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ANZ New Zealand looking to borrow up to $500 million through five-year bond issue

Bonds / news
ANZ New Zealand looking to borrow up to $500 million through five-year bond issue
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ANZ New Zealand, the country's biggest bank, is seeking to borrow up to $500 million through a bond issue.

The offer, to retail and institutional (professional) investors, is of unsecured, unsubordinated fixed rate bonds.

The five-year issue has an indicative margin of 0.95% to 1.05% per annum. The interest rate investors will be paid will be the margin plus the swap rate and will be set on February 9 after a bookbuild process.

With the five-year swap rate at 4.08% at the time of writing, that could see investors paid between 5.03% and 5.13%. The five-year swap rate is down from 4.91% at the start of 2023. As a comparison, ANZ NZ's advertised, or carded, five-year term deposit rate is currently 5%. (See all banks' advertised one to five year term deposit rates here).

ANZ NZ says the money borrowed will be used for "general business purposes."

The ANZ NZ offer opens on Tuesday, February 7, and is expected to close on Thursday, February 9 with the bonds issued on February 16.

The ANZ NZ bonds are expected to be quoted on the NZX Debt Market.

The bonds will not be guaranteed by ANZ NZ's parent, the Australia and New Zealand Banking Group Ltd, or anyone else.

The minimum application amount for investors is $10,000 and in multiples of $1,000 thereafter.

See the indicative terms sheet here.

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11 Comments

I hope this is business as usual, and not because they are worried that they may have negative equity in some of their mortgage business which may result in loses?

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Yes business as usual although issuance margins seem quite high relative to history.  Shows you how much retail depositors are getting ripped off though.

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Any non-performing mortgages could be accommodated here?

ANZ's Non-Operating Holding Company......to establish a non-operating holding company and create distinct banking and non-banking groups within the organisation to assist ANZ to better deliver its strategy to strengthen and grow its core business further.

https://www.anz.com/shareholder/centre/about/anzs-non-operating-holding…

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No, thats been created to hold assets that are not required to have a banking license.  Banks are heavily regulated, this slows down and makes it hard to own a company such as MYOB inside a bank....    ANZ have said they are interested in owning finance related businesses.   They would hold them in this non banking group structure.    I suspect that they may well put a few tech startups in here etc.   maybe a home for blockchain or crypto in here as well.

Its interesting, but would make a good home to a few projects that are poor cousins inside the bank due to there non revenue creating nature at current stage. These pets often get discarded at times of profit squeeze.    Its definitely not a good bank, bad bank situation.

 

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I don't see the point for retail investors - 5 year term deposits are available between 5% and 5.3%, and have better protection than unsecured, unsubordinated fixed rate bonds.

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"bonds are expected to be quoted on the NZX Debt Market" They can be sold if need be.

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Term deposits rank equally with unsecured, unsubordinated bonds until such time as a the retail deposit government guarantee system is (if) implemented.   And even then up to $100,000 per institution.

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yep TDs rank equally until dep guarantees. These bonds could rally as rates fall as well.

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Capital raising in a recession? elephant in the room is why?

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They need to roll over existing debt as it matures and/or if they need to expand their balance sheet to fund lending growth.  If they are raising equity capital, then this may signal a different motivation.

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Hmmm... "general business purposes". That could mean they're borrowing to pay back debt, or borrowing to pay staff wages, or borrowing for almost anything at all;

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