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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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  • Chinese property company Shui On Land has received around 1o commitments to a planned $410m loan. Several banks are still considering committing to the deal, but have not got much time left: the company plans to close the loan by the end of the month.
  • China International Marine Containers (CIMC) signed a $375m loan this week, raising more than it initially planned after getting big demand in syndication — and defying widespread scepticism about the health of Asia’s loan market this year.
  • Bankers working on the debt financing for the management buy-out of UK food retailer Iceland are waiting to see the market’s response to an LBO of CPA Global before setting terms on their deal.
  • Credit Suisse has brought one lender into a loan for Philippine Airlines backed by receivables from credit card bookings, bringing the company closer to raising the $50m or so that it wants to get from other lenders. The Swiss bank signed a bilateral deal with the airline last year, but has now moved to bring in more banks and increase the size of the transaction.
  • Krakatau Posco, a joint venture between South Korean steel company Posco and Indonesian counterpart Krakatau Steel, has signed some $1.729bn in loans backed by a pair of South Korean export-credit agencies.
  • Thailand’s state-owned energy company PTT Exploration and Production Public Corp (PTTEP) is working on the documentation for a $300m club deal, and plans to sign the loan in the middle of next month. Bank of Tokyo-Mitsubishi UFJ, Mizuho and Sumitomo Mitsui Banking Corp are lending $300m for five years, earning an all-in return of around 215bp over dollar Libor, said loans bankers.