4   SELECTED PERFORMANCE INDICATORS    
         Philippine Banking System  
         for the periods indicated  
         in percent      
                           
  2001   2002  
  Mar June Sept Dec   Mar   June   Sept   Dec  
Annual Growth Rates                           
                           
   Balance Sheet                          
       Total assets  10.9 9.9 6.8 0.8   2.3   2.3   4.4   6.6  
       Cash and Due From Banks 16.8 4.5 (2.2) (16.5)   (6.9)   (12.4)   (2.8)   10.8  
       Interbank Loans Receivable (22.0) 10.8 4.4 12.9   29.6   42.5   23.0   5.1  
       Loans, gross (exclusive of IBL)  5.2 4.5 0.3 (1.0)   2.7   (1.5)   2.8   2.2  
          Allowance for probable losses 17.0 11.7 4.9 18.0   (3.9)   13.9   13.9   10.0  
       Loans, net (exclusive of IBL) 4.4 3.1 (0.9) (2.5)   1.4   (2.9)   1.7   1.4  
       Investments (net) 30.7 25.0 31.2 15.7   3.4   11.5   7.9   15.8  
       Other Assets 17.0 15.5 7.4 (1.0)   1.4   2.6   4.8   6.1  
       Deposits 10.8 13.0 9.2 5.5   5.7   3.0   6.1   7.0  
       Bills Payable 19.6 4.9 3.3 (17.2)   (14.5)   (0.7)   (9.4)   4.0  
       Special Financing (25.5) (21.7) (10.4) (15.3)   (16.7)   (20.8)   (32.1)   (23.8)  
       Other Liabilities 9.5 3.2 0.8 (7.9)   3.3   2.6   6.9   10.7  
       Total capital accounts 6.1 4.3 2.4 1.3   (0.0)   1.6   6.6   4.6  
                           
   Income Statement                          
       Total Operating Income 13.3 11.9 11.5 6.8   5.1   13.7   15.6   15.4  
           Net Interest Income 5.1 5.7 3.1 1.7   (5.8)   1.4   3.4   5.6  
           Non-Interest Income 30.0 25.1 30.5 17.3   22.8   35.8   37.3   33.1  
       Operating Expenses 8.2 12.5 11.4 7.4   0.7   2.4   1.9   3.7  
          Bad Debts / Provisions for Probable Losses 31.0 45.7 30.6 18.9   (10.7)   1.1   1.9   11.2  
          Other Operating Expenses 4.6 7.2 8.0 5.3   2.9   2.6   2.0   2.2  
       Net Operating Income 105.1 2.3 14.8 (9.2)   46.7   229.3   523.3   374.7  
       Extraordinary Credits/(Charges) 66.7 43.9 31.1 31.9   (29.9)   (26.4)   (31.8)   (46.1)  
       Net Income After Tax (NIAT) 104.2 36.8 23.7 23.6   29.7   100.8   147.3   84.7  
                           
Selected Ratios                           
                              
   Liquidity                          
       Cash and due from banks to deposits 16.4 16.4 14.7 13.6   14.4   14.0   13.4   14.1  
       Liquid Assets to Deposits 47.2 46.3 46.7 44.4   44.5   46.6   46.0   47.7  
       Loans (gross)  to deposits 82.7 80.7 81.6 82.4   82.2   80.2   80.6   78.9  
                           
   Asset Quality                          
       Non-performing Loans (NPL) Ratio (inclusive of IBL) 16.2 16.5 17.4 16.9   17.6   17.6   16.2   14.6  
       Non-performing Loans (NPL) Ratio (exclusive of IBL) 17.7 18.1 19.3 19.0   19.7   20.0   18.3   16.6  
       NPL Coverage Ratio 1/ 42.7 44.9 43.6 45.3   44.4   47.0   47.4   50.2  
       Non-performing Assets(NPA) to Gross Assets  13.3 13.7 14.3 14.6   15.1   14.9   14.4   13.4  
       NPA Coverage Ratio 2/  28.2 29.9 29.2 29.6   29.1   30.5   29.5   30.1  
       Distressed Asset Ratio 3/ 26.7 27.5 28.4 28.4   29.3   29.5   28.8   27.7  
                           
  Capital Adequacy                          
       Net worth to risk assets ratio 4/ 17.2 16.7 16.5 16.1   16.8   16.6   17.3   16.7  
       Capital Adequacy Ratio (CAR) 5/                          
            Solo Basis 5/           -             -             -   14.5   15.7 * 15.7 * 15.7 * 15.5  
            Consolidated Basis 5/           -             -             -   15.6   16.8 * 16.8 * 16.7 * 16.9  
       Total capital accounts to total assets 14.1 13.7 13.6 13.6   13.8   13.6   13.8   13.4  
                           
  Profitability 6/                          
       Cost to Income Ratio 80.1 80.0 79.9 80.7   80.2   76.4   73.3   71.4  
       Return on assets (ROA)  0.5 0.4 0.4 0.4   0.5   0.6   0.8   0.8  
       Return on equity (ROE)  3.1 3.1 3.0 3.2   3.4   4.7   5.9   5.8  
                           
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      
4/ Based on the old framework provided for under Section 22 of the old General Banking Act
5/ Based on the new framework provided for under Circular No. 280 dated 29 March 2001 which  was formally adopted starting 1 July 2001
6/ Annualized
* Universal & Commercial and Thrift Banks only
Source: Supervisory Reports and Studies Office, Supervision and Examination Sector  
Updated as of 12 March 2004