3rd UPDATE: Standard Chartered 1st Half Net +11% As Charges Fall
August 04 2010 - 3:34AM
Dow Jones News
Standard Chartered PLC (STAN.LN) said Wednesday that its net
profit for the first half of the year rose 11% from a year earlier
as bad-debt charges fell sharply and despite a continuing squeeze
in net interest margins.
"The challenging credit environment seen in early 2009 has
continued to ease, resulting in lower delinquency trends since the
second half of 2009 and consequent lower provisions, both at a
specific and portfolio level," the U.K.-based bank said.
Chief Executive Officer Peter Sands told a conference call that
the charges were lower across all businesses and regions.
U.K. peers Lloyds Banking Group PLC (LYG) and HSBC Holdings PLC
(HBC) also reported sharp drops in loan-impairment charges for the
period, signaling that the worst in credit losses could be over for
the industry.
However, in contrast to Lloyds--which reported a big improvement
in net interest margins for the six months to June--Standard
Chartered said tighter margins continued.
The bank reported a net profit attributable to parent-company
shareholders for the six months ended June 30 of $2.15 billion, up
from $1.93 billion a year earlier, when it booked a $248 million
gain from a notes buyback.
Pretax profit was $3.12 billion, up from $2.84 billion in 2009,
and in line with analysts' expectations.
Loan impairment losses across the bank fell 60% to $437 million
from $1.09 billion.
"We continued our strong performance in the first half of 2010
and both of our businesses have had an encouraging start to the
second half," Chairman John Peace said.
The bank said consumer banking income grew by 8% in the period,
while wholesale banking income rose by 18%. Own-account income,
however, "fell from the very strong levels seen in the first half
of 2009."
Total operating income fell slightly in the period to $7.92
billion, from $7.96 billion, it added.
Oriel Securities analyst Mike Trippitt called the bank's overall
performance "good," but said consumer banking disappointed on flat
income from wealth management and deposits.
At 0755 GMT, shares were down 86 pence, or 4.5%, at 1816
pence.
Standard Chartered-which derives more than 90% of its income
from emerging markets in Asia, Africa and the Middle East-has
outperformed its U.K. peers due to its large exposure to Asia, as
emerging markets have rebounded at a faster rate following the
global financial crisis.
However, as Western economies bounce back, the bank could face
slower growth compared with U.K.-focused peers, analysts say.
On its consumer banking division, the bank reported an operating
income of $2.91 billion for the six months. Operating profit rose
to $643 million from $348 million, helped by lower impairments and
better performances in some Asia-Pacific countries and the Middle
East.
Profit from Hong Kong, an important market for the bank,
however, fell as net interest margins continued to be squeezed by
low interest rates and market competition.
Overall net interest margin--the difference between interest
earned on loans and paid on deposits--fell to 2.3% from 2.4%,
although it was higher than 2.2% in the second half of last
year.
On wholesale banking, Standard Chartered said operating profit
rose to $2.47 billion from $2.25 billion on lower impairments
better performances in key markets including Hong Kong, Middle East
and Africa.
Standard Chartered said it remains liquid and well-capitalized,
with a Core Tier 1 of 9% at June 30, up from 8.9% at Dec. 31.
Peace, however, warned that it is concerned new regulation and
taxes are being introduced differently across the world, and that
"U.K. banks could be put at a disadvantage to those elsewhere."
Standard Chartered declared a dividend for the six months of
23.35 cents a share, up from 21.23 cents a year earlier.
-By Patricia Kowsmann, Dow Jones Newswires. Tel
+44(0)207-842-9295, patricia.kowsmann@dowjones.com
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