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Big deals cheer investment bankers

Sep 08 2010 07:30 Marc Ashton

Company Data

Rmbh [JSE : RMH]

Last traded R30.90
Change R0.42
% Change 1.38%
Cumulative volume 1.45m
Market cap R43.62bn

Last Updated: 09/02/2012 at 17:14. Prices are delayed by 15 minutes. Source: McGregor BFA

 

Absa [JSE : ASA]

Last traded R150.50
Change R2.65
% Change 1.79%
Cumulative volume 2.18m
Market cap R108.09bn

Last Updated: 09/02/2012 at 17:16. Prices are delayed by 15 minutes. Source: McGregor BFA

 

Mtn Group [JSE : MTN]

Last traded R135.88
Change R2.87
% Change 2.16%
Cumulative volume 7.06m
Market cap R256.11bn

Last Updated: 09/02/2012 at 17:16. Prices are delayed by 15 minutes. Source: McGregor BFA

 

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Johannesburg - Three recent big securitisation offerings have shown that credit markets are recovering and signalled a return of confidence for the embattled Absa Capital.

On Wednesday, the investment banking arm of Absa Group [JSE:ASA] announced it had raised R2.3bn in a securitisation offering for its Absa Homes Retail Mortgage Backed Securities - the largest securitisation deal since 2007. Absa Homes had R1.25bn in debt funding which matured in July and the balance of the R2.3bn was new funding.

In August, the group raised R1.4bn on behalf of retailer Edcon and R815m for the Ekurhuleni Metropolitan Municipality.

“This transaction, together with our Nqaba and Edcon securitisation deals earlier this year, adds impetus to the strong recovery of the securitisation market,” said Prasanna Nana, head of the SA debt capital markets team at Absa Capital.

Analysts who spoke to Fin24.com felt the transaction was a further sign that credit markets were freeing up in South Africa but were wary to comment on its impact on Absa Capital saying that limited information was available.

But they do think that better days have arrived for investment bankers, confirmed by large deals by competitor RMB Holdings [JSE:RMH], which had successfully raised money for telecommunications firm MTN Group [JSE:MTN] (R3.5bn) and R876m for the South African National Roads Agency Limited (Sanral).

The new deals may encourage CEO Stephen van Coller, who has been under pressure to put his stamp on Absa Capital after a difficult period.

Once the darling of the Absa stable, investment banking slumped in 2009 and weighed on the group’s earnings.

It also had to write down losses of more than R1bn in single stock futures (SSFs).

When the bank reported interim earnings recently, Absa Capital contributed R614m to the group's total earnings of R3bn - compared to R10m in the previous corresponding period the previous year.

At the time Van Coller told Fin24.com that the division was focusing less on private equity transactions and building up its competencies and revenue contributions in other areas.

- Fin24.com

 
 
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