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Las TIC´s el único sector que repunta su actividad inversora


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BY : Diego GutiérrezSeptember Wed, 2013

ticsA pesar de una tendencia bajista en la inversión generalizada, el  sector de las tecnologías de la información (TIC) ha experimentado un repunte en el segundo trimestre del 2013. Las firmas de inversión privada han invertido 12.500$ millones en 65 operaciones en dicho trimestre, lo cual supone mantener un nivel similar a los dos últimos años.

El sector de las TIC se mantiene ajeno a la bajada general

Según la información facilitada por Pitchbook, en los últimos años el sector ha mantenido su interés desde el punto de vista de inversión. Aunque el capital invertido se mantiene por debajo de los niveles máximos, el 2012 se vieron el nivel más alto post-crisis con 312 transacciones y el 2013 parece mantener esta tendencia.
"Las valoraciones están siendo altas en los últimos años lo que está dejando fuera a muchos inversores. A pesar de ello, muchos inversores están encontrando la manera de hacer operaciones de capital expansión tomando participaciones minoritarias y con aportaciones de inferior tamaño", comenta Diego Gutiérrez experto en finanzas corporativas en ABRA INVEST.

A pesar de las altas valoraciones, las ventas de empresas están estancadas

Los inversores no están poniendo a la venta su portfolio a pesar de los buenos que se está recibiendo. Ha habido solo 22 ventas durante la primera mitad del año, lo que supone menos de la mitad del mismo período en el 2012.
"Vemos dos posibles razones para este pequeño número de "exits". A finales del 2012 se produjeron muchas ventas y esto ha podido retrasar el siguiente ciclo. Otra razón es que los inversores tienen expectativas de mejorar sustancialmente sus fundamentales en poco tiempo y, por tanto, esperan una mejora valoración" analiza Diego Gutierrrez.

Saas y Healthcare sectores más relevantes

Los inversores están enfocándose a empresas que puedan aportar mejoras en la generación del cash-flow y en la reducción de los costes de estructura, particularmente con el "software as a service" (Saas). Parece que esta tendencia va a continuar en los próximos meses tanto para servicios a empresas (B2B) como a consumidores (B2C).
Otra de los segmentos que están ganando atractivo es el de TIC para salud impulsados por la próxima aprobación de la ley "Affordable Care Act" que llevará una mejora en la transparencia de los costes, en análisis de datos y en infraestructura.

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