UPDATE:Issuance Of TALF Eligible Deals Picks Up, More Expected
April 30 2009 - 4:52PM
Dow Jones News
Issuance of deals eligible under the Federal Reserve's program
to revive the asset-backed securities market will increase in May,
according to a market participant.
This week, deals worth over $4.5 billion have emerged ahead of
the May 5 loan application deadline for the Fed's Term Asset-Backed
Securities Loan Facility, or TALF.
The Fed has designated the first Tuesday of each month as the
loan application deadline so issuers announce deals just before
this.
"June will be a bigger month," said the market participant who
declined to be named.
The stream of issuance is a sign that investors could be getting
over the initial concerns they had about the program. These
included lengthy documentation requirements, fear of legislative
interference and curbs on hiring of foreign nationals.
Attractive returns on the deals will lure investors, market
participants point out.
"The market is coming to realize that TALF eligible consumer
asset-backed securities are as close to 'shooting fish in a barrel'
as they'll ever see in their investment careers," said Dan Nigro,
an asset-backed securities portfolio manager at Dynamic Credit
Partners in New York.
Since Wednesday, five deals backed by auto, credit-card,
motorcycle and equipment loans have been announced. General
Electric Co. (GE), Harley-Davidson Inc. (HOG), Volkswagen AG
(VLKAY), Honda Motor Co. Ltd. (HMC) and CNH Global NV (CNH) are the
issuers for these deals, all of which are scheduled to be sold on
May 5, the deadline for investors to apply for non-recourse loans
under TALF.
The issuers aren't taking any more orders on several tranches of
these deals, said two investors, showing that they have been
oversubscribed.
"The level of demand is rising to meet the level of supply,"
Nigro said.
About $12 billion in new bonds backed mainly by auto and
credit-card loans that investors could buy using TALF have sold in
the past two months. Non-TALF issuance stands at about $9 billion
so far this year.
Risk premiums on these and other consumer loan bonds have
tightened since the program's launch in March. This will eventually
lower the cost of borrowing for consumers taking on new loans.
-By Anusha Shrivastava, Dow Jones Newswires; 201-938-2371;
anusha.shrivastava@dowjones.com