Saturday, April 14, 2012

INDONESIA - CAPITAL MARKETS - Lower Yields Breathe New Life Into Indonesia’s Islamic Lending

www.thejakartabglobe.com - A year long drought in the sales of corporate sukuk in Indonesia is ending as falling yields spur offers by Bank Muamalat Indonesia and Mayora Indah.

Bank Muamalat, the nation’s second-largest Islamic lender, will offer as much as Rp 800 billion ($87.2 million) of Shariah-compliant notes in June, finance director Hendiarto said on April 4.

Mayora Indah, a biscuit maker, will sell Rp 250 billion of debt in May, a company statement said on Monday. The average yield on Indonesian corporate dollar-denominated debt has fallen 34 basis points to 4.87 percent since Jan. 17, the day before Moody’s Investors Service gave the country an investment-grade rating. (source)



Corporate sukuk sales will hit Rp 8 trillion this year, from Rp 5.4 trillion at the end of March, the Capital Market and Financial Institution Supervisory Agency (Bapepam-LK) estimated this month. The regulator is working to approve so-called musharakah and istisna sukuk. A plan to lower listing fees, which may be endorsed by the end of 2012, may also encourage sales, said Herwin Bustaman, HSBC Amanah’s Indonesia chief.

“The outlook for sukuk in Indonesia is promising because there are supportive regulatory initiatives,” Herwin said at a conference in Kuala Lumpur on April 3. “We are optimistic that these steps will encourage corporates to issue sukuk.”

Bank Pembangunan Daerah Sulawesi sold Rp 100 billion of five-year Shariah-compliant bonds on May 13, 2011, Indonesia’s last corporate offer. The nation’s companies sold a total of Rp 200 billion of sukuk last year, according to government data.

Bapepam-LK, is in discussions with the Indonesia Stock Exchange (IDX) to lower listing fees for Islamic bonds and is proposing to add two new types to its list of approved Shariah-compliant securities, said Etty Retno Wulandari, director of the Accounting Standards and Disclosure Bureau at the agency.

Musharakah is based on sharing profits and losses in a joint enterprise while istisna is a contract to buy an asset on an agreed schedule.

“Allowing istisna may prompt infrastructure companies to issue sukuk, while musharakah can support various industries,” Etty said on Monday. “They will support the government’s infrastructure projects since many private companies are involved.”

Indonesia seeks Rp 4.012 trillion of investment for its 15-year development plan, with about Rp 1.786 trillion allocated for highways, ports and power stations.

Bank Muamalat sold its first Shariah-compliant debt in 2003 to mature in seven years with a variable coupon rate and indicative yield of 17 percent. This year’s offer will be its second sale. The lender was rated A, the sixth-highest investment-grade, by Fitch Ratings in 2008.

Mayora Indah said it plans to offer yields as high as 9 percent on its five-year Islamic bonds. That compares with a coupon of 13.75 percent for its debut sukuk, of the same tenor, issued in 2008. The instrument is rated AA-, the fourth-highest investment-grade level, by Pefindo Credit Rating Indonesia, a local risk assessor.

Global sukuk sales reached $11.8 billion this year from $5.2 billion in the same period of 2011, according to data compiled by Bloomberg. Offerings totaled a record $36.3 billion last year.

Islamic bonds returned 2.7 percent this year, the HSBC/Nasdaq Dubai US Dollar Sukuk index shows, while debt in emerging markets rose 4.7 percent, according to JPMorgan Chase & Co.’s EMBI Global Composite Index.

Four out of five of Indonesia’s most recent government Islamic debt auctions exceeded the sales target. The nation received bids for almost four times the Rp 1.9 trillion of securities it sold in an auction this week.

“If our issuance is oversubscribed then we may issue more than Rp 800 billion and up to Rp 1.5 trillion,” Bank Muamalat’s Hendiarto said.

Bapepam-LK has been in talks with market participants to gather feedback on how to develop Indonesia’s Shariah-compliant capital market, Etty said.

Tax incentives, more varieties of approved structures and faster processing are among the most common suggestions, she said.

“We’re committed to equality, placing Islamic products on par with conventional bonds.”

Bloomberg

Source:http://www.thejakartaglobe.com/economy/lower-yields-breathe-new-life-into-indonesias-islamic-lending/510985  - April 12, 2012

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