Bladex Reports Third Quarter Net Income of $15.8 Million, or $0.43 Per Share
October 29 2009 - 8:00AM
PR Newswire (US)
PANAMA CITY, Oct. 29 /PRNewswire-FirstCall/ -- Banco
Latinoamericano de Comercio Exterior, S.A. (NYSE: BLX, "Bladex", or
"the Bank") announced today its results for the third quarter ended
September 30, 2009. Business Highlights -- Net income amounted to
$15.8 million in the third quarter 2009, compared to $10.5 million
in the second quarter 2009, and $14.0 million in the third quarter
2008. Net interest margin increased to 1.76% in the third quarter
2009, from 1.62% in the previous quarter and 1.61% in the third
quarter 2008. -- The Commercial Division's net income for the third
quarter 2009 was $11.8 million, compared to $3.6 million in the
second quarter 2009, and $16.8 million in the third quarter 2008.
The increase from the previous quarter was mainly driven by more
stable margins, lower provisions for credit losses, and increased
commission income from the letter of credit business. Credit
disbursements in the third quarter reached $1.1 billion, 3% higher
than the second quarter 2009 and 30% below the third quarter 2008.
The commercial portfolio rose 1% during the third quarter 2009 to
$2.9 billion, compared to $4.2 billion at the end of the third
quarter 2008. -- Driven by lower non-interest operating income
generated from the securities portfolios, the Treasury Division
reported net income for the third quarter 2009 of $1.2 million,
compared to net income of $4.4 million in the previous quarter and
a net loss of $0.7 million in the third quarter 2008. -- The Asset
Management Division's net income for the third quarter 2009 was
$2.8 million, compared to $2.5 million in the second quarter 2009,
and a net loss of $2.1 million in the third quarter 2008. The
quarterly increase was due to higher trading gains in the
Investment Fund, partially offset by a greater participation of
minority interests. -- During the third quarter 2009, the book
value per common share increased 3% to $18.23. The Bank's Tier 1
capital ratio as of September 30, 2009 was 24.6%, compared to 21.1%
as of June 30, 2009, and 18.3% as of September 30, 2008, while the
leverage ratio as of these dates was 5.6x, 6.3x and 8.7x,
respectively. The Other Comprehensive Income account ("OCI")
recorded an improvement of $12 million (57%) versus the previous
quarter and $35 million (80%) versus the third quarter 2008. The
Bank's equity consists entirely of common shares. -- The ratio of
the allowance for credit losses to the commercial portfolio
remained stable at 3.5%, the same level reported in the second
quarter 2009, and 2.0% as of September 30, 2008. During the third
quarter 2009, the Bank recorded $2.0 million in specific loan loss
reserves, compared to the $12.0 million recorded in the second
quarter 2009, and none in the third quarter 2008. CEO's Comments
"Bladex is satisfied with its third quarter results and encouraged
by the underlying trends in the markets. Financially, the quarter
was well-balanced, with all business units performing well. In the
Commercial Division, margins remained attractive, commission income
increased, portfolio balances grew for the first time since the
onset of the crisis, while credit provisions eased. In the Treasury
Division, liquidity remained ample, as the Bank successfully tapped
Asian interbank funding markets, while reaping the benefits of
improving prices within the securities portfolios. Notably, results
in the Asset Management Division were consistent with the solid
track record realized since the Fund's inception. Trade flows in
Latin America, while still markedly below levels of a year ago, are
beginning to show a gradual improvement, consistent with the
situation internationally. With Bladex facing less competitive
pressures and a growing client franchise, the Bank expects to
benefit from these trends as they become more significant,
particularly given that Bladex possesses the capital and funding
needed to absorb additional credit demand. Furthermore, credit risk
levels are showing signs of gradual improvement, as companies
benefit from a generally less challenging economic climate, a trend
that will afford Bladex greater flexibility in terms of credit
decisions, thus gradually easing the pressure on provision levels.
Trends in the Asset Management Division are also encouraging as the
Fund steadily builds its assets under management. As Latin American
markets regain some stability Bladex is focused on identifying new
opportunities and deploying the resources to exploit them.
Companies throughout the Region have, as a result of the crisis,
become more internationally oriented, demanding coordinated trade
services throughout Latin America. This new reality represents a
tremendous opportunity for Bladex, given the Bank's status as one
of the very few regional wholesale banking franchises in Latin
America. Bladex looks forward to continued progress in the coming
quarters." CONSOLIDATED RESULTS OF OPERATIONS KEY FINANCIAL FIGURES
AND RATIOS The following table illustrates the consolidated results
of operations of the Bank for the periods indicated below: (US$
million, except percentages and per share amounts) 9M09 9M08 3Q09
2Q09 3Q08 -------------------------------- ---- ---- ---- ---- ----
Net Interest Income $49.6 $63.1 $17.4 $16.8 $21.8 Net Operating
Income (Loss) by Business Segment: Commercial Division $38.4 $44.5
$13.0 $12.6 $16.6 Treasury Division $6.6 $3.3 $1.2 $4.4 ($0.7)
Asset Management Division $14.4 $11.2 $3.3 $2.6 ($2.1) Net
Operating Income $59.4 $59.0 $17.4 $19.7 $13.8 Net Income $42.9
$59.4 $15.8 $10.5 $14.0 Net Income per Share(1) $1.18 $1.63 $0.43
$0.29 $0.38 Book Value per common share (period end) $18.23 $16.87
$18.23 $17.61 $16.87 Return on Average Equity ("ROE") 9.1% 12.6%
9.5% 6.6% 8.6% Operating Return on Average Equity ("Operating
ROE")(2) 12.6% 12.5% 10.6% 12.4% 8.5% Return on Average Assets
("ROA") 1.4% 1.5% 1.6% 1.0% 1.0% Net Interest Margin 1.63% 1.64%
1.76% 1.62% 1.61% Efficiency Ratio (3) 32% 34% 33% 30% 39% Tier 1
Capital(4) $671 $654 $671 $662 $654 Total Capital(5) $706 $699 $706
$701 $699 Risk-Weighted Assets $2,732 $3,573 $2,732 $3,129 $3,573
Tier 1 Capital Ratio(4) 24.6% 18.3% 24.6% 21.1% 18.3% Total Capital
Ratio (5) 25.8% 19.5% 25.8% 22.4% 19.5% Stockholders' Equity $666
$614 $666 $643 $614 Stockholders' Equity to Total Assets 17.9%
11.5% 17.9% 15.8% 11.5% Other Comprehensive Income Account ("OCI")
(9) (44) (9) (21) (44) Leverage (times)(6) 5.6 8.7 5.6 6.3 8.7
Liquid Assets / Total Assets(7) 11.6% 8.6% 11.6% 11.2% 8.6% Liquid
Assets / Total Deposits 35.3% 29.7% 35.3% 36.2% 29.7% Non-Accruing
Loans to Total Loans, net 1.4% 0.0% 1.4% 0.0% 0.0% Allowance for
Credit Losses to Commercial Portfolio 3.5% 2.0% 3.5% 3.5% 2.0%
Total Assets $3,723 $5,351 $3,723 $4,067 $5,351 ------------ ------
------ ------ ------ ------ Footnotes: (1) Net Income per Share
calculations are based on the average number of shares outstanding
during each period. (2) Operating ROE: Annualized net operating
income divided by average stockholders' equity. (3) Efficiency
ratio refers to consolidated operating expenses as a percentage of
net operating revenues. (4) Tier 1 Capital is calculated according
to the US Federal Reserve Board, and Basel I capital adequacy
guidelines, and is equivalent to stockholders' equity excluding the
OCI effect of the available for sale portfolio. Tier 1 Capital
ratio is calculated as a percentage of risk weighted assets.
Risk-weighted assets are, in turn, also calculated based on US
Federal Reserve Board, and Basel I capital adequacy guidelines. (5)
Total Capital refers to Tier 1 Capital plus Tier 2 Capital, based
on US Federal Reserve Board, and Basel I capital adequacy
guidelines. Total Capital ratio refers to Total Capital as a
percentage of risk weighted assets. (6) Leverage corresponds to
assets divided by stockholders' equity. (7) Liquidity ratio refers
to liquid assets as a percentage of total assets. Liquid assets
consist of investment-grade 'A' securities, and cash and due from
banks, excluding pledged regulatory deposits. SAFE HARBOR STATEMENT
This press release contains forward-looking statements of expected
future developments. The Bank wishes to ensure that such statements
are accompanied by meaningful cautionary statements pursuant to the
safe harbor established by the Private Securities Litigation Reform
Act of 1995. The forward-looking statements in this press release
refer to the growth of the credit portfolio, including the trade
portfolio, the increase in the number of the Bank's corporate
clients, the positive trend of lending spreads, the increase in
activities engaged in by the Bank that are derived from the Bank's
client base, anticipated operating income and return on equity in
future periods, including income derived from the Treasury Division
and Asset Management Division, the improvement in the financial and
performance strength of the Bank and the progress the Bank is
making. These forward-looking statements reflect the expectations
of the Bank's management and are based on currently available data;
however, actual experience with respect to these factors is subject
to future events and uncertainties, which could materially impact
the Bank's expectations. Among the factors that can cause actual
performance and results to differ materially are as follows: the
anticipated growth of the Bank's credit portfolio; the continuation
of the Bank's preferred creditor status; the impact of
increasing/decreasing interest rates and of the macroeconomic
environment in the Region on the Bank's financial condition; the
execution of the Bank's strategies and initiatives, including its
revenue diversification strategy; the adequacy of the Bank's
allowance for credit losses; the need for additional provisions for
credit losses; the Bank's ability to achieve future growth, to
reduce its liquidity levels and increase its leverage; the Bank's
ability to maintain its investment-grade credit ratings; the
availability and mix of future sources of funding for the Bank's
lending operations; potential trading losses; the possibility of
fraud; and the adequacy of the Bank's sources of liquidity to
replace deposit withdrawals. About Bladex Bladex is a supranational
bank originally established by the Central Banks of Latin American
and Caribbean countries to support trade finance in the Region.
Based in Panama, its shareholders include central banks and
state-owned entities in 23 countries in the Region, as well as
Latin American and international commercial banks, along with
institutional and retail investors. Through September 30, 2009,
Bladex had disbursed accumulated credits of approximately $161
billion. Conference Call Information There will be a conference
call to discuss the Bank's quarterly results on Friday, October 30,
2009 at 11:00 a.m. New York City time (Eastern Time). For those
interested in participating, please dial (800) 311-9401 in the
United States or, if outside the United States, (334) 323-7224.
Participants should use conference ID# 8034, and dial in five
minutes before the call is set to begin. There will also be a live
audio web cast of the conference at http://www.bladex.com/ . The
conference call will become available for review on Conference
Replay one hour after its conclusion, and will remain available
through December 29, 2009. Please dial (877) 919-4059 or (334)
323-7226, and follow the instructions. The Conference ID# for the
replayed call is 96623186. For more information, please access
http://www.bladex.com/ . DATASOURCE: Banco Latinoamericano de
Comercio Exterior, S.A. CONTACT: Mr. Christopher Schech, Chief
Financial Officer of Bladex, +1-507-210-8630, ; or Investor
Relations Firm: Mrs. Melanie Carpenter, or Mr. Peter Majeski, both
of i-advize Corporate Communications, Inc., +1-212-406-3690, Web
Site: http://www.bladex.com/
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