NSE INDEX - Sale of Banks: Analysts Express Divergent Views

Monday 30 August 2010
- Culled from The PunchFinancial analysts have expressed divergent views on the sale of rescued banks to either local or foreign bidders.Analysts, who spoke to our correspondent on Saturday, differed in their opinions, as some of them said that local bidders should be considered over their foreign counterparts. However, others advocated for foreign investors.Analysts, who spoke in favour of local bidders, said that the foreign bidders should be considered due to their capacity for enhanced capital support, technical competence to turnaround the rescued banks.The Central Bank of Nigeria, last week, announced that it had received bids for four of the nine lenders rescued in a $4bn bail-out last year.Sanusi had said that two foreign institutions were involved in the bidding process as well as several local banks and private equity firms in partnership with foreign banks.According to a financial analyst in Finawell Capital Limited, Mr. Tunde Oyekunle, the local banks, which are currently facing serious liquidity problems as a result of the economic downturn, may find it difficult to adequately turn around the banks.He said, ”The total assets of most local banks have dwindled drastically due to the economic downturn. Most local banks are currently facing enormous internal and operational challenges, which are taking most of their resources and may make it tough for them to turnaround a distressed bank.”Oyekunle added that the decreasing level of profitability in the banking industry might affect the ability of local banks to achieve the desired turnaround of the rescued banks.However, the Managing Director, Mutual Alliance Investments & Securities Limited, Mr. Olakunle Ologun noted that the Nigerian buyers should be given the right of purchase before the foreign bidders.He said, ”The country has moved from the era of arbitrariness to due process. Due process should be followed in selling the banks. However, Nigerian buyers should be given the right of first purchase over their foreign counterparts.”This should entail seeking the views of the shareholders in an extra-ordinary general meeting or annual general meeting. They should allow the shareholders the choice to sell or put in additional equities. In this situation, stakeholders will be more assured of no element of bias or ulterior motive behind the sale.”He noted that the results posted by some of the rescued banks recently, indicated an improvement in their balance sheet position. He added ”The CBN should give the banks closer monitoring to prevent derailment.”On why the foreign bidders should be considered before local bidders, Oyekunle added that they could revive the banks with their technical and operational competence.He said, ”The foreign bidders have good corporate governance. In addition, the foreign bidders will likely have stronger financial strength to bail out the distressed banks, pay all their debts and enhance the turnaround.”The analysts, however, said that the bidding process should be transparent and be made to follow due process. They added that approval must be sought from shareholders before any bidding or sale is be carried out.