Sunbelt(SUNB.US)借力“HALO”热潮赴美上市，重资产工业板块成资金避风港

智通财经03-03

智通财经APP注意到，设备租赁公司 Sunbelt Rentals Holdings Inc. (SUNB.US)于周一正式在美国股市完成首秀。近期，投资者纷纷涌向那些重资产、资本密集型且无法被人工智能取代的企业。该公司此前在伦敦以 Ashtead Group Plc 的名义进行主要上市，如今已成为该行业在美国上市的最大企业之一。Ashtead 的股价上周五收盘时市值约为 220 亿英镑(约 ...

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(SUNB.US)于周一正式在美国股市完成首秀。近期，投资者纷纷涌向那些重资产、资本密集型且无法被人工智能取代的企业。该公司此前在伦敦以 Ashtead Group Plc 的名义进行主要上市，如今已成为该行业在美国上市的最大企业之一。Ashtead 的股价上周五收盘时市值约为 220 亿英镑(约 300 亿美元)。Sunbelt 周一在纽约证券交易所收盘报 73.79 美元，上涨 3%。据该公司称，其周五在伦敦的收盘价为 53.26 英镑，约合 71.66 美元。在伊朗冲突占据投资者注意力之前，市场一直在抛售任何担心会被人工智能工具颠覆的资产，从房地产服务公司到支付公司无一例外。投资者转而涌入那些制造或运输实物商品的企业，推动标普 500 工业指数创下历史新高。Miller Tabak + Co. 的首席市场策略师马特·马利表示，像 Sunbelt 这样的股票，“在人们寻求重资产的背景下，应该会有不错的表现。”在 2 月份，Ashtead 在伦敦交易的股票上涨了 14%，约为基准富时 100 指数近 7% 涨幅的两倍。这主要得益于所谓的“HALO”交易策略——即“重资产、低淘汰率”——正在加速升温。但 HALO 并非成功的保证。尽管美国同行 United Rentals Inc. 和 Herc Holdings Inc. 的股价在 2 月的第一周均实现了两位数的增长，但这两家公司最终在 2 月份的表现均落后于上涨 10% 的标普 500 工业指数。美国市场布局Sunbelt 超过 90% 的收入来自北美，它将此次转战美国市场视为使其投资者基础与业务布局相匹配的一种方式。Sunbelt 首席执行官布伦丹·霍根表示，该公司的特色产品(如重型发电设备和复杂脚手架)有助于其赢得与数据中心和基础设施项目等大型建设计划相关的业务。“这是一个时代性的机遇，并非昙花一现，” 他说道。“在我们职业生涯的剩余时间里，大型项目将成为我们所服务终端市场的重要组成部分。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2616039848","isCrawlerRequest":true}