Taqa seeks $1bn to refinance, expand



Abu Dhabi National Energy (Taqa), the global oil and gas investment firm, is seeking to raise up to US$1 billion (Dh3.67bn) to refinance a credit facility and help fund further expansion. A senior company official said Tuesday Taqa might issue bonds or take out loans to raise the funds. "The company does not have any immediate financial obligations but in the meantime we are looking at different options of refinancing," said Mohammed Mubaideen, the investor relations manager at Taqa. "At some point in time before our debt is due in July 2010, we might raise finance."

State and corporate issuers in the Gulf have raised more than $15bn in bonds over the past four months, including Aldar Properties, the largest property developer in Abu Dhabi, and Mubadala Development, the emirate's strategic investment arm. The Abu Dhabi Government owns 75 per cent of Taqa, which is listed on the Abu Dhabi Securities Exchange. It has an asset base of more than $23bn with investments in power generation, water desalination, upstream oil and gas, pipelines and gas storage.

It has already invested $1.5bn this year and is looking to spend another $1.5bn over the next six to nine months as the global downturn offers more opportunities to buy assets. Taqa ended its relationship with Standard & Poor's (S&P) Ratings Services this month after the agency placed it on a negative credit watch, which Taqa said did not reflect its creditworthiness. Mr Mubaideen declined to comment on whether the S&P situation would affect future fund-raising.

It also emerged yesterday that the emirate of Ras al Khaimah may offer a coupon of between 8 per cent and 8.5 per cent on its five-year Islamic bond, a banker familiar with the deal told Bloomberg. The emirate plans to sell a "benchmark-size" issue, said the banker, who did not want to be identified before the deal was completed. Benchmark issues are usually $500 million or more. Standard Chartered and BNP Paribas are managing the sale.

The Ras al Khaimah Government sold Dh1bn of Islamic bonds in its first rated sale of the securities in May last year. * with Bloomberg skhan@thenational.ae

Mercer, the investment consulting arm of US services company Marsh & McLennan, expects its wealth division to at least double its assets under management (AUM) in the Middle East as wealth in the region continues to grow despite economic headwinds, a company official said.

Mercer Wealth, which globally has $160 billion in AUM, plans to boost its AUM in the region to $2-$3bn in the next 2-3 years from the present $1bn, said Yasir AbuShaban, a Dubai-based principal with Mercer Wealth.

Within the next two to three years, we are looking at reaching $2 to $3 billion as a conservative estimate and we do see an opportunity to do so,” said Mr AbuShaban.

Mercer does not directly make investments, but allocates clients’ money they have discretion to, to professional asset managers. They also provide advice to clients.

“We have buying power. We can negotiate on their (client’s) behalf with asset managers to provide them lower fees than they otherwise would have to get on their own,” he added.

Mercer Wealth’s clients include sovereign wealth funds, family offices, and insurance companies among others.

From its office in Dubai, Mercer also looks after Africa, India and Turkey, where they also see opportunity for growth.

Wealth creation in Middle East and Africa (MEA) grew 8.5 per cent to $8.1 trillion last year from $7.5tn in 2015, higher than last year’s global average of 6 per cent and the second-highest growth in a region after Asia-Pacific which grew 9.9 per cent, according to consultancy Boston Consulting Group (BCG). In the region, where wealth grew just 1.9 per cent in 2015 compared with 2014, a pickup in oil prices has helped in wealth generation.

BCG is forecasting MEA wealth will rise to $12tn by 2021, growing at an annual average of 8 per cent.

Drivers of wealth generation in the region will be split evenly between new wealth creation and growth of performance of existing assets, according to BCG.

Another general trend in the region is clients’ looking for a comprehensive approach to investing, according to Mr AbuShaban.

“Institutional investors or some of the families are seeing a slowdown in the available capital they have to invest and in that sense they are looking at optimizing the way they manage their portfolios and making sure they are not investing haphazardly and different parts of their investment are working together,” said Mr AbuShaban.

Some clients also have a higher appetite for risk, given the low interest-rate environment that does not provide enough yield for some institutional investors. These clients are keen to invest in illiquid assets, such as private equity and infrastructure.

“What we have seen is a desire for higher returns in what has been a low-return environment specifically in various fixed income or bonds,” he said.

“In this environment, we have seen a de facto increase in the risk that clients are taking in things like illiquid investments, private equity investments, infrastructure and private debt, those kind of investments were higher illiquidity results in incrementally higher returns.”

The Abu Dhabi Investment Authority, one of the largest sovereign wealth funds, said in its 2016 report that has gradually increased its exposure in direct private equity and private credit transactions, mainly in Asian markets and especially in China and India. The authority’s private equity department focused on structured equities owing to “their defensive characteristics.”

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