Manuel Baigorri、Julia Fioretti、Pei Li 和 Dong Cao 在香港，《中国新闻杂志》关注中东企业在中国市场的投资狂潮，而其他全球企业正在撤退。
Bloomberg 提供的数据显示，截至当前年份，来自中东国家的企业对中国更大地区的投资额已达到 900亿美元的创纪录水平，并且还有三个月的时间未计入。市场参与者预计接下来季度的投资节奏会加速。“在亚太地区内，中国资产的估值最具吸引力。”负责亚太投资银行和顾问工作的德国银河银行董事 Mayooran Elalingam 指出，“中东投资者采取的是长期视角，认为随着时间推移，市场将趋于正常。”
阿布达比投资局已与另一家阿布达比基金 Mubadala 共同参与大连万达集团商场管理业务的交易。五月份，联想宣布向沙特阿拉伯国家财富基金发行价值 200亿美元无息可转换债券作为与中国科技饥渴王国的广泛战略协议的一部分。
“主权财富基金资金雄厚，在亚洲寻找有趣企业的热情高涨。”Elalingam 表示，“由于竞争有限，中东投资者能够以比地区内其他市场显著低的价格获得高质量资产，尤其是在医疗和消费品领域。此外，中东投资者正在学习中国在全球高端制造业等领域的竞争优势行业知识。”
总计逾4万亿美元的中东财富基金已成为交易界的活跃分子，在全球政府支持的投资活动中占总价值超过一半的比例。今年头九个月，来自ADIA、沙特阿拉伯公共投资基金以及卡塔尔投资局的资金参与了550亿美元的交易（据咨询公司GlobalSWF的数据）。
“对中国存在很大兴趣。”负责亚洲科技与通信业务的Citigroup执行官Ho-Yin Lee表示，“中东投资者倾向于将行业领头羊作为目标，同时愿意合作。”
黑石集团和 Vista Equity Partners同意以今年最大型的私有化交易之一的方式收购软件提供商Smartsheet。Cable巨富John Malone的持股公司Liberty Broadband在宣布与Charter Communications进行合作后，股价创出历史新高。
法国标致家族正在策划重组自己的上市企业，并考虑将其一分为二，以此应对近期的股东叛乱和投资失误。“德国联邦财长Christian Lindner对意银的意外举动表示不满。”他最近对Commerzbank进行了投资。“银行和其他放贷机构正为买下赛诺菲消费者健康部门做好准备，在今年最受期待的销售之一接近尾声时。”
AI服务供应商Fractal Analytics正在考虑于11月在孟买上市，目的是筹集资金。与此同时，英特尔CEO Pat Gelsinger现在有一份待审清单——包括可能由Qualcomm发起的潜在收购提议以及Apollo从他手中接手。Bloomberg Opinion撰稿人Dave Lee认为Gelsinger应该坚守其转型战略。
德国银行已经聘请了印度地区的高级专家Apurva Mazumder来继续其在该地区的发展，Manuel Baigorri和Baiju Kalesh对此进行了报道。如果您有信息或问题希望发送，请通过电子邮件联系 ，或直接向Julia Fioretti、Pei Li 或任何记者提问。想要了解更多信息，请点击浏览。
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新闻来源：www.bloomberg.com
原文地址：Rich and Hungry Mideast Buyers Target China M&A
新闻日期：2024-09-24
原文摘要：
Hi, it’s Manuel Baigorri, Julia Fioretti, Pei Li and Dong Cao in Hong Kong, looking at the record-breaking investment pace from Middle East firms in China. Also today, India’s first AI unicorn mulls an IPO. Today's top storiesMiddle East investors have been hunting for assets in China just as other global firms are retreating from the world’s second-largest economy.Data compiled by Bloomberg show that the value of deals from Middle Eastern firms into Greater China has already reached $9 billion, a record for a year and there’s still three more months to go. Dealmakers expect the pace to pick up in the coming quarters.“Valuations of Chinese assets are the most attractive in the entire APAC region,” Mayooran Elalingam, head of investment banking coverage and advisory in APAC at Deutsche Bank. “Middle East investors are investing with a long term time frame and taking a view that markets will normalize over time.”Abu Dhabi Investment Authority is involved in a deal for Dalian Wanda Group’s shopping mall management unit, along with another Abu Dhabi fund, Mubadala. Lenovo in May announced a of $2 billion worth of zero-coupon convertible bonds to Saudi Arabia’s SWF as part of a broader strategic pact with the tech-hungry kingdom.“Sovereign wealth funds have deep pockets and are hungry to find interesting businesses in Asia,” Elalingam said.Given the limited competition, those firms are able to acquire high quality assets at significant discounts to other markets in the region and relative to historic multiples in China, especially in sectors such as health care and consumer, Elalingam said. Those Mideast firms are also building their know-how in industries where China has a global competitive advantage, including in high end manufacturing, he added.Middle Eastern wealth funds, which together control more than $4 trillion of assets, have become in dealmaking, accounting for more than half the value of all deals done by global state-backed investors this year. Firms including ADIA, Saudi Arabia’s Public Investment Fund and Qatar Investment Authority backed deals worth $55 billion in the first nine months of 2024, according to data from consultancy GlobalSWF.“There is a lot of interest in China,” said Ho-Yin Lee, who helps run technology and communications investment banking in Asia at Citigroup. “Middle Eastern investors are looking at companies that are market leaders in their respective sectors and willing to collaborate.” —Manuel Baigorri, Julia Fioretti, Pei Li and Dong CaoBlackstone and Vista Equity Partners have agreed to acquire software provider Smartsheet in one of the year’s largest take-private deals. Liberty Broadband, one of cable billionaire John Malone’s holdings, soared the most ever after the company revealed with Charter Communications, another key holding of the media investor.The billionaire Peugeot family is and would even consider the breakup of their listed firm to get past a recent shareholder revolt and portfolio missteps. German Finance Minister Christian Lindner has in Commerzbank, highlighting the government’s irritation at the Italian lender’s surprise move.Banks and other lenders are to back a buyout of Sanofi’s consumer health division, as one of the most hotly-anticipated sales of the year reaches its final stages.Fractal Analytics, a provider of AI services, is considering filing for an IPO in Mumbai as soon as November to , report Saritha Rai and Julia Fioretti., Intel CEO Pat Gelsinger now has a few items in his in-tray for consideration, including a possible by Qualcomm and from Apollo. Bloomberg Opinion’s Dave Lee reckons Gelsinger and stick to his turnaround strategy.Deutsche Bank has hired Apurva Mazumder in India as the German lender continues to region, write Manuel Baigorri and Baiju Kalesh. Got a tip or want to send in questions? Email , or Tweet/DM or any of our reporters.Like Bloomberg Deals? Check out these newsletters:Explore all newsletters at .
