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彭博社

瑞福森计划利用30亿欧元意外收益在中亚进行交易Raiffeisen Plans Deals in Central Asia With €3 Billion Windfall

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据知情人士透露,Raiffeisen银行国际公司正计划将中亚地区作为新的增长重点,并正在考虑进行收购。随着这家奥地利银行逐步收回与其俄罗斯子公司相关的31.5亿欧元(36亿美元)欠款,相关收购计划正在推进中。

By Marton Eder Raiffeisen Bank International is preparing to make Central Asia a new growth focus and considering acquisitions, people familiar with the matter said, as the Austrian lender edges closer to the collection of a €3.15 billion ($3.6 billion) payment linked to its Russian unit.

据这些不愿公开姓名的人士称,当首席执行官迈克尔·霍勒勒(Michael Hoellerer)在未来几周内更新Raiffeisen银行的战略时,哈萨克斯坦及其他中亚国家将被明确列为新的增长区域。不过,这些计划尚未正式公布。

Kazakhstan and other countries in the region will be identified as new growth regions when Chief Executive Officer Michael Hoellerer updates Raiffeisen’s strategy in the coming weeks, according to the people, who asked not to be identified discussing the plans, which have yet to be formally announced.

这些人士还表示,虽然该公司尚未与任何具体目标进行谈判,但收购行动有望推动其在中亚地区的业务发展。

Acquisitions could help fuel the lender’s Central Asian growth, though the company is not yet negotiating with any specific targets, the people said.

Raiffeisen银行的一位发言人回应彭博社的询问时表示:“西方企业正在重新调整自身的供应链,同时中亚各国也越来越依赖西方市场。作为我们战略调整的一部分,我们将研究如何应对这些变化。”霍勒勒自7月份上任以来便承诺要对这家奥地利第二大银行进行改革。由于俄罗斯在2022年入侵乌克兰后对其业务实施了限制,该银行近年来业绩表现不佳。

“Western companies are realigning their supply chains, and at the same time, countries across Central Asia are increasingly looking to the West,” a spokesperson for Raiffeisen said in response to a Bloomberg request for comment. “As part of our strategy process, we will examine how we can respond to these developments.”Hoellerer pledged to shake up Austria’s second-biggest lender after becoming CEO in July. The bank had been underperforming in recent years because of restrictions imposed on its Russian business following the Kremlin’s 2022 invasion of Ukraine.

任何进军中亚地区的举措都可能得到一笔意外收益的支持——这笔收益源于奥地利法院作出的违约判决,该判决将相关资产从Rasperia Trading公司划转给了Raiffeisen银行。Rasperia Trading公司曾与受到制裁的商人奥列格·杰里帕斯卡(Oleg Deripaska)有关联。

Any move into Central Asia would likely be supported by a windfall payment — the result of a default judgment awarded by an Austrian court, which transfers assets to Raiffeisen from Rasperia Trading, a company previously affiliated with sanctioned businessman Oleg Deripaska.

这31.5亿欧元的款项将是Raiffeisen银行从其俄罗斯子公司中获得的的第一笔现金收入(即便这种收入是间接获得的)。这笔意外收益使得该银行的股价今年上涨了71%,成为Stoxx Europe 600银行指数中表现最好的公司。

The €3.15 billion payment would be the first cash Raiffeisen extracts — even if indirectly — from what had been its most-profitable subsidiary in Russia. Prospects of the windfall have supported a 71% share rally this year, the best performance in the Stoxx Europe 600 bank index.

莱夫艾森还在敲定以5.91亿欧元收购西班牙对外银行(BBVA)在罗马尼亚的业务部门,同时收购巴尔干地区消费贷款机构Addiko。该交易最初的成本可能高达5.17亿欧元。

Raiffeisen is also finalizing the purchase of BBVA’s Romanian unit for €591 million, along with the takeover of Balkans consumer lender Addiko, in a deal that could initially cost as much as €517 million.

今年6月,该银行扩大了投资者对乌兹别克斯坦证券的投资渠道,其中包括政府债券。它曾在哈萨克斯坦经营一家小型租赁业务公司。

In June, the bank broadened investor access to Uzbek securities including government bonds. It has operated a small leasing business in Kazakhstan.

凭借在贸易融资和支付领域的深厚布局,该地区可能非常适合莱夫艾森发展业务。即使该银行仍在继续寻求出售并逐步关闭其在俄罗斯的业务部门,它也可能利用数十年来在邻国俄罗斯的运营经验发挥优势。

The region may be a natural fit for the bank due to its strong presence in trade finance and payments. Raiffeisen may also be able to leverage decades of operations in neighboring Russia, even as the bank continues to seek a sale of its unit there, and wind down business.