值高达1083亿美元,在10月28日开始交易时,它可能成为按市值计算印度最大的公司之一。其投资者包括Meta Platforms和Alphabet旗下的谷歌,并由安巴尼的长子阿卡什·安巴尼领导。
The IPO values Jio Platforms at up to US$108.3 billion, potentially making it one of India's biggest companies by market capitalisation when trading starts on Oct 28. It counts Meta Platforms and Alphabet's Google among its investors, and is led by Ambani's eldest son, Akash Ambani.
该IPO于周三迎来了异常迅速的开局,募股在开盘后两小时内便获得全额认购。
The IPO got off to an unusually rapid start on Wednesday when the offering was fully subscribed within two hours of opening.
这与大多数印度IPO形成了鲜明对比,后者的账簿通常逐步建立,机构投资者往往会等到最后几个小时才进行竞标。
That contrasts with most Indian IPOs, where books typically build gradually and institutional investors often wait until the final hours to place bids.
信实家族 Jio是安巴尼旗下的信实工业的一部分,该公司常被印度投资者视为长期的财富创造者。LSEG的数据显示,自2006年以来,信实股价回报率约为900%,超过了基准Nifty指数685%的回报率。
RELIANCE FAMILY Jio is part of Ambani's Reliance Industries, a company often seen by Indian investors as a long-term wealth generator. Reliance shares have returned around 900 per cent since 2006, beating the benchmark Nifty index's 685 per cent return, LSEG data shows.
Jio的电信业务于2016年推出,通过提供免费语音和数据服务颠覆了市场,打击了竞争对手巴蒂电信和沃达丰-Idea。如今,以单一国家的客户计算,Jio超过5亿的用户数仅次于中国移动。
Jio's telecoms business was launched in 2016 and disrupted the market by offering free voice and data, hitting rivals Bharti Airtel and Vodafone-Idea. Today, on the basis of customers in a single country, Jio's 500 million-plus users are second only to China Mobile's.
交易所数据显示,截至周五,该IPO的散户部分认购量达到2倍,员工配额吸引了相当于发行股份2.5倍的竞标,现有信实股东配额的认购量则达到了5.7倍。
As of Friday, the IPO’s retail portion was subscribed two times, the employee quota drew bids for 2.5 times the shares on offer and the existing Reliance shareholders quota was 5.7 times subscribed, exchange data showed.
信实由阿卡什的祖父迪鲁拜·安巴尼创立,他于2002年逝世。此前,他在20世纪80年代通过在孟买开阔地上举行的大规模会议,树立了该公司在股东心中的品牌形象。其网站称,该公司1977年的上市创造了历史,“开启了印度的股权文化”。
Reliance was founded by Akash's grandfather Dhirubhai Ambani, who died in 2002 after building the company's brand image with shareholders via large-scale meetings in Mumbai’s open grounds in the 1980s. On its website, it says the 1977 listing of the company created history by "ushering the equity cult in India".