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Leveraged Loans

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Despite the allure of lower loan prices, CLO managers should print deals cautiously
Software loan sell-offs and the Iran war have caused US and European loans to price differently
Leveraged loans in stressed sectors like software carry refinancing risk
LBO financing includes $5.75bn term loan to be priced early next week
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  • PetroVietnam Exploration Production Corp is to increase a planned dollar loan over the next few weeks, after finding plenty of demand in syndication. But it is still waiting for a handful of banks to join the deal before it can hit its $300m target.
  • Leveraged loan bankers were confident that the market was ready to receive a large new-money LBO after Advent said it would finance its purchase of German retailer Douglas Group with €1.03bn of senior and mezzanine loans.
  • Beijing Yeland Real Estate Development took out a tiny loan in its domestic market this week, but showed the eye-popping returns available for Chinese lenders. Chentong Financial Leasing lent the company Rmb70m ($11.2m) at a margin of 12% for only a one year deal. Bank of Communications was the lending agent.
  • DaChan Food (Asia) has completed its first international loan, raising more than three times the amount of commitments it needed to close a $50m deal.
  • Bankers expect a waiver request from Dorna Sports to go through smoothly after the company’s four largest lenders — 70% of the syndicate — approved the changes before the launch. Bookrunners Bank of Ireland and Société Générale are backstopping the remaining 30% of the loan for the Spanish sports-rights management group.
  • The syndicated loan portion of the $4.5bn financing for the expansion of aluminium smelter Emal 2 is on course to sign before the end of the year, though the bond may be pushed back until Q1 2013.