15 SELECTED PERFORMANCE INDICATORS                  
Commercial Banks
as of end of periods indicated
in billion pesos
 
Selected Ratios COMMERCIAL BANKS
 
  March 1999 June 1999 Sept 1999 Dec 1999 March 2000 June 2000 Sept 2000 Dec 2000
ANNUAL GROWTH RATES
   Balance Sheet
       Total Assets 12.6 2.8 (3.9) 3.1 (0.1) 10.9 20.6 27.1
          Cash and Due From Banks 51.3 6.7 (11.9) 24.4 (4.8) 21.4 30.7 11.3
          Interbank Loans Receivable 34.7 0.6 (18.1) 22.4 (25.9) (25.8) 35.0 75.1
          Loans, gross (exclusive of IBL) (2.0) (4.2) (2.2) 2.1 4.7 17.9 17.4 21.5
             Allowance for Probable Losses 81.6 55.1 27.6 11.1 5.4 39.8 45.3 55.4
          Loans, net (exclusive of IBL) (4.4) (6.0) (3.3) 1.7 4.7 16.7 16.1 19.8
          Investments, net 24.4 19.4 2.0 (3.9) 4.5 (2.5) 16.9 34.2
          ROPOA, net 151.3 128.9 89.0 13.8 (6.3) 8.3 9.3 58.5
          Other Assets 13.0 11.0 10.5 15.9 0.8 34.4 33.8 29.5
       Total Liabilities 11.7 0.6 (5.0) 3.5 (0.1) 13.0 23.1 32.3
          Deposits 18.8 13.1 4.9 9.0 7.1 13.8 27.2 36.7
          Bills Payable (8.1) (17.4) (37.7) (21.5) (25.2) 24.9 41.7 28.9
          Special Financing (15.7) (23.3) (31.1) (46.0) (47.5) (50.1) (53.5) (94.4)
          Unsecured Subordinated Debt 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
          Other Liabilities 5.2 (20.8) (14.9) (1.6) (8.3) 4.3 2.3 18.0
          Total Capital Accounts 16.8 15.2 2.0 1.3 0.1 0.4 8.1 1.7
 
   Income Statement  
       Total Operating Income (3.0) 87.0 195.7 (14.4) (9.6) (5.5) 1.9 16.8
           Net Interest Income (7.2) 91.6 173.6 (13.1) (0.4) (1.4) 3.5 12.7
           Non-Interest Income 4.1 79.5 248.2 (17.1) (23.3) (12.8) (1.0) 25.3
       Operating Expenses 7.9 104.8 172.9 (6.5) (21.2) (10.5) (2.8) 1.2
          Bad Debts / Provisions for Probable Losses 15.9 116.9 97.0 (9.9) (72.8) (63.7) (39.6) (45.5)
          Other Operating Expenses 5.7 101.8 203.4 (5.3) (5.5) 3.5 6.9 16.9
       Net Operating Income (44.1) 19.0 1,492.6 (104.0) 74.5 27.2 47.4 (4,057.8)
       Extraordinary Credits/(Charges) (44.6) (10.2) (529.0) (75.8) (74.6) (34.0) (49.8) (16.6)
       Net Income After Tax (NIAT) (5.9) (25.8) (916.1) (119.6) 38.5 2.4 27.3 (590.1)
SELECTED RATIOS
   LIQUIDITY
      Cash and Due from Banks to Deposits 27.3 23.9 21.5 24.1 24.2 25.5 22.1 19.7
      Liquid Assets to Deposits 61.0 58.7 50.2 53.5 56.5 55.9 49.2 49.1
      Loans, gross to Deposits 104.4 101.6 105.1 101.2 97.5 99.6 98.6 95.4
   ASSET QUALITY
      Non-performing Loans (NPL) Ratio 10.8 11.3 9.8 9.6 10.6 11.3 11.3 10.5
      Non-performing Loans (NPL) Ratio (exclusive of IBL) 12.8 13.3 10.9 11.1 12.0 12.5 12.9 12.8
      NPL Coverage Ratio 1/    39.8 36.6 42.1 42.9 42.5 46.2 44.1 47.5
      Non-performing Assets(NPA) to Gross Assets 8.0 8.5 8.2 7.3 7.8 8.5 8.9 8.3
      NPA Coverage Ratio   NPA Coverage Ratio 2/ 30.8 28.4 30.9 33.8 33.5 36.4 34.7 36.7
      Distressed Asset Ratio   Distressed Asset Ratio 3/ 15.2 15.9 14.8 13.5 15.0 16.2 16.2 15.1
   CAPITAL ADEQUACY
      Capital Adequacy Ratio (CAR)   Capital Adequacy Ratio (CAR) 4/
          Solo Basis                
          Consolidated Basis                
      Total Capital Accounts to Total Assets 17.3 17.1 16.8 16.9 17.3 15.5 15.1 13.5
   PROFITABILITY 5/
      Earning Asset Yield 6/ 13.0 11.8 11.6 10.5 10.4 9.9 10.8        11.3
      Funding Cost 7/ 9.5 8.7 8.3 7.3 7.0 6.8 7.6          8.3
      Interest Spread /8 3.4 3.1 3.3 3.1 3.4 3.1 3.1          3.0
      Net Interest Margin 9/ 5.0 4.7 4.7 4.3 4.3 4.0 4.2          4.1
      Net Interest Income to Total Operating Incom 65.9 67.4 66.9 67.6 69.5 69.3 68.3        65.2
      Cost to Income Ratio 10/ 69.4 71.1 73.2 75.2 76.2 79.1 78.0        75.2
      Return on Assets 0.7 0.3 0.3 (0.1) (0.1) (0.1) (0.0)          0.5
      Return on Equity 4.0 2.1 2.0 (0.7) (0.4) (0.7) (0.3)          3.6
 
1/ Ratio of Loan Loss Reserves to NPL
2/ Ratio of valuation reserves (for loans and ROPOA) to NPAs
3/  Ratio of NPL + ROPOA, gross + Restructured Loans, current to TLP, gross + ROPOA, gross. Effective 31 July 2004,
   Restructured Loans, performing was used in lieu of Restructured Loans, current.
4/ Based on the new framework provided for under Circular No. 280 dated 29 March 2001 which was formally adopted
    starting 1 July 2001
5/ Income and Expenses accounts annualized
6/ Refers to the ratio of Interest Income to Average Earning Assets
7/ Refers to the ratio of Interest Expenses to Average Interest-Bearing Liabilities
8/ Refers to the difference between Earning Asset Yield and Funding Cost
9/ Refers to the ratio of Net Interest Income to Average Earning Assets
10/ Refers to the ratio of Operating Expense (composed of Non-interest Operating Expense exclusive Bad Debts and Provisions)
      to Total Operating Income (composed of Net Interest Income and non-interest operating income)
Source: Supervisory Data Center, Supervision and Examination Sector