1) Capital Adequacy Ratio (CAR) & Supplementary Leverage Ratio (SLR) targets largely met
2) Return on Equity (ROE) and Return on Tangible Equity (ROTE) improving
3) Shareholder net payout ratio (NPR) rising - very high in US on buy backs
4) Cost Income Ratio (CIR) falling - China has massive low cost advantage
....the winners and losers are becoming clear. The performance gap is widening.
Contact nick.wood@fintorque.sg to view proprietary analysis