Wednesday, May 20, 2015

Snapshot BII Report - 20 May 2015


Results: Government Sukuk Bond Auction

Overview

Indonesian government conducted their sukuk auctions yesterday and received incoming bids of Rp5.08 tn bids versus its target issuance of Rp2.00 tn or oversubscribed by 2.5x. However, DMO only awarded Rp2.51 tn bids for its 5mo, 1y and 26y bonds. Incoming bids were mostly clustered on front end tenors. 5mo SPN-S was sold at a weighted average yield (WAY) of 6.03781%, 1y PBS008 at 7.59510% while 26y PBS007 was sold at 8.70749%. PBS006 bid was rejected during the auction. Bid-to-cover ratio during the auction came in at 1.04X – 7.77X. Incoming bids during the auction started to incline while awarded weighted average yield for the offered asset came in higher compared to previous day closing.
Post auction, DMO announced that they will change the structure of SPN issuance in term of issuance size for 9mo and 1y SPN to Rp4 tn – Rp5 tn for each series (tenors). Between beginnings of the year till date, DMO normally absorbs Rp1 tn – Rp4 tn for each series.
Till the date of this report, Indonesian government has raised approx. Rp34.44 tn worth of debt through bond auction which represents 41.3% of the 2Q 15 target of Rp83.50 tn. On total, Indonesian government has raised approx. Rp214.6 tn worth of debt through domestic and global issuance which represent 47.5% of this year target of Rp451.8 tn. Assuming that if Indonesia government issues Rp2.00 tn during every sukuk auction in 2Q 15 then the Government needs to issue Rp14.35 tn per conventional auction (3 upcoming conventional auction in 2Q 15) to meet their target of Rp78.50 tn.

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