Tough bank regulations are forcing Swedish companies to seek
alternative financing sources, prompting a recent surge in
corporate bond issuance that's expected to continue this year.
This surge in bond issuance is taking advantage of interest
among investors looking for more lucrative yields than what's on
offer in the sovereign debt market.
Total bond issuance volumes in Sweden rose 15% to 363 billion
Swedish kronor ($53.5 billion) in 2011 from 2010, according to
Danske Bank. In January, the total volume soared 71% to SEK42
billion compared with the same month last year.
"There's been a high level of activity since the beginning of
the year," said Louis Landeman, head of credit analysis at Danske
Bank in Sweden, adding that companies here benefit from Sweden's
sound state finances and can often find lower borrowing rates than
their European peers.
As in Europe, Swedish corporate bonds have traditionally made up
a relatively small amount of corporate debt - about 20% versus 80%
bank loans. In the U.S., bonds make up about 50% of corporate
debt.
However, this is about to change as international financial
regulators, in the wake of the recent financial crisis, have been
rolling out tough new rules for banks' capitalization and liquidity
in order to limit risks in the financial system.
The Basel III regulatory framework, which will be implemented
over the next few years, calls for core Tier 1 capital ratios -- a
measure of financial strength -- of at least 7%, as well as
stricter rules for liquidity and funding. Because Sweden has an
unusually large banking sector compared to GDP, lawmakers here have
launched even tougher requirements, for core Tier 1 capital of at
least 12% of risk-weighted assets by 2015, in order to reduce the
economy's vulnerability.
As banks become increasingly picky about who they lend to and
start to charge higher interest, an increasing number of companies
are finding it cheaper to borrow elsewhere.
"There is a greater interest among Swedish companies to
diversify their funding. Tele2 (TEL2-B.SK), Intrum Justitia (IJ.SK)
and Northland Resources (NAU.T) are just a few of the companies
that have turned to the corporate bond market for the first time
this year," said Stefan Ericson, fixed income portfolio manager at
Carnegie Funds.
Swedish engineer Sandvik AB (SAND.SK) Feb. 21 announced the
issue of a SEK1.1 billion corporate bond, in a move to broaden its
investor base for borrowing.
"We expected to issue SEK300 million but the great interest
shown forced us to close the offer after only 3 days. There seems
to be a great interest to invest in stable companies with strong
financials," Sandvik treasurer Anders Orbom said in a
statement.
Real estate companies are, according to Erik Oberg at Swedbank
Credit Research, among the first to experience a slump in bank
funding, "mainly explained by a low level of ancillary business
needed to justify decent returns on loans."
In December, Swedish real estate companies Fabege AB (FABG.SK),
Brinova Fastigheter AB (BRIN-B.SK), Peab AB (PEAB-B.SK) and
Wihlborgs Fastigheter AB (WIHL.SK) formed a joint finance company
with the specific intention to find alternative funding. The joint
venture has so far issued a three-year SEK650 million bond, secured
by mortgages in the owner companies' real estate.
Another Swedish property company that recently turned to the
debt market is Klovern AB (KLOV.SK), which last month issued a
three-year unsecured SEK599 million bond in the Swedish market. The
bond has a variable interest of 4% over three-month Stockholm
interbank offered rate and matures in 2015.
This was followed by another three-year unsecured bond of SEK320
million at the same interest.
"Interest in other forms of financing has increased as liquidity
in the banking system has diminished," said Klovern Chief Executive
Rutger Arnhult in a statement. "We are very satisfied with the
interest in Klovern's bond and can definitely think of using this
possibility again."
High yield bonds or junk bonds, issued by speculative grade
companies, are also becoming more common in the Swedish debt
market. The high yield bonds, which give investors a higher return
on their money due to the higher risk involved, accounted for about
7% of corporate debt in Sweden in 2011, compared with 25% in the
rest of Europe, according to Danske Bank.
"We see a potential for both the high yield and real estate
sectors to continue to grow in 2012," said Landeman.
For investors, the extra money to be made from corporate bonds
compared with what they could earn on sovereign bonds, the so
called credit spread, is currently at a historically high level.
The yield on a Swedish 10-year sovereign bond currently trades at
around 1.82% compared with roughly a 5% to 8% average return on
corporate bonds, according to Carnegie Funds.
Ericson said Carnegie Funds has seen a 40% increase in their
corporate bond portfolios in the last year.
"We've had an influx of money into our corporate bond portfolios
and this has increased our purchasing power," said Ericson noting
that other Swedish pension funds are currently evaluating
increasing their exposure to corporate bonds too.
The buyers of Swedish bonds are mainly institutional investors
such as pension and bank funds. Private investors only make up a
very small part of the market. A majority of the bonds issued in
Swedish kronor are traded over the counter at the regions larger
banks and only about 40% are listed and traded at the NasdaqOMX
Stockholm exchange.
-By Christina Zander, Dow Jones Newswires +46-8-5451-3104;
christina.zander@dowjones.com
(Gustav Sandstrom and Katarina Gustafsson contributed to this
report)