Bankers cheer as the frozen IPO market shows signs of heating up

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Local bankers are celebrating as the US IPO market heats up, but is this simply another sign of a US sharemarket bubble?

Already a subscriber?Local investment bankers will be looking on with a mixture of envy and hope as two blockbuster sharemarket debuts last week demonstrate that initial public offerings are back in fashion on Wall Street.

The two impressive public market launches suggest that, at least in the US, investors have rediscovered an appetite for IPOs following a tough two years when the market was subdued. But local investment bankers will also be cheered. They’ll be hoping that the renewed activity in the US IPO market – there have already been 30 IPOs so far this year – augurs well for local markets.

And local deal makers were bitterly disappointed when tough market conditions caused companies – including Virgin Australia, Guzman y Gomez, Molycop and Cuscal – to shelve or delay their IPO plans.Still, some analysts warn that the reopening of the IPO market is unlikely to last. Critics argue that Reddit and Astera Labs’ sharemarket debuts – which saw them surging between 50 per cent and 70 per cent – are significantly higher than average returns for IPOs. The mean first-day, equal-weighted return for IPOs going back to 1980 is just under 19 per cent.

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