Italian Corporate Bonds

Credit Sector Report
Italian Corporate Bonds
20 December 2013
Sector View
NEUTRAL
2014 Outlook: Still in the Limelight
While the expected domestic economic recovery is still in its infancy, we believe Italian
corporates could start seeing some benefits from it in 2014. We are therefore less
concerned than previously regarding the fundamental prospects of the companies
under our coverage, expecting an overall stable credit profile in 2014. As such, we
believe Italian corporate bonds will remain in the limelight next year, with higher
spread compression potential compared with the main European benchmark credit
indices. In the IG sector, we upgrade our recommendation on EXOR’s bonds to BUY
from HOLD, and confirm our BUY recommendation on the bonds of A2A, GTECH, and
Snam. In the HY sector, we upgrade our bond recommendation on Rottapharm’s bonds
to BUY from HOLD, confirm our BUY recommendation on Enel’s and GTECH’s hybrid
bonds, downgrade our recommendation on CNH Industrial’s bonds to SELL from HOLD,
and maintain a SELL recommendation on Fiat bonds.
Corporate
Intesa Sanpaolo
Research Department
Maria Gabriella Tronconi
Credit Analyst
+39 02 8794 1117
pl
e
 Moderately Positive View on European Credit Markets in 2014. After the credit spread
rally over 2012 and 2013, the scope for further spread compression in 2014 has reduced, in
our view. However, technical and fundamental factors remain supportive, particularly the
ECB’s accommodative monetary policy, the Eurozone economic recovery, and low default
rates. In this benign environment, we believe yield-hungry investors will continue to prefer
riskier asset classes, such as peripheral vs. core corporate bonds, HY vs. IG, CDS vs. cash, and
subordinated debt vs. senior debt.
Sa
m
 Italian Corporate Bonds Still in the Limelight. While the expected domestic economic
recovery is still in its infancy, we believe Italian corporates could start seeing some benefits (or
less disadvantages) from it in 2014. As a result, we expect an overall stable credit profile for
the companies under our coverage, thus confirming our Credit View Neutral on the Italian
corporate sector generally. We highlight that most of the companies that we cover are still
committed to pursuing a greater geographic sales diversification and maintaining cash
conservation policies (cost-cutting, capex containment, prudent shareholders policies). In
addition, they present an adequate liquidity and low refinancing risk until 2016-17 on
average. On the other hand, they continue to be exposed to risks of political instability, new
fiscal austerity measures and regulatory pressures, as well as tighter lending conditions
compared to their European competitors. As such, the ratings of companies most exposed to
Italy sovereign risk remain at risk of downgrade, in our view.
 Italian Corporate Primary Market Still Lively. The Italian primary market remained lively in
2013, with 56 new bond issues for a total of EUR 26Bn, although down 9% from the record
level of 2012. Increasing bank disintermediation and domestic economic recovery should
continue to fuel the primary corporate bond market in Italy in 2014, in our view.
Investment recommendations on Italian corporate bonds
Investment Grade
BUY
A2A
EXOR
GTECH
Snam
High Yield
BUY
Enel (hybrid bond)
GTECH (hybrid bond)
Rottapharm
HOLD
Acea
Atlantia
Enel
Eni
Hera
Terna
HOLD
CIR
Finmeccanica
Wind
Note: No recommendation assigned on Telecom Italia bonds. Source: Intesa Sanpaolo Research
See page 44 for full disclosures and analyst certification
SELL
SELL
CNH Industrial
Fiat
Credit ratings
Moody’s
Acea
Baa2/N
Atlantia
Baa1/N
A2A
Baa3/N
CIR
NA
CNH Industrial Ba1/S
Enel
Baa2/N
Eni
A3/N
EXOR
NA
Fiat
Ba3/N
Finmeccanica
Ba1/N
GTECH
Baa3/S
Hera
Baa1/N
Rottapharm
B1/N
Snam
Baa1/N
Telecom Italia Ba1/N
Terna
Baa1/N
Wind
B1/N
S&P
BBB-/S
BBB+/N
BBB/N
BB/P
BB+/S
BBB/N
A/CWN
BBB+/S
BB-/S
BB+/S
BBB-/P
BBB/S
BB-/S
BBB+/N
BB+/N
BBB+/N
BB-/S
Source: rating agencies
Prices in this report updated at the close
of 18.12.2013 (unless stated otherwise).
Credit Sector Report
20 December 2013
Contents
European Corporate Bond Market
3 2013 Performance
3 2014 Outlook
4 Italy – 2014: a Year of Transition
6 Italian Corporate Bond Market
8 2013 Performance
8 2014 Outlook
9 12 Italian Corporate Primary Bond Market
15 2013 Performance
15 2014 Outlook
15 Company Section
20 e
Italian Corporate Bonds: Investment Recommendations
21
pl
ACEA: Credit View Neutral
ATLANTIA: Credit View Neutral
CIR: Credit View Neutral
m
A2A: Credit View Positive
22
23
24
CNH INDUSTRIAL: Credit View Neutral
25
ENEL: Credit View Neutral
26
Sa
ENI: Credit View Neutral
27
EXOR: Credit View Neutral
28
FIAT: Credit View Neutral
29
FINMECCANICA: Credit View Negative
30
GTECH: Credit View Positive
31
HERA: Credit View Neutral
32
ROTTAPHARM: Credit View Neutral
33
SNAM: Credit View Neutral
34
TELECOM ITALIA: Credit View Not Assigned
35
TERNA: Credit View Neutral
36
WIND: Credit View Neutral
37
Appendix 1 - Italian Corporate Bonds vs. Benchmark Index
38 2
Intesa Sanpaolo Research Department
Credit Sector Repo
ort
D
201
13
20 December
European
E
n Corpora
ate Bond
d Markett
2013 Perform
mance
Positive perfformance in
2013
In
n detail, the JPPM Corporate All Index tigh
htened by 22b
bps to 84bps YTD,
Y
driven by industrial
bo
onds (-25bps to 84bps YTD
D), which outperformed com
mpared with fin
nancial bonds (-17bps to
83
3bps). As a ressult, all the ind
dex levels are now
n
aligned, in
ndicating that the credit markets are on
th
heir way back to normalisatiion. In terms of
o maturities, tthe long-end outperformed (-32bps to
10
09bps above 10Y and -25b
bps to 92bps 7-10Y
7
bucket)), while the intermediate ten
nors of the
cu
urve underperrformed the most
m
(-16bps to 72bps 3-5 Y bucket and
d -19bps to 90bps
9
5-7Y
buckets). Amon
ng rating classees, BBB-rated bonds were th
he best perform
mers (-50bps to
t 117bps),
while
w
the AAA
A-rated bonds underperform
med the most (+4bps to 19bps), with the
e BBB-AAA
cu
urve flattening
g by 54bps YTD to 98bps. The performancce of the HY cash
c
segment was strong
in
n 2013 (-152bps Merrill Lyncch EURO HY All
A Index to 33
39bps), sustained by investorrs’ hunt for
yields, as reflectted by the outp
performance of
o the lowest raating classes (--302bps to 677
7bps “CCC
an
nd lower rated” bonds, and -199bps to 423bps B-ratted bonds), whilst
w
the BB-ra
ated bonds
underperformed
d (-128bps to 269bps). We also highlight that all the HY
H rating classes are now
po
ositioned at th
heir lowest leveel in the last 12
2 months.
Cash: HY bonds far
outperforme
ed IG bonds
Cash
h HY: ML Euro HY All, BB, B, aand CCC indices (ASW spreads)
Sa
m
pl
Cash
C
IG: JPM Co
orporate, Finan
ncial and Industrial (ASW spre
eads)
e
Th
he European ccredit marketss posted a po
ositive perform
mance in 2013
3 (spreads as at close of
18
8.12.13), supp
ported by acco
ommodative monetary policyy and gradual economic reco
overy, apart
frrom a limited sell-off in Jun
ne, spurred by investors’ feears of prema
ature Fed asse
et purchase
ta
apering.
So
ource: Intesa Sanpaolo Research elaborration on Bloomberg
g data
e: Intesa Sanpaolo Research
R
elaborationn on Bloomberg datta
Source
Also,
A
the derivaatives sector pu
ut in a positive
e performance YTD, outperfo
orming the cassh segment
in
n the IG space, while underperforming it in
n the HY spacee. In detail, the
e Crossover ind
dex was the
be
est performer among the iTraxx indices (-132bps to 307
7bps on the 5y tenor), follow
wed by the
Su
ubordinated Fiinancial index (-74bps to 137bps). Also, th
he Main indexx and the Senio
or Financial
in
ndex managed to tighten YTTD, albeit at a slower pace (--31bps to 77b
bps and -34bpss to 92bps,
re
espectively). W
We note that th
he 5Y tenor outperformed
o
tthe 10Y bucket across the board, and
th
hat all the indiices have now
w reached the lowest levels o
of the last 12 months. In ad
ddition, we
no
ote that the SSovereign Wesstern Europe index outperfo
ormed the Ma
ain index (-40b
bps YTD to
62
2bps on the 5y tenor), thus
t
positioning below it and testifying once again
n that the
no
ormalisation process is under way.
In
ntesa Sanpa
aolo Researcch Departme
ent
Crossover ind
dex best
performer in the derivativ
ve
sector
3
Credit Sector Repo
ort
D
201
13
20 December
5Y
5 SovX WE, M
Main, Crossoverr indices
5Y SovX
S
WE, Senio
or and Subordi nate financial indices
So
ource: Intesa Sanpaolo Research elaborration on Bloomberg
g data
e: Intesa Sanpaolo Research
R
elaborationn on Bloomberg datta
Source
2014 Outlook
k
Monetary po
olicies still
accommodattive, but Fed’s
start of tapering should
cause some market
m
volatility
In
n terms of fun
ndamentals, we
w highlight th
hat the mix o
of economic policies,
p
improvements in
financial stabilitty in Europe, and
a the absence of tensionss on the comm
modities marke
ets create a
be
enign context in 2014, chaaracterised by a moderate eeconomic growth without inflationary
pressure. After contracting fo
or two years, euro area GDP look set to resume growth in 2014, at
a pace of around 1%, on ou
ur economists, while inflatio
on seems likely to stay close
er to 1.0%
th
han to 2.0% in
n the next two years, althoug
gh for the euro
o area as a whole the risk of deflation is
co
ontained. Also
o, we note thatt Moody’s fore
ecasts in its ba se-case scenarrio a stable glo
obal default
ra
ate at 2.7% in November 20
014 from November 2013, an
nd from 2.8% expected at YE13,
Y
much
lo
ower than thee 4.8% historical average calculated overr the last seve
en years. This should be
driven by an improvement in Europe to 2.7%
% in Novembeer 2014, from 3.1% in November 2013
an
nd forecast of 3.3% at YE13
3, whilst a dete
erioration in th
he US to 2.7% in November 2014, from
2.4% in November 2013 and
a
forecast of 2.3% at YE13. In add
dition, we hig
ghlight the
im
mprovement o
of both the raating drift1 (-5.4% in Novem
mber, from -10.6% at YE12) and the
distressed indexx2 (7.3%, from 12.1% at YE12). Moreo
over, the outllook for comp
panies’ net
Improving fu
undamental
factors
Sa
m
pl
e
We
W expect Euro
opean credit markets
m
to remain supported by positive te
echnical and fu
undamental
fa
actors in 2014.. Among the positive
p
techniccal factors, thee monetary policies of the central banks
in
n the advanced
d economies reemain very acccommodative: rates close to zero, a comm
mitment not
to
o raise them fo
or a long time, and generous liquidity sup ply. However, monetary con
nditions will
no
ot be more favvourable than in 2013 in all countries. In t he Eurozone, it is unclear wh
hether new
sttimulus measures will be ado
opted if the ecconomic recoveery strengthen
ns. Should economic data
outline the risk of a fall backk into recession
n, however, th
he ECB could cut rates again, enhance
fo
orward guidan
nce, or launch new LTROs (possibly on thee condition of banks using th
he funds to
sttep up lending). Conversely, the Federal Re
eserve is set to
o gradually taper its securitiess purchases
to
o zero during 2
2014, although it has said it will maintain an ample supply of the mon
netary base
to
o cope with th
he system's deemands. These developmentss should proba
ably trigger a further rise
in
n medium and long-term yields on the dollar curves, wh ich in turn sho
ould be reflected in other
markets,
m
and th
he strength of investors' rea
actions after so
o many years of
o addiction to
o monetary
sttimulus is clearly an unknow
wn factor. Am
mong other po
ositive technica
al factors, we expect the
Eu
uropean prim
mary market to
t remain so
olid in 2014, supported by the persisstent bank
disintermediatio
on trend, issueers’ willingnesss to lock into low funding costs
c
benefiting from the
EC
CB’s pledge to
o keep interest rates at reco
ord lows as lon
ng as needed,, economic reccovery, and
lo
ow default ratees. We remind
d that in the IG space grosss issuance amounted to EUR
R 199Bn in
11M13 (vs. EUR
R 218Bn in FY1
12), while the HY segment r eached a record level of EUR
R 53.5Bn in
11M13 (vs. EUR
R 29.3Bn in FY12).
1
2
Rating drift = (U
Upgrades-downg
grades)/total rate
ed issuers.
Distressed Indexx = % of issuers with distressed debt (OAS or CD
DS above 1,000b
bps)/total rated issuers.
4
Inttesa Sanpao
olo Research Departmen
nt
Credit Sector Report
20 December 2013
income is strongly improving, after the decline of adjusted EPS expected in 2013 (-4.1% on the
Euro Stoxx 300), with consensus forecasting an adjusted EPS increase of 18.3% in 2014, and
13.4% in 2015 (source IBES).
Forecasts
2012
GDP (like-for-like prices, y/y)
- q/q
Private consumption
Fixed investments
Public spending
Exports
Imports
Inventories chg. (contrib., % GDP)
Current items (% GDP)
Public deficit (% GDP)
Public debt (% GDP)
Consumer prices (y/y)
Industrial output
Unemployment (%)
3-month Euribor
2013
2014
-0.6
-0.4
1.0
-1.4
-3.9
-0.6
2.7
-0.8
-0.5
1.3
-3.7
92.6
2.5
-2.4
11.4
0.6
-0.5
-3.2
0.3
1.1
0.1
-0.1
2.0
-3.2
95.9
1.4
-0.6
12.1
0.2
0.5
1.6
0.5
4.2
4.1
0.1
2.1
-2.8
97.1
1.2
3.3
12.0
0.2
2012
4Q
-1.0
-0.5
-0.5
-1.2
0.0
-0.5
-0.9
-0.2
2.5
1Q
-1.2
-0.2
-0.1
-1.9
0.3
-1.0
-1.2
0.1
0.0
2013
2Q
-0.6
0.3
0.1
0.2
0.0
2.1
1.6
-0.2
1.3
3Q
-0.4
0.1
0.1
0.4
0.2
0.2
1.0
0.3
2.2
4Q
0.3
0.2
0.0
0.2
0.1
0.7
0.9
0.1
2.0
1Q
0.7
0.2
0.0
0.2
0.1
1.3
1.1
0.0
1.9
2014
2Q
0.7
0.3
0.3
0.5
0.1
1.1
0.9
-0.1
0.0
3Q
1.1
0.4
0.2
0.7
0.1
1.1
0.9
0.0
1.4
2.3
-2.0
11.8
0.2
1.9
0.3
12.0
0.2
1.4
1.0
12.1
0.2
1.3
-0.2
12.1
0.2
0.8
0.3
12.1
0.2
0.9
0.8
12.1
0.2
1.3
1.7
12.1
0.2
1.1
1.5
12.0
0.2
e
Note: percentage changes vs. previous period, unless indicated otherwise. Source: Intesa Sanpaolo elaborations on Thomson Reuters data
Strategic View: moderately
positive
m
pl
After the credit spread rally over 2012 and 2013, the scope for further spread compression in
2014 has reduced, in our view. However, technical and fundamental factors remain supportive,
especially the ECB’s accommodative monetary policy, the Eurozone economic recovery, and low
default rates. In this benign environment, we believe yield-hungry investors will continue to
prefer riskier asset classes, such as peripheral vs. core corporate bonds, HY vs. IG, CDS vs. cash,
and subordinated debt vs. senior debt. The trend of scaling down the credit spectrum is likely to
continue, in our view, with BBB-rated bonds set to outperform again in the IG segment, and the
B/CCC-rated bonds remaining the best performer in the HY space. In terms of duration, we
believe that the intermediate maturities (3-7 years bucket) will outperform longer maturities (>7
years), due to the negative impact from an eventual interest rate hike.
Sa
On the other hand, we underline the following main risks to this favourable scenario in Europe:
1) renewed economic shock, given that the Eurozone’s recovery is still in its infancy. A negative
impact on growth could derive from lower exports due to a less favourable trend of demand
from the rest of the world (especially in emerging markets, where growth is slowing), and/or an
appreciation of the exchange rate. 2) A potential re-exacerbation of the financial crisis (less likely
today, but not impossible). In this respect, the main risk could come from the markets' reaction
to the monetary policy shift in the USA. However, the threats appear significant mostly for the
emerging countries, more dependent on foreign investors, than for advanced economies.
Intesa Sanpaolo Research Department
Main risks: renewed
economic or financial shock
5
Credit Sector Report
20 December 2013
Italy – 2014: a Year of Transition
Despite the continuing deterioration in the labour market and credit data generally, the recovery Paolo Mameli
is also materialising in Italy, although it is not as strong as in the other main Eurozone countries. Economist – Euro Area
2014 will we believe be a year of transition, from recession to a gradual "return to normality". + 39 02 8796 2128
GDP has contracted cumulatively by 4.4% over the last two years, and while the recovery looks
set to take shape, it will certainly not be spectacular. In all probability, it will not be until 20152016 before GDP growth moves to just over 1%. After contracting this year by 1.8%, GDP will
grow by 0.5% in 2014, on our estimates, with some upside risk arising from the global
economic upturn and the repayment of the Public Administration's commercial arrears.
However, the main risk relates to the possibility of early elections in 2014 rather than 2015, as in
our central scenario, which could renew pressure on country risk as there is a strong possibility
of another inconclusive result.
2013
-2.6
-0.7
0.2
0.2
0.2
0.2
0.8
0.1
-1.8
2014
-1.8
0.0
0.1
0.0
-0.1
0.7
1.4
0.3
0.5
e
Breakdown of the change in GDP: Intesa Sanpaolo simulations
2012
Previous year GDP (A)
0.6
Fiscal policy effect (B)
-3.1
Monetary policy effect (C)
0.3
Long-term rates effect (D)
0.0
Exchange rate effect (E)
-0.1
Repayment of the PA's outstanding debt (F)
0.0
Global demand (G)
0.4
Confidence (H)
-0.6
(A)+(B)+(C)+(D)+(E)+(F)+(G)+(H)
-2.6
pl
Note: the fiscal policy effect is obtained by applying augmented "Blanchard-style" multipliers (=1.1) to the changes in the cyclically
adjusted primary balance; the effect of changes in the short- and long-term rates is calculated using simulations on the OEF model;
the exchange rate and global demand effect is calculated using econometric regressions; the effect of the repayment of outstanding
debt by the PA is calculated by applying a multiplier of 0.4 to the companies suffering liquidity problems due to the payment delays;
the "confidence" effect is a "residual" variable. Source: Intesa Sanpaolo
m
The table above gives a breakdown of the expected change in GDP in 2014, compared with
2012-2013. As can be seen, the effects of economic policies and financial variables will be very
modest, based on our simulation. Growth will come from:
Sa
 Global demand. In our central scenario, global growth is expected to rise from 2.9% in 2013
to 3.6% in 2014. However, the upturn in global demand for Italian goods will be much
greater, rising to 5.2% from 2.7% this year, in particular due to the recovery in Germany and
France (13% and 11%, respectively, of total Italian exports) and the uptick in the US (7% of
Italian exports).
 Payment of the Public Administration’s arrears. On our estimates, payment of the Public
Administration's arrears totalling EUR 47Bn (which, according to the government, could be as
high as EUR 50Bn by 2014) has a positive impact of around 1.1% on GDP (0.2% in 2013,
0.7% in 2014 and a further 0.2% in 2015). At the end of November, of the EUR 27Bn
expected for the current year, funds granted or in the process of being granted to debtor
organisations amounted to EUR 24Bn, of which over EUR 16Bn had already been paid to
creditors.
 “Risk premium/confidence” effect. After the upsurge in country risk indicators, which at least
partly caused the slump in household and corporate confidence in 2012, these are likely to
have the opposite effect in 2014, in our view; indeed, in 2013 there has already been a clear
recovery in confidence indicators (precisely as a result of the easing of financial tensions). This
trend, and especially its impact on real economic activity, is likely to become more marked
during 2014, once the recovery also starts to be felt in the labour market (which will have a
positive impact on consumer confidence) and in the credit market (which will boost corporate
confidence further).
With regard to the above-mentioned factors, there appear to be upside risks to our cautious
0.5% GDP growth forecasts in 2014. However, there are also significant downside risks, with
the main one being possible renewed pressure on country risk, stemming from or relating to a
deterioration in expectations about public finances (specifically the reduction of the debt/GDP
6
The main risk weighing on
the scenario is political risk
Intesa Sanpaolo Research Department
Credit Sector Report
20 December 2013
ratio). A political crisis may also lead to increased pressure, especially if it triggers new elections,
which could see the country spiralling into a situation of ungovernability. In this regard, our
central scenario assumes that the government will remain in office for the whole of 2014, with
early elections in 2015. In our view, the Constitutional Court's recent ruling that the majority
premium (both in the House and the Senate) and the "blocked" lists in current electoral law are
unconstitutional reduces the political risk as it de facto obliges the political powers to agree on a
new voting system. As it would take at least several months to change electoral law, we believe
it is unlikely that elections will be held in 2014, given also that Italian law prohibits national
elections being held at the same time as European elections (which are on 22-25 May 2014),
and that Italy' six-month presidency of the European Union starts on 1 July. Moreover, it is
hoped that the new electoral law will enhance the future governability of Italy, which could
translate into a fall in the risk premium on the financial markets. In the time available (12-18
months), the government is also likely to attempt to walk the difficult economic tightrope
between the need to meet the 3% deficit target (which, in our view, is also at risk for 2014) and
reduce debt, as well as attempt to support the burgeoning recovery through expansionary
measures. However, there does not seem to be much room for manoeuvre in this regard given
that, on our estimates, the Stability Law has already exhausted all margins in achieving the 3%
target.
No deflation risk in sight
Next year, the biggest boost to the cycle will probably still come from foreign trade, although
we estimate that its positive contribution to GDP could slow to 0.4% (from 0.7% in 2013). This
looks likely to happen against a backdrop of improving trade flows, which will be more marked
for exports (+3.4%, given that the global demand indicator for Italian products is expected to
rise to 5.2% yoy in 2014, from 2.7% in 2013) than imports (+2.3%, due to ongoing weak
domestic demand). 2014 looks set to be the year of recovery – albeit modest – in domestic
demand, which we estimate will grow (net of inventories) by 0.2 of a percentage point in 2014,
from -2.4% in 2013 (and -4.6% in 2012). Indeed, as we see it, it could be described more as a
stabilisation than a real recovery. Moreover, unemployment (expected to continue to rise to
12.5% in 2014, from an average of 12.2% this year) will not help the recovery in household
spending. After exports, the baton of the recovery will pass to investments, which are expected
to grow by 0.7%, i.e. faster than GDP. We expect investment in machinery to grow by 1.6%
next year, whilst investment in construction will be stagnant, in our view, after a six years of
decline. Public spending will struggle to give a non-negligible contribution to GDP, as we
estimate it to remain unchanged in 2014, following a 0.2% decline this year.
Main GDP growth
components
Sa
m
pl
e
As regards the inflation scenario, we think that 2014 will be very similar to 2013, i.e. a year of
low inflation (with CPI closer to 1% than to 2%), but certainly not one of deflation. In our
opinion, a deflationary risk would only materialise in the event of strong supply-side shocks (a
marked fall in commodities prices, which is not included in our central scenario on commodities,
and which would therefore be positive for real activity), or if the embryonic recovery were
aborted at birth. Our estimate is for average inflation of 1.3% in 2014 (from 1.2% national and
1.3% harmonised in 2013).
Macro forecasts - Italy
GDP (2005 prices, yoy)
qoq
Household Consumption
Public Consumption
Investments
Imports
Exports
Chg. Inventories (contrib., %
GDP)
Current account (% GDP)
PA Balance (% GDP)
Debt (% GDP)
Consumer Prices (yoy)
Industrial Production
Unemployment (%)
0.1
0.0
0.7
2.3
3.4
-0.1
1Q
-2.5
-0.6
-0.5
0.1
-2.9
-0.5
-1.2
0.4
2013
2Q
-2.2
-0.3
-0.5
0.0
0.0
-0.7
0.7
-0.4
3Q
-1.8
0.0
-0.2
0.0
-0.6
2.0
0.7
0.5
4Q
-0.8
0.1
0.0
0.0
0.3
-0.2
0.8
-0.2
1Q
0.0
0.2
0.1
0.0
0.2
0.7
0.8
0.0
1.0
-3.0
135.1
1.3
1.3
12.5
1.9
0.1
11.9
1.2
-0.7
12.1
1.1
-0.7
12.3
0.6
0.8
12.5
0.7
0.3
12.6
2012
2013
2014
-2.6
-1.8
0.5
-4.2
-2.6
-8.4
-7.5
1.9
-0.6
-2.5
-0.2
-5.4
-2.6
0.1
-0.2
-0.6
-3.0
127.0
3.0
-6.4
10.8
0.5
-3.0
133.1
1.2
-3.1
12.2
2014
2Q
0.5
0.2
0.2
0.0
0.3
0.4
0.9
-0.1
3Q
0.8
0.3
0.2
0.0
0.5
0.7
1.0
-0.1
4Q
1.0
0.3
0.3
0.1
0.3
1.0
1.0
0.0
1.1
0.7
12.6
1.2
0.6
12.5
2.1
0.2
12.4
Note: Percentage change on the previous period, unless otherwise stated. Source: Intesa Sanpaolo calculations on Thomson Reuters-Datastream data.
Intesa Sanpaolo Research Department
7
Credit Sector Repo
ort
D
201
13
20 December
Ittalian Co
orporate Bond Market
2013 Perform
mance
Italian corporate bonds
outperforme
ed in the IG cash
segment, wh
hile their
performance
e was mixed in
n
the HY space
e
pl
e
In
n the IG cash ssegment, the main Italian non-financial
n
co
orporate bond
ds (see Appendix 1) have
outperformed ttheir European
n competitors in
i 2013 (-42bp
ps to 110bps for the JPM In
ndustrial All
in
ndex for BBB-raated bonds), with
w EXOR’s 06
6/17 bond, ressulting as the best
b
performerr under our
co
overage (-140b
bps YTD), follo
owed by A2A’ss 11/16 bond (-132bps), and
d ACEA’s 03/2
20 (-127bps
bo
oth). In contraast, ENI’s bond
ds were the worst
w
performeers among Italian IG notes (-23bps on
avverage), due to
o their lower beta
b
and highe
er rating, altho
ough they still outperformed
d compared
with
w the JPM U
Utility All indexx for A-rated bonds
b
(-15bps to 76bps). Alsso, Terna’s bonds lagged
be
ehind their Itaalian peers (-44
4bps on avera
age), and also were the onlyy underperform
mers in our
co
overage compaared with their European co
ompetitors (-61
1bps JPM Utilitty All index for BBB-rated
bo
onds 116). In tthe HY cash seegment, the performance
p
off the Italian co
orporate bondss under our
co
overage was m
mixed. In partiicular we high
hlight that Win
nd’s 02/18 sen
nior bond (-46
64bps YTD)
was
w the best p
performer in the HY space
e, followed byy Fiat’s bondss (-170bps on
n average),
outperforming by far their European peerss in 2013 (-12
28bps ML Eurro HY BB-rated
d bonds to
26
69bps). Howevver, the fallen angel Telecom
m Italia underpeerformed the most
m
(+19bps on average
YTD), due to th
he downgradee to HY statuss in Novemberr and the entrry of its bondss in the HY
in
ndex at the beginning of December. We also
a note that Rottapharm (-7bps YTD), Fin
nmeccanica
(-16bps on aveerage), and CNH
C
Industrial’s bonds (-67
7bps on avera
age) all underperformed
co
ompared with
h their Europeean peers (-127bps ML Eu
uro HY BB-ratted bonds). In
n terms of
su
ubordinated debt, we note that Wind’s 07/17
0
bond w
was the best performer
p
(-652bps YTD),
fo
ollowed by GTTECH’s 2066 hybrid bond (-216bps),
(
whiilst Telecom Ittalia’s 2073 hybrid bond
underperformed
d (-68bps sincee its launch date on 13 Marcch).
Atlantia’s and Enel’s 5Y CD
DS
outperforme
ed Main YTD
m
n the IG derivaative segment, we highlight that Atlantia’ss 5Y CDS (-101bps YTD) and
d Enel’s 5Y
In
CDS (-95bps) o
outperformed both Italy’s 5Y
Y CDS (-87bp
ps, although slightly
s
due to their high
exxposure to thee domestic maarket), and especially the iTTraxx Main Ind
dex (-31bps). In contrast,
EN
NI’s 5Y CDS (-31bps) perrformed in lin
ne with the Main index, whilst underperforming
significantly Italy’s 5Y CDS. Note
N
that all th
he Italian IG ccorporates currrently have a higher
h
CDS
co
ompared with Main, althoug
gh they trade well
w inside the Italian sovereig
gn 5Y CDS.
Currrent IG corpora
ate 5Y CDS vs. 55Y Main (bps)
Sa
Change
C
in IG co
orporate 5Y CD
DS vs. 5Y Main in 2013-YTD (b
bps)
So
ource: Intesa Sanpaolo Research elaborration on Bloomberg
g data
Source
e: Intesa Sanpaolo Research
R
elaborationn on Bloomberg datta
Also
A
in the HY
Y derivative secctor, the perfo
ormance of H
HY Italian issue
ers was mixed
d. In detail,
Wind’s
W
5Y CDSS (-523bps YTTD) strongly outperformed tthe Crossover index (-132bp
ps), due to
po
otential debt rrestructuring by
b the parent company
c
Vimp
pelcom. In con
ntrast, Telecom
m Italia’s 5Y
CDS resulted as the worst performer (-4bp
ps YTD), due to the deterio
orating credit profile and
ra
ating downgraade to junk levvel, as well as to technical s pread pressure
e given the exxit from the
Main
M
index and
d the entry in the Crossoverr Index in Marrch 2013. Morreover, we hig
ghlight that
CIR’s, Fiat’s, and Wind’s 5Y CDS
C
trade outtside the 5Y C
Crossover indexx, while CNH Industrial’s,
Te
elecom Italia’s and Finmeccanica’s 5Y CDS trade inside itt.
8
Wind’s 5Y CD
DS strongly
outperforme
ed among HY,
whilst Teleco
om Italia
underperform
med the mostt
Inttesa Sanpao
olo Research Departmen
nt
Credit Sector Repo
ort
D
201
13
20 December
Change
C
in HY ccorporate 5Y CD
DS vs. 5Y Crosssover in 2013 (b
bps)
Currrent HY corporate 5Y CDS vs. 5Y Crossover (bps)
(
So
ource: Intesa Sanpaolo Research elaborration on Bloomberg
g data
e: Intesa Sanpaolo Research
R
elaborationn on Bloomberg datta
Source
2014 Outlook
k
Recovery exp
pected in 2014
4
pl
e
After
A
two yearss of recession, our economists expect thee Italian econo
omy to recove
er in 2014,
allbeit at a mod
derate pace (+
+0.5%), mainlyy driven by fo
oreign trade an
nd the repaym
ment of the
Pu
ublic Administtration's comm
mercial arrears (see dedicate d section). Ho
owever, the main risks to
th
he domestic reecovery relate to
t the possibility of early eleections in 2014
4 instead of 20
015, as per
our economists’’ central scenaario, which cou
uld renew presssure on country risk as there
e is a strong
po
ossibility of another inconclu
usive result.
Positive
A2
2A
GTEC
CH
Neutral
Acea
Atlantia
Enel
ENI
EXOR
Hera
Snam
Terna
Neutral
CIR
CNH Industrial
Fiat
Rottapharm
Wind
Credit View Neutral
N
unchanged
Negative
Sa
Credit
C
View on issuers covere
ed
Investment grade
m
While
W
the expected domesttic economic recovery is sstill in its infa
ancy, we believe Italian
co
orporates could start seeing
g some beneffits (or less diisadvantages) from it in 20
014. In this
co
ontext, we co
onfirm our Creedit View Neu
utral on the avverage of the Italian corporrate issuers
under our coverrage, maintain
ning 13 Credit View Neutral, 1 Credit View
w Negative (Finmeccanica)
an
nd 2 Credit Vieew Positive (A2
2A and GTECH
H), as shown in
n the table belo
ow.
High Yield
Positive
Negative
Finmeccanica
F
No
ote: Credit View on Telecom Italia is not assigned. Source: Intesa Sanpaolo Ressearch
We
W highlight th
hat most of thee companies th
hat we cover a re reacting to the challengin
ng domestic
ecconomic weakkness by focusing on cost-cuttting actions a nd greater geo
ographic diverssification of
sa
ales. In addition, we note thaat Italian corpo
orates on averaage have main
ntained adequa
ate liquidity
an
nd we expect low refinancin
ng risk until 20
016-17, becausse of sound prre-funding don
ne in 201213
3, taking advantage of the favourable conditions on the bond market, with total gro
oss issuance
allready able to
o cover bond maturities in 2014-15. Und
der our coverrage, we highlight some
re
efinancing risk in 2015 only for Fiat (exclu
uding Chrysler)) and CNH Ind
dustrial, while the bulk of
Ita
alian corporatees present som
me refinancing risk in 2016-1
17, on our estimates (see table on next
pa
age). Furtherm
more, we believe that on average the companies’ financial policcy remains
co
onservative, w
with most of the issuers under coveragee still committted to diversifying their
In
ntesa Sanpa
aolo Researcch Departme
ent
Low refinanccing risk until
2016-17 on average,
a
some
e
refinancing risk
r
in 2015 on
nly
for Fiat, and CNH Industria
al
9
Credit Sector Report
20 December 2013
financial sources (loan-to-bond transition) and lengthening the average life of debt, which is
supportive of their credit profiles. We also believe that, given the fragile economic recovery,
companies cannot afford to re-leverage their balance sheet yet, thus maintaining a cash
conservation attitude in terms of new capital expenditure, shareholders remuneration (dividend
pay-out and share buyback programme) and M&A deals. One exception, could be ENI, which is
engaged in a high capex plan, typical of the Oil & Gas industry, and plans a share repurchase
programme of up to EUR 6Bn in the next few years.
Year of Refinancing Risk by Company
2015
CNH Industrial
Fiat (excl. Chrysler)
2016
Acea
A2A
Enel
GTECH
Hera
Snam
2017
Atlantia
Enel
Eni
EXOR
Finmeccanica
Terna
Wind
>2017
CIR
Rottapharm
Telecom Italia
Source: Intesa Sanpaolo Research estimates on Company data
Most of the ratings
remain at risk of
downgrade if Italy’s
rating is cut
pl
e
However, we note that most of the companies under our coverage still present a high exposure
to Italy country risk. As a result, their credit profiles could continue to be affected by weak
private consumption and risk of regulatory changes in the regulated businesses (such as utilities,
motorways, and telecommunications). We also highlight the negative impact of the still higher
refinancing costs than their core European competitors, due to Italy country risk and tight
lending standards applied by Italian banks, albeit that conditions have gradually improved in
2013. As such, we expect the ratings of companies most exposed to Italy sovereign risk to
remain at risk of downgrade due to the concentration of revenues in Italy and/or in regulated
sectors.
Strengths
Weaknesses
  Weak Italian economy, although expected to recover in
m
 Adequate liquidity and low refinancing risk in 2014-15.
 Conservative financial policy (dividend and capex cuts).
 Focus on cost-cutting and restructuring actions.
Sa
 Greater geographic diversification of sales.
 Supportive technical factors (2014-15 maturities already
covered by 2013 issuance).
2014-15.
 Pressure on ratings of companies more exposed to Italy
sovereign risk.
 Cost of funding still high, although improving, weighed by
sovereign debt risk premium and tight lending standards
applied by Italian banks.
 Long term political stability is uncertain.
We remind that on 13 December, S&P affirmed Italy’s rating at BBB, with a negative outlook,
reflecting what it saw as a one-in-three chance of downgrade in the next 12 months. S&P said it
could lower the rating if the government cannot implement policies that would help to restore
growth and keep debt indicators from deteriorating beyond its current expectations. Similarly,
sustained delays in effectively addressing some of the rigidities in Italy's labour, services, and
product markets, which have been holding back growth, could put downward pressure on the
ratings. Also a downward revision of S&P’s assessment of Italy's institutional and governance
effectiveness could lead to a rating downgrade by one notch or more, depending on the severity
of the circumstances. On the other hand, S&P said it could revise the outlook to stable if the
government was to implement structural reforms to the labour, product, and service markets
that would be likely to shift the Italian economy to a higher level of growth.
In December, S&P affirmed
Italy’s rating at
BBB/negative
On 29 October, Moody’s affirmed Italy’s rating at Baa2, with a negative outlook. The negative
outlook reflects its view of: 1) Italy's subdued economic outlook; 2) the negative outlook on
Italy's banking system; and 3) the risk that the Italian sovereign might lose investor confidence
and, ultimately, access to private debt markets. Moody’s would consider downgrading Italy's
In October, Moody’s
affirmed Italy’s rating at
Baa2/negative
10
Intesa Sanpaolo Research Department
Credit Sector Report
20 December 2013
rating in the event of additional deterioration in the country's economic prospects, a decrease in
its primary surplus, and/or a need for a significant recapitalisation of banks by the government.
A deterioration in the sovereign's funding conditions would also put downward pressure on
Italy's rating. On the other hand, Moody’s said it would consider moving the outlook on Italy's
sovereign rating to stable in the event that further economic and labour market reforms were
successfully implemented and led to an effective strengthening of the growth prospects of the
Italian economy. Moreover, a sustained reversal of the upward trajectory of Italy's general
government debt-to-GDP ratio against the backdrop of a resumption of growth, which would
make public-sector finances less vulnerable to volatile funding conditions, would be credit
positive, in Moody’s view.
In October, Fitch affirmed
Italy’s rating at
BBB+/negative
pl
e
On 25 October, Fitch affirmed Italy’s BBB+ rating, with a negative outlook. The negative outlook
reflects the following risk factors that may it said result in a downgrade of the ratings: 1)
economic and fiscal outturns that reduce confidence that gross general government debt
(GGGD) will be placed on a firm downward path from 2014-15; 2) a new bout of political
turmoil resulting in paralysed economic and fiscal policies, failure to comply with the
constitutional and EU requirement of a balanced budget; 3) a deeper and longer recession
would likely undermine the fiscal consolidation efforts and increase contingent risks from the
financial sector, and could also weaken the political support for the consolidation path; and 4)
significant public recapitalisation needs of the financial sector. On the other hand, future
developments that may in Fitch’s view lead to a stabilisation of the outlook include: 1) a
sustained economic recovery that supports ongoing fiscal consolidation; 2) confidence that the
GGGD has peaked and will be on a firm downward path; and 3) further structural reforms that
enhance the competitiveness and growth potential of the Italian economy.
Prevalence of negative
outlook on Italian
companies’ ratings under
coverage
m
Considering the ratings issued by S&P and/or Moody’s on the 17 Italian issuers under our
coverage, we note that there are 18 negative outlooks, one rating under review for downgrade
(ENI by S&P), 11 stable outlooks and only two positive outlooks by S&P on CIR’s and GTECH’s
ratings. Although after the formation of the Letta government pressure for a rating downgrade
of Italy has abated, in our view, for illustrative purposes only, we have simulated the impact of
an eventual one-notch sovereign downgrade on the ratings of the issuers that we cover (see
table below).
Sa
Simulation Table: impact on ratings of companies that we cover of a one-notch downgrade of Italy's rating
Issuer
Current rating
Simulated Rating
Impact of a one-notch sovereign downgrade
Moody's
S&P
Moody's S&P
Italy
Baa2/N
BBB/N
Baa3
BBBOne-notch downgrade
Acea
Baa2/N
BBB-/S
Baa3
BBBAutomatic one-notch downgrade by Moody’s; greater pressure by S&P
Atlantia
Baa1/N
BBB+/N
Baa2
BBB+
Automatic one-notch downgrade by Moody’s; greater pressure by S&P
A2A
Baa3/N
BBB/N
Baa3
BBBAutomatic one-notch downgrade by S&P
CIR
NR
BB/P
NR
BB
No direct impact
CNH Industr.
Ba1/S
BB+/S
Ba1
BB+
No direct impact
Enel
Baa2/N
BBB/S
Baa3
BBBAutomatic one-notch downgrade by Moody’s; greater pressure by S&P
Eni
A3/N
A/CWN
Baa1
A
Automatic one-notch downgrade by Moody’s, greater pressure by S&P
EXOR
NR
BBB+/S
NR
BBB+
No direct impact
Fiat
Ba3/N
BB-/S
Ba3
BBNo direct impact
Finmeccanica
Ba1/N
BB+/S
Ba1
BB+
No direct impact
GTECH
Baa3/S
BBB-/P
Baa3
BBBNo direct impact
Hera
Baa1/N
BBB/S
Baa2
BBB
Automatic one-notch downgrade by Moody’s
Rottapharm
B1/N
BB-/S
B1/S
BB-/S
No direct impact
Snam
Baa1/N
BBB+/N
Baa2
BBBAutomatic one-notch downgrade by Moody’s and S&P
Telecom Italia
Ba1/N
BB+/N
Ba1
BB+
No direct impact
Terna
Baa1/N
BBB+/N
Baa2
BBB
Automatic one-notch downgrade by Moody’s and S&P
Wind
B1/N
BB-/S
B1
BBNo direct impact
Note: NR = not rated; N = Negative; P = Positive; S = Stable; *- = rating under review for downgrade. Source: rating agencies, Intesa Sanpaolo Research Department elaboration
Intesa Sanpaolo Research Department
11
Credit Sector Report
20 December 2013
Italian Corporate Bonds: Investment Recommendations
After the Italian corporate bonds rally in 2013, we believe that the performance in 2014 could
still be positive but is likely to be at a slower pace. In a benign context (economic recovery, low
default rates, and accommodative ECB monetary policy), we are less concerned over the
fundamental prospects of the companies under our coverage, expecting an overall stable credit
profile in 2014, except for Fiat (risk event linked to Chrysler’s minority buyout) and Finmeccanica
(high execution risk on restructuring and asset disposals, in a negative A&D context). As a result,
we believe that Italian corporate bonds will remain in the limelight, as they still offer a spread
premium compared with the main European benchmark credit indices, which should continue to
further compress, in our view. We select our best and worst picks following two main drivers:
2014: focus on yield
1) Sound credit metrics: stable/improving credit profile.
2) Spread premium vs. European benchmark credit indices.
IG: BUY A2A’s, GTECH’s,
EXOR’s and Snam’ senior
bonds
Sa
m
pl
e
In the IG sector, we confirm our BUY recommendation on A2A, GTECH, and Snam senior
bonds, and upgrade our recommendation on EXOR’s bonds to BUY from HOLD, based on their
sound fundamentals and still attractive spreads compared with European peers in their
respective industries. In detail, we confirm our BUY recommendation on A2A’s bonds, as they
are still attractive compared with the corresponding JPM Utility indices for BBB-rated bonds, and
also compared with the bonds of Italian peers Acea and Hera. Whilst GETCH’s bonds have
outperformed this year to date, we maintain our BUY recommendation, because they remain
attractive compared with JPM Consumer non-cyclical indices for Euro BBB-rated bonds at
corresponding maturities, taking also into account the company’s de-leveraging target, and its
intention to refinance its financial structure well in advance in order to achieve a lower cost of
debt. We also confirm our BUY recommendation on Snam’s bonds, given the company’ solid
operating profile sustained by a favourable regulatory framework, continuing to prefer them to
Terna’s bonds, due to Snam’ steeper cash curve on longer maturities, despite aligned ratings
and similar fully-regulated business. Flushed with EUR 2.5Bn in liquid assets, EXOR’s future
investment strategy remain uncertain. However, given its conservative track record and
commitment to maintain a solid investment rating, we believe the company is not willing to
jeopardise its credit profile with riskier investments. As a result, we upgrade our
recommendation on EXOR’s 2017 bond to BUY from HOLD, continuing to prefer it to CNH
Industrial’s 2018 bond. In addition, we confirm our HOLD recommendation on the bonds of all
the other IG issuers that we cover, because we believe that they are fairly priced compared with
their European peers.
Investment recommendations on Italian corporate senior bonds
Investment Grade
BUY
HOLD
A2A
Acea
GTECH
Atlantia
EXOR
Enel
Snam
Eni
Hera
Terna
High Yield
BUY
HOLD
Rottapharm
CIR
Finmeccanica
Wind
SELL
SELL
CNH Industrial
Fiat
Note: No recommendation assigned on Telecom Italia bonds; Source: Intesa Sanpaolo Research
In the HY sector, we upgrade our recommendation on Rottapharm’s bond to BUY from HOLD,
as we believe that spreads are attractive, in anticipation that the company’s 4Q13 figures
confirm a stabilisation of operational performance. On the other hand, we downgrade our
recommendation on CNH Industrial’s bonds to SELL from HOLD, given their tight valuations
compared with ML Euro HY index for BB-rated bonds, despite the fact that rating agencies have
ruled out an upgrade to investment grade in the short term. We also confirm our SELL
recommendation on Fiat’s bonds in view of ratings downgrade risk in case of a debt-financed
12
HY senior bonds: BUY
Rottapharm bonds, SELL
CNH Industrial and Fiat
bonds
Intesa Sanpaolo Research Department
Credit Sector Report
20 December 2013
Chrysler’s minority buyout, expectations of negative FCF of Fiat standalone until 2015-16, and
restricted access to Chrysler’s liquidity.
In subordinated bonds, we confirm our BUY recommendation on Enel’s and GTECH’s hybrid
bonds, as we continue to believe that they are still attractive compared with ML EURO HY BBrated bonds. In addition, for HY investors comfortable with subordinated debt exposure, we
recommend switching to hybrid bonds from the senior bonds of the same issuers, as we expect
an outperformance of the former, given the higher yields offered.
Investment recommendations on Italian corporate subordinated bonds
High Yield
BUY
HOLD
Enel
Wind
GTECH
HY sub bonds: BUY Enel
and GTECH’s hybrid bonds
SELL
Note: No recommendation assigned on Telecom Italia bonds; Source: Intesa Sanpaolo Research
In the derivatives segment, we recommend buying CNH Industrial’s and Fiat’s 5Y CDS expecting
them to underperform compared with the Crossover index. On the other hand, we continue to
recommend selling 5Y protection on CIR, expecting an outperformance compared with the
Crossover index.
SELL
BUY
CNH Industrial
Fiat
pl
High Yield
HOLD
Atlantia
Enel
Eni
HOLD
Finmeccanica
Wind
e
Investment recommendations on Italian corporate CDS
Investment Grade
BUY
CDS: BUY CNH Industrial
and Fiat’s 5Y CDS, SELL CIR’s
5Y CDS
SELL
CIR
Note: No recommendation assigned on Telecom Italia bonds; Source: Intesa Sanpaolo Research
m
We finally confirm our relative value recommendations (see table on next page) among the
different bonds of the same issuer, in view of existing spread misalignments along the maturity
curve of Atlantia, Enel, Eni, Fiat and Finmeccanica.
Investment recommendations - NEW
Date
Bond/CDS
Type Spread Rate Buy/
Sell
Industrial
20.12.13 EXOIM 5 3/8 06/12/17
Sen
ASW
FX BUY
137.6
137.6
0.0
20.12.13 EXOIM 5 3/8 06/12/17
JPM Industrial BBB 3-5Y
Sen
Sen
ASW
ASW
FX BUY
FX SELL
137.6
89.7
137.6
89.7
0.0
0.0
0.0
High Yield
20.12.13 ROTPHA 6 1/8 11/15/19
Sen
ASW
FX BUY
406.0
406.0
0.0
20.12.13 ROTPHA 6 1/8 11/15/19
ML Euro HY BB
Sen
Sen
ASW
ASW
FX BUY
FX SELL
406.0
267.0
406.0
267.0
20.12.13 ML Euro HY BB
FIAT 6 7/8 02/13/15
Sen
Sen
ASW
ASW
FX BUY
FX SELL
267.0
202.8
267.0
202.8
20.12.13 ML Euro HY BB
CNH 6 1/4 03/09/18
Sen
Sen
ASW
ASW
FX BUY
FX SELL
267.0
192.5
267.0
192.5
20.12.13 CDS 5Y Fiat
Crossover 5Y
CDS
Sen
ASW
ASW
FX BUY
FX SELL
347.3
293.0
347.3
293.0
20.12.13 CDS CNH Industrial
Crossover 5Y
CDS
Sen
ASW
ASW
FX BUY
FX SELL
194.3
293.0
194.3
293.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
0.0
Sa
Entry Current Pick-up
level
level1
Status
Comment
NEW Investment recommendation open in the expectation
of a tightening of the ASW spread
NEW Switch open in the expectation of an
outperformance of EXOR 2017 bond vs. JPM
Industrial index BBB-rated bonds, 3-5y
NEW Investment recommendation open in the expectation
of a tightening of the ASW spread
NEW Switch open in the expectation of an
outperformance of Rottapharm 2019 bond vs. ML
Euro HY BB-rated bonds
NEW Switch open in the expectation of an
underperformance of Fiat 02/15 bond vs. ML Euro
HY BB-rated bonds
NEW Switch open in the expectation of an
underperformance of CNH 03/18 bond vs. ML Euro
HY BB-rated bonds
NEW Switch open in the expectation of an
underperformance of Fiat’s 5Y CDS vs. Crossover 5Y
index
NEW Switch open in the expectation of an
underperformance of CNH Industrial’s 5Y CDS vs.
Crossover 5Y index
Note: FX = fixed rate. 1) "Current level" at the open of 20.12.2013. Source: Intesa Sanpaolo Research elaboration on Bloomberg data
Intesa Sanpaolo Research Department
13
Credit Sector Report
20 December 2013
Investment recommendations - OPEN
Date
Bond/CDS
Type Spread Rate Buy/
Sell
Entry Current Pick-up
level
level1
Status
OPEN Switch open on the expectation of an alignment in
the ASW gap
Sen
Sen
ASW
ASW
FX BUY
FX SELL
76.6
46.9
65.8
53.8
24.10.13 AEMSPA 4 3/8 01/10/21
HERIM 3 1/4 10/04/21
Sen
Sen
ASW
ASW
FX BUY
FX SELL
195.3
134.4
174.1
128.4
24.10.13 SRGIM 3 3/8 01/29/21
ATLIM 2 7/8 02/26/21
Sen
Sen
ASW
ASW
FX BUY
FX SELL
137.4
121.1
110.2
113.7
04.10.13 AEMSPA 4 1/2 11/28/19
HERIM 4 1/2 12/03/19
Sen
Sen
ASW
ASW
FX BUY
FX SELL
216.0
129.5
161.2
116.4
03.10.13 AEMSPA 4 1/2 11/28/19
Sen
ASW
FX BUY
216.0
161.2
10.8
6.9
17.8
21.2
-6.0
15.2
27.2
-7.4
19.8
54.8
-13.1
41.6
54.8
19.09.13 ENELIM 6 1/2 01/10/74
Sen
ASW
FX BUY
448.3
378.0
70.3
19.09.13 ENELIM 5 5/8 06/21/27
ENELIM 3 5/8 04/17/18
Sen
Sen
ASW
ASW
FX BUY
FX SELL
253.9
140.5
198.9
109.1
19.09.13 ATLIM 3 5/8 11/30/18
ATLIM 3 3/8 09/18/17
Sen
Sen
ASW
ASW
FX BUY
FX SELL
135.0
95.9
124.3
91.6
19.09.13 ATLIM 5 5/8 05/06/16
HERIM 4 1/8 02/16/16
Sen
Sen
ASW
ASW
FX BUY
FX SELL
85.3
70.1
79.6
65.7
05.09.13 ENELIM 4 7/8 02/20/18
ENELIM 3 5/8 04/17/18
Sen
Sen
ASW
ASW
FX BUY
FX SELL
188.8
148.7
146.0
109.1
11.07.13 AEMSPA 4 3/8 01/10/21
ACEIM 4 1/2 03/16/20
Sen
Sen
ASW
ASW
FX BUY
FX SELL
253.6
247.6
174.1
148.2
28.05.13 AEMSPA 4 1/2 11/28/19
ACEIM 4 1/2 03/16/20
Sen
Sen
ASW
ASW
FX BUY
FX SELL
194.7
222.0
161.2
148.2
16.01.13 SRGIM 5 1/4 09/19/22
TRNIM 4 3/4 03/15/21
Sen
Sen
ASW
ASW
FX BUY
FX SELL
186.8
136.0
124.9
103.8
54.9
-31.4
23.5
10.7
-4.3
6.4
5.7
-4.5
1.3
42.8
-39.6
3.2
79.5
-99.4
-19.9
33.5
-73.8
-40.3
61.9
-32.2
29.7
Industrial
07.11.13 EXOIM 5 3/8 06/12/17
CNH 6 1/4 03/09/18
Sen
Sen
ASW
ASW
FX BUY
FX SELL
180.4
176.0
135.8
192.1
44.6
16.1
60.7
OPEN Switch open given the higher ASW spread and YTM
of Snam 01/21 bond vs. Atlantia 02/21 bond, despite
aligned ratings
OPEN Trading idea opened on the expectation of a
narrowing of the ASW gap
OPEN Trading idea opened on the expectation of a
narrowing of the gap spread with the JPM Utilities
Index (BBB, 5-7y)
OPEN Trading idea open on the expectation of a further
ASW tightening
OPEN Switch open in the expectation of a flattening in
Enel's maturity curve
OPEN Switch open in the expectation of a narrowing of the
ASW gap
OPEN Switch open in the expectation of an inversion of the
ASW gap, given a one-notch better rating of Atlantia
vs. Hera at S&P
OPEN Switch open in the expectation of a narrowing in the
ASW gap
OPEN Switch open as we expect the former to outperform
in terms of ASW spread due to its improving credit
metrics
OPEN Switch open on the expectation for a further
tightening in AEM 4 1/2 11/19 ASW spread against
ACEA, supported by ongoing deleveraging
OPEN Switch open given the higher ASW spread and YTM
of Snam 5 1/4 09/22 bond vs. Terna 4 3/43/21 bond
pl
m
Sa
18.09.13 GTKIM 5 3/8 02/02/18
JPM Cons. non-cyc. BBB 3-5y
Sen
Sen
ASW
ASW
FX BUY
FX SELL
137.2
71.3
123.3
79.9
13.9
8.6
22.5
High Yield
12.12.13 ROTPHA 6 1/8 11/15/19
FIAT 6 3/4 10/14/19
Sen
Sen
ASW
ASW
FX BUY
FX SELL
410.6
389.7
406.0
386.7
12.12.13 CIRIM 5 3/4 12/16/24
FNCIM 4 7/8 03/24/25
Sen
Sen
ASW
ASW
FX BUY
FX SELL
332.0
263.2
341.2
261.9
2.12.13
Sen
Sen
ASW
ASW
FX BUY
FX SELL
311.3
269.5
295.2
261.9
21.11.13 CDS 5Y CIR
21.11.13 Crossover 5Y
CDS 5Y CIR
CDS
Sen
CDS
ASW
ASW
ASW
FX SELL
FX BUY
FX SELL
405.0
332.0
405.0
350.0
291.5
350.0
07.11.13 FNCIM 5 1/4 01/21/22
FNCIM 4 7/8 03/24/25
Sen
Sen
ASW
ASW
FX BUY
FX SELL
296.9
257.0
301.3
261.9
18.04.13 FIAT 7 3/8 07/09/18
FIAT 5 5/8 06/12/17
Sen
Sen
ASW
ASW
FX BUY
FX SELL
507.6
424.2
364.6
303.1
4.6
-3.0
1.6
-9.2
-1.3
-10.6
16.0
-7.6
8.5
55.0
-40.5
55.0
14.5
-4.5
4.9
0.4
143.0
-121.1
22.0
FNCIM 4 1/2 01/19/21
FNCIM 4 7/8 03/24/25
OPEN Switch open on the expectation of a narrowing in
ASW gap
e
Utility
30.10.13 ENIIM 4 7/8 10/11/17
ENIIM 4 3/4 11/14/17
Comment
OPEN Switch open in the expectation of an inversion of the
ASW gap, given the three-notch higher rating of the
parent company EXOR vs. CNH Industrial (BBB+ vs.
BB+)
OPEN Switch open in the expectation of an
outperformance of GTECH 2018 bond vs. JPM
Consumer non-cyclical index 3-5y
OPEN Switch open in the expectation of an inversion of the
ASW gap, given the one-notch higher rating at
Moody's of Rottapharm
OPEN Switch open in the expectation of a narrowing of the
ASW gap between the two bonds
OPEN Switch open in the expectation of an inversion of the
ASW gap, given the 4y shorter maturity of the
former
OPEN We expect a tightening of CIR'S 5Y CDS
OPEN Switch open in the expectation of
outperformance of CIR 5YR CDS vs. Crossover
an
OPEN Switch open in the expectation of an inversion of the
ASW gap, given the 3y shorter maturity of the
former
OPEN Switch open given the higher ASW and YTM of Fiat 7
3/8 07/18 bond vs. Fiat 5 5/8 06/17 bond
Note: FX = fixed rate. 1) "Current level" at the open of 20.12.2013. Source: Intesa Sanpaolo Research elaboration on Bloomberg data
14
Intesa Sanpaolo Research Department
Credit Sector Repo
ort
D
201
13
20 December
Ittalian Co
orporate Primary Bond M arket
2013 Perform
mance
mediation and
Th
he increasing bank disinterm
mediation and the issue of tthe Sviluppo Decree
D
(Law 17
7/12/12, n° BBank disinterm
ee main
22
21, which alig
gned the legal and fiscal treatment of bon
nds issued by unlisted comp
panies with Svviluppo Decre
th
hat of listed co
ompanies) are the main drivvers of the liveely Italian prim
mary bond marrket, in our d rivers of primary market
view. In this resspect, we note that in the first 10 month
hs of 2013, crredit to the no
on-financial
co
orporate secto
or continued to
o contract at an
a annual estim
mated rate of 4.4%, according to data
re
eleased by the Bank of Italy, while bank lending to non-ffinancial corpo
orations fell byy 4.2% qoq
in
n 3Q13.
Italia
an corporate se
enior bond maaturities in 2013
3-2017 (EUR Bn
n)
Sa
m
pl
Ittalian corporatte senior bond issuance/matu
urities (EUR Bn))
e
After
A
a strong p
primary markeet in 2012 (+89
9% yoy to EUR
R 29Bn), grosss issuance remained lively SStill lively, desspite the 9%
in
n 2013, with 5
56 new bond issues
i
worth a total of EUR 26Bn (-9% yo
oy), well enoug
gh to cover ddecline in 2013
3
th
he 2014-15 maturities. We also
a
note the strong
s
increasee in the numb
ber of issuers, 36 in 2013
ve
ersus 17 in 2012, while at th
he same time the smaller am
mount of the average
a
issue, EUR 465M
in
n 2013 versus EUR 800M in 2012, on our calculations. I n contrast witth 2012, where the usual
frrequent issuerss dominated the
t
primary market,
m
in 201
13 we highlight the entry of 18 new
issuers (see table on the follo
owing page), of
o which 11 aare HY, 11 are
e unlisted and//or four are
unrated. Among
g the frequentt issuers, Eni was
w the biggestt in 2013, placing four bondss for a total
off EUR 3Bn, fo
ollowed by Fiat Finance and Trade (three bonds for a total
t
of EUR 2.5Bn),
2
and
Sn
nam (four issu
ues for a total of EUR 2.25
5Bn). We also note the issu
ue of hybrid bonds
b
from
Te
elecom Italia in
n March for EU
UR 750M and Enel
E
in Septem
mber for EUR 1.25Bn.
So
ource: Intesa Sanpaolo Research elaborration on Bloomberg
g data
e: Intesa Sanpaolo Research
R
elaborationn on Bloomberg datta
Source
2014 Outlook
k
In
n our view, th
he outlook forr the Italian corporate
c
bond
d primary market remains favourable,
de
espite possiblee market volatility following
g the Fed’s deecision to start tapering in 2014. We
em
mphasise thatt the increasin
ng bank disinttermediation sshould continu
ue to be a valid support
fa
actor for the ccorporate prim
mary market. This is because Italian banks will be forced
d to reduce
th
heir assets in vview of recapittalisation requirements impo
osed by the ne
ew Basel III rules and the
EB
BA, which will have a deep
per impact on companies w
with HY ratingss. We also note that the
bigger companiies are tending
g to reduce their dependenccy on the bank
king system, preferring to
ta
ap the bond m
market for the dual purpose of further diveersifying their sources of financing and
to
o lengthen aveerage debt durration. We therefore believe that corporate
es could contin
nue to take
ad
dvantage of lo
ow interest rattes, improved credit spreadss, and a narro
ower differential between
bo
onds and bank loans fundin
ng cost. We also
a
note that in order to maintain
m
a sound liquidity
buffer, corporattes could capittalise on favou
urable market conditions to pre-fund the increase in
bo
ond maturitiess over the nexxt four years: +52%
+
to EUR 11.2Bn in 201
14, +7% to EU
UR 12Bn in
20
015, +38% to
o EUR 16.6Bn in 2016, and +7% to EUR 17
7.7Bn in 2017.
In
ntesa Sanpa
aolo Researcch Departme
ent
Prospects of domestic
primary market still
favourable
1
15
Credit Sector Repo
ort
D
201
13
20 December
According
A
to S&
&P, stability in financial marrkets and a reccovery of the domestic econ
nomy could
propel sustained
d growth of th
he corporate bond
b
market in
n Italy. In the base-case
b
scena
ario, where
GDP
G growth is llimited to 0-1%
% per year in 2013-2017
2
an
nd the compan
nies issue bond
ds mainly to
re
efinance existin
ng debt, S&P estimates
e
that the proportio
on of bond seccurities in total corporate
fu
unding may ap
pproach at bestt 11-14% overr the next five years, up from
m 8% at the en
nd of 2012.
However, in thee best-case sceenario, where GDP increasess by 1-3% per year, S&P estimates that
bo
ond issuance ccould reach 14
4-17% of tota
al funding by 2017, mainly because of a recovery of
fixxed investmen
nt from the currently weak levels. Moreo
over, the agen
ncy believes th
hat greater
re
ecourse to the bond market could help improve Italian ccompanies’ cap
pital structure and reduce
re
efinancing riskss, because it could lengthen Italian corporaate funding maturities and diversify
d
the
in
nvestor base. H
However, acco
ording to S&P the
t process off bank disinterrmediation cou
uld be long
an
nd arduous, aalso because of
o the absence
e of a develop
ped private placement mark
ket in Italy,
which
w
up to now
w has limited issues
i
to below
w EUR 150-200
0M.
S&P estimate
es that bonds
could represe
ent 11-14% off
total funding
g by 2017
In
n our view, sevveral factors could
c
put the brakes on bon
nd market issu
uance, includin
ng eventual
po
olitical instabillity or lack of macroeconom
mic recovery, w
which could co
ontinue to dent business
in
nvestment. In aaddition, we note
n
that on average
a
the co
ompanies that we cover have
e adequate
liq
quidity and low refinancing risk until 201
16-17 based o
on pre-funding
g already done in 201220
013.
Lack of recov
very and prefunding are possible
p
brake
es
on bond marrket issuance
pl
9
6
3
-6
-9
m
0
-3
Italia
an Corporate Bond
B
Market O
Outlook
e
Loans
L
to non-financial busine
esses by duratio
on (yoy % chan
nge)
Non fin
nancial companie
es (*)
of whicch: Long term lo
oans (*)
of whicch: Short term lo
oans
1
12
Oct09 Apr10 Oct10 Apr11 Oct11 Apr12 Oct12
O
Apr13 O ct13
Strengths
S
Sa
No
ote: (*) from June 2
2010 to May 2011, data adjusted to tak
ke account of the sttatistical
disscontinuity, due to
o re-recognition in bank financial stattements of assets sold or
securitised. Source: In
ntesa Sanpaolo Reseearch Department elaboration
e
on Bankk of Italy
da
ata.
Wea
aknesses
 The Sviluppo
o Decree hass aligned the
e legal and ffiscal
treatment of bonds issued by
b unlisted com
mpanies with llisted
companies.
bank
 Increasing b
corporates.
disinterm
mediation,
especially
for
% Italian GDP in 201 3-17; Best Case = +1/3%
+
Italian GDP
Note: Base Case = +0/1%
17. Source: Intesa Sa
anpaolo Research ellaborations on S&P data
2013-1
HY
 Gradual align
nment of funding cost betwe
een bank loanss and
bonds.
 Possible pre-ffunding of 2016-17 maturitie
es.
 Willingness to
o maintain a so
ound liquidity buffer.
b
 Exposure to sove
ereign risk still conditioning cost
c
of funding
g,
alb
beit improving..
 Poor macroecon
nomic contexxt weighing on corporatees’
invvestment spend
ding and demaand for credit.
 Sound liquidity position and low refinanciing needs unttil
20
016-17 on averrage.
 20
013 issuance already covers 22014-15 bond maturities.
 Ab
bsence of a de
eveloped privaate placement market, whicch
has limited issuess to below EURR 150-200M.
 Increase of p
private placem
ments abroad, even by unrrated
companies, with high brand
b
recogn
nition and b
broad
geographical diversification.
16
Inttesa Sanpao
olo Research Departmen
nt
Credit Sector Report
20 December 2013
Senior Bonds Issued by Italian Corporates in Euro in 2013 (only institutional)
Maturity
15.01.19
15.01.20
01.02.18
18.09.14
29.01.28
21.08.15
21.02.18
15.03.18
01.04.20
30.06.17
29.01.21
26.04.18
30.04.19
15.05.20
24.04.18
07.05.17
30.09.17
21.02.18
22.05.23
12.05.14
04.12.14
18.06.18
10.07.23
10.01.21
16.07.18
14.10.19
22.07.20
01.08.18
01.08.18
01.08.20
13.06.17
13.02.20
12.09.18
12.09.25
14.10.19
25.09.20
10.04.21
17.10.18
24.01.19
26.02.21
15.12.19
15.11.20
15.11.19
19.11.18
22.11.21
12.09.25
28.11.18
19.01.21
15.06.18
01.12.20
31.12.21
20.02.21
13.01.22
Sprd at issue1,2
538
193
305
60
516
569
645
170
208
322
672
671
385
375
696
340
40
145
225
140
283
391
541
268
567
658
771
105
155
230
130
487
330
275
392
128
550
612
765
319
136
115
292
324
709
609
180
165
190
e
Coupon (%)
5.6
6.4
7.9
4.4
5.2
0.8
6.1
6.6
7.1
2.4
3.4
3.9
5,5
7.4
4,5
4.3
7.2
6.1
3.4
0.6
1.7
3.3
3.3
4.4
5
7
4.0
6.1
7.3
8.5
2.4
3.5
3.8
3.8
6.8
4.9
3.3
4.0
5.1
2.9
5.8
7.3
8.5
3.8
2.625
3.75
3.9
4.5
7.625
7.1
3.5
3.3
3.6
pl
M
250
300
180
250
700
150
350
1,250
200
1,000
500
230
150
300
300
145
275
150
68
60
250
750
1,000
500
275
850
750
400
200
425
250
500
600
900
400
1,000
500
750
375
750
200
215
200
300
800
300
300
700
320
600
600
600
500
m
Name
Cerved Tech.
Cerved Tech.
Zobele Holding
FGA Capital Ireland
Hera
MERCEDES-BENZ FIN SERV
Italcementi
Fiat Finance & Trade
IVS Group
Snam
Snam
EI TOWERS
Wind Acquisition
TITAN LUXCO
Indesit
Imm.re Grande Distribuzione
Sisal Holding SpA
Italcementi
Hera
MERCEDES-BENZ FIN SERV
FGA Capital Ireland
Poste Italiane
ENI SPA
A2A SPA
Amplifon SpA
Fiat Finance & Trade Ltd SA
Ferrovie dello Stato
SALINI COSTRUTTORI SPA
GAMENET SPA
MANUTENCOOP FACILITY
Snam
Snam
ACEA
ENI
Fiat Finance & Trade
Telecom Italia
Hera
FGA Capital Ireland
Mediaset
Atlantia
RHINO BONDCO S.P.A
RHINO BONDCO S.P.A
MARCOLIN SPA
FINCAN CAN NAV ITALIANI
ENI SPA
ENI SPA
LINEA GROUP HOLDING SPA
Finmeccanica
SNAI SPA
ASTALDI SPA
FERROVIE DELLO STATO
AEROPORTI DI ROMA SPA
A2A SPA
Sa
2013
Jan.15
Jan.15
Jan.21
Jan.21
Jan.21
Feb.12
Feb.14
Mar.12
Mar.26
Apr.03
Apr.03
Apr.18
Apr.19
Apr.18
Apr.22
Apr.29
May.08
May.14
May.16
May.17
May.22
Jun.10
Jul.02
Jul.02
Jul-09
Jul-09
Jul.15
Jul.23
Jul.25
Jul.26
Sep.02
Sep.02
Sep.05
Sep.05
Sep.12
Sep.19
Sep.26
Oct.10
Oct.17
Oct.22
Oct.25
Oct.25
Nov.07
Nov.05
Nov.14
Nov.14
Nov.21
Nov.26
Nov.27
Nov.27
Dec.05
Dec.05
Dec.09
Moody's
B2
B2
B2
Baa3
Baa1
A3
Ba2
B1
Baa1
Baa1
(P)B2
(P)B1
Baa1
A3
Baa3
Baa2
Baa3
B1
(P)B1
(P)B2
Baa1
Baa2
A3
B1
Baa3
Baa1
Baa3
Baa1
(P)B2
(P)B2
(P)B2
A3e
A3e
Ba1
(P)B1
(P)B1
Baa3
Baa3e
S&P Fitch
B
BBB
BBB+
ABB+
BBBBAABBB
B
BBB+
ABBB
- BBB+
A
BBB
BBBBBBB BBB+
BB
(P)B+
- BBB+
A /*A+
BBBBBBBBBB
BB+
BBBBBB+
A(P)BA /*- BBB-e
BB+
(P)B(P)B+
B+e
BBB BBB+e
- BBB+e
-
Notes: the ratings reported in the table are those at issue date on individual issues. 1) For fixed bond spreads over MID Swap at launch, 2) Floaters = floater spreads. Issues classified
by Thomson as: “Government and Agencies” are excluded; only issues that amount to a minimum of EUR 50M were included; Source: Thomson One/Bloomberg
Subordinated bonds Issued by Italian Corporates in Euro in 2013 (only institutional)
Launch date
Name
M
Coupon
Maturity Sprd at issue1,2
2013
Mar.13
Telecom Italia
750
7.75
20.03.73
Sep.03
ENEL
1,250
6.5
10.01.74
524
Nov.27
SNAI SPA
160
12
15.12.18
1134
Moody's
S&P
Fitch
Ba2 /*Ba1
(P)Caa1
BB
(P)CCC
BB
BBB-
Notes: the ratings reported in the table are those at issue date on individual issues. 1) For fixed bond spreads over MID Swap at launch, 2) Floaters = floater spreads. Issues classified
by Thomson as: “Government and Agencies” are excluded; only issues that amount to a minimum of EUR 50M were included; Source: Thomson One/Bloomberg
Intesa Sanpaolo Research Department
17
Credit Sector Report
20 December 2013
Italian Corporate bond denominated in euro matured in 2013
Name
Country
AEM SPA
IT
DOLOMITI ENERGIA
IT
ENEL SOC AZIONI
IT
ENI SPA
IT
FERROV DEL STATO
IT
FGA CAPITAL IRE
IR
FIAT FIN & TRADE
LX
FINMECCANICA FIN
LX
HERA SPA
IT
SAFILO CAP INTL
LX
TELECOM ITALIA FIN SA
LX
TELECOM ITALIA
IT
TELECOM ITALIA
IT
EUR M
500
97
750
1500
600
500
1000
750
140
135
678
437
268
Coupon (%)
4.875
3.467
4.25
4.625
0.055
4
6.625
8.125
1.75
9.625
6.875
6.75
0.837
Maturity
(M) 30.10.2013
(M) 20.12.2013
(M) 12.06.2013
(M) 30.04.2013
(M) 05.09.2013
(M) 28.03.2013
(M) 15.02.2013
(M) 03.12.2013
(M) 01.10.2013
(M) 15.05.2013
(M) 24.01.2013
(M) 21.03.2013
(M) 19.07.2013
M=matured. Source: Intesa Sanpaolo elaboration on Bloomberg data (only issues that amount to a maximum of EUR 50M were included)
m
Coupon (%)
4.875
4.875
5
4.25
0.41
5.875
5.25
1.657
4.375
6.125
7.625
5.125
0.613
7.875
4.75
4.25
e
EUR M
300
299
2218
700
1000
1250
500
250
750
900
1250
274
60
284
557
600
pl
Italian Corporate bonds denominated in Euro maturing in 2014
Name
Country
ACEA SPA
IT
ASM BRESCIA
IT
ATLANTIA
IT
EDISON SPA
IT
ENEL (ENTNZENEL)
IT
ENI SPA
IT
FGA CAPITAL IRE
IR
FGA CAPITAL IRE
IR
FGA CAPITAL IRE
IR
FIAT FIN & TRADE
LX
FIAT FIN & TRADE
LX
GRUPPO ESPRESSO
IT
MERCEDES-BENZ FI
IT
TELECOM ITALIA
IT
TELECOM ITALIA
IT
TERNA SPA
IT
Maturity
23.07.2014
28.05.2014
09.06.2014
22.07.2014
20.06.2014
20.01.2014
28.02.2014
04.12.2014
18.09.2014
08.07.2014
15.09.2014
27.10.2014
05.12.2014
22.01.2014
19.05.2014
28.10.2014
Source: Intesa Sanpaolo elaboration on Bloomberg data (only issues amounting to a minimum of EUR 50M are included)
Sa
Italian Corporate bonds denominated in Euro maturing in 2015
Name
Country
EDISON SPA
IT
ENEL FINANCE INTL NV
NE
ENEL SPA
IT
ENEL SPA
IT
ENI SPA
IT
ENI SPA
IT
FIAT FINANCE & TRADE
LX
CNH INDUSTRIAL FIN EUR
LX
IMPREGILO INT INFRASTRCT
NE
LUXOTTICA GROUP SPA
IT
MERCEDES-BENZ FIN SERV I
IT
PRYSMIAN SPA
IT
ROMULUS FINANCE S.R.L
IT
ROMULUS FINANCE S.R.L
IT
SARAS SPA
IT
SNAM SPA
IT
TELECOM ITALIA SPA
IT
TELECOM ITALIA SPA
IT
EUR M
500
1250
1300
1000
1000
1000
1500
1000
150
500
150
400
200
175
250
750
750
120
Coupon (%)
3.25
4.625
1.125
5.25
1.209
4
6.875
5.25
6.526
4
0.8
5.25
1.11
1.11
5.583
2
4.625
0.858
Maturity
17.03.2015
24.06.2015
14.01.2015
14.01.2015
29.06.2015
29.06.2015
13.02.2015
11.03.2015
26.11.2015
10.11.2015
21.08.2015
09.04.2015
20.02.2015
20.02.2015
21.07.2015
13.11.2015
15.06.2015
23.11.2015
Source: Intesa Sanpaolo elaboration on Bloomberg data (only issues amounting to a minimum of EUR 50M are included)
18
Intesa Sanpaolo Research Department
Credit Sector Report
20 December 2013
Italian Corporate bonds denominated in Euro maturing in 2016
Name
Country
A2A SPA
FIXED
ATLANTIA
FIXED
BUZZI UNICEM
FIXED
CAMPARI MILANO
FIXED
ENEL FIN INTL NV
FIXED
ENEL SPA
FLOATING
ENEL SPA
FIXED
ENI SPA
FIXED
FERROV DEL STATO
FLOATING
FIAT FIN & TRADE
FIXED
FIAT FIN & TRADE
FIXED
HERA SPA
FIXED
GTECH SPA
FIXED
PIAGGIO & C
FIXED
PIRELLI & C SPA
FIXED
SNAM
FIXED
SNAM
FLOATING
TELECOM ITALIA
FIXED
TELECOM ITALIA
FIXED
TELECOM ITALIA
FLOATING
EUR M
762
1500
350
350
1500
1000
2000
1500
194
1000
1000
500
750
150
500
1000
300
1000
850
400
Coupon (%)
4.5
5.625
5.125
5.375
4
1.082
3.5
5
0.22
6.375
7.75
4.125
5.375
7
5.125
4.375
1.075
5.125
8.25
0.99
Maturity
02.11.2016
06.05.2016
09.12.2016
14.10.2016
14.09.2016
26.02.2016
26.02.2016
28.01.2016
15.06.2016
01.04.2016
17.10.2016
16.02.2016
05.12.2016
01.12.2016
22.02.2016
11.07.2016
17.10.2016
25.01.2016
21.03.2016
07.06.2016
Source: Intesa Sanpaolo elaboration on Bloomberg data (only issues amounting to a minimum of EUR 50M are included)
e
Italian Corporate bonds denominated in Euro maturing in 2017
Name
Country
ATLANTIA SPA
IT
EDISON SPA
IT
ENEL-SOCIETA PER AZIONI
IT
ENEL FINANCE INTL NV
NE
ENI FINANCE INTL SA
BE
ENI SPA
IT
ENI SPA
IT
ENI SPA
IT
EXOR SPA
IT
FIAT FINANCE & TRADE
LX
FIAT FINANCE NORTH AMERI
US
FINMEC FINANCE SA
LX
IMMOBILIARE GRANDE DIST
IT
MEDIASET SPA
IT
SEAT PAGINE GIALLE SPA
IT
SEAT PAGINE GIALLE SPA
IT
SEAT PAGINE GIALLE SPA
IT
SISAL HOLDING IST DI PAG
IT
SNAM SPA
IT
TELECOM ITALIA SPA
IT
TELECOM ITALIA SPA
IT
TERNA SPA
IT
WIND ACQUISITION FIN SA
LX
WIND ACQUISITION HOLDING
LX
Sa
m
pl
EUR M
1000
600
1500
1000
100
215
1110
1250
690
850
1000
600
145
300
550
200
65
275
1250
1000
1000
1250
1250
497
Coupon (%)
3.375
3.875
5.25
4.125
3.75
3.128
4.875
4.75
5.375
7
5.625
4.375
4.335
5
10.5
10.5
10.5
7.25
2.375
7
4.5
4.125
11.75
12.25
Maturity
18.09.2017
10.11.2017
20.06.2017
12.07.2017
25.05.2017
11.10.2017
11.10.2017
14.11.2017
12.06.2017
23.03.2017
12.06.2017
05.12.2017
07.05.2017
01.02.2017
31.01.2017
31.01.2017
31.01.2017
30.09.2017
30.06.2017
20.01.2017
20.09.2017
17.02.2017
15.07.2017
15.07.2017
Source: Intesa Sanpaolo elaboration on Bloomberg data (only issues amounting to a minimum of EUR 50M are included)
Intesa Sanpaolo Research Department
19
Credit Sector Report
20 December 2013
Company Section
21 ATLANTIA: Credit View Neutral
22 A2A: Credit View Positive
23 CIR: Credit View Neutral
24 CNH INDUSTRIAL: Credit View Neutral
25 ENEL: Credit View Neutral
26 ENI: Credit View Neutral
27 EXOR: Credit View Neutral
28 FIAT: Credit View Neutral
29 FINMECCANICA: Credit View Negative
30 e
ACEA: Credit View Neutral
31 HERA: Credit View Neutral
ROTTAPHARM: Credit View Neutral
m
SNAM: Credit View Neutral
pl
GTECH: Credit View Positive
32 33 34 TELECOM ITALIA: Credit View Not Assigned
35 TERNA: Credit View Neutral
36 20
37 Sa
WIND: Credit View Neutral
Intesa Sanpaolo Research Department
Credit Sector Repo
ort
D
201
13
20 December
ACEA:
A
Cred
dit View Neutral
N
(M
Moody’s B
Baa2/Neg.., S&P BBB
B-/Stable, FFitch BBB+
+/Neg.)
Alesssandro Chiodini
+39 02 8794 1115
EBITDA
E
breakdo
own (2012)
Inco
ome performan
nce
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Sourcce: Company data, Intesa Sanpaolo Ressearch elaboration
Credit
C
View, Ra
ating, and Bond
d Recommenda
ation
Strengths
S
m
pl
e
 Credit View Neutral. We confirm our Credit
C
View Neeutral on Acea in view of the
e group’s solid operating perrformance, wh
hich
should contin
nue to be underpinned by th
he 80% contr ibution of regulated activitie
es. However, i n our credit view, we factorr in
stable metricss in the coming months give
en a slowdown
n in the collecttion of overdue receivables ffrom the publiic sector, and the
t
confirmation of a sizeable 60-65%
6
dividend pay-out.
 Ratings Und
der Pressure. Acea’s rating is aligned to th
hat of Italy by both Moody’ss and Fitch, w
with a negative outlook that the
t
agencies belieeve reflects Accea’s exposure
e to the econo
omic situation in Italy. At the same time, S&P has assigned a one notch
lower rating b
but with a stab
ble outlook, reflecting its view
w of the favou
urable impact of
o managemennt’ steps to reccover some of the
t
financial flexibility that the agency believe
es it has lost i n recent yearss. A further do
owngrade wouuld be triggered, said S&P, by
b a
failure to streengthen its creedit metrics an
nd to contain negative work
king capital ou
utflow, but alsoo by a Moodyy’s downgradee of
Italy’s rating.
 Market Focu
us. Whilst initiaatives aimed at
a strengthenin
ng the group’ss credit metricss could be suppportive of furtther compression
in risk premiu
ums, we mainttain a HOLD recommendatio
on on Acea’s bonds factorin
ng in slower ppayment of ove
erdue receivab
bles
from the pub
blic sector, and increased financial pressu
ure from its major sharehold
der, Comune ddi Roma – tra
anslating into the
t
confirmation of a generous dividend policcy.
Wea
aknesses
Sa
 Leader in waater business in Italy, while
e ranking fourrth in
electricity disttribution and waste
w
activitiess.
 High contribu
ution from reegulated activities (80% of FY12
EBITDA) proviiding predictab
ble revenues an
nd cash flows.
 Long-term co
oncessions in reegulated business.
 Focus on operational efficieencies and costt-cutting.
 Low refinanciing risk until 20
016.
 Reduced regu
ulatory uncertainty in the water
w
division (50%
of EBITDA) with supportive transitory tarifffs in 2012-13..
Sig
gnificant expossure to Italy coountry risk.
Rissk of regulatory and/or fiscal changes.
Hig
gh exposure to
o public sector customers.
Co
orporate goverrnance negativvely affected by
b City of Rom
me,
its major shareho
older (51%).
 Ge
enerous dividen
nd policy.
 Still low visibility on the group’’s long-term strategy.
 Au
utomatic downgrade drivenn by a downward revision in
Italy’s rating by Moody’s
M
or Citty of Rome’s ra
ating by Fitch.




Leverage
L
trend (x)
Deb
bt repayment schedule
s
(EUR M
M, 30.09.13)
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Sourcce: Company data, Intesa Sanpaolo Ressearch elaboration
In
ntesa Sanpa
aolo Researcch Departme
ent
2
21
Credit Sector Repo
ort
D
201
13
20 December
ATLANTIA:
A
: Credit View Neutra
al
Maria Ga
abriella Tronco
oni
+39 02 8794 1117
(M
Moody’s B
Baa1/Neg.., S&P BBB
B+/Neg., Fiitch A-/Ne
eg.)
Revenues
R
by ge
eographical are
ea (1H13)
Inco
ome performance
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Source
e: Company data, In
ntesa Sanpaolo Reseearch elaboration
Credit
C
View, Ra
ating, and Bond
d Recommenda
ation
Strengths
S
Sa
m
pl
e
 Credit View Neutral. We maintain our Credit View N
Neutral on Atlantia based on encouraging ssigns of impro
ovement seen in
9M13, low reefinancing riskk until 2017, and a higher co
ontribution exp
pected from fo
oreign concesssionaires, whicch should offseet
the negative impact of the traffic decline in Italy, albeitt improving qo
oq (-2.4% in 1Q13, -2.7% inn 2Q13, and -0.8% in 3Q13
3).
erger of Atlan
ntia and Gemina (the holdin
ng of Aeropo rti di Roma, “AdR”)
“
becam
me
We remind tthat on 1 Deccember the me
effective, creaating a global leader in the in
nfrastructure ssector, with 5,0
000km of toll motorway andd over 41M airport passengers
served in 201
12. We expectt a neutral imp
pact on Atlanttia’s credit pro
ofile, given no cash outlay, G
Gemina’s relattively small size,
favourable prrospects of AdR
R, and separate funding of A
Autostrade perr l’Italia (API) an
nd AdR, on a nnon-recourse basis.
b
 Ratings Und
der Pressure. Fitch,
F
Moody'ss and S&P havee maintained a negative outlook on Atlanttia’s ratings. Moody’s
M
has said
it could down
ngrade Atlantia’s rating in ca
ase of: 1) mateerial change in
n terms and co
onditions of keey concessions; 2) evidence of
o
political interrference and/o
or discriminato
ory fiscal meassures; 3) large
e investment/a
acquisition witth a negative impact on th
he
group’s finan
ncial profile; an
nd 4) deteriora
ation in credit metrics (FFO/d
debt ratio belo
ow 11-12% annd FFO/financial charges ratio
below 3.5x). A downgrade of Italy’s rating
g would be likkely to result in
n a downgrade
e of Atlantia's rrating by Moody’s, whilst S&
&P
allows a two--notch maximu
um distance with
w the sovereeign. S&P has said it could downgrade
d
Atllantia’s rating if the compan
ny
adopts a morre aggressive financial policy and/or if the o
operating enviironment deteriorates, reduccing its ability to
t improve cassh
flow generation. Fitch has said
s
it could do
owngrade Atlaantia’s rating if its net debt/EB
BITDA ratio is ssustainably above 6x.
 Market Focu
us. We maintaain a HOLD reccommendation
n on Atlantia’ss bonds, as the
ey are almost aligned with the
t JPM Utilitiees
indices for BB
BB-rated bondss at correspond
ding maturitiess.
 High and stteady cash flow from the
e API concesssion,
accounting fo
or 80% of totaal EBITDA (expiry in 2038).
 Favourable an
nd transparentt industry regulation.
 High liquidity and low refinaancing risk unttil 2017.
 Positive trafficc dynamics in Latin
L
America.
 Business diverrsification after the merger with
w Gemina.
Wea
aknesses
 Hig
gh exposure to
o Italy countryy risk, where re
ecession weigh
hs
on
n traffic volume
es.
 Low de-leveraging until 20155, given the sizeable capex,
rig
gid dividend po
olicy, and internnational expan
nsion.
 Ratings under pressure
p
due to sovereign risk and hig
gh
levverage.
Leverage
L
trend (x)
Debt repayment sc
chedule (EUR B
Bn, 30.09.13)
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Source
e: Company data, In
ntesa Sanpaolo Reseearch elaboration
22
2
Inttesa Sanpao
olo Research Departmen
nt
Credit Sector Repo
ort
D
201
13
20 December
A2A:
A
Credit View Po
ositive
Alessandro Chiodiini
+3
39 02 8794 1115
(M
Moody’s B
Baa3/Neg.., S&P BBB
B/Neg.)
EBITDA
E
breakdo
own (2012)
Inco
ome performance
So
ource: company datta, Intesa Sanpaolo Research elaboration
Source
e: company data, Intesa Sanpaolo Resea
earch elaboration
Credit
C
View, Ra
ating, and Bond
d Recommenda
ation
Wea
aknesses
Sa
Strengths
S
m
pl
e
 Credit View Positive. We confirm our Positive
P
Credit View on A2A, as we expectt the strengtheening in its financial profile to
t
continue overr the coming months,
m
in line
e with the gro
oup’ strong commitment to deleveraging. In its 2013-15
5 strategic plan
n,
A2A pointed to a net debt down to EUR 3.2Bn at YE15
5 from EUR 4.3
3Bn at YE12, and
a a leverage down to 2.5x from 4.1x, as a
result of orgaanic growth (drriven by energyy and waste diivisions), opera
ational streamlining in wastee activities, conservative capex,
disposal of minorities’ shareeholdings, and cost reduction
n. While we re
ecognise the po
otential headw
winds from con
ntinued pressurre
on domestic power generaation margins, this should b
be mitigated by
b A2A’s favou
urable gas proocurement policy and flexible
thermal fleet, as well as thee stability grantted by regulateed and quasi-regulated activities (approx. 550% of total EBITDA).
 Ratings Und
der Pressure. Moody’s
M
and S&P’s
S
negativee outlook refleccts A2A’s high
h exposure to tthe poor counttry environmen
nt
in Italy, weighed by difficult electricity market
m
conditio
ons, and its we
eakened credit metrics as a result of a pa
ast debt-fundeed
M&A activity and generous dividend policcy. However, th
he recovery in the group’s crredit metrics ovver the last 12
2 months should
have provided
d some relief to
t ratings pressure, in our vieew. A potentia
al downgrade could also be triggered by a downgrade of
o
Italy’s rating, according to S&P.
S
 Market Focu
us. We confirrm our BUY recommendati
r
ion on A2A’s bonds, as th
hey are still aattractive compared with th
he
corresponding
g JPM Utility indices for BB
BB-rated bond s, preferring the
t
11/19 issu
ue across the curve. We alsso reiterate ou
ur
relative value recommendattion in favour of
o A2A againstt Acea and Hera bonds.
 Italy’s largesst multi-utilityy and secon
nd largest po
ower
generator.
 Diversified and vertical integ
grated businesss mix.
 High contrib
bution from regulated and quasi-regu lated
activities (50%
% of total EBITTDA).
 Competitive gas procurem
ment policy an
nd flexible theermal
generator’s fleet.
 Positive FCF aafter dividends,, devoted to debt reduction.
 Strong comm
mitment to deeleveraging an
nd low refinan
ncing
risk until 2016
6.
 We
eak economic prospects in Ittaly.
 Hig
gh operationa
al risk profile due to expa
ansion in non
nreg
gulated activities (energy andd waste).
 Grradual expiry of CIP 6 incentivves (EUR 50M over 2013-15).
 We
eak financial profile
p
and hig h leverage due to past M&A
As
and generous divvidend policy.
 Renewed rating
g pressure in case of lag
gged or halteed
deleveraging, or an Italy downggrade.
 Regulatory and political
p
risks.
Leverage
L
trend (x)
Debt Repayment Schedule
S
(EUR B
Bn, 31.12.12)
So
ource: company datta, Intesa Sanpaolo Research elaboration
Source
e: company data, Intesa Sanpaolo Resea
earch elaboration
In
ntesa Sanpa
aolo Researcch Departme
ent
2
23
Credit Sector Repo
ort
D
201
13
20 December
CIR:
C Credit View Neu
utral
Maria Ga
abriella Tronco
oni
+39
+ 02 8794 1117
(S
S&P BB/Po
ositive)
Group
G
revenues by geographical area (1H13
3)
Grou
up income perfformance
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Source
e: Company data, In
ntesa Sanpaolo Reseearch elaboration
Credit
C
View, Ra
ating, and Bond
d Recommenda
ation
Sa
Strengths
S
m
pl
e
 Credit View Neutral. Follo
owing the favo
ourable ruling of the Civil Co
ourt of Cassation in Septem
mber on Lodo Mondadori,
M
CIR’s
financial flexibility has imprroved considerrably, although
h the impact on
o its credit prrofile will depeend on the wa
ay the addition
nal
funds are utilised. We also remain cautious on the prosspects of Sorge
enia, affected as it is by heavvy asset write--downs and high
leverage. Pen
nding any decission on the liq
quidity investm
ments, we conffirm our Creditt View Neutrall on CIR, based
d on the group’s
weak fundam
mentals and thee still-difficult outlook,
o
particcularly for Sorg
genia.
 Rating Upgrrade Potentia
al. On 12 Nove
ember, S&P reevised its outlo
ook on CIR to positive from stable, while affirming the BB
issuer and issue ratings. Thee outlook revission reflected SS&P’s view tha
at CIR's credit metrics
m
have siignificantly imp
proved following
the final rulin
ng on the Lodo
o Mondadori proceedings, i n which Fininvvest was orderred to pay CIRR compensatio
on of EUR 491M,
resulting in a net gain of EU
UR 319M, excluding legal co
osts and taxes. As a result, S&
&P said it may raise CIR’s ratting to BB+ if the
t
company: 1) invests its available funds in
n improving th
he credit qualitty of its asset portfolio; 2) reefinances Sorg
genia well befo
ore
of the bank lin
nes; and/or 3) maintains
m
a loaan-to-value rattio sustainably below 15%. C
Conversely, S&
&P may revise the
t
the maturity o
outlook to staable if a large part
p of CIR's financial flexibillity is used for a dividend payyment, or if theere is a lack off improvementt in
the performance of CIR's main
m
operating companies.
us. Although attractive,
a
we confirm a HO
OLD recommendation on CIR’s 2024 bonnd, given the difficult financcial
 Market Focu
situation of SSorgenia, which has recentlyy started talks w
with banks ovver debt restructuring. On thhe other hand,, we continue to
believe that C
CIR’s 5Y CDS iss attractive, and recommend selling it both
h outright and against the 5Y
Y Crossover.
Wea
aknesses
 Sound industrial portfolio diversification.
 High financiaal flexibility and low refina
ancing risk att the
holdings levell.
 Conservative financial policyy (EUR 1.5Bn NAV,
N
LTV <15%
%).
 Operating subsidiaries’ deb
bt is non-recou
urse and not ccrossdefaulted with the holdingss’ debt.
 We
eak asset quality of main poortfolio investm
ments, especiaally
Sorgenia (13% of
o NAV).
 Hig
gh exposure to Italy countryy risk via Sorg
genia, L’Espressso
and KOS (70% of
o consolidatedd revenues in 1H13).
1
ery high leverag
ge of Sorgeniaa and debt resttructuring.
 Ve
 Ou
utlook still poor for Sorgenia and L’Espresso
o.
CIR
C group: Leve
erage trend (x)
CIR Holdings:
H
NAV by equity inveestments (price
es at 18.12.13)
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Source
e: Company data, In
ntesa Sanpaolo Reseearch elaboration
24
2
Inttesa Sanpao
olo Research Departmen
nt
Credit Sector Repo
ort
D
201
13
20 December
CNH
C
INDUS
STRIAL: Crredit View
w Neutral
Maria Gabriella Tronco
oni
+3
39 02 8794 1117
(M
Moody’s B
Ba1/Stable
e, S&P BB+
+/Stable)
Revenues
R
by ge
eographical are
ea (2012)
Inco
ome performance
So
ource: company datta, Intesa Sanpaolo Research elaboration
Source
e: company data, Intesa Sanpaolo Resea
earch elaboration
Credit
C
View, Ra
ating, and Bond
d Recommenda
ation
Strengths
S
Sa
m
pl
e
 Credit View
w Neutral. Bassed on the co
ompany’s 9M1
13 results and unchanged 2013
2
targets, we confirm our
o Credit View
w
Neutral on CN
NH Industrial (C
CNHI), expecting a broadly sstable credit prrofile this past year, supporteed by a strong performance of
o
the agriculturral equipment (AG) business that should o
offset ongoing weakness at trucks
t
and thee construction equipment (CE)
divisions, in o
our view. CNHI has said it plans to present a new businesss plan in 1Q14
4.
 Stable Ratin
ngs. Although management remains comm
mitted to achie
eving an investment grade rrating, we do not expect it to
t
materialise in the short term
m. Following the
t merger of Fiat Industrial (FI) and CNH into CNHI NV
V on 29 September 2013, th
he
rating agenciees assigned neew ratings to CNHI,
C
with a sttable outlook. Moody’s has said it could uppgrade CNHI’s Ba1 rating if: 1)
EBITA margin
ns rise to aroun
nd 8%; 2) EBIT
T/interest expen
oves to 4.0x; and
a 3) debt/EBBITDA ratio falls below 3.0x. In
nse ratio impro
contrast, Moody’s has statted that it could downgrad
de CNHI’s rating if: 1) EBITA
A margins falll below 6%; 2) EBIT/interest
o falls to 2.5x;; and 3) debt//EBITDA ratio rises above 3.5x. S&P could
d lower CNHI ’s BB+ rating if its operatin
ng
expense ratio
performance and cash geneeration weaken
n, causing cred
dit metrics to deteriorate
d
as follows: 1) debbt/EBITDA ratio
o above 4x, an
nd
d it could raise CNHI’s rating if: 1) debt/EBIITDA ratio is below 3x; and 2)
2
2) FFO/debt ratio below 20%. In contrastt, S&P has said
FFO/debt ratio
o is above 30%
%.
 Market Focu
us. We downg
grade our reco
ommendation on FIIM bond
ds to SELL from HOLD, becaause of their tight valuation
ns
compared witth ML Euro HY
Y index for BB-rated bonds, despite the fa
act that the ratting agencies hhave ruled outt an upgrade to
t
investment grrade territory in the short terrm.
Wea
aknesses
 World’s fourtth-largest capiital goods gro
oup and secon
nd in
agricultural eq
quipment.
hic diversification.
 High product and geograph
gration and technological
t
leadership in fuel
 Vertical integ
efficiency and
d emissions red
duction.
HI, due to a sim
mpler
 Lower cost off funding expeected for CNH
allocation of iintra-group capital.
ng upgrade to IG in the medium term.
 Potential ratin
 Cyyclical and high
hly capital-intennsive businesse
es.
 Lower demand of trucks in EEurope and off CE worldwid
de
expected in 2013. Weaker deemand of AG
G in NA and of
o
tru
ucks in Brazil exxpected in 20114.
 He
eavy capex-plan
n in 2013-201 4 (EUR 1.3-1.4
4Bn p.a.).
 Hig
gh funding nee
ed of CNH Cappital and relian
nce on ABS.
 Joiint liability witth Fiat for thee group’s pre--demerger deb
bt
(up
p to EUR 3.75B
Bn, ex. art. 25006 Civil Code)..
Leverage
L
trend (x)
Debtt repayment sc
chedule (EUR B
Bn, 30.09.13)
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Source
e: Company data, In
ntesa Sanpaolo Reseearch elaboration
In
ntesa Sanpa
aolo Researcch Departme
ent
2
25
Credit Sector Repo
ort
D
201
13
20 December
ENEL:
E
Cred
dit View Neutral
Alessandro Chiodini
+3
39 02 8794 1115
(M
Moody’s B
Baa2/Neg.., S&P BBB
B/Stable, F itch BBB+/RWN)
EBITDA
E
breakdo
own (9M13)
Inco
ome performan
nce
So
ource: company datta, Intesa Sanpaolo Research elaboration
Sourcce: company data, Intesa Sanpaolo Reseearch elaboration
Credit
C
View, Ra
ating, and Bond
d Recommenda
ation
Strengths
S
Sa
m
pl
e
 Credit View Neutral. We confirm our Credit View Neu
utral on Enel maintaining
m
tha
at the strong ccommitment to
o deliver further
on its deleveeraging targetss, together with
w
a greater contribution from renewab
bles and Latinn America ope
erations, should
contribute to offset the glo
oomy industria
al outlook in IItaly and Spain
n. Although generation marrgins are set to remain under
pressure in m
mature marketss, the companyy has confirmeed its FY13 targ
gets with a po
otential upbeatt in net debt ta
arget (EUR 40B
Bn
vs. previous EEUR 42Bn). This is also in light of recent p rogress in tack
kling its balancce sheet issuess through the implementatio
on
of its strategiic plan, including: EUR 1.4Bn of asset disp
posals (vs. targ
geted EUR 6Bn
n by 2014), EU
UR 2.6Bn of hybrid
h
issues (vvs.
targeted EUR 5Bn by 2014)), and opex cutts (EUR 4Bn byy 2014). Howe
ever, we recognise the potenntial threat stem
mming from th
he
heightened reegulatory and political risk in
n Spain, given rrecent amendm
ments to the energy
e
reform envisaging the
e removal of th
he
government ccontribution to
o 2013 sector’ss revenues, imp
plying that utilities will have to fund the reelative EUR 3.6Bn tariff deficit.
 Ratings Und
der Pressure. All
A Enel’s ratin
ngs are aligned
d to that assigned on Italy, given
g
the relevvant domestic exposure. Whiile
S&P cut its ratting to BBB bu
ut revised the outlook
o
to stab
ble following Ittaly’s downgra
ade in July, Mooody’s kept its Baa2 rating an
nd
negative outlook, reflecting
g that on the sovereign. Ho
owever, recent deleveraging announcemennts should havve moved Enel’s
credit metricss closer to the required guida
ance for curren
nt ratings: FFO
O/net debt of around 20% att Moody’s and 18% at S&P. A
downgrade could intervenee if: 1) Enel fails to improve i ts financial pro
ofile in line witth provided guuidelines by 20
014; 2) a further
deterioration in the operating environment; and 3) in ccase of a down
ngrade of Spain (Baa3/Stablee) or Italy (Baa2
2/Neg) to belo
ow
investment g
grade, according to Moodyy’s. S&P, in ccontrast, sees no correlatio
on with Spainn’s rating, given the group
p’s
diversification
n in Latin Amerrica, whilst a one-notch
o
dow
wngrade of Italyy does not trigger an automaatic cut in Enell’s rating.
 Market Focu
us. We maintain an HOLD re
ecommendatio n on Enel’ sen
nior bonds give
en the limited sspread differential against th
he
JPM Utility index. Converseely, we reiteratte our BUY reccommendation
n on Enel’s hybrid bonds in light of its hig
gh-risk premium
differential vss. senior paper,, and an unlike
ely dividend cu
ut allowing a co
oupon deferral.
 Leader operattor in Italy and
d Spain.
 Relevant con
ntribution from
m regulated activities
a
(50%
% of
EBITDA).
 Increasing exxposure to high growth countries
c
in LLatin
America and Central Europee.
 Focus on deleeveraging supp
ported by hybrid bond issuaance,
asset disposalls, capex optim
misation and lo
ower opex.
 Good liquidityy position and low refinancin
ng risk until 20
017.
Leverage
L
trend (x)
So
ource: company datta, Intesa Sanpaolo Research elaboration
26
2
Wea
aknesses
 Hig
gh exposure to
o poor environnment in Italy and
a Spain (60%
%
of EBITDA).
 Persisting regula
atory and poolitical risk, mainly
m
in Spain
folllowing recent amendments to the energy reform.
 Co
onstrained marrgins from elecctricity generation in Italy an
nd
Spain.
 Hig
gh level of deb
bt and leveragee vs. European peers.
 Ratings under pressure,
p
due to weak cred
dit metrics an
nd
sovvereign correla
ation.
Deb
bt Repayment Schedule
S
(EUR Bn, 30.09.13)
Source
e: company data, Inttesa Sanpaolo Reseaarch elaboration
Inttesa Sanpao
olo Research Departmen
nt
Credit Sector Repo
ort
D
201
13
20 December
ENI:
E
Credit View Neu
utral
(M
Moody’s A
A3/Neg., S&P
S
A/CWN, Fitch A
A+/Neg.)
Maria Gabriella Tronco
oni
+3
39 02 8794 1117
Revenues
R
by ge
eographical are
ea (2012)
Inco
ome performance
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Source
e: Company data, In
ntesa Sanpaolo Reseearch elaboration
Credit
C
View, Ra
ating, and Bond
d Recommenda
ation
Strengths
S







Sa
m
pl
e
 Credit View Neutral. Baseed on the grou
up’s weak opeerating perform
mance in 9M13
3 and still-diffiicult market co
onditions across
c
flow gene
eration to remaain under presssure in the nexxt
the board, wee confirm our Credit View Neutral on ENI, expecting its cash
few quarters.. We thereforee expect broad
dly stable leverrage in 2013, mainly due to
o substantial assset disposals (YTD cash-in of
o
o highlight tha
at in October, the BoD approved the starrt of a flexiblee share buy-ba
ack programm
me
around EUR 6Bn). We also
(authorisation
n up to EUR 6B
Bn).
der Pressure. ENI’s ratings remain at riskk of downgrad
de. On 16 Julyy, S&P placed ENI’s rating on
o CreditWatcch
 Ratings Und
Negative (CW
WN) following the one-notch
h downgrade o
of Italy’s rating
g to BBB/negative. This refleected the pote
ential one-notcch
rating downg
grade if ENI co
ontinues to be
e considered a government--related entity (GRE), with ttwo-notches maximum
m
ratin
ng
distance allow
wed, or if S&P concluded tha
at evolving cou
untry risk could
d harm ENI’s standalone creddit profile (SAC
CP) to a greateer
extent than ffactored in at that time. S&P
P has said it p
plans to resolve
e its CWN placement by YE 13. Also, Moo
ody’s has said it
could downgrade ENI’s ratiing if it further cuts Italy's raating, since the maximum distance alloweed between the two ratings is
two notches. Fitch has statted it could do
owngrade ENI’’s rating in casse of: 1) failure to maintain upstream stra
ategic targets in
opean oil and gas
g peers; 3) ffailure to resto
ore refining an
nd
line with statted goals; 2) above-average operating cossts versus Euro
chemical seg
gments to pro
ofitability by 2015;
2
4) net adjusted debt/FFO consiste
ently above 2 x; and 5) FFO
O/fixed chargees
consistently b
below 8x.
us. We confirm
m our HOLD re
ecommendatio
on on ENI’s bo
onds, given that they are m
mostly in line with
w JPM Energ
gy
 Market Focu
index for A-rrated bonds, and
a
in view off downward p
pressure on EN
NI's ratings an
nd the immineent start of a share buy-bacck
programme.
Strong positio
on in the profittable E&P secto
or.
High oil pricess and sizeable oil & gas disco
overies.
Good position
n in G&P secto
or in Europe.
Ongoing reneegotiations of take-or-pay
t
ga
as contract.
High liquidity and low refinaancing risk unttil 2017.
Commitment to a disciplinee financial struccture.
Strategic stakke of 30.3% ow
wned by the Italian governm
ment.
Wea
aknesses
 E&
&P division increasingly depenndent on high-risk non-OECD
countries (around
d 60% of EBITT in Africa in 20
012).
 Hig
gh exposure to
o oil and gas pprice as well as EUR/USD rate
 Mo
oderate exposure to Italy coountry risk (27
7% of revenuees
and <7% EBIT in
n 2012).
 We
eak performan
nce in the gas, refining, chem
mical divisions.
 Pre
essure on ratin
ngs due to soveereign risk, negative FCF afteer
divvidends and share buyback pprogramme (up
p to EUR 6Bn).
Leverage
L
trend (x)
Debtt repayment sc
chedule (EUR B
Bn, 30.06.13)
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Source
e: Company data, In
ntesa Sanpaolo Reseearch elaboration
In
ntesa Sanpa
aolo Researcch Departme
ent
2
27
Credit Sector Repo
ort
D
201
13
20 December
EXOR:
E
Cred
dit View Neutral
N
Maria Gabriella Tronco
oni
+3
39 02 8794 1117
(S
S&P BBB+//Stable)
Consolidate
C
sale
es by geograph
hical area (2012)
NAV
V by equity investment (pricess at 18.12.13)
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Source
e: Company data, In
ntesa Sanpaolo Reseearch elaboration
Credit
C
View, Ra
ating, and Bond
d Recommenda
ations
Sa
Strengths
S
m
pl
e
 Credit View Neutral. Follo
owing the sale
e in June of itss 15% stake in
n SGS, which in our view waas the highest quality asset of
o
EXOR’s portfo
olio, there is great
g
uncertain
nty over the ho
olding compan
ny’s future investment strateegy. With EUR
R 2.5Bn in liquid
assets, we reemain concern
ned that EXOR
R could make a substantial capital injection into the nnew entity resulting from th
he
eventual merrger of Fiat and
a
Chrysler, thus increasin
ng asset concentration on lower quality investments and potentiallly
triggering a d
downgrade off EXOR’s rating
g. In expectatiion of the holding’s next in
nvestment movves, we confirm
m a Credit View
Neutral on EX
XOR, which is linked to our Neutral
N
Credit V
Views on CNH Industrial and Fiat, its main innvestments, which account fo
or
around 58% o
of the current EUR
E 8.2Bn NAV
V.
 Stable Rating. The stable outlook reflectts S&P’s view tthat EXOR wo
ould continue to
t maintain its conservative capital
c
structurre
and meaning
gful financial flexibility, with a loan-to-vvalue (LTV) rattio below 20%, even in ttimes of high equity markeet
turbulence. A
According to S&P, EXOR’s ra
ating could be downgraded in the followin
ng cases: 1) thhe LTV ratio exxceeds 20%; 2)
2
increasing op
perating and financial risks in
n its largest in
nvestment porttfolio companies, especially Fiat and CNHI; and/or 3) an
ny
plans by EXO
OR for a substaantial equity injjection into an
ny of its subsid
diaries. We also
o note that baased on S&P’s criteria, EXOR
R’s
rating could rreach up to thrree notches ab
bove the sovereeign rating, givven its moderate country riskk exposure to Italy.
us. Despite its uncertain stra
ategic outlookk, we find EXO
OR’s 2017 bon
nd attractive ccompared with
h JPM Industrial
 Market Focu
index for BBB
B-rated bonds. As a result, we
e upgrade our recommendattion to BUY fro
om HOLD.
Wea
aknesses
 One of Europ
pe’s biggest invvestment holding companies .
ortfolio, streng
gthened by th e sale
 Highly liquid investment po
of SGS’ stake in June 2013 (EUR 2.4Bn in cash).
 Prudent invesstment and finaancial policy (LLTV <20%).
017.
 Low refinanciing risk until 20
bt is non-recourse and not cross Operating subsidiaries’ deb
defaulted with EXOR’s debtt.
 Mo
odest portfolio
o diversificatioon, after the sale of a 15%
%
sta
ake in SGS.
 Pre
esence in cyclical sectors expposed to Euro
opean econom
mic
we
eakness.
 Pre
edominance off majority stakees limits investtment liquidity.
 Possible negative
e impact from substantial capital injection in
e new eventua
al Fiat-Chrysler combined enttity.
the
NAV:
N
listed and
d unlisted invesstments (pricess at 18.12.13)
Hold
dings’ debt repa
ayment schedu
ule (EUR M, 30..09.13)
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Source
e: Company data, In
ntesa Sanpaolo Reseearch elaboration
28
2
Inttesa Sanpao
olo Research Departmen
nt
Credit Sector Repo
ort
D
201
13
20 December
FIAT: Crediit View Ne
eutral
(M
Moody’s B
Ba3/Negattive, S&P BB-/Stable
B
e, Fitch BB-/Negative
e)
Maria Ga
abriella Tronco
oni
+39 02 8794 1117
Revenues
R
by ge
eographical are
ea and business unit (LTM13)
Income performance
So
ource: company datta, Intesa Sanpaolo Research elaboration
Source
e: company data, Intesa Sanpaolo Resea
earch elaboration
Credit
C
View, Ra
ating, and Bond
d Recommenda
ation
Strengths
S
Sa
m
pl
e
 Credit View
w Neutral. Despite the dow
wnward revisio
on of its 2013
3 targets, we confirm our Credit View Neutral
N
on Fiaat,
continuing to
o expect a broaadly stable cred
dit profile for 2
2013, excludin
ng the planned
d buyout of Chhrysler’s minorrity stake, whicch
we believe remains the keyy driver of the group’s prospeects, and, in our view, could
d lead to a onee-notch rating downgrade if it
r
low on
n the timing, price
p
and mix of
o funding of C
Chrysler’s buyo
out. Fiat has said
is fully debt-fiinanced. Howeever, visibility remains
it intends to present a new
w five-year bussiness plan in A
April, at which
h time it believes there will be more clarity on Chryslerr’s
buyout.
der Pressure. Fiat’s ratings remain at risk o
of downgrade by Fitch and Moody’s. Fitchh has said it co
ould downgrad
de
 Ratings Und
Fiat’s rating in
n case of: 1) a sustained fall in revenue an
nd operating margins;
m
2) mounting liquidityy issues, includ
ding refinancin
ng
concerns or a major stake increase in Chrrysler, further w
weakening the
e group’s capittal structure; 33) consolidated gross debt/FFO
above 3x; 4) FFiat standalonee gross debt/FFFO above 5x; aand/or 5) evide
ence of tangible support to C
Chrysler. Mood
dy’s said it could
downgrade FFiat’s rating if: 1) standalone
e negative FCF fails to reducce to significan
ntly below EURR 2.5Bn in 201
13; 2) there is a
significant losss of market sh
hare in Europe; and 3) there is a decline in the earnings and
a cash flow contribution from its Braziliaan
operations. N
Note that only S&P maintain
ns a stable outtlook on Fiat’ss rating, but itt has stated it could downg
grade it if: 1) its
performance in Europe and Brazil is wo
orse than expeected; 2) FFO/a
adjusted net debt
d
is below the 12-20% range, and neet
kes on higher d
debt following the purchase of the remainiing 41.5% stake in Chrysler.
debt/EBITDA is above 4.5-5x; and 3) it tak
us. We confirm
m our SELL reccommendation
n on Fiat’s bon
nds in view off ratings downngrade risk in case of a deb
bt Market Focu
financed Chryysler’s buyout,, expectations of negative FC
CF of Fiat stan
ndalone until 2015-16,
2
and restricted acce
ess to Chryslerr’s
liquidity.
Wea
aknesses
 Leader in Italyy and Brazil, sttrong presence
e in the US thro
ough
Chrysler.
a
low fuel consumption cars,
 Well-positioneed in small and
light commerrcial vehicles an
nd luxury cars.
graphical and production diversification
d
 Broader geog
with
the acquisition of Chrysler.
 Low refinanciing risk until 2017 for Chrysler on a standaalone
basis (but refiinancing risk fo
or Fiat excl. Ch
hrysler in 2015)).




Trrend in industrrial division lev
verage (x)
Debtt repayment sc
chedule (EUR B
Bn, 30.09.13)
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Note: Fiat excl. Chrysler. Source:
S
Company daata, Intesa Sanpaolo
o Research elaboration
In
ntesa Sanpa
aolo Researcch Departme
ent
Hig
gh exposure to
o Europe and BBrazil, weak prresence in Asiaa.
Revenues concen
ntrated in smalll car segment.
Low capacity utilisation and larrge losses in Eu
urope.
Ne
ew 2013 targets still am
mbitious, implying a stron
ng
improvement in Chrysler’s perfformance in 4Q
Q13.
 Rating at risk of downgrad e in case off debt-financeed
acq
quisition of 41.5% stake in C
Chrysler.
2
29
Credit Sector Repo
ort
D
201
13
20 December
FINMECCANICA: Credit View Negative
N
Maria Gabriella Tronco
oni
+3
39 02 8794 111
17
(M
Moody’s B
Ba1/Neg., S&P BB+/S
Stable, Fittch BB+/Ne
eg.)
2012
2
– Revenue
es by geograph
hical area
Inco
ome performance
So
ource: company datta, Intesa Sanpaolo Research elaboration
Source
e: company data, Intesa Sanpaolo Resea
earch elaboration
Credit
C
View, Ra
ating, and Bond
d Recommenda
ation
Strengths
S






Sa
m
pl
e
 Credit View
w Negative. Fo
ollowing the company’s
c
weeak 9M13 resu
ults, weighed by Ansaldo BBreda’s heavy losses, and th
he
downward reevision to its 20
013 targets, we confirm our Credit View Negative
N
on Finmeccanica. W
We continue to believe that th
he
company’s ou
utlook remainss challenging, given the incrreasing pressure on the defe
ence budgets iin its main ma
arkets (Italy, UK
K,
and US), and ongoing extraaordinary charg
ges related to restructuring actions and co
ontract disputees, which we believe
b
are likeely
to continue to
o penalise its FCF
F generation
n. As a result, FFinmeccanica’ss ability to dele
everage relies m
mainly on assetts disposal.
 Ratings Und
der Pressure. Both Fitch and Moody’s haave maintained
d a negative outlook
o
on Finm
meccanica’s ra
atings. Moodyy’s
said it could d
downgrade Fin
nmeccanica's rating
r
if: 1) op
perating margin
ns will not tren
nd towards thee high single-d
digit percentag
ge
range; 2) adjusted debt-to-EBITDA will not
n fall and reemain below four
f
times; 3) it is unable tto maintain a strong liquiditty
profile; and 4) free cash flow
f
does not grow towarrds several hu
undred million euro. Fitch hhas said it could downgrad
de
Finmeccanica’s ratings if: 1)) there are new
w material advverse findings in relation to corruption inveestigations; 2) FFO-based
F
leasse
adjusted grosss leverage is sustained
s
abovve 4x; 3) adjussted FFO margin is below 7%
%; 4) FCF is coonsistently neg
gative; and/or 5)
5
there are furtther material cash
c
restructuring charges. W
Whilst maintaining a stable outlook, S&P has said it co
ould downgrad
de
Finmeccanica’s rating if its FFO/debt
F
ratio falls to 15% o
or its debt/EBIT
TDA increases to
t 4.5x.
us. Following the
t disposal off Ansaldo Enerrgia and the signing of a Mo
oU for the expploration of assset disposal alsso
 Market Focu
in the Transpo
ortation sectorr, we believe th
he downside riisk on Finmecccanica’s bonds has reduced. A
As such, we maintain
m
a HOLLD
recommendattion, although
h we believe Finmeccanica’s bonds remain slightly expen
nsive versus thhe ML EURO HY
H index for BB
Brated bonds.
Predominancee of predictablle defence-rela
ated activities.
Well-diversifieed position in European
E
A&D
D industry.
Sound geograaphical diversiffication.
Backlog coverrs around 2.4 years
y
of produ
uction.
Strategic stakke of 32.4% heeld by Italian government.
Low refinanciing risk until 20
017.
Wea
aknesses
 Ne
egative A&D in
ndustry outloook, given defen
nce budget cuts
in the main OECD countries.
 De
ependence on Italian military market, expeccted to fall.
 Exe
ecution risk to assets disposaal and restructu
uring plans.
 Reputational risk
k due to corrupption investigattion.
 Rating at risk of further downggrade by Fitch//Moody’s.
Leverage
L
trend (x)
Debtt repayment sc
chedule (EUR B
Bn, 30.09.13)
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Source
e: Company data, In
ntesa Sanpaolo Reseearch elaboration
30
3
Inttesa Sanpao
olo Research Departmen
nt
Credit Sector Repo
ort
D
201
13
20 December
GTECH:
G
Cre
edit View Positive
Maria Gabriella Tronco
oni
+3
39 02 8794 1117
(M
Moody’s B
Baa3/Stable, S&P BB
BB-/Positiv
ve)
Revenues
R
by ge
eographical are
ea (9M13)
Inco
ome performance
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Source
e: Company data, In
ntesa Sanpaolo Reseearch elaboration
Credit
C
View, Ra
ating, and Bond
d Recommenda
ation
Sa
Strengths
S
m
pl
e
 Credit View Positive. We confirm our Credit
C
View Possitive on GTEC
CH, based on itts solid 9M13 results, a firm commitment to
t
further de-levveraging in 2013, and in our
o view low refinancing risk
r
until 2016
6. We are paarticularly enco
ouraged by th
he
increasing contribution from
m GTECH’s forreign operation
ns, which are allowing
a
the company to redduce exposure
e to Italy counttry
ure greater susstainability of its solid fundaamentals in the
e medium term
m, now that tthe Italian lotte
ery industry haas
risk and ensu
reached matu
urity. We highlight that GTEC
CH is finalising
g a new strateg
gic plan, focussed on cost-cuttting, which it has said will be
b
presented in 1Q14.
al. We continue to believe th
hat both S&P and
a Moody’s could
c
upgrade GTECH’s ratin
ng by one notcch
 Rating Upgrrade Potentia
in 2014, if Itaaly’s country riisk stabilises. S&P
S has stated
d that it could upgrade GTEC
CH’s rating to BBB if leverag
ge is maintaineed
below 3x an
nd if it gained
d confidence that the unccertain macroe
economic environment in Ittaly would no
ot meaningfully
negatively impact the comp
pany’s Italian operations’
o
revvenue or cost base.
b
Moody’s has said it couuld upgrade GTECH’s
G
rating if
DA-capex/interrest expense were
w
to sustain
nably improve below 2.5 tim
mes and above 5
adjusted debtt/EBITDA and adjusted EBITD
times, respecctively. Moody’s has also sta
ated that GTEC
CH's rating co
ould exceed th
hat of the sovvereign (Baa2/negative) by no
n
more than on
ne notch.
us. Whilst GETTCH’s senior bonds
b
have ou
utperformed th
his year to datte, we maintaiin our BUY re
ecommendation,
 Market Focu
because they remain attracctive compared
d with JPM Co
onsumer non-cyclical indices for Euro BBB-rrated bonds at correspondin
ng
We also confirm
m our BUY reco
ommendation o
on GTECH’s hyybrid bonds.
maturities. W
Wea
aknesses
 Global leaderr in lottery indu
ustry.
w, given that 90%
9
of revenu
ues is
 High visibilityy on cash flow
under contracct until 2016.
hed government relationship
p and high levvel of
 Well-establish
contract reten
ntion.
ortfolio of lotteery operations and
a licenses.
 Diversified po
ors.
 High entry baarriers for potential competito
generation, high liquidity an
nd low refinan
ncing
 Positive FCF g
risk until 2016
6.
 Ma
ature and capittal-intensive seector.
 Hig
gh exposure to Italy countryy risk (56% of
o revenues an
nd
69% of EBITDA in 9M13).
ower contribution of Italiaan activities, given
g
domesttic
 Slo
eco
onomic weakn
ness.
 Rissk of change in
n industry reguulation or tax ra
ate.
 Rissk of non-renew
wal of main loottery licences or
o large upfron
nt
payyment to retain licences.
 Ca
apex increase likely to exploitt growth opportunities.
Leverage
L
trend (x)
Debtt repayment schedule (EUR Bn
n, 30.09.13)
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
In
ntesa Sanpa
aolo Researcch Departme
ent
Note: Hybrid bonds includ
ded at first call date in 2016. Source: Co
ompany data, Intesaa
olo Research elabora
ation
Sanpao
3
31
Credit Sector Repo
ort
D
201
13
20 December
HERA:
H
Cred
dit View Neutral
N
Alesssandro Chiodini
+3
39 02 8794 111
15
(M
Moody’s B
Baa1/Neg.., S&P BBB
B/Stable)
EBITDA
E
breakdo
own (2012)
Inco
ome performan
nce
Not
regulated
50%
Regulated
d
50%
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Note: *pro-forma basis. Source:
S
Company daata, Intesa Sanpaolo
o Research elaboration.
Credit
C
View, Ra
ating, and Bond
d Recommenda
ation
Strengths
S
m
pl
e
 Credit View
w Neutral. Despite the full exposure to tthe recession in Italy through its exclusivvely domestic operations, we
w
confirm our C
Credit View Neutral on Hera
a in view of itss solid operatiing profile und
derpinned by tthe Acegas-Ap
ps consolidatio
on
(effective from
m January 2013), its business diversificatio n, the relevantt contribution by regulated aactivities (accounting for 50%
%
of total EBITD
DA) ensuring high visibility on cash flowss, and manage
ement’s solid track record inn delivering sttrategic targetts.
However, pottential negativve headwinds could stem frrom regulatoryy or fiscal changes, exacerbbated by the tough econom
mic
scenario.
 Rating at Rissk by Moody
y’s. Moody’s has maintained a negative ou
utlook, given the weak domeestic environm
ment. In contrast
S&P’s stable o
outlook reflectts its expectatiions that Heraa will manage to achieve cre
edit metrics in line with current rating leveel.
Italy’s downg
grade by one notch
n
would be
b a rating trig
gger at Moodyy’s, while S&P recognises a ttwo-notch maximum distancce
with Italy’s rating.
 Market Focu
us. We confirm
m our HOLD recommendatio n on Hera’s bo
onds as their spreads are currrently aligned to JPM Utilitiees
index for BBB
B-rated bonds, also factoring in the compan
ny’s exposure to
t Italy’s counttry risk.
Wea
aknesses
 Hig
gh exposure to Italy’s counttry risk, given total domesttic
op
perations.
 Ma
argins under pressure in liiberalised wasste and energ
gy
(esspecially gas sa
ales), given Italyy’s weak economic situation.
 Rissk of negative regulatory or ffiscal changes.
 Ge
enerous divide
end pay-out aand sizeable capex plan oveer
20
012-2017 (EUR 2Bn).
 Rating pressure at
a Moody’s.
Leverage
L
trend (x)
Debtt repayment sc
chedule (EUR M
M, 30.09.13)*
Sa
 Italy’s second-largest local multi-utility.
m
 Diversified bu
usiness mix.
 Predictable caash flow and earnings
e
from regulated activvities
(50% of total EBITDA), seet to increase
e further by 2
2017
(58% of totall EBTIDA).
 Low exposure to powerr generation and flexible gas
procurement policy.
 Synergies from
m integration with
w Acegas-A
Aps.
 Low refinanccing risk unttil 2016 and
d commitmen
nt to
deleveraging (net debt/EBITTDA target 2.7xx at YE16).
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on; * pro-forma basiis
32
3
Note: including bond issued in October 20133. Source: Company data, Intesa Sanpao
olo
Researrch elaboration
Inttesa Sanpao
olo Research Departmen
nt
Credit Sector Repo
ort
D
201
13
20 December
ROTTAPHA
R
ARM: Cred
dit View Ne
eutral
Melanie Gavin
+3
39 02 8794 111
18
(M
Moody’s B
B1/Neg., S&P
S
BB-/Sttable)
Sales by geogrraphic location of customers (9M13)
(
Tren
nd in profitability
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Source
e: Company data, Intesa Sanpaolo Reseaarch elaboration
Credit
C
View, Ra
ating, and Bond
d Recommenda
ation
Strengths
S
m
pl
e
 Credit View Neutral. The group had seen a build-up of working ca
apital over the last few yearss associated wiith an extensio
on
of debtors’ d
days in Italy. Rottapharm
R
ha
as since reverssed this policy with the ben
nefits feeding through in 9M
M13 cash flow
w.
However, thee group saw a drop in sales and
a particularlyy EBITDA yoy at
a 1Q13, attributable primarilly to logistics problems
p
in Itaaly
and, to a lessser extent, pricce discounting in order to faccilitate a re-entry/stabilisation
n of the previoous debtor build-up. Problem
ms
in Spain assocciated with thee shift in the product
p
mix an
nd impact of price
p
reductionss also contribuuted. There are
e tentative sign
ns
that EBITDA may stabilise, whilst growth
h in other marrkets helps mittigate the wea
akness in the domestic market. We will be
b
urther evidencee of a stabilisattion of sales an
nd EBITDA from
m 4Q13 onwards.
looking for fu
 Rating at Rissk by Moody’’s. For S&P, the
e stable outloo
ok reflects its view
v
that Rotta
apharm’s operaational underp
performance haas
bottomed ou
ut and that it will continue to generate p
positive cash flows,
f
with a recovery in EBBITDA expecte
ed in 2013. Fo
or
Moody’s, thee negative outtlook reflects the higher levvel of debt an
nd expectation
ns that YE levverage will be
e above 5x, th
he
threshold set for potential downgrade
d
pre
essure on ratin
ngs.
us. We take th
he view that spreads are atttractive at the present time and improve oour bond recommendation to
t
 Market Focu
BUY from HO
OLD on Rottaph
harm bonds, in
n anticipation tthat 4Q13 figu
ures confirm a stabilisation off operational performance.
p
Wea
aknesses
 Sm
mall size versus competitors.
 Exposure to Italy (25% of 9M1 3 sales) and Spain (5%).
 Pre
essure on rx--reimbursed re
reference pricing (c.25% of
o
po
ortfolio in 2012
2) by Southernn European aussterity measurees
(go
overnment reim
mbursement ppolicies).
 De
ecreasing top line and EBITD
DA since 2009
9, high leverag
ge
and open to acquisitions/non-oorganic investm
ments.
 Sales, but particularly EBITDA,, hit in 1Q13, due to logisttic
pro
oblems in Ittaly, price diiscounting an
nd a shift in
priicing/product mix
m in Spain.
Trend
T
in leverag
ge
Estim
mated debt rep
payment sched
dule (EUR M, 30
0.09.13)
Sa
 Well-establish
hed brands in
n niche semi-ethical and OTC
products.
 Good core caash conversion rate at FFO levvel.
 Increasing geeographic diverrsification, with a higher gro
owth
rate in emerg
ging markets.
 Good degree of vertical inteegration and fllexible cost basse.
 Low capital in
ntensity.
 Strategy gearred towards red
ducing businesss risk profile.
 Low refinanciing risk until 20
019.
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
In
ntesa Sanpa
aolo Researcch Departme
ent
Note: data excludes CP off revolving factoringg, lease liabilities, he
edging instruments,
and otther financial liabilities. Amortising debtt in 2014-17. 2013 includes CPLTD and
revolving debt, of which EUR 48M we estimatte to be subject to annual
a
amortising
ule of term loans. So
ource: Company datta, Intesa Sanpaolo Research elaboration.
schedu
3
33
Credit Sector Repo
ort
D
201
13
20 December
SNAM:
S
Cre
edit View Neutral
N
Alesssandro Chiodini
+3
39 02 8794 111
15
(M
Moody’s B
Baa1/Neg.., S&P BBB
B+/Neg.)
EBITDA
E
breakdo
own (2012)
Inco
ome performan
nce
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Sourcce: Company data, Intesa Sanpaolo Ressearch elaboration
Credit
C
View, Ra
ating, and Bond
d Recommenda
ation
Strengths
S
m
pl
e
 Credit View Neutral. We maintain our Neutral Cred it View on Snam in view off its low operaating risk on the
t back of th
he
usiness, with limited sensitivvity of revenue
es to change in volumes. Allthough the group’s
g
financial
regulated natture of the bu
profile remain
ns affected byy higher financial charges, ffollowing the spin-off from ENI, the com
mpany has opttimised its deb
bt
structure revissing downwarrds its FY13 gu
uidance of cosst-of-debt to 3.7% from 4%, and estimati ng total annual savings up to
t
EUR 60M. On the regulato
ory front, we see an overaall neutral imp
pact given a better-than-exp
b
pected final outcome for gaas
hich should offset a likely neg
gative impact ffrom distributio
on tariff review
w.
transport, wh
 Ratings Und
der Pressure. Snam is currrently rated aat the same le
evel by both S&P and Mooody’s, and one notch higheer
compared to Italy’s rating, which equate
es to the maxximum allowed differential against the soovereign. As a result, Snam
m’s
s
correlattion with Italy’’s creditworthiness. A downw
ward rating re
evision could be
b
pressure on itts rating mainly reflects its strong
triggered by a downgrade of Italy, or byy a deterioratio
on of Snam’s financial
f
profile on the backk of detrimenttal regulatory or
o
e
envirronment.
fiscal changess prompted byy the sluggish economic
 Market Focu
us. We confirm
m our BUY reco
ommendation on Snam’s bo
onds, given the
e company’ sollid operating profile
p
sustaineed
by a favourab
ble regulatory framework. We
W also reitera te our prefere
ence compared
d with Terna’s bonds, given Snam’s steepeer
cash curve on
n longer maturrities, despite aligned
a
ratings and similar fully-regulated business.
b
Wea
aknesses
 Hig
gh exposure to
o Italy country risk as businesss is domestic.
 Rissk of fiscal and regulattory changess given Italyy’s
constrained public budget.
 Ge
enerous dividen
nd policy.
 Sizzeable capex plan in 201 3-16 (EUR 6.2Bn
6
gross of
o
sub
bsidies)
 Co
oncession renew
wal risk in the distribution bu
usiness.
 Rattings under pressure, due too sovereign risk
k.
Leverage
L
trend (x)
Debtt repayment sc
chedule (EUR M
M, 30.09.2013)
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Source
e: Company data, In
ntesa Sanpaolo Reseearch elaboration
Sa
 Strong compeetitive position
ning.
 Solid operating profile givven fully regu
ulated busine sses,
with high visibility on earnin
ngs and cash flows.
 Supportive an
nd transparent regulatory framework.
 Limited expossure of revenuees to changes in gas demand
d.
 High operatin
ng profitability with steady margins.
m
 Low refinanciing risk until 20
016.
 Lower cost off debt after its debt portfolio
o optimisation.
34
3
Inttesa Sanpao
olo Research Departmen
nt
Credit Sector Repo
ort
D
201
13
20 December
TELECOM
T
IITALIA: Credit View Not Assig
gned
(Moody’s
(
Ba1/Neg.,, S&P BB+//Neg., Fitcch BBB-/Ne
eg.)
Sales
S
by geogra
aphic area (9M13)
Melanie Gav
vin
+3
39 02 8794 1118
Inco
ome performance
So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
Note: EBIT adj. for ext. wrrite-down; Source: C
Company data, Intesa Sanpaolo Researcch
ation
elabora
Credit
C
View, Ra
ating, and Bond
d Recommenda
ation
pl
e
 Credit View not Assigned
d. Telecom Ita
alia remains un
nder strong co
ompetitive and regulatory prressures. Grow
wth continues to
t
be primarily ffed by Latam operations,
o
although the gro
oup has now sold
s
its Argenttine operationss. Leverage is high, and therre
does not appeear to be any potential
p
positive catalyst oveer the short to
o medium-term
m to assist de-leeveraging.
 Ratings Und
der Pressure. Ratings
R
remain
n under downw
ward pressure despite the recent downgra des to high yie
eld. The group
p’s
debt burden iis high, whilst its ability to ad
dequately de-leever over the short
s
term from
m organic cashh flow is constrrained.
 Market Focu
us. Bond recom
mmendation no
ot assigned.
Strengths
S
Wea
aknesses
Leverage
L
trend (x)
 Hig
gh exposure to Italy, neeed for high
her geograph
hic
divversification.
 Inccumbent operator experienccing structural contraction in
some segments. Struggling inn an increasingly competitivve
and tough regula
atory environm
ment.
 Ma
aterial de-leveraging potenttial from interrnally-generateed
sources is limitted and hen ce primarily dependent on
o
extternal factors. Extraordinaryy operations are unlikely to
t
pro
ovide material relief.
 Political issues are a factor in determining the
t structure of
o
the
e group going forward.
m
Domestic EBITTDA margins are
a still high.
Strong domesstic footprint and
a market sha
are.
Solid core cassh flow generaation and stron
ng liquidity marrgin.
Managementt focused on dee-leveraging.
Reasonably w
well balanced debt
d
maturity profile.
p
Low refinanciing risk until 20
018.
Sa






So
ource: Company data, Intesa Sanpaolo Research elaboratio
on
In
ntesa Sanpa
aolo Researcch Departme
ent
Debtt repayment sc
chedule (EUR B
Bn, 30.09.13)
Source
e: Company data, In
ntesa Sanpaolo Reseearch elaboration
3
35
Credit Sector Repo
ort
D
201
13
20 December
TERNA:
T
Cre
edit View Neutral
Ale
essandro Chiod
dini
+39
+ 02 8794 1115
(M
Moody’s B
Baa1/Neg.., S&P BBB
B+/Neg., Fiitch A-/Ne
eg.)
EBITDA
E
breakdo
own (9M13)
Inco
ome performan
nce
So
ource: company datta, Intesa Sanpaolo Research elaboration
Sourcce: company data, Intesa Sanpaolo Reseearch elaboration
Credit
C
View, Ra
ating, and Bond
d Recommenda
ation
Sa
Strengths
S
m
pl
e
 Credit View Neutral. We maintain our Neutral
N
Credit View on Terna
a, expecting itss credit metricss to remain alm
most stable in the
d by its low-risk regulated activities in a favourable re
egulatory conttext, which prrovides revenu
ues’
coming montths, supported
insulation from the downw
ward trend in domestic
d
electrricity demand. However, from
m 2014 Terna will be negatively impacted by
the reset in its base allow
wed remunerattion (6.3% vs.. current 7.4%
%), accounting
g for approx. EUR 115-120
0M (8-9% of the
group’s total grid revenues), although pa
artially mitigateed by the decrrease in the Ro
obin Hood taxx (down to 6.5
5% from 10.5%
%).
Going forward, potential further
f
pressure on Terna’ss financial pro
ofile could also
o stem from iits recent acce
eleration in no
on(
due diligence
d
for reenewable proje
ects in Chile), coupled
c
with sstill-significant domestic capeex.
regulated activities abroad (ongoing
 Ratings Und
der Pressure. Even though Terna is still rated one-no
otch higher than Italy by alll the rating agencies,
a
they all
recognise a n
negative outloo
ok, reflecting that
t
on the so
overeign. Key triggers
t
for a downgrade
d
coould be a cut of
o the sovereig
gn’s
rating (S&P B
BBB/Neg; Moo
ody’s Baa2/Neg
g), but also deetrimental regulatory or fiscal charges proompted by the
e weak domestic
environment.
 Market Focu
us. We confirm
m our HOLD recommendati
r
ion on Terna’ss bonds as current spreads are the tighte
est among Itallian
utilities and ccontinue to bee expensive compared to JPM
M Utilities BBB
B-rated bonds and Italian BTTPs curve. We also reiterate our
o
relative valuee recommendaation in favou
ur of Snam’s bonds on lon
nger maturitiess, given higheer spreads, de
espite the sim
milar
regulated natture of the bussinesses and eq
quivalent rating
gs, both cappe
ed by that on Italy.
 Monopolist in
n Italy and the largest grid op
perator in Euro
ope.
 Solid operatin
ng profile giveen fully regulated business, with
high visibility on earnings an
nd cash flows.
 Supportive an
nd transparent regulatory framework.
 Limited expo
osure of revenues to chan
nges in elect ricity
demand.
 Strong profitaability and stab
ble margins.
 Low refinanciing risk until 20
017.
Le
everage trend (x)
Wea
aknesses
 Op
perating exposure 100% dom
mestic.
 Rissk of regulatorry or fiscal cha nges prompted by the slugg
gish
eco
onomic environment.
 Sizzeable capex plan over 2013--17 (EUR 4.2Bn).
 Accceleration in non-traditionaal activities abroad (up to EUR
E
90
00M), not included in its strattegic plan.
 Ne
egative FCF after dividends.
 Intterim review fo
or 2014-15 of tthe risk-free ra
ate in tariffs (base
WA
ACC down to 6.3% from 7.44%).
Debtt Repayment Schedule (EUR M
M, YE12)
8,000
Bonds
Bank loans
7,000
6,000
5,000
4,000
3,000
2,000
1,000
0
2013
So
ource: company datta, Intesa Sanpaolo Research elaboration
36
3
2014
20155
2016
2017
> 2017
7
Source
e: company data, Intesa Sanpaolo Resea
earch elaboration
Inttesa Sanpao
olo Research Departmen
nt
Credit Sector Repo
ort
D
201
13
20 December
WIND:
W
Cred
dit View Neutral
N
(M
Moody’s B
B1/Neg., S&P
S
BB-/Sttable, Fitch
h BB-/Neg.)
Breakdown
B
of ssales by activitty (9M13)
Tren
nd in profitability
So
ource: company datta, Intesa Sanpaolo Research elaboration
Source
e: company data, Intesa Sanpaolo Resea
earch elaboration
Melanie Gav
vin
+3
39 02 8794 111
18
Credit
C
View, Ra
ating, and Bond
d Recommenda
ation
Strengths
S
m
pl
e
 Credit View
w Neutral. Sou
und core business profile, b
but beginning to feel the im
mpact of com
mpetitive pressures. Wind haas
historically m
maintained a sttrong competitive edge thro
ough price lea
adership, whicch could be ssomewhat und
dermined goin
ng
forward, in our view. Key to
o the outlook is the policy o
of the parent VimpelCom
V
as regards Wind’’s debt structure, as Wind haas
nomous de-levveraging poten
ntial given the current weight of debt. Th
he parent has stated that itt will assess th
he
limited auton
optimal funding structure of
o Wind within the context of an evaluattion of underlying equity vaalues of each of the differen
nt
g
structure
e.
funding blockks within the group
der Pressure. For Moody’s, a downgrade could it has said materialise
e if leverage exxceeds 5x, FCFF were to movve
 Ratings Und
closer to zero
o, there was no
n evidence of
o refinancing debt well ahe
ead of maturities, and/or a deterioration in the liquiditty
profile. For Fitch a stabilisaation of Wind’s operating aand financial performance
p
will
w be difficultt to achieve and
a
even mino
or
additional prressures could
d compromise deleveraging
g efforts. Fitch
h’s rating con
ntinues to beenefit from itss sole ultimatte
shareholder. S&P recently upgraded
u
Wind
d on revised raating criteria, viewing
v
Wind as a “strategiccally importan
nt” subsidiary of
o
Vimplecom.
 Market Focu
us. We maintaain a HOLD reccommendation
n on Wind’s bonds. Parental intervention is the key, butt we see this as
a
unlikely to m
materialise at leeast before th
he PIKs becom
me cash pay in
n early 2014. Within the strructure, we prefer the senio
or
secured bond
ds and remain cautious
c
on the PIKs that carrry substantial risks.
Wea
aknesses
 10
00% Italian exposure and now feeling the effects of
o
competition with
h margin presssure building.
 Hig
ghly leveraged
d. Periods of dde-leveraging have
h
historicallly
been followed by
b re-leveraginng within perm
mitted covenan
nt
lim
mits (or requirin
ng waivers) whhen viable opp
portunities havve
been found.
 After the acquisition by Vim
mpelCom, upsstream parenttal
a
now a m
major driver. Introduces an
a
considerations are
ement of unce
ertainty. If opperating performance wanees,
ele
the
e extent of pa
arental supporrt may be que
estioned, in ou
ur
vie
ew.
Trend
T
in leverag
ge (x)
Debtt repayment sc
chedule (EUR B
Bn, 30.09.13)
So
ource: company datta, Intesa Sanpaolo Research elaboration
Source
e: company data, Intesa Sanpaolo Resea
earch elaboration
Sa
 High margins, strong cassh flows, alth
hough weakeening
somewhat. So
olid operating performance historically.
h
hough compettition
 Well-positioneed in the Italiaan market alth
is beginning tto bite.
 Proven manaagement competence over recent years and
solid largely ccredit friendly track
t
record, as
a bondholderss and
upstream intterests were predominantly aligned. SSome
uncertainty no
ow remains ovver this issue.
pre-paying deebt and anticipating leveerage
 History of p
targets. Low rrefinancing risk until 2017.
In
ntesa Sanpa
aolo Researcch Departme
ent
3
37
Credit Sector Report
20 December 2013
Appendix 1 - Italian Corporate Bonds vs. Benchmark Index
Italian senior corporate bonds denominated in euro vs. JPM indices (ASW spread, bps)
102
106
109
101
102
108
108
106
100
102
110
106
106
110
110
100
123
109
102
109
103
105
104
107
111
108
110
106
111
116
112
112
111
111
113
112
114
100
105
108
112
113
108
109
110
111
110
100
102
104
104
111
105
100
101
102
103
106
111
101
111
60
128
151
145
37
110
167
180
184
26
83
94
126
120
122
117
134
127
26
58
211
73
98
91
115
112
148
112
125
128
147
156
172
162
176
182
202
-3
38
48
68
56
61
84
89
94
90
82
98
111
111
139
167
171
29
122
216
68
120
131
184
126
213
279
147
109
242
254
275
187
77
164
176
224
195
210
119
237
210
73
113
296
153
215
184
208
198
261
195
222
233
243
256
258
265
266
292
302
37
84
73
146
73
83
90
103
109
107
88
121
126
114
279
247
175
197
195
238
169
232
149
287
-66
Utit.BBB 1-3Y
-85
Utit.BBB 3-5Y
-127
Util. BBB 5-7Y
-2
Util. BBB 5-7Y
-71
Utit.BBB 1-3Y
-132
Utit.BBB 1-3Y
-87
Utit.BBB 5-7Y
-95
Utit.BBB 5-7Y
-3
Utit.BBB 7-10Y
-51
Utit.BBB 1-3Y
-81
Utit.BBB 1-3Y
-82
Utit.BBB 3-5Y
-98
Utit.BBB 3-5Y
-76
Utit.BBB 3-5Y
-88
Utit.BBB 5-7Y
-2
Utit.BBB 5-7Y
-103
Utit.BBB 7-10Y
-83
Util. BBB +10Y
-47
Utit.BBB 1-3Y
-54
Utit.BBB 3-5Y
-85 Media&Tel. BBB 3-5Y
-80
Utit.BBB 1-3Y
-117
Utit.BBB 1-3Y
-93
Utit.BBB 1-3Y
-93
Utit.BBB 3-5Y
-86
Utit.BBB 3-5Y
-113
Utit.BBB 3-5Y
-83
Utit.BBB 3-5Y
-97
Utit.BBB 3-5Y
-104
Utit.BBB 3-5Y
-95
Utit.BBB 5-7Y
-99
Utit.BBB 7-10Y
-86
Utit.BBB 7-10Y
-103
Utit.BBB 7-10Y
-90
Utit.BBB 7-10Y
-110
Utit.BBB 7-10Y
-101
Util. BBB +10Y
-40
Util. A 1-3Y
-46
Util. A 1-3Y
-25
Util. A 1-3Y
-78
Util. A 3-5Y
-17
Util. A 3-5Y
-21
Util. A 3-5Y
-6
Util. A 5-7Y
-13
Util. A 5-7Y
-15
Util. A 5-7Y
-18
Util. A 5-7Y
-6
Util. A 7-10-Y
-23
Util. A 7-10-Y
-15
Util. A 10+Y
-3
Util. A 10+Y
-140 Indust. BBB 3-5Y
-81
Util. BBB 5-7Y
-4
Utit.BBB 7-10Y
-168 Indust. BBB 1-3Y
-74 Indust. BBB 1-3Y
-22 Indust. BBB 3-5Y
-101
Utit.BBB 1-3Y
-112
Util. BBB 5-7Y
-18
Utit.BBB 7-10Y
-103
Util. BBB +10Y
64
92
110
110
64
64
110
110
128
64
64
92
92
92
110
110
128
165
64
92
81
64
64
64
92
92
92
92
92
92
110
128
128
128
128
128
165
27
27
27
42
42
42
68
68
68
68
74
74
106
106
92
110
128
58
58
92
64
110
128
165
94
161
164
164
94
94
164
164
182
94
94
161
161
161
164
164
182
225
94
161
147
94
94
94
161
161
161
161
161
161
164
182
182
182
182
182
225
35
35
35
47
47
47
70
70
70
70
86
86
127
127
140
164
164
86
86
140
94
164
164
225
e
1.0
2.3
2.9
3.1
0.8
1.7
3.0
3.3
3.6
0.6
1.4
1.8
2.4
2.3
2.6
2.8
3.3
3.5
0.6
1.5
3.1
1.1
1.5
1.5
1.9
1.9
2.4
2.1
2.2
2.3
2.8
3.1
3.5
3.5
3.7
3.8
4.3
0.3
0.8
1.0
1.5
1.4
1.5
2.1
2.2
2.3
2.3
2.6
3.0
3.4
3.4
2.1
3.2
3.5
0.6
1.6
3.3
1.2
2.5
3.1
4.2
pl
300 0.6
600 4.7
500 6.2
600 7.2
299 0.4
762 2.9
750 5.9
500 7.1
500 8.1
2,218 0.5
1,500 2.4
1,000 3.7
1,000 4.9
1,000 5.1
750 6.2
750 7.2
1,000 10.5
500 11.7
700 0.6
600 3.9
230 4.4
1,250 1.5
2,000 2.2
1,500 2.7
1,500 3.5
1,000 3.6
2,500 4.2
1,000 4.3
750 4.5
1,000 4.8
1,000 6.2
750 7.6
2,500 8.7
1,000 9.3
300 9.8
750 10.4
850 13.5
1,250 0.1
1,000 1.5
1,500 2.1
1,110 3.8
1,250 3.9
1,000 4.1
750 5.5
1,500 5.7
1,000 6.1
1,000 6.5
800 7.9
1,000 9.6
900 11.7
300 11.7
690 3.5
750 6.6
600 8.0
500 0.2
750 0.7
750 4.8
500 2.2
500 6.0
500 7.8
700 14.1
ASW ASW YTD2 JPM Benchmark index
ASW ASW YTD
18.12.13 2.1.13 Chg
18.12.13 2.1.13 Chg
Sa
INVESTMENT GRADE
ACEIM 4 7/8 07/23/14
ACEIM 3 3/4 09/12/182
ACEIM 4 1/2 03/16/20
ADRIT 3 1/4 02/20/212
AEMSPA 4 7/8 05/28/14
AEMSPA 4 1/2 11/02/16
AEMSPA 4 1/2 11/28/19
AEMSPA 4 3/8 01/10/212
AEMSPA 3 5/8 01/13/222
ATLIM 5 06/09/14
ATLIM 5 5/8 05/06/16
ATLIM 3 3/8 09/18/17
ATLIM 3 5/8 11/30/18
ATLIM 4 1/2 02/08/19
ATLIM 4 3/8 03/16/20
ATLIM 2 7/8 02/26/212
ATLIM 5 7/8 06/09/24
ATLIM 4 3/8 09/16/25
EDFFP 4 1/4 07/22/14
EDFFP 3 7/8 11/10/17
EITIM 3 7/8 04/26/182
ENELIM 4 5/8 06/24/15
ENELIM 3 1/2 02/26/16
ENELIM 4 09/14/16
ENELIM 5 1/4 06/20/17
ENELIM 4 1/8 07/12/17
ENELIM 4 7/8 02/20/18
ENELIM 3 5/8 04/17/18
ENELIM 4 3/4 06/12/18
ENELIM 5 3/4 10/24/18
ENELIM 4 7/8 03/11/20
ENELIM 5 07/12/21
ENELIM 5 09/14/22
ENELIM 4 7/8 04/17/23
ENELIM 5 1/4 09/29/23
ENELIM 5 1/4 05/20/24
ENELIM 5 5/8 06/21/27
ENIIM 5 7/8 01/20/14
ENIIM 4 06/29/15
ENIIM 5 01/28/16
ENIIM 4 7/8 10/11/17
ENIIM 4 3/4 11/14/17
ENIIM 3 1/2 01/29/18
ENIIM 3 3/4 06/27/19
ENIIM 4 1/8 09/16/19
ENIIM 4 1/4 02/03/20
ENIIM 4 06/29/20
ENIIM 2 5/8 11/22/212
ENIIM 3 1/4 07/10/232
ENIIM 3 3/4 09/12/252
ENIIM 3 3/4 09/12/252
EXOIM 5 3/8 06/12/17
FERROV 4 07/22/202
FERROV 0 12/31/212
FGACAP 5 1/4 02/28/14
FGACAP 4 3/8 09/18/14
FGACAP 4 10/17/182
HERIM 4 1/8 02/16/16
HERIM 4 1/2 12/03/19
HERIM 3 1/4 10/04/212
HERIM 5.2 01/29/282
Price
m
Amt. Dur. YTM1
%
Out YR
Bond
Bond
vs.
Index
S&P
Fitch Moody’s
-31
-3 BBB-69 36 BBB-54 41 BBB-54 35 BBB+
-31 -26 BBB
-31 46 BBB
-54 56 BBB
-54 70 BBB
-54 56 BBB
-31 -38 BBB+
-31 20 BBB+
-69
2 BBB+
-69 34 BBB+
-69 28 BBB+
-54 11 BBB+
-54
6 BBB+
-54
6 BBB+
-60 -38 BBB+
-31 -38 BBB+
-69 -33 BBB+
-66 130
-31
9 BBB
-31 34 BBB
-31 28 BBB
-69 23 BBB
-69 21 BBB
-69 57 BBB
-69 21 BBB
-69 33 BBB
-69 37 BBB
-54 37 BBB
-54 28 BBB
-54 44 BBB
-54 34 BBB
-54 48 BBB
-54 54 BBB
-60 37 BBB
-8 -30 A /*-8 12 A /*-8 21 A /*-5 25 A /*-5 14 A /*-5 19 A /*-3 17 A /*-3 21 A /*-3 26 A /*-3 22 A /*-13
9 A /*-13 24 A /*-20
4 A /*-20
5 A *-48 47 BBB+
-54 56 BBB
-36 43 BBB
-28 -29 BB+
-28 64 BB+
-48 124 BB+
-31
5 BBB
-54 10 BBB
-36
3 BBB
-60 20 BBB
BBB+
Baa2
BBB+
Baa2
BBB+ (P)Baa2
BBB+
Baa3
Baa3
Baa3
Baa3
Baa3
Baa3
ABaa1
ABaa1
ABaa1
ABaa1
ABaa1
ABaa1
ABaa1
ABaa1
ABaa1
WD
Baa3
WD
Baa3
BBB
BBB+ /*Baa2
BBB+ /*Baa2
BBB+ /*Baa2
BBB+ /*Baa2
BBB+ /*Baa2
BBB+ /*Baa2
BBB+ /*Baa2
BBB+ /*Baa2
BBB+ /*Baa2
BBB+ /*Baa2
BBB+ /*Baa2
BBB+ /*Baa2
BBB+ /*Baa2
BBB+ /*Baa2
BBB+ /*Baa2
BBB+ /*Baa2
A+
A3
A+
A3
A+
A3
A+
A3
A+
A3
A+
A3
A+
A3
A+
A3
A+
A3
A+
A3
A+
A3
A+
A3
A+
A3
A+
A3e
BBB+
BBB+
BBBBaa3
BBBBaa3
BBBBaa3
Baa1
Baa1
Baa1
Baa1
NR = Not Rated. Notes: 1) YTC for callable bonds; 2) YTD from launch date for bonds issued in current year. Source: Intesa Sanpaolo Research elaboration on Bloomberg data
38
Intesa Sanpaolo Research Department
Credit Sector Report
20 December 2013
Italian senior corporate bonds denominated in euro vs. indices (continued)
Amt. Dur. YTM1
Out YR
ASW ASW
18.12.13 2.1.13
YTD2
Chg
JPM Benchmark index
ASW ASW
18.12.13 2.1.13
YTD
Chg
110
113
104
99
106
109
103
111
102
108
103
108
113
105
104
116
103
108
104
114
114
115
110
127
133
284
47
70
140
117
59
72
77
90
107
116
120
133
34
78
84
93
110
119
206
218
185
283
84
94
203
249
111
128
162
151
164
154
199
206
50
121
132
143
157
178
-96 Cons.NonCyc. BBB 3-5Y
-92 Cons.NonCyc. BBB 3-5Y
-52 Cons.NonCyc. BBB 5-7Y
0
Utilities BBB 3-5Y
-36 Cons.NonCyc. BBB 1-3Y
-24 Cons.NonCyc. BBB 5-7Y
-62
Utilities BBB 3-5Y
-132
Utit.BBB 7-10Y
-52
Utit.BBB 1-3Y
-56
Utilities BBB 3-5Y
-85
Utilities BBB 3-5Y
-60
Utilities BBB 3-5Y
-57
Utit.BBB 5-7Y
-38
Utit.BBB 5-7Y
-79
Utit.BBB 7-10Y
-72
Utit.BBB 7-10Y
-16
Utit.BBB 1-3Y
-44
Utilities BBB 3-5Y
-48
Utilities BBB 3-5Y
-50
Utit.BBB 5-7Y
-47
Utit.BBB 7-10Y
-59
Util. BBB +10Y
82
82
86
92
51
86
92
128
64
92
92
92
110
110
128
128
64
92
92
110
128
165
95
95
99
161
64
99
161
182
94
161
161
161
164
164
182
182
94
161
161
164
182
225
-13
-13
-13
-69
-13
-13
-69
-54
-31
-69
-69
-69
-54
-54
-54
-54
-31
-69
-69
-54
-54
-60
4.1
6.0
2.6
3.4
4.8
5.6
2.2
3.3
2.1
1.8
1.9
2.4
3.2
3.5
3.9
3.8
4.5
4.5
5.1
1.6
2.8
3.8
3.5
3.8
4.7
4.8
4.9
7.8
3.8
4.2
4.1
4.9
6.7
7.4
8.0
3.6
4.5
1.3
2.0
7.7
6.2
103
106
107
112
106
101
109
106
103
102
104
105
107
111
109
106
108
111
108
104
114
100
103
109
99
103
99
102
109
101
108
109
104
106
105
104
103
107
104
102
104
309
466
198
243
401
340
163
200
167
159
154
207
271
311
328
306
362
367
391
119
196
262
256
274
299
305
266
568
400
312
324
363
512
603
631
292
332
116
164
568
412
378
522
310
392
489
473
221
245
270
331
324
375
477
512
513
433
543
532
513
178
271
268
239
292
315
333
303
625
674
363
450
467
608
785
671
413
350
238
264
541
419
-69
NR
-56
Merril Lynch, B
-112
Merril Lynch, BB
-149
Merril Lynch, BB
-87
Merril Lynch, B
-133
Merril Lynch, BB
-58 Cons.NonCyc. BBB 3-5Y
-46 Cons.NonCyc. BBB 5-7Y
-103
Merril Lynch, BB
-172
Merril Lynch, BB
-170
Merril Lynch, BB
-168
Merril Lynch, BB
-205
Merril Lynch, BB
-201
Merril Lynch, BB
-185
Merril Lynch, BB
-127
Merril Lynch, BB
-181
Merril Lynch, BB
-165
Merril Lynch, BB
-122
Merril Lynch, BB
-59
Merril Lynch, BB
-75
Merril Lynch, BB
-6
NR
18
Merril Lynch, BB
-18
Merril Lynch, BB
-16
Merril Lynch, BB
-28
Merril Lynch, BB
-37
Merril Lynch, BB
-57
Merril Lynch, B
-274
Merril Lynch, CCC
-51
Merril Lynch, BB
-126
Merril Lynch, BB
-104
Merril Lynch, BB
-96
Merril Lynch, BB
-181
Merril Lynch, B
-41
Merril Lynch, B
-121
NR
-18
NR
-122
Merril Lynch, BB
-100
NR
27
Merril Lynch, B
-7
Merril Lynch, BB
423
269
269
423
269
82
86
269
269
269
269
269
269
269
269
269
269
269
269
269
269
269
269
269
269
423
677
269
269
269
269
423
423
269
423
269
622
397
397
622
397
95
99
397
397
397
397
397
397
397
397
397
397
397
397
397
397
397
397
397
397
622
979
397
397
397
397
622
622
397
622
397
-199
-128
-128
-199
-128
-13
-13
-128
-128
-128
-128
-128
-128
-128
-128
-128
-128
-128
-128
-128
-128
-128
-128
-128
-128
-199
-302
-128
-128
-128
-128
-199
-199
-128
-199
-128
pl
e
1.7
2.1
2.7
4.0
1.0
1.9
2.4
2.7
1.1
1.3
1.6
1.8
2.2
2.5
2.8
3.1
0.7
1.5
1.8
1.8
2.6
3.2
Sa
INVESTMENT GRADE
GTKIM 5 3/8 12/05/16
750 3.0
GTKIM 5 3/8 02/02/18
500 4.1
GTKIM 3 1/2 03/05/20
500 6.2
300 4.9
LINHLD 3 7/8 11/28/182
LUXIM 4 11/10/15
500 1.9
LUXIM 3 5/8 03/19/19
500 5.2
POSIM 3 1/4 06/18/182
750 4.5
SISIM 4 1/2 10/26/20
500 6.9
SRGIM 2 11/13/15
750 1.9
SRGIM 4 3/8 07/11/16
1,000 2.6
2
SRGIM 2 3/8 06/30/17
1,250 3.5
SRGIM 3 7/8 03/19/18
1,500 4.2
SRGIM 5 01/18/19
1,000 5.1
SRGIM 3 1/2 02/13/20
1,250 6.2
2
SRGIM 3 3/8 01/29/21
500 7.1
SRGIM 5 1/4 09/19/22
1,000 8.8
TRNIM 4 1/4 10/28/14
600 0.9
TRNIM 4 1/8 02/17/17
1,250 3.2
TRNIM 2 7/8 02/16/18
750 4.2
TRNIM 4 7/8 10/03/19
600 5.8
TRNIM 4 3/4 03/15/21
1,250 7.2
TRNIM 4.9 10/28/24
800 10.9
HIGH YIELD & UNRATED
AMPIM 4 7/8 07/16/182
275 4.6
ASTIM 0 12/31/201,2
600 7.0
BZUIM 5 1/8 12/09/16
350 3.0
BZUIM 6 1/4 09/28/18
350 4.8
CERTCH 6 3/8 01/15/201,2
300 6.1
CIRIM 5 3/4 12/16/24
300 11.0
CPRIM 5 3/8 10/14/16
350 2.8
CPRIM 4 1/2 10/25/19
400 5.8
ESIM 5 1/8 10/27/14
274 0.9
FIAT 6 1/8 07/08/14
900 0.6
FIAT 7 5/8 09/15/14
1,250 0.7
FIAT 6 7/8 02/13/15
1,500 1.2
FIAT 6 3/8 04/01/16
1,000 2.3
FIAT 7 3/4 10/17/16
1,000 2.8
FIAT 7 03/23/17
850 3.3
FIAT 5 5/8 06/12/17
1,000 3.5
2
FIAT 6 5/8 03/15/18
1,250 4.2
FIAT 7 3/8 07/09/18
600 4.6
FIAT 6 3/4 10/14/192
1,250 5.8
CNH 5 1/4 03/11/15
1,000 1.2
CNH 6 1/4 03/09/18
1,200 4.2
300 4.9
FINCAN 3 3/4 11/19/182
FNCIM 4 3/8 12/05/17
600 4.0
FNCIM 5 3/4 12/12/18
500 5.0
2
FNCIM 4 1/2 01/19/21
700 7.1
FNCIM 5 1/4 01/21/22
600 8.1
FNCIM 4 7/8 03/24/25
500 11.3
200 4.6
GAMENT 7 1/4 08/01/181,2
GCLIM 9 3/8 04/15/181
200 4.3
INDIM 4 1/2 04/26/182
300 4.4
ITCIT 6 1/8 02/21/182
500 4.2
ITCIT 6 5/8 03/19/20
739 6.2
200 6.3
IVSIM 7 1/8 04/01/201,2
MANTEN 8 1/2 08/01/201,2
425 6.6
MCLIM 8 1/2 11/15/191,2 200 5.9
MSIM 5 02/01/17
300 3.1
MSIM 5 1/8 01/24/192
375 5.1
150 3.0
PIAGIM 7 12/01/161,2
PRYIM 5 1/4 04/09/15
400 1.3
RHIGIM 7 1/4 11/15/201,2 215 6.9
ROTPHA 6 1/8 11/15/191
400 5.9
Price
m
Bond
Bond
vs
Index
28
45
47
192
-3
-16
49
-11
-5
-20
-15
-1
-3
5
-8
5
-29
-14
-8
-17
-18
-46
S&P
Fitch Moody’s
BBBBBBBBB- BBBBBB+
BBB+
BBB BBB+
BBB+
BBB+
BBB+
BBB+
BBB+
BBB+
BBB+
BBB+
BBB+
ABBB+
ABBB+
ABBB+
ABBB+
ABBB+
A-
43
-71 BB+
-26 BB+
-22
B
71
BB
81
113
-102 BB-110 BB-115 BB-62 BB2 BB42 BB59 BB37 BB93 BB98 BB122 BB-150 BB+
-73 BB+
-13 BB+
5 BB+
30 BB+
36 BB+
-3 BB+
145
B+
-277 CCC+
43
55 BB+
94 BB+
243 BB180
B+
208
B-153 BB145
143 BB-
B+
BBBBBBBBBBBBBBBBBBBBBB+
BB+
BB+
BB+
BB+
-
Baa3
Baa3
Baa3
Baa2
Baa2
Baa1
Baa1
Baa1
Baa1
Baa1
Baa1
Baa1
Baa1
Baa1
Baa1
Baa1
Baa1
Baa1
Baa1
(P)B1
B2
B1
B1
B1
B1
B1
B1
B1
B1
B1
B1
Ba2
Ba2
Ba1
Ba1
Ba1
Ba1
Ba1
B1
B3
Ba3
Ba3
B2
(P)B2
Ba3
(P)B2
Ba3
NR = Not Rated. Notes: 1) YTC for callable bonds; 2) YTD from launch date for bonds issued in current year. Source: Intesa Sanpaolo Research elaboration on Bloomberg data
Intesa Sanpaolo Research Department
39
Credit Sector Report
20 December 2013
Italian senior corporate bonds denominated in euro vs. Merrill Lynch indices (continued)
Amt. Dur. YTM1
Out YR
HIGH YIELD & UNRATED
SALINI 6 1/8 08/01/182
400 4.6
SISTP 7 1/4 09/30/171,2
275 3.8
SNAIM 0 05/31/181,2
320 4.5
TITIM 7 7/8 01/22/14
284 0.1
TITIM 4 3/4 05/19/14
557 0.4
TITIM 4 5/8 06/15/15
750 1.5
TITIM 5 1/8 01/25/16
1,000 2.1
TITIM 8 1/4 03/21/16
850 2.3
TITIM 7 01/20/17
1,000 3.1
TITIM 4 1/2 09/20/17
1,000 3.8
TITIM 4 3/4 05/25/18
750 4.4
TITIM 6 1/8 12/14/18
750 5.0
TITIM 5 3/8 01/29/19
1,250 5.1
TITIM 4 01/21/20
1,000 6.1
TITIM 4 7/8 09/25/202 1,000 6.8
TITIM 5 1/4 02/10/22
1,250 8.1
TITIM 7 3/4 01/24/33
1,015 19.1
TITIM 5 1/4 03/17/55
670 41.2
TITANL 7 3/8 05/15/201,2 300 6.4
WINDIM 7 3/8 02/15/181 1,750 4.2
WINDIM 7 3/8 02/15/181
200 4.2
ZOBELE 7 7/8 02/01/181,2
180 4.1
4.6
6.9
9.2
0.8
1.0
2.1
2.4
2.5
2.9
3.2
3.6
3.9
4.0
4.2
4.5
4.9
6.8
6.7
7.2
2.3
6.7
5.9
Price
106
102
100
101
101
104
106
112
112
105
105
110
106
99
102
102
110
80
103
106
106
106
ASW ASW
18.12.13 2.1.13
362
578
656
55
87
166
191
211
237
235
263
286
289
270
297
315
439
332
552
128
107
541
485
623
638
93
82
129
160
180
211
208
224
248
248
241
318
274
442
331
625
591
629
622
YTD2
Chg
-123
-45
19
-38
5
37
31
31
26
27
39
39
41
29
-21
41
-3
1
-73
-464
-521
-81
JPM Benchmark
ASW ASW
index 18.12.13 2.1.13
Merril Lynch, BB
Merril Lynch, B
Merril Lynch, B
Merril Lynch, BB
Merril Lynch, BB
Merril Lynch, BB
Merril Lynch, BB
Merril Lynch, BB
Merril Lynch, BB
Merril Lynch, BB
Merril Lynch, BB
Merril Lynch, BB
Merril Lynch, BB
Merril Lynch, BB
Merril Lynch, BB
Merril Lynch, BB
Merril Lynch, BB
Merril Lynch, BB
Merril Lynch, B
Merril Lynch, BB
Merril Lynch, BB
Merril Lynch, B
269
423
423
269
269
269
269
269
269
269
269
269
269
269
269
269
269
269
423
269
269
423
397
622
622
397
397
397
397
397
397
397
397
397
397
397
397
397
397
397
622
397
397
622
YTD
Chg
e
Bond
-128
-199
-199
-128
-128
-128
-128
-128
-128
-128
-128
-128
-128
-128
-128
-128
-128
-128
-199
-128
-128
-199
Bond
vs.
Index
S&P
Fitch
Moody’s
93
155
233
-214
-182
-103
-78
-58
-32
-34
-6
17
20
1
28
46
170
63
129
-141
-162
118
B
(P)BBB+
BB+
BB+
BB+
BB+
BB+
BB+
BB+
BB+
BB+
BB+
BB+
BB+
BB+
BB+
B
BB
BB
B
BB
BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBB
BB
-
B1
(P)B1
Ba1
Ba1
Ba1
Ba1
Ba1
Ba1
Ba1
Ba1
Ba1
Ba1
Ba1
Ba1
Ba1
Ba1
Ba1
B2
Ba3
Ba3
B2
pl
NR = Not Rated. Notes: 1) YTC for callable bonds; 2) YTD from launch date for bonds issued in current year. Source: Intesa Sanpaolo Research elaboration on Bloomberg data
Italian subordinated corporate bonds denominated in euro vs. Merrill Lynch indices (continued)
Bond
Amt. Dur. YTC
Out YR
%
Price
394
373
1010
605
213
-
496
589
975
673
865
-
YTD1
Chg
JPM Benchmark
ASW ASW
index 18.12.13 2.1.13
-102 Merril Lynch, BB
-216 Merril Lynch, BB
34 Merril Lynch, CCC
-68 Merril Lynch, BB
-652
Merril Lynch, B
Merril Lynch, B
m
ENELIM 6 1/2 01/10/741 1,250 60.1 5.0 107
GTKIM 8 1/4 03/31/66
750 52.3 4.1 109
SNAIM 0 12/31/181
160 5.0 15.5 103
TITIM 7 3/4 03/20/731
750 59.2 7.0 103
WINDIM 11 3/4 07/15/17 1,250 3.6 2.9 106
WINDIM 12 1/4 07/15/17
497 3.6
- 105
ASW ASW
18.12.13 2.1.13
269
269
677
269
423
423
397
397
979
397
622
622
YTD
Chg
-128
-128
-302
-128
-199
-199
Bond
vs.
Index
S&P
Fitch
Moody’s
125
BB+
104
BB
333 (P)CCC
336
B+
-210
B+
B
-
Ba1
Ba2
(P)Caa1
Ba3
B3
Caa1
Sa
NR = Not Rated. Notes: 1) YTD from launch date for bonds issued in current year. Source: Intesa Sanpaolo Research elaboration on Bloomberg data
40
Intesa Sanpaolo Research Department
Credit Sector Report
20 December 2013
Sa
m
pl
e
Notes
Intesa Sanpaolo Research Department
41
Credit Sector Report
20 December 2013
Sa
m
pl
e
Notes
42
Intesa Sanpaolo Research Department
Credit Sector Report
20 December 2013
Sa
m
pl
e
Notes
Intesa Sanpaolo Research Department
43
Credit Sector Report
20 December 2013
Disclaimer
Analyst certification
The financial analysts who prepared this report, and whose names and roles appear within the document, certify that:
(1) The views expressed on the Companies mentioned herein accurately reflect independent, fair and balanced personal views; (2) No direct or
indirect compensation has been or will be received in exchange for any views expressed.
Specific disclosures
1. Neither the analysts nor any members of the analysts’ household have a financial interest in the securities of the Companies.
2. Neither the analysts nor any members of the analysts’ household serve as an officer, director or advisory board member of the Companies.
3. The analysts named in the document are not members of AIAF.
4. The analysts named in this document are not registered with or qualified by FINRA, the U.S. regulatory body with oversight over Banca IMI
Securities Corp. Accordingly, the analysts may not be subject to NASD Rule 2711 and NYSE Rule 472 with respect to communications with a
subject company, public appearances and trading securities in a personal account. For additional information, please contact the Compliance
Department of Banca IMI Securities Corp at 212-326-1133.
5. The analysts of this report do not receive bonuses, salaries, or any other form of compensation that is based upon specific investment banking
transactions.
6. The research department supervisors do not have a financial interest in the securities of the Companies.
This research has been prepared by Intesa Sanpaolo SpA and distributed by Banca IMI SpA Milan, Banca IMI SpA-London Branch (a member of the
London Stock Exchange) and Banca IMI Securities Corp (a member of the NYSE and NASD). Intesa Sanpaolo SpA accepts full responsibility for the
contents of this report and also reserves the right to issue this document to its own clients. Banca IMI SpA and Intesa Sanpaolo SpA, which are
both part of the Intesa Sanpaolo Group, are both authorised by the Banca d'Italia and are both regulated by the Financial Services Authority in the
conduct of designated investment business in the UK and by the SEC for the conduct of US business.
e
Opinions and estimates in this research are as at the date of this material and are subject to change without notice to the recipient. Information
and opinions have been obtained from sources believed to be reliable, but no representation or warranty is made as to their accuracy or
correctness. Past performance is not a guarantee of future results. The investments and strategies discussed in this research may not be suitable
for all investors. If you are in any doubt you should consult your investment advisor.
pl
This report has been prepared solely for information purposes and is not intended as an offer or solicitation with respect to the purchase or sale of
any financial products. It should not be regarded as a substitute for the exercise of the recipient’s own judgment. No Intesa Sanpaolo SpA or
Banca IMI SpA entities accept any liability whatsoever for any direct, consequential or indirect loss arising from any use of material contained in
this report. This document may only be reproduced or published together with the name of Intesa Sanpaolo SpA and Banca IMI SpA.
m
Intesa Sanpaolo SpA and Banca IMI SpA have in place a Joint Conflicts Management Policy for managing effectively the conflicts of interest which
might affect the impartiality of all investment research which is held out, or where it is reasonable for the user to rely on the research, as being an
impartial assessment of the value or prospects of its subject matter. A copy of this Policy is available to the recipient of this research upon making
a written request to the Compliance Officer, Intesa Sanpaolo SpA, 90 Queen Street, London EC4N 1SA. Intesa Sanpaolo SpA has formalised a set
of principles and procedures for dealing with conflicts of interest (“Research Policy”). The Research Policy is clearly explained in the relevant
section of Intesa Sanpaolo’s web site (www.intesasanpaolo.com).
Sa
Member companies of the Intesa Sanpaolo Group, or their directors and/or representatives and/or employees and/or members of their
households, may have a long or short position in any securities mentioned at any time, and may make a purchase and/or sale, or offer to make a
purchase and/or sale, of any of the securities from time to time in the open market or otherwise.
Intesa Sanpaolo SpA issues and circulates research to Qualified Institutional Investors in the USA only through Banca IMI Securities Corp.,
1 William Street, New York, NY 10004, USA, Tel: (1) 212 326 1230.
Residents in Italy: This document is intended for distribution only to professional investors as defined in art.31, Consob Regulation no. 11522 of
1.07.1998 either as a printed document and/or in electronic form.
Person and residents in the UK: This document is not for distribution in the United Kingdom to persons who would be defined as private
customers under rules of the FSA.
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Securities Act of 1933. US Customers wishing to effect a transaction should do so only by contacting a representative at Banca IMI Securities
Corp. in the US (see contact details above).
Coverage policy and frequency of research reports
The list of companies covered by the Research Department is available upon request. Intesa Sanpaolo SpA aims to provide continuous coverage of
the companies on the list in conjunction with the timing of periodical accounting reports and any exceptional event that affects the issuer’s
operations. In the case of a short note, we advise investors to refer to the most recent company report published by Intesa Sanpaolo SpA’s
Research Department for a full analysis of company profile/strategy, risks, and recommendation methodology. Research is available on Banca IMI’s
web site (www.bancaimi.com or www.intesasanpaolo.com) or by contacting your sales representative.
Valuation methodology
Banca IMI’s credit views are based on the expected trend of the company’s fundamentals. The view reflects the sector trend and the competitive
scenario, the company’s financial strength, as well as its profitability outlook and competitive positioning. In our credit quality valuation, we
consider management’s intention and ability to meet debt obligations, the company’s dividend policy and, in general, its attention to
bondholders’ interests. Among key financial ratios, for those sectors where relevant, we assess the company’s ability to generate operating cash
flow, its capacity to repay maturing debt through cash flow, its net interest coverage ratio and capital ratios.
In the case of significant events, which could determine a change in our credit view, we may place our recommendation under review. This review
does not necessarily imply a change in the credit view.
44
Intesa Sanpaolo Research Department
Credit Sector Report
20 December 2013
Corporate credit view key
NOT ASSIGNED
Definition
We expect an improvement in fundamentals over the next six months
We expect substantially stable fundamentals over the next six months
We expect a deterioration in fundamentals or visibility on fundamentals over the next six months
The credit view for this company has been suspended as there is not a sufficient fundamental basis for determining an
investment view. The previous credit view, if any, is no longer in effect for this company
The company is or may be covered by the Research Department but no credit view is assigned either voluntarily
or to comply with applicable regulations and/or firm policies in certain circumstances, including when Intesa Sanpaolo Group
is acting in an advisory capacity in a merger or strategic transaction involving the company
A2A - Historical credit views (-1Y)
ACEA - Historical credit views (-1Y)
Date
01-Aug-13
04-Oct-13
08-Nov-13
Credit View
UNDER REVIEW
POSITIVE
POSITIVE
Date
06-Nov-12
14-Nov-12
12-Mar-13
15-May-13
07-Aug-13
30-Oct-13
13-Nov-13
Credit View
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Date
20-Nov-12
13-Mar-13
07-May-13
30-Jul-13
18-Sep-13
31-Oct-13
13-Nov-13
22-Nov-13
Credit View
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Date
31-Oct-12
18-Feb-13
15-Mar-13
26-Apr-13
08-Aug-13
31-Oct-13
26-Nov-13
Credit View
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Date
01-Nov-12
08-Feb-13
26-Feb-13
30-Apr-13
31-Jul-13
25-Oct-13
04-Nov-13
Credit View
NEUTRAL
Date
12-Nov-12
22-Jan-13
13-Feb-13
14-Feb-13
25-Apr-13
15-May-13
02-Aug-13
20-Sep-13
07-Oct-13
11-Nov-13
02-Dec-13
Atlantia - Historical credit views (-1Y)
pl
Sa
Exor - Historical credit views (-1Y)
Date
15-Nov-12
17-Apr-13
10-May-13
31-May-13
03-Jun-13
06-Sep-13
15-Nov-13
Credit View
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Eni - Historical credit views (-1Y)
m
Enel- Historical credit views (-1Y)
Date
15-Nov-12
06-Dec-12
14-Mar-13
08-May-13
12-Jul-13
02-Aug-13
11-Nov-13
27-Nov-13
Credit View
NEGATIVE
NEGATIVE
NEGATIVE
NEGATIVE
NEGATIVE
NEUTRAL
NEUTRAL
Cir - Historical credit views (-1Y)
Date
13-Nov-12
14-Jan-13
12-Mar-13
13-May-13
05-Aug-13
12-Nov-13
e
Credit rating key
Credit view
POSITIVE
NEUTRAL
NEGATIVE
SUSPENDED
CNH -Industrial - Historical credit views (-1Y)
Date
05-Nov-13
Intesa Sanpaolo Research Department
Credit View
POSITIVE
POSITIVE
POSITIVE
POSITIVE
NEUTRAL
NEUTRAL
NEUTRAL
Fiat - Historical credit views (-1Y)
Finmeccanica - Historical credit views (-1Y)
Credit View
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Credit View
NEGATIVE
NEGATIVE
NEGATIVE
NEGATIVE
NEGATIVE
NEGATIVE
NEGATIVE
NEGATIVE
NEGATIVE
NEGATIVE
NEGATIVE
45
Credit Sector Report
20 December 2013
Hera - Historical credit views (-1Y)
GTECH - Historical credit views (-1Y)
Credit View
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Date
01-Aug-13
18-Sep-13
06-Nov-13
Credit View
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Date
30-Oct-12
04-Mar-13
15-Mar-13
25-Apr-13
12-Jul-13
02-Aug-13
01-Oct-13
31-Oct-13
Credit View
NOT ASSIGNED
NOT ASSIGNED
NOT ASSIGNED
NOT ASSIGNED
NOT ASSIGNED
NOT ASSIGNED
NOT ASSIGNED
NOT ASSIGNED
NOT ASSIGNED
NOT ASSIGNED
NOT ASSIGNED
NOT ASSIGNED
Date
28-Jan-13
07-Feb-13
19-Mar-13
15-May-13
12-Jul-13
26-Jul-13
14-Nov-13
Rottapharm - Historical credit views (-1Y)
Date
22-May-13
05-Jun-13
03-Sep-13
13-Sep-13
29-Nov-13
Snam - Historical credit views (-1Y)
Wind - Historical credit views (-1Y)
Credit View
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Terna - Historical credit views (-1Y)
Credit View
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
pl
Telecom IT - Historical credit views (-1Y)
Date
14-Nov-12
21-Feb-13
09-Apr-13
09-May-13
16-May-13
23-May-13
16-Jul-13
06-Aug-13
08-Oct-13
09-Oct-13
08-Nov-13
15-Nov-13
Credit View
POSITIVE
POSITIVE
POSITIVE
e
Date
16-Nov-12
29-Nov-12
26-Mar-13
16-May-13
15-Jul-13
29-Aug-13
27-Sep-13
15-Nov-13
- Historical credit views (-1Y)
Sa
m
Date
Credit View
29-Aug-12
NEUTRAL
18-Mar-13
NEUTRAL
06-May-13
NEUTRAL
16-May-13
NEUTRAL
13-Aug-13
NEUTRAL
06-Nov-13
NEUTRAL
04-Dec-13
NEUTRAL
Credit view allocations
Intesa Sanpaolo Research Credit View distribution at November 2013
Number of Companies subject to credit views: 25**
Positive
Total Credit Research coverage - last credit view (%)
12
of which Intesa Sanpaolo's clients* (%)
67
Neutral
68
82
Negative
20
80
(*) Companies on behalf of whom Intesa Sanpaolo and the other companies of the Intesa Sanpaolo Group have provided corporate and investment banking services in the last 12
months; percentage of clients in each rating category; ** Total number of companies covered is 26.
Investment recommendations
Banca IMI’s recommendations on the issuer(s) bonds or relative CDS are based on the following rating system:
Investment recommendations
Recommendation
Definition
BUY
We expect the bond or CDS subject to the recommendation to outperform the reference index, sector or
benchmark in a period up to six months
HOLD
We expect the bond or CDS subject to the recommendation to perform in line with the reference index, sector or
benchmark in a period up to six months
SELL
We expect the bond or CDS subject to the recommendation to underperform the reference index, sector or
benchmark in a period up to six months
46
Intesa Sanpaolo Research Department
Credit Sector Report
20 December 2013
Specific disclosures
Interests and conflicts of interest - related to Articles 69-quater and 69-quinquies of the Issuers’ Regulation issued by Consob with Resolution no
11971 of 14.05.1999 as subsequently amended and supplemented (hereinafter the "Issuers' Regulation"), Article 24 of “Rules governing
central depositories, settlement services, guarantee systems and related management companies” issued by Consob and Bank of Italy, FINRA's
NASD Rule 2711 and NYSE Rule 472, as well as the FSA Conduct of Business Sourcebook rules COBS 12.4.9R (3) and COBS 12.4.10R (5) between the Intesa Sanpaolo Group and issuers of financial instruments, and their group companies and referred to in research products are
available, in accordance with Article 69-septies of the Issuers' Regulation, the aforementioned FINRA’s Rules and the aforementioned FSA Rules,
alongside with “Research Policy” and the extract from “A business model for managing confidential information and conflicts of interest” on
the Intesa Sanpaolo’s website:
http://www.group.intesasanpaolo.com/scriptIsir0/si09/studi/eng_archivio_conflitti.jsp
In particular, for the issuers and/or financial instruments mentioned in this report for which recommendations have been made, and for the issuers
and/or financial instruments for which no recommendation has been made, but which are subject to periodical cover by the Intesa Sanpaolo
Research Department in other reports containing recommendations, we supply information regarding possible conflicts of interest with the Intesa
Sanpaolo Group on the Intesa Sanpaolo’s website above
We highlight that disclosures are also available to the recipient of this research upon making a written request to Intesa Sanpaolo –
Equity&Credit Research, Largo Mattioli, 3- 20121 Milan - Italy or by visiting Intesa Sanpaolo’s website: www.intesasanpaolo.com/Research.
The Intesa Sanpaolo Group maintains procedures and organisational mechanism (such as Information Barriers, Crossing Procedures, Watch &
Restricted List) to professionally manage conflicts of interest arising from the many activities of the Group Intesa Sanpaolo in relation to
investment research.
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For the issuers and/or financial instruments mentioned in this report for which no recommendation has been made, and which are not subject to
cover by the Intesa Sanpaolo Research Department, we have not supplied information regarding possible conflicts of interest with the Intesa
Sanpaolo Group.
Intesa Sanpaolo Research Department
47
Credit Sector Report
20 December 2013
Banca IMI SpA
Intesa Sanpaolo Research Department – Head of Research Gregorio De Felice
Head of Equity & Credit Research
Giampaolo Trasi
Credit Research
Maria Grazia Antola
Alessandro Chiodini
Melanie Gavin
Maria Gabriella Tronconi
Barbara Pizzarelli
Banking
Utilities
Telecoms & High Yield
Industrials & High Yield
Research Assistant
+39 02 8794 9803
[email protected]
+39 02 8794 1114
+39 02 8794 1115
+39 02 8794 1118
+39 02 8794 1117
+39 02 8794 1116
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
Largo Mattioli, 3
20121 Milan, Italy
Tel: +39 02 7261 1
Banca IMI
Securities Corp.
1 William Street
10004 New York, NY, USA
Tel: (1) 212 326 1230
Banca IMI
London Branch
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90 Queen Street
London EC4N 1SA, UK
Tel +44 207 894 2600
48
Intesa Sanpaolo Research Department