Bladex Reports Second Quarter Net Income of $10.5 Million, or $0.29 per Share
July 22 2009 - 8:30AM
PR Newswire (US)
PANAMA CITY, July 22 /PRNewswire-FirstCall/ -- Banco
Latinoamericano de Comercio Exterior, S.A. (NYSE: BLX, "Bladex", or
"the Bank") announced today its results for the second quarter
ended June 30, 2009. Business Highlights -- Net interest income in
the second quarter 2009 amounted to $16.8 million, an increase of
$1.4 million, or 9% from first quarter 2009, mainly due to
increased lending spreads. Quarter end commercial portfolio
increased by 2% versus the previous quarter. -- Net operating
income (1) for the second quarter 2009 amounted to $19.7 million,
compared to a net operating income of $22.3 million in the first
quarter 2009 and $26.1 million in net operating income in the
second quarter 2008. The decrease was due principally to lower
trading gains. -- Net income amounted to $10.5 million in the
second quarter 2009, compared to a net income of $16.7 million in
the first quarter 2009, and $26.3 million gain during the second
quarter 2008. The decrease was principally the result of the
creation of $12.0 million in specific reserves against loans in the
process of restructuring. Operating expenses during the second
quarter 2009 decreased to $8.6 million, from $11.1 million in the
first quarter 2009. -- Commercial Division's net operating income
for the second quarter 2009 was $12.6 million, representing $0.1
million below the first quarter 2009, and $0.3 million lower than
in the second quarter 2008, due to lower average loan portfolio
balances, which were essentially offset by wider lending margins.
Credit disbursements during the second quarter increased by 25%. --
Treasury Division reported net operating income of $4.4 million,
compared to a net operating income of $1.0 million in the first
quarter 2009, and $3.0 million in the second quarter 2008, mostly
due to the appreciation of trading securities. Deposits as of June
30, 2009 increased $44 million (4%) from the first quarter, 2009.
-- Asset Management Division's net operating income for the quarter
was $2.6 million, compared to $8.5 million in the first quarter
2009, and $10.2 million in the second quarter 2008. The quarterly
decrease was due to lower trading gains in the Investment Fund. --
As a result of net income generation and the appreciation of the
available-for-sale securities portfolio, book value per common
share increased approximately 7% during the quarter to $17.61. The
Bank's Tier 1 capital ratio as of June 30, 2009 stood at 21.1%,
compared to 21.7% as of March 31, 2009, and compared to 19.1% as of
June 30, 2008. The Bank's leverage ratio as of these dates was
6.3x, 6.8x and 8.4x, respectively. The Bank's equity consists
entirely of common shares. -- The ratio of the allowance for credit
losses to the commercial portfolio strengthened to 3.5%, compared
to 3.2% as of March 31, 2009, and 1.9% as of June 30, 2008. During
the quarter, the Bank recorded $12.0 million in specific reserves
for loan losses. -- The Bank's efficiency ratio improved to 30% in
the second quarter 2009, compared to 33% in the first quarter 2009,
and compared to 32% in the second quarter 2008. CEO's Comments Mr.
Jaime Rivera, Bladex's Chief Executive Officer, stated the
following regarding the Bank's results: "Bladex's second quarter
results reflect a well balanced performance from each of our
divisions: the Commercial Division expanded its portfolio based on
attractive margins, the Treasury Division saw the value of its
securities portfolio improve across the board, and the Asset
Management Division posted its seventh profitable quarter in the
last two years. Combined with reduced operating expenses and
liquidity costs, this performance continued to afford the Bank the
strong earnings power necessary to comfortably fund its growth, its
dividend, and to further strengthen its loan loss coverage. Our
dialogue with markets across the Region supports the view that
general economic stress levels in most of Latin America seem to
have peaked, and might already be easing in some sectors of the
market, most often as a result of effective government support
programs and the return of investor confidence. We also believe
that any economic recovery, once established, will be gradual but
volatile; however, it will inevitably involve an expansion in the
Region's trade flows, for which Bladex is ideally positioned. From
the perspective of individual companies, we are of the opinion that
balance sheets and income statements will continue to reflect the
impact of the crisis for some time, even after the economy starts
to improve. Therefore, Bladex's will continue to closely monitor
risk levels and provision accordingly. Our management of the Bank
is consistent with our view of the market and our position as a
profitable financial institution with solid capital and liquidity
resources: we continue to successfully navigate ongoing market
turbulence so as to protect our expanding franchise, while
positioning Bladex to take advantage of the opportunities that will
emerge when the economy recovers, at which time, Bladex will
represent one of only a handful of financial organizations with
regional trade finance expertise and reach." 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) 6M09 6M08 2Q09 1Q09 2Q08
-------------------------------- ---- ---- ---- ---- ---- Net
Interest Income $32.2 $41.4 $16.8 $15.4 $20.2 Net Operating Income
by Business Segment: Commercial Division $25.4 $27.9 $12.6 $12.8
$12.9 Treasury Division $5.4 $4.0 $4.4 $1.0 $3.0 Asset Management
Division $11.1 $13.3 $2.6 $8.5 $10.2 Net Operating Income $41.9
$45.3 $19.7 $22.3 $26.1 Net Income $27.2 $45.5 $10.5 $16.7 $26.3
Net Income per Share (2) $0.75 $1.25 $0.29 $0.46 $0.72 Book Value
per common share (period end) $17.61 $17.74 $17.61 $16.50 $17.74
Return on Average Equity ("ROE") 8.9% 14.7% 6.6% 11.4% 16.7%
Operating Return on Average Equity ("Operating ROE") (3) 13.8%
14.6% 12.4% 15.2% 16.6% Return on Average Assets ("ROA") 1.3% 1.8%
1.0% 1.6% 2.0% Net Interest Margin 1.56% 1.66% 1.62% 1.50% 1.56%
Efficiency Ratio (4) 32% 32% 30% 33% 32% Tier 1 Capital (5) $662
$648 $662 $655 $648 Total Capital (6) $701 $690 $701 $693 $690
Risk-Weighted Assets 3,129 3,392 3,129 3,014 3,392 Tier 1 Capital
Ratio (5) 21.1% 19.1% 21.1% 21.7% 19.1% Total Capital Ratio (6)
22.4% 20.3% 22.4% 23.0% 20.3% Stockholders' Equity $643 $645 $643
$601 $645 Stockholders' Equity to Total Assets 15.8% 11.9% 15.8%
14.6% 11.9% Other Comprehensive Income Account ("OCI") ($21) ($6)
($21) ($57) ($6) Leverage (times) (7) 6.3 8.4 6.3 6.8 8.4 Liquid
Assets / Total Assets (8) 11.2% 6.9% 11.2% 13.7% 6.9% Liquid Assets
/ Total Deposits 36.2% 21.5% 36.2% 46.3% 21.5% Non-Accruing Loans
to Total Loans, net 0.0% 0.0% 0.0% 0.0% 0.0% Allowance for Credit
Losses to Commercial Portfolio 3.5% 1.9% 3.5% 3.2% 1.9% Total
Assets $4,067 $5,410 $4,067 $4,108 $5,410 ------------ ------
------ ------ ------ ------ Footnotes: (1) Net Operating Income
(Loss) refers to net interest income plus non-interest operating
income, minus operating expenses. (2) Net Income per Share
calculations are based on the average number of shares outstanding
during each period. (3) Operating ROE: Annualized net operating
income divided by average stockholders' equity. (4) Efficiency
ratio refers to consolidated operating expenses as a percentage of
net operating revenues. (5) 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. (6)
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. (7) Leverage corresponds to
assets divided by stockholders' equity. (8) 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 June 30, 2009, Bladex
had disbursed accumulated credits of approximately $160 billion.
Conference Call Information There will be a conference call to
discuss the Bank's quarterly results on Thursday, July 23, 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 September 23, 2009.
Please dial (877) 919-4059 or (334) 323-7226, and follow the
instructions. The Conference ID# for the replayed call is 79484056.
For more information, please access http://www.bladex.com/ or
contact: DATASOURCE: Banco Latinoamericano de Comercio Exterior,
S.A. CONTACT: Mr. Jaime Celorio, Chief Financial Officer of Bladex,
+1-507-210-8630, ; or Investor Relations: 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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