
意大利反对党周一加大了对总理焦尔吉娅·梅洛尼银行政策的批评力度,称政府在并购交易中的干预为法国农业信贷银行控制意大利Banco BPM银行铺平了道路。
Italy's opposition parties stepped up criticism of Prime Minister Giorgia Meloni's banking policy on Monday, saying government intervention in M&A deals had helped pave the way for France's Credit Agricole to take control of Banco BPM.
这家法国贷款机构(CAGR.PA)周一表示,已提议将其意大利子公司与Banco BPM(BAMI.MI)合并,此举将巩固其在最大海外市场的地位。
The French lender (CAGR.PA) said on Monday it had proposed merging its Italian subsidiary with Banco BPM (BAMI.MI), in a move that would strengthen its position in its largest foreign market.
梅洛尼和经济部长詹卡洛·焦尔杰蒂多年来试图围绕BPM和国家支持的锡耶纳蒙特帕斯基银行(BMPS.MI)打造第三大国内银行集团,以挑战市场领导者意大利联合圣保罗银行(ISP.MI)和意大利联合信贷银行(CRDI.MI),但徒劳无功。
Meloni and Economy Minister Giancarlo Giorgetti tried for years in vain to build a third domestic banking group around BPM and state-backed Monte dei Paschi di Siena (BMPS.MI), capable of challenging market leaders Intesa Sanpaolo (ISP.MI) and UniCredit (CRDI.MI). "The sorcerer's apprentices wanted to defend the Italian ownership of the banks.
主要中左翼反对党民主党(PD)的安东尼奥·米西亚尼表示:“这些‘巫师的学徒’想要捍卫银行的意大利所有权。现在,该国主要银行之一BPM面临落入法国集团控制之下的风险。恭喜了。”
Now BPM, one of the country's leading banks, is at risk of ending up under the control of a French group. Congratulations," said Antonio Misiani, from the main centre-left opposition Democratic Party (PD).
根据旨在保护战略资产的“黄金权力”规则,罗马去年施加了苛刻条件,以批准意大利联合信贷银行收购BPM的计划,但该计划最终告吹。意大利联合信贷银行随后将放弃交易的决定归咎于政府。
Under its golden power rules aimed at shielding strategic assets, Rome last year imposed tough terms to clear UniCredit's abortive plan to take over BPM. UniCredit later blamed the administration for its decision to abandon the deal.
随着意大利联合圣保罗银行准备在11月24日获得关键监管批准后,发起总额340亿欧元(约合380亿美元)收购要约,收购这家托斯卡纳贷款机构,MPS似乎已出局。
MPS appears out of the running, with Intesa set to launch a €34-billion ($38 billion) takeover offer for the Tuscan lender on November 24, once it has secured some key regulatory approvals.
米西亚尼补充道:“梅洛尼和焦尔杰蒂必须向议会解释他们保障居民和企业贷款以及银行体系竞争的计划。前提是他们确实有计划。”
"Meloni and Giorgetti must explain to parliament their plan to safeguard lending to households and businesses and competition within the banking system.
根据拟议交易,已经持有Banco BPM(BAMI.MI)29.6%股份的法国农业信贷银行(CAGR.PA)将在合并后的集团中持有约45%的股份。梅洛尼办公室和经济部的代表拒绝置评。
Assuming, that is, that they actually have a plan," Misiani added. The proposed deal would give Credit Agricole (CAGR.PA), which already owns 29.6% of Banco BPM (BAMI.MI), a roughly 45% stake in the combined group. Representatives from Meloni's office and the economy ministry declined to comment.
副总理马泰奥·萨尔维尼近年来一直是MPS与BPM合并的主要推动者之一,他拒绝就法国方面的举动发表评论。“我把这留给经济学家们吧,”他在米兰对记者说。
Deputy Prime Minister Matteo Salvini, among the main sponsors of a MPS-BPM tie-up in recent years, declined to comment on the French move. "I'll leave that to the economists," he told reporters in Milan.
针对萨尔维尼的言论,中间派反对党“行动党”领袖卡洛·卡伦达指责政府虚伪。
Responding to Salvini, the leader of the centrist opposition Azione party, Carlo Calenda, accused the government of hypocrisy.
“首先,他们动用黄金权力阻止一家意大利银行收购BPM,随后却袖手旁观、沉默且心满意足地看着一笔将使其变为法国所有的交易推进,”他在社交媒体平台上写道。早期分析师报告将黄金权力确定为关键执行风险,意大利精品投资银行Equita表示,需要评估BPM控股的基金管理公司Anima Holding(ANIM.MI)的作用。
"First, they use golden powers to block the takeover of BPM by an Italian bank, and then they stand by, silent and content, whilst a deal goes ahead that will make it French," he wrote on social media platform Early analyst reports identified golden powers as the key execution risk, with Italian boutique investment bank Equita saying the role of BPM-controlled fund manager Anima Holding (ANIM.MI) will need to be assessed.