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Banking, Managed Funds and Investments

January 2008

Not So Super Markets

Stock exchanges have become hot commodities in themselves. But as valuations soar, Christopher Owen asks whether they now overvalued

Stock exchanges are no longer just stages on which other players act out their rises and falls. Technology, globalisation and a host of new financial products have put exchanges under the spotlight as dramatis personae in an increasingly extravagant, rumbustious and Machiavellian production of their own.

Exchanges were traditionally owned by small groups of 'seat owners', generally the banks or brokers that traded on them. But one by one exchanges have shed their mutual status to become profit-driven, publicly traded entities. This has destroyed the old set of relations between marketplaces, their users and their users' clients and led to a newly competitive relationship.

Big exchanges in Europe – notably Germany's Deutsche Börse, the London Stock Exchange (LSE) and the Paris Bourse – were at the forefront of demutualisation. And America's big names have followed suit. First came the Chicago Mercantile Exchange (CME), which went public in 2002. Since then a series of stock and derivatives exchanges, including Nasdaq, the New York Stock Exchange (NYSE) and the New York Mercantile Exchange, have gone the same way.

One side effect of demutualisation was the new-found freedom of exchanges to merge. Horizontal consolidation has occurred at both the national level – such as the Spanish exchanges in Madrid, Valencia, Barcelona and Bilbao forming Bolsa y Mercado Espanoles in 2002 – and at the regional level. Euronext was formed out of the merger of the French, Portuguese, Dutch and Belgian markets, while OMX combined the Nordic and Baltic countries.

In Europe, regional consolidation has accelerated and in October 2007 the LSE bought the Borsa Italiana in Milan for €1.5bn. The acquisition was a coup for the LSE after having itself fended off bids by Nasdaq, Australia's Macquarie Bank, Euronext, Deutsche Börse and OMX over the past four years. The resurgent LSE is also looking east – it is planning to take a large stake in the Singapore Exchange and has just announced a joint venture with the Tokyo Stock Exchange to launch a 'risk capital market' loosely modelled on the LSE's junior AIM exchange.

Consolidations have also now reached the global level, with the merger of the NYSE and Euronext in December 2006 creating the first transatlantic exchange. The entity is now the world's largest exchange not only in trading volume and turnover, but in revenues as well.

And there may be more consolidation to come. Speaking at a conference hosted by Deutsche Bank in London in November, the Bombay Stock Exchange's chief operating officer, Ashok Rout, said: "I think consolidation will gain pace going forward. Asian exchanges haven't been involved in consolidation yet – but all Asian exchanges have global ambitions now, so we will see some alignment going forward."

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