Tuesday, March 18, 2014

NO IMMEDIATE IMPACT ON MALAKOFF POWER BERHAD’S DEBT RATINGS FROM DEFERMENT OF MALAKOFF CORPORATION BERHAD’S IPO PLAN

P R E S S  A N N O U N C E M E N T

           
FOR IMMEDIATE RELEASE

NO IMMEDIATE IMPACT ON MALAKOFF POWER BERHAD’S DEBT RATINGS FROM DEFERMENT OF MALAKOFF CORPORATION BERHAD’S IPO PLAN

MARC said today that the delay in the planned initial public offering (IPO) by Malakoff Corporation Berhad (Malakoff), the parent company of Malakoff Power Berhad (MPower), will have no immediate impact on the AA-IS/Stable and MARC-1IS/Stable ratings on MPower’s RM5.4 billion Sukuk Murabahah and RM300 million Islamic commercial papers (ICP) programme.

The ratings, which were assigned on December 4, 2013, had anticipated Malakoff’s planned IPO on Bursa Malaysia by 1H2014 with proceeds raised from the exercise to mainly fund the early redemption of Malakoff’s RM1.8 billion unrated Junior Sukuk due in 2042. Accordingly, the deferment of the planned IPO would result in a delay in the Junior Sukuk’s early redemption date. While the additional financing costs are expected to be met with available cash allocated for dividend payments from Malakoff to its wider base of shareholders post IPO, MARC is mindful of the potential impact from any prolonged delay of the IPO plan on Malakoff’s ability to refinance its RM1.3 billion equity bridging loan (EBL) provided to wholly-owned subsidiary Tanjung Bin Energy Issuer Sdn Bhd which matures in 2017. The rating agency wishes to reiterate its earlier view that the completion of the IPO is key to improving the group’s capital structure which in turn would support its proposed refinancing exercise of the EBL.

As Tanjung Bin Power Sdn Bhd (TBP), the concessionaire for the 3 x 700-megawatt coal-fired power plant in Tanjung Bin, Johor, is the main cash flow contributor to Malakoff Group and the main catalyst for Malakoff’s IPO plan, the success of its major maintenance plan commenced in July 2013 is critical towards maintaining the current ratings. Based on the latest update, the power plant has returned to normal operations; the third and final generating unit to undergo major maintenance works completed its capacity testing on March 7, 2014.

MARC views the IPO deferment would not have an immediate impact on the group’s financial metrics so long as the new listing date provides sufficient buffer for timely implementation of Malakoff’s proposed refinancing exercise. The rating agency will continue to monitor the developments with regard to Malakoff’s IPO progress and will take appropriate rating action if further elements of uncertainty are introduced into the group’s risk profile.

Contacts: Koh Shu Yunn, +603-2082 2243 / shuyunn@marc.com.my; David Lee, +603-2082 2255 / david@marc.com.my.

March 11, 2014

[This announcement is available in the MARC corporate homepage at http://www.marc.com.my]
---- DISCLAIMER ----
This communication is provided by Malaysian Rating Corporation Berhad (MARC) on the basis of information believed by MARC to be accurate and reliable as derived from publicly available sources or provided by the rated entity or its agents. MARC, however, has not independently verified such information and makes no representation as to the accuracy or completeness of such information. Any assignment of a credit rating by MARC is solely to be construed as a statement of its opinion and not a statement of fact. A credit rating is not a recommendation to buy, sell, or hold any security.

© 2014 Malaysian Rating Corporation Berhad

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