
非洲首富表示,丹格特炼油厂16亿美元的股票发售吸引了来自非洲各地的投资者,这罕见地证明,非洲的储蓄可以跨境流动,其规模足以在不经过伦敦或约翰内斯堡的情况下为其最大的公司提供资金。这是非洲大陆有史以来规模最大的首次公开募股,旨在为一项耗资逾140亿美元的计划提供资金,以扩大位于拉各斯州的这座巨型炼油厂的产能,该募股已于周二结束。
The Dangote refinery’s $1.6 billion share sale drew investors from across the continent, Africa’s richest man said, in a rare demonstration that Africa’s savings can move across borders at the scale needed to fund its biggest companies without passing through London or Johannesburg. The continent’s largest ever initial public offering, aimed at funding a $14 billion-plus plan to expand the capacity of the giant refinery in Lagos State, closed on Tuesday.
此次股票发售对尼日利亚亿万富翁阿里科·丹格特创立的公司估值近500亿美元,外界普遍将其视为一个检验案例,用以判断非洲大陆的国内储蓄能否帮助深化其资本市场。多边贷款机构非洲金融公司估计,这些储蓄规模达4万亿美元。
The share sale, which values the company founded by Nigerian billionaire Aliko Dangote at nearly $50 billion, is widely seen as a test case for whether the continent’s domestic savings, estimated by multilateral lender Africa Finance Corporation at $4 trillion, can help deepen its capital markets.
但这笔交易也对约翰内斯堡构成了挑战,因为此次IPO基本上绕过了约翰内斯堡。约翰内斯堡长期以来一直凭借其作为非洲流动性最强资本市场的地位进行交易——其规模超过非洲大陆其余交易所的总和。约翰内斯堡证券交易所曾在8月表示,丹格特有“强烈意愿”寻求在南非上市,该交易所对Semafor表示,当地银行正在“探索在约翰内斯堡证券交易所上市的工具”,以提供对丹格特的投资敞口。
But the deal also poses a challenge to Johannesburg, which has long traded on its status as Africa’s most liquid capital market — larger than the rest of the continent’s bourses combined — because the IPO largely bypassed it. The Johannesburg Stock Exchange, which said in August that Dangote had “strong intent” to pursue a South African listing, told Semafor that local banks were “exploring JSE-listed instruments” offering exposure to Dangote. — Tiisetso Motsoeneng and Alexander Onukwue