Iceland Takes Over Kaupthing as Biggest Banks Fail (Update5)

By Tasneem Brogger

 Oct. 9 (Bloomberg) -- Iceland's government seized control of
Kaupthing Bank hf, the nation's biggest bank, completing the takeover
of a financial industry that collapsed under the weight of foreign
debt.

Iceland is guaranteeing Kaupthing's domestic deposits and helping
manage the banks to provide a ``functioning domestic banking system,''
the country's Financial Supervisory Authority said in a statement on
its Web site today.

Glitnir Bank hf, Landsbanki Island hf and Kaupthing are unable to
finance about $61 billion of debt, 12 times the size of the economy,
according to data compiled by Bloomberg. Their collapse has affected
420,000 British and Dutch customers, and frozen assets held by
universities, hospitals, councils and even London's police force. The
government is seeking a loan from Russia and may ask for aid from the
International Monetary Fund to help guarantee deposits.

``This looks like a total collapse,'' said Thomas Haugaard Jensen, an
economist at Svenska Handelsbanken AB in Copenhagen. ``It'll take
several years before the economy can start to return to growth.''

All trading in Iceland's equity markets is suspended until Oct. 13 due
to ``unusual market conditions,'' the country's exchange said today.
The FSA said it planned to form a new bank with Landsbanki's domestic
operations, keeping open branches, call centers and cash machines.

Currency Peg

Trading in the krona ground to a halt today after the central bank
yesterday ditched an attempt to fix the exchange rate at 131 krona to
the euro. Nordea Bank AB, the biggest Scandinavian lender, said the
krona hadn't been traded on the spot market today, while the last
quoted price was 340 per euro, compared with 122 a month ago.

Assets at Iceland's three biggest banks had grown five-fold since 2004
as the companies looked to expand beyond the confines of an island
with a population of 320,000, half that of Las Vegas. Much of that
growth was debt financed, helping send gross external debt to 9.55
trillion kronur at the end of the second quarter, equivalent to
$276,622 for every person on the island.

The cost of borrowing in dollars for three months in London soared to
the highest level this year today as coordinated interest-rate
reductions worldwide failed to revive lending among banks for any
longer than a day, partly on concern over who holds Icelandic debt.

U.K. taxpayers will probably face a bill of at least 2.4 billion
pounds ($4.1 billion) to compensate about 300,000 U.K. holders of
accounts at Icesave, a unit of Landsbanki, the Financial Times
reported, citing unidentified U.K. officials.

`Severe Recession'

``The economy may well contract more than 10 percent between now and
the end of this crisis,'' said Lars Christensen, chief analyst at
Danske Bank A/S in Copenhagen. ``Inflation will jump to at least 50
percent to 75 percent in the coming months.''

To avert the collapse, Iceland will start talks with Russia on Tuesday
to secure a loan of as much as 4 billion euros ($5.48 billion), Prime
Minister Geir Haarde said late yesterday. He added that loans from the
IMF and Russia ``are not mutually exclusive,'' though the government
hadn't, ``at this point at least,'' asked the IMF for a standby loan
or an economic program.

Fitch Ratings Ltd. cut Iceland's long-term foreign currency issuer
default rating to BBB- from A-. The rating remains on negative watch,
Fitch said.

``Iceland faces a very severe recession which will result in a further
deterioration in banks' domestic assets,'' Fitch said in a statement.
``It remains uncertain as to the extent that the sovereign can
distance itself from the foreign liabilities of failing Icelandic
banks.''

Kaupthing's entire board of directors has resigned and the FSA has
appointed a committee to wind up the lender's business, the bank said
in a statement today.

No Parallel

``It's difficult to find any parallels to what's happening in Iceland
in the industrialized world,'' Jensen said. ``You'd have to look to
emerging markets, and after the Asian crisis, for example, those
economies contracted about 10 percent.''

The debts of the Icelandic banking system are too big for the
government to repay.

``There is no way that the Icelandic population can assume
responsibility for the private debt'' that the banks have built up,
Haarde said yesterday.

Other countries are in a better situation. The U.K.'s banks will get a
50 billion-pound ($87 billion) government lifeline and emergency loans
from the central bank after the freeze in credit markets threatened to
bring down the financial system.

The Federal Reserve, the European Central Bank and four other central
banks lowered interest rates yesterday in a coordinated effort to ease
the economic effects of the worst financial crisis since the Great
Depression.

This year and next, Kaupthing has 5 billion euros of debt obligations
maturing, according to Bloomberg data. Glitnir's debt obligations over
the same period are about 4 billion euros and Landsbanki has about 2
billion euros to finance.

To contact the reporters on this story: Tasneem Brogger in Copenhagen
at [EMAIL PROTECTED];

Last Updated: October 9, 2008 14:26 EDT

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