VUB's Market Share and Financial Services slide image

VUB's Market Share and Financial Services

VUB INAUGURAL BENCHMARK CB ISSUE EUR 500 MLN 5-YEAR MORTGAGE COVERED BOND TERMS AND CONDITIONS KEY ASPECTS OF THE TRANSACTION -> -> March 19, 2019, first EUR 500 mln syndicated covered bond benchmark in Slovakia priced by VUB. The deal was well prepared with an expedited four day pan-European roadshow in Scandinavia, Germany and Austria Transaction was led by Banca IMI acting as Arranger and Lead Manager, Commerzbank, Deutsche Bank, Erste Bank and LBBW as Lead Managers Final orderbook was characterized by a granularity of over 160 high quality investors ordering around EUR 2.4 bln resulting in an impressively 4.8x subscribed book TRANSACTION HIGHLIGHTS -> -> Extensively positive feedback from investors during the roadshow allowed to exploit the strong momentum and open books on Tuesday, the day right after the roadshow was concluded Hence, books were opened in the morning at 9.00 CET communicating IPTs at MS+40 area and unsurprisingly, given the positive feedback collected from investors across jurisdictions the deal attracted very high investor attention from the beginning At the time of the first update at 10.05 CET the orderbook was already in excess of EUR 1bn (excl. JLM interest) and just around 25 minutes later guidance was set at MS+35bps area in the second update on the back of a fast-growing orderbook standing above of EUR 1.5bn (excl. JLM interest) As books stood at EUR 2.25bn+ the guidance was revised to MS+30bps (+/-2 WPIR) in the third update at 11.15 CET. Eventually, the book peaked at EUR 2.6bn and the spread could be finally set at the lower end of the revised guidance at MS+28bps Issuer Vseobecna uverova banka, a.s. (VUB) -> Issue Rating Aa2 (by Moody's) Size EUR 500 mln Issue Type Mortgage Covered Bond Settlement 26 March 2019 (T+5) Maturity 26 March 2024 Coupon 0.250% Fixed, Annual, Act/Act (ICMA) ā†’> Guidance MS +40bps area Re-offer Spread MS +28 bps Spread over Benchmark OBL 0% Apr 2024 + 69.1bps Re-offer Yield 0.381% Re-offer Price 99.352% Denomination EUR 100k/ 100k Law Slovak Law Listing ISIN Bookrunners Manufacturer Targer Market Luxembourg SK4120015108 Banca IMI, Commerzbank, DB, Erste Group, LBBW Manufacturer targer markets (MIFID II product governance) is eligible counterparties and professional clients only (all distribution channels) Source: VUB Distribution by Geography GE/AT 3.0% Nordics 4.0% 6.0% 3.0% Slovakia 2.0% BeNeLux 8.0% 52.0% 8.0% UK Italy 50.0% 14.0% Switzerland Iberia Other Distribution by Investor Type 5.0% 6.0% 39.0% Funds / AM Banks CB / Ols Insurers / PF 54
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