Monday, October 1, 2012

RAM Ratings reaffirms AAA rating of Sabah State Government’s bonds




Published on 28 September 2012

RAM Ratings has reaffirmed the AAA rating of the State Government of Sabah’s (“Sabah” or “the State”) RM544 million Bonds (2009/2014); the long-term rating has a stable outlook. The rating reflects Sabah’s rich natural wealth that remains key to spurring its economic growth, the State Government’s strong revenue-adjustment capacity, its healthy fiscal position, and its supportive relationship with the Federal Government. These strengths balance the challenge of unlocking Sabah’s long-term development potential.

The Bonds had been raised and issued with the approval of the Federal Government, in accordance with the requirements of the Constitution of Malaysia. Although we do not consider this approval as being tantamount to a direct guarantee by the Federal Government, we believe that support will be extended to the State Government, if required.

Sabah is endowed with a wealth of minerals, agricultural land, biodiversity and cultural heritage – which form the backbone of its economy. The primary sector (agriculture and mining) is the mainstay of the State’s economic output – contributing approximately 40% of its gross domestic product in 2010. Notably, Sabah has Malaysia’s largest area in terms of planted oil palms, accounting for 1.4 million hectares or 29% of the country’s total planted area. Furthermore, the State is an important cog of the Malaysian economy by virtue of its crude-oil production. Demand for both these primary commodities is seen to be relatively sustainable, thus providing a certain degree of resilience to Sabah’s economy. However, the State’s significant exposure to these commodities makes it somewhat vulnerable to volatile price movements. Aside from the primary sector, the services sector – which represents half of the State’s economy – is an important growth driver. The services sector, while largely tourism-driven, also caters to the increasing size and income of the State’s population.

Sabah has a long track record of budgetary discipline, as evidenced by several years of fiscal surpluses, relatively large cash reserves and its consistent ability to make interest payments as they fall due. Furthermore, the Sabah Government enjoys a stronger fiscal-adjustment capacity than its counterparts in Peninsular Malaysia. Under the Constitution, the State is accorded additional revenue sources, including import and excise duties on petroleum products, export duties on timber-related products, fees and dues from ports and harbours, and State Sales Tax. Sabah is also entitled to yearly cash payments from national oil giant Petroliam Nasional Berhad, amounting to 5% of the value of petroleum derived from Sabah.

Meanwhile, the State Government continues to enjoy a supportive relationship with the ruling Barisan Nasional coalition. From a political viewpoint, both the East Malaysian states of Sabah and Sarawak are strategically important to any party attempting to form the Federal Government, as they account for 25% of the seats in the Dewan Rakyat (or House of Representatives).

Media contact
Jason Fong
(603) 7628 1103




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