Firstrand Bank Limited and Lending Division of the Transnet Housing Business Unit (73/LM/JUL07) [2007] ZACT 56; [2007] 2 CPLR 308 (CT) (18 September 2007)

60 Reportability
Competition Law

Brief Summary

Competition Law — Merger Approval — Acquisition of Transnet Housing Lending Division by FirstRand Bank — FirstRand Bank sought to acquire the Lending Division of Transnet Housing Business Unit, a non-core division of Transnet Limited, to enhance its mortgage business. The Competition Tribunal assessed the transaction's impact on competition in the home loan market, determining that the merger would result in an insignificant increase in market share for FirstRand Bank and would not substantially prevent or lessen competition. The Tribunal approved the merger without conditions, finding no significant public interest issues.

COMPETITION TRIBUNAL OF SOUTH AFRICA
                   Case No: 73/LM/JUL07
In the matter between:
FIRSTRAND BANK LIMITED                 Acquiring Firm
And
LENDING DIVISION OF THE TRANSNET HOUSING
BUSINESS UNIT                                                                                             Target Firm
_______________________________________________________________
Panel    :        Y Carrim ((Presiding Member), U Bhoola (Tribunal Member) 
                                     and M Madlanga (Tribunal Member)
Heard on    : 14 September 2007
Decided on    : 14 September 2007 
Reasons issued on :   18 September 2007  
REASONS FOR DECISION
Approval
[1]   On 14 September 2007, The Tribunal approved the acquisition by FirstRand Bank  
Limited (“FirstRand Bank”), of the Lending Division of Transnet Housing Business Unit  
(“Transnet   Housing   –   Lending   Division”),   without   conditions.   The   reasons   for   that  
decision follow.
  Parties to the Transaction

[2]     The primary acquiring firm is FirstRand Bank.   FirstRand Bank does not control  
any firm.   FirstRand Bank is a wholly owned subsidiary of FirstRand Bank Holdings  
Limited   (“FirstRand   Bank   Holdings”),   which   in   turn   is   wholly   owned   by   FirstRand  
Limited (“FirstRand”).  FirstRand is not controlled by any firm. The acquiring group as a  
whole has over thirty subsidiaries. 1  
[3]   The primary target firm/business is Transnet Housing – Lending Division, a division  
of Transnet Limited (“Transnet”). Transnet is wholly owned by the government of the  
Republic of South Africa and has in excess of ten business units, 2 primarily involved in  
the transport sector. 
Transaction
[4]     In terms of the Sale of Business Agreement FirstRand Bank is purchasing the  
Lending   Division   of   the   Transnet   Housing   Business   Unit   from   Transnet   Limited.  
Pursuant   to   the   implementation   of   the   transaction   FirstRand   Bank   will   acquire  
ownership and control of Transnet Housing – Lending Division. 
Rationale for the Transaction
[5]   The acquiring group submitted that it views Transnet Housing – Lending Division  
as an attractive investment as the latter is an established mortgage business. Transnet,  
which   operates   and   controls   South   Africa’s   major   transport   infrastructure   and   is  
responsible for ensuring that the country’s transport industry conforms to international  
standards has decided to sell Transnet Housing ­ Lending Division, a non­core division,  
in order to focus on logistics. 
The parties Activities
1  Details of which appear in pages 36 – 55 of the record. 
2  Details of which appear in pages 334 – 337 of the record.
  2

[6]       The   acquiring   group   is   an   integrated   financial   services   provider.   Its   products  
include   retail   banking;   investment   banking;   corporate   banking;   private   banking,   life  
assurance;   health   insurance;   asset   management;   employee   benefits  and   short   term  
insurance.   FirstRand   Bank   also   provides   home   loans   or   mortgage   finance  
indiscriminately to private individuals nationally. FirstRand Bank also provides banking  
services to Transnet.
[7]       Transnet   Housing   –   Lending   Division   administers   all   housing   related   activities  
within the Transnet Group and offers home loans (mortgage and pension fund backed  
loans); general and secured small loans. The target firm provides these services in­
house to current and former employees of Transnet.
The Relevant Market
[8]   The commission defined the market as being that of the provision of home loans  
and,   taking   into   account   the  nature  of   the   product   involved,   the  commission   further  
defined   the   geographic   market   as   national.   We   accept   the   commission’s   market  
definition.
[9]   Table 1. below indicates the pre and post merger market structure in the provision  
of home loans in South Africa.
           Table 1. Pre and post merger home loans market structure in RSA
Competitor Market   Share   prior  
merger
Market   Share   post  
merger
The   acquiring  
Group
16.3% 16.5%
Transnet Housing –  
Lending Division
0.2% 0%
ABSA 30.3% Same
Standard Bank SA 26% Same
Nedbank 19.6% Same
Investec 5.6% Same
Competition Analysis
  3

[10]   The transaction has both horizontal implications (as the parties are competitors in  
the home loans business) and vertical implications (as FirstRand Bank also provides  
corporate banking services to Transnet). In view of the fact that Transnet only provides  
its   home   loans   services   to   current   and   former   employees,   the   target   firm   does   not  
actively compete against FirstRand Bank in the home loans market.   The horizontal  
effects of the transaction are also insignificant as the acquiring group’s market share  
will only increase by 0.2% from 16.3% to 16.5%. The local home loan market remains a  
fiercely contested one and at least three significant competitors i.e. ABSA, Standard  
bank and Nedbank, will remain in the market  post merger, with higher market shares  
than the merged entity.
[11]     Accordingly, we find that the transaction will not substantially prevent or lessen  
competition.
 
Conclusion
[12]   We further find that the transaction does not raise any significant public interest  
issues and accordingly approve the merger without conditions.
_______________                                                                   18 September 2007
Y Carrim                                                                                             Date   
U Bhoola and M Madlanga concurring.
Tribunal Researcher                       :  P S Munyai
For the merging parties                   :  Edward Nathan & Sonnenbergs for Transnet
                                                   :    Hofmyer Herbstein & Ginwala Inc
  4

for FirstRand Bank.  
For the Competition Commission     :   M Dasarath  
  5