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股市火热,企业利润上涨,英国的春天来了?

股市火热,企业利润上涨,英国的春天来了?

SOPHIE MELLOR 2021-04-15
疫苗接种进展顺利是主要原因。

疲于应对新冠疫情的英国消费者终于等到商店、酒吧重新开放,股市IPO交易规模上升,企业财务高管预计利润将回升。举国上下热情高涨。

疫苗接种进展顺利是主要原因。大约3200万英国民众已接种至少一剂新冠肺炎疫苗,占英国人口的一半。企业也想借助封锁下的潜在需求助力业务复苏。

德勤会计师事务所对一些英国企业首席财务官进行的第一季度调查显示,其乐观情绪自2008年国际金融危机以来创下历史新高,对招聘与商业投资的预期达到了近六年来的最高水平。

受访者预计未来一年的盈利情况将好转。大约46%的首席财务官认为经济不确定程度高或者很高,但这一比例已经低于前一季度的调查结果(71%)。

德勤首席经济学家伊恩·斯图尔特在一份声明中称,企业乐观情绪在英国迅速升温。他认为,英国熬过300年来最严重的一场衰退后,寻求业务增长成了企业的重心。不论企业,还是消费者,封锁期间未释放的潜在需求都将极大地推动利润复苏,而这一趋势从“2月以来股票市场的飙升便可以预测到”。

除疫苗接种外,英国脱欧引发的混乱得以终结,是助推乐观情绪的另外一个因素。德勤的调查发现只有10%左右的公司因脱欧受到过重大或严重扰乱。调查还发现,在首席财务官“最担心的问题中”,“脱欧”的排名已下降到第八位,而不是2016年全民公投以来的第一位或第二位。

此外,根据安永会计师事务所的报告,伦敦证券交易所的公司上市交易第一季度实现开门红,创十多年来的最佳记录。其中既包括一些备受瞩目的大企业,也包括另类投资市场的一些小型公司。

今年已有20家公司在伦敦证券交易所的主板市场与第二板市场进行首次公开募股,募集资金规模高达56亿英镑(77亿美元),远高于去年同期的6.15亿英镑(8.49亿美元)。

英国网络安全公司Darktrace 于13日宣布,其将在伦敦证券交易所发行股票,该公司上市后的估值将达30亿英镑左右(41亿美元)。

消费市场也迎来了复苏。12日,随着英国政府放宽封锁限制,商业区的人流量激增。根据零售业数据统计公司Springboard公布的数据,截至当地时间上午10点,人流量比上周增长了218%,但与两年前相比,仍下降了36%。对商店、酒吧等非生活必需的营业场所来说,13日上午也是个好日子。自从去年3月份实施封锁以来,这些场所基本处于发展停滞的状态,现在终于能重新开门迎客了。(财富中文网)

译者:郝秀

审校:汪皓

疲于应对新冠疫情的英国消费者终于等到商店、酒吧重新开放,股市IPO交易规模上升,企业财务高管预计利润将回升。举国上下热情高涨。

疫苗接种进展顺利是主要原因。大约3200万英国民众已接种至少一剂新冠肺炎疫苗,占英国人口的一半。企业也想借助封锁下的潜在需求助力业务复苏。

德勤会计师事务所对一些英国企业首席财务官进行的第一季度调查显示,其乐观情绪自2008年国际金融危机以来创下历史新高,对招聘与商业投资的预期达到了近六年来的最高水平。

受访者预计未来一年的盈利情况将好转。大约46%的首席财务官认为经济不确定程度高或者很高,但这一比例已经低于前一季度的调查结果(71%)。

德勤首席经济学家伊恩·斯图尔特在一份声明中称,企业乐观情绪在英国迅速升温。他认为,英国熬过300年来最严重的一场衰退后,寻求业务增长成了企业的重心。不论企业,还是消费者,封锁期间未释放的潜在需求都将极大地推动利润复苏,而这一趋势从“2月以来股票市场的飙升便可以预测到”。

除疫苗接种外,英国脱欧引发的混乱得以终结,是助推乐观情绪的另外一个因素。德勤的调查发现只有10%左右的公司因脱欧受到过重大或严重扰乱。调查还发现,在首席财务官“最担心的问题中”,“脱欧”的排名已下降到第八位,而不是2016年全民公投以来的第一位或第二位。

此外,根据安永会计师事务所的报告,伦敦证券交易所的公司上市交易第一季度实现开门红,创十多年来的最佳记录。其中既包括一些备受瞩目的大企业,也包括另类投资市场的一些小型公司。

今年已有20家公司在伦敦证券交易所的主板市场与第二板市场进行首次公开募股,募集资金规模高达56亿英镑(77亿美元),远高于去年同期的6.15亿英镑(8.49亿美元)。

英国网络安全公司Darktrace 于13日宣布,其将在伦敦证券交易所发行股票,该公司上市后的估值将达30亿英镑左右(41亿美元)。

消费市场也迎来了复苏。12日,随着英国政府放宽封锁限制,商业区的人流量激增。根据零售业数据统计公司Springboard公布的数据,截至当地时间上午10点,人流量比上周增长了218%,但与两年前相比,仍下降了36%。对商店、酒吧等非生活必需的营业场所来说,13日上午也是个好日子。自从去年3月份实施封锁以来,这些场所基本处于发展停滞的状态,现在终于能重新开门迎客了。(财富中文网)

译者:郝秀

审校:汪皓

Shops and pubs have opened to throngs of pandemic-weary customers, stock market IPOs are looking healthy, and company-level finance managers are predicting a rebound in profits.

Much of the enthusiasm is down to the successful rollout of vaccines. About 32 million people in the U.K., around half the population, have received at least one dose of a coronavirus vaccine, and businesses across the country are counting on pent-up demand arising from the pandemic-induced lull.

A report from Deloitte that surveyed U.K.-based CFOs found that optimism was at levels unseen since before the 2008 financial crisis, and expectations for hiring and business investment were at the highest they had been in six years.

Respondents anticipated a recovery in profits over the next year, with around 46% of CFOs rating the level of economic uncertainty as high or very high, down from 71% the previous quarter.

“We are seeing a turbocharged surge in business optimism,” Ian Stewart, chief economist at Deloitte, said in a statement. “Having come through the deepest downturn in 300 years, U.K. businesses are firmly focused on growth. Pent-up business and consumer demand are set to power a strong profits recovery, one already anticipated by the surge in equity markets since February,” he added.

That sentiment also reflects an end to the disruptions caused by Brexit. The Deloitte poll found that only around 10% of companies had experienced significant or severe disruption because of Brexit, and the country’s divorce from the EU has dropped to eighth place on the CFOs’ worry list, down from the first- or second-place position it has occupied since the 2016 referendum.

Meanwhile, EY reported that the London Stock Exchange registered its best start to the year for company floats in more than decade, with high-profile IPO listings and a number of smaller firms on the Alternative Investment Market (AIM) making the start of 2021 a boom quarter.

Since the beginning of the year, 20 IPOs on LSE’s main and alternative markets have raised £5.6 billion ($7.7 billion), in stark contrast to the £615 million ($849 million) raised in the corresponding period of 2020.

Darktrace, a cybersecurity company, today announced plans for an IPO on the London Stock Exchange. The float is expected to value the company at around £3 billion ($4.1 billion).

On the U.K. high street, footfall shot up on Monday as the government rolled back restrictions. According to data from retail data provider Springboard, by 10 a.m. U.K. time, footfall jumped 218% from the previous week. But despite the rebound, footfall was down 36% from two years ago. Nonessential shops and pubs were allowed to open to customers this morning, having languished under lockdown for most of the period since March 2020.

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