Saturday, December 10, 2016

CGD. The recapitalisation is to close until march – the Observer

The plan presented by António Domingues to the main frame of the Caixa Geral de Depósitos provides that the recapitalisation of the bank is carried out until the end of the first quarter of 2017 simultaneously with the closing of the accounts for 2016 of the institution.

The recognition of additional losses resulting from impairment (losses) credit, equity and real estate will surpass three billion euros — the value of reference were 2,700 million euros — pushing the Box to the worst losses of its history.

An immediate consequence of the registration in 2016 these new losses, which could result in losses yearly from two thousand to 3 thousand million euros, according to figures advanced by the Express, is the Box to enter in insufficient capital to meet the ratios the minimum required for an institution of its size. Hence the absolute necessity of forward soon with the recapitalization negotiated with the European Commission and in which the current current administration of the Box, still led by António Domingues, continues to work, keeping contact with the new executive chairman, Paulo Macedo.

The first step was taken this Friday with the green light of the European Central Bank and the Bank of Portugal to the operations of reduction and capital increase that will allow us to free up the bank balance of the accumulated losses of the past in the approximate amount of the 1.4 billion euros, since that the Box has losses since 2011. This is a precondition for the bank to distribute dividends in the future, one of the conditions to be complied with in the plan negotiated and that has been seen prior to Brussels, and become more attractive to the financial markets.

The strengthening of capital in this phase is done in kind — that is, it does not involve the entry of State money – using to the such two resources: the actions of the Parcaixa (a holding instrumental created in 2008 to manage financial investments) and the conversion into capital instruments subscribed by the State in 2013, the famous Coconuts. In a statement issued this Friday, the Box confirms that the fresh money of the State and the investment of private investors in debt securities will only be made after you closed the accounts this year, so at the end of the first quarter of 2017.

The plan of recapitalization and restructuring of the bank was presented by António Domingues the heads of the Box, two days before of the president to have requested the resignation to the president of the fiscal council and the Government. At the time, it was revealed the intention of next, already with the first steps of the recapitalisation operation the very next week, the first of December. But technical issues and red tape have delayed slightly the fulfillment of this first step that has to be approved by shareholders and receive the green light from supervisors, received only at the end of this week.

The materialization of these operations of nature to the accounting this year, will also help to prevent the Box between in breach of the ratios for minimum capital, which could have a very negative impact on its financing capacity at a time of great uncertainty in the european banks, with the epicenter in Italy, where he admits to a possible intervention in the Bank Monte Dei Paschi of Siena.

According to information collected by the Observer, the administration of the Box I was prepared to close the transaction later this year, but the Government found it preferable to leave to the next year the component of public funding, which allowed us to also win the time to put on the market the debt instruments. This private placement must be made at the same time that the injection to the public.

Though demissionária, the team led by António Domingues, who is in office until the end of the year, you want to leave everything ready for the recapitalisation of Caixa Geral de Depósitos proceed within the time frame drawn.

And as far as the Observer could know, is not on the table the scenario of prolonging the process by the summer, referred to this week by the leader of the PSD. According to Pedro Passos Coelho, this delay would help to avoid the negative impact of the recapitalisation of the Box at the exit of Portugal from the Excessive Deficit Procedure (EDP). But the new waiting time could be too high a price.

To ensure capital levels are considered comfortable, above a minimum and in line with the recapitalisation plan and business, the rest of the recapitalisation will have even next in march, shortly after the closing of accounts of 2016 with its audit.

in addition To the 2,700 million euros injection from the shareholder to the public, provided in the State Budget from 2017, the Box will still need to raise 500 million euros, half the value estimated total of a thousand million euros, with private investors. This will be already a mission for the new administration led by Paulo Macedo who will implement the business plan, whose main lines have been prepared by his predecessor.

Among the measures already well-known are the output of up to 2,200 employees by 2020, the cost-cutting, the sale of the international operations in Spain, France and Brazil and the return to profits already in 2017.

In the short term, the attention of the new chairman are focused to form a team. The last name given as a right in the administration of the case is that of Maria João Carioca that have accepted the invitation. The name of the current president of the Lisbon stock exchange (Euronext Lisbon) was advanced by the business Newspaper. To confirm the return of the manager, who came out of the executive committee of Caixa to lead the bag this year, it means that He will also try to fulfill one of the requirements of the European Central Bank and that happens to include an women management.

Other names mentioned in the press are the José João Guilherme, a former administrator of the New Bank, Nuno Martins — the name of the deputy assistant secretary of State of the Treasury that was involved in the process of resolution of the Banif has been advanced by the newspaper Echo. Francis Cary (former administrator of the BESI — current Haitong) and José Brito, director of the Box, would be among the managers desired by Paulo Macedo, according to the Express.

While the invitations are being made — the Government may try to speed up the approval with the European Central Bank managers have been named, in this case of the own Paulo Macedo, before the close of the whole team. This option also passes by keep, for now, the three executive directors of the team Sunday that was not surrendered. The appointment of a new executive president would be enough to ensure a quorum in administration from 1 January, when the effective output of the seven managers who have resigned. The ECB may however want to already non-executive directors, since only Rui Vilar, remains, now in the quality of chairman.

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