Caricris Rating Monitor #9

Page 1

RatingMonitor




4







Economic Risk

5

Industry Risk

5

Economic Resilience

High Risk

Institutional Framework

High Risk

Economic Imbalances

Low Risk

Competitive Dynamics

High Risk

Credit Risk In The Economy

High Risk

Systemwide Funding

Low Risk








BICRA Trinidad and Tobago - System-wide Funding (%)

2008

2009

2010

2011

2012

2013F



19



Table 1: One-, Two-, and Three-Year Cumulative Defaults Rates, between 2002 and 2012

Rating

Issuer-years*

One-Year

Two-Year

Three-Year

CRISIL AAA

768

0.00%

0.00%

0.00%

CRISIL AA

1335

0.00%

0.00%

0.00%

CRISIL A

1505

0.20%

1.23%

2.47%

CRISIL BBB

3821

1.39%

3.05%

6.07%

CRISIL BB

4579

4.32%

9.26%

14.16%

CRISIL B

3072

9.34%

18.26%

23.17%

CRISIL C

258

13.18%

19.69%

29.14%

Total

15338


Table 2 - One-year average transition rates: between 2002 and 2012

Rating

Issueryears

CRISIL AAA

CRISIL AA

CRISIL A

CRISIL BBB

CRISIL BB

CRISIL B

CRISIL C

CRISIL D

CRISIL AAA

768

97.92%

2.08%

0.00%

0.00%

0.00%

0.00%

0.00%

0.00%

CRISIL AA

1335

1.35%

94.98%

2.77%

0.90%

0.00%

0.00%

0.00%

0.00%

CRISIL A

1505

0.00%

3.32%

91.03%

4.85%

0.47%

0.07%

0.07%

0.20%

CRISIL BBB

3821

0.00%

0.00%

2.88%

88.83%

6.10%

0.42%

0.39%

1.39%

CRISIL BB

4579

0.00%

0.00%

0.02%

3.69%

88.27%

3.23%

0.46%

4.32%

CRISIL B

3072

0.00%

0.00%

0.03%

0.07%

7.10%

82.72%

0.75%

9.34%

CRISIL C

258

0.00%

0.00%

0.00%

0.39%

2.71%

24.81%

58.92%

13.18%

Total

15338



24

INSTRUMENT RATED USD 5 million Debt Issue

(Notional)

RATING CariBBB

(Foreign Currency)

RATING HISTORY Date

Foreign Currency

Local Currency

Instrument/Remarks

June 2014

CariBBB

CariBBB+

USD 5 million Debt Issue (Notional)

May 2013

CariBBB

CariBBB+

USD 5 million Debt Issue (Notional)

May 2012

CariBBB

CariBBB+

USD 5 million Debt Issue (Notional)

June 2011

CariBBB

CariBBB+

USD 5 million Debt Issue (Notional)

March 2010*

CariBBB

CariBBB+

USD 5 million Debt Issue (Notional)


25


26


27


28



30

INSTRUMENT RATED

RATING

EC $404.5 million (mn.)

CariBBB (Foreign Currency)

EC $140 mn.

CariBBB (Foreign Currency)

US $50 mn.

CariBBB (Foreign Currency)

US $38 mn.

CariBBB (Foreign Currency)

Date

Foreign Currency

Local Currency

Instrument/Remarks

June 9, 2014

CariBBB

CariBBB

EC $404.5 mn., EC $140 mn., US $50 mn., US $38 mn.

May 27, 2013

CariBBB

CariBBB

EC $140 mn., US $50 mn., US $38 mn.

September 28, 2012

CariBBB+

CariBBB+

EC $140 mn., US $50 mn., US $38 mn.

March 29, 2012

CariBBB+

CariBBB+

US $50 mn., US $38 mn.

March 28, 2011

CariBBB+

CariBBB+

US $38 mn.

March 31, 2010

CariBBB+

CariBBB+

US $38 mn.

March 26, 2009

CariBBB+

CariBBB+

US $38 mn.

December 2, 2008

CariBBB+

CariBBB+

US $38 mn.

December 21, 2007 *

CariBBB+

CariBBB+

US $38 mn.


31


32


33


34


 

FY2009/10 Total Revenue Current Revenue Current Expenditure Capital Expenditure Total Expenditure Total Revenue Current Revenue Total Current Expenditure Capital Expenditure Total Expenditure Source: Ministry of Finance, Saint Lucia r:

Revised

p:

Preliminary

FY2010/11

826.8 759.6 683.8 241.3 925.1

874.5 787.8 742.7 298.6 1,041.3

-0.3 -5.6 5.4 15.9 8.0

5.8 3.7 8.6 23.7 12.6

r

FY2011/12

r

EC $ million 915.1 836 776.6 366.1 1,142.8 % Change 4.6 6.1 4.6 22.6 9.7

FY2012/13

r

FY2013/14

873.5 809.9 857.5 344.8 1,202.3

941 864.1 868.9 292.1 1,161

-4.5 -3.1 10.4 -5.8 5.2

7.7 6.7 1.3 -15.3 -3.4

p

35


36


Income & Economic Structure Nominal GDP (US $ Mn) Nominal GDP per capita (US $) Real GDP Growth (%) Unemployment Rate (%) Human Development Index Transparency International Corruption Perceptions Index

Fiscal Accounts (% of GDP)

Central Gov’t Current Revenue Central Gov’t Current Expenditure Central Gov’t Current Balance Central Gov’t Capital Expenditure Central Gov’t Primary Balance (after grants) Central Gov’t Overall Balance (after grants) Central Gov’t Gross Debt General Gov’t Gross Debt

Monetary, Financial & Exchange Rate Indicators Consumer Price Index (end of period) Consumer Price Index (annual average) Credit to the Private Sector & NFPE (% GDP) Credit to the Private Sector & NFPE (YOY change %) Non-Performing Loans/Total Loans (%) Provision for NPL (% of NPL) Banking Sector Capital Adequacy Ratio (%) Base Money (YOY change) Broad Money or Money Supply (YOY change %) Average Bank Deposit Rate (%) Average Bank Lending Rate (%) Interest Rate Spread Nominal Exchange Rates (lc per US$) Real Effective Exchange Rates (YOY change %)

External Sector Indicators Current Account Balance (% GDP) Capital & Financial Account Balance (% GDP) Overall External Balance (% GDP) External Public Debt (% GDP) Gross International Reserves (US$ Mn) Net International Reserves (US$ Mn) Gross International Reserves (in months of imports) Total Debt Service (% of exports of GNFS) Gross Financing Requirements / Reserves (%)

2013 1,336 7,900.2 (2.3) 23.3 88/186 22/177

2013

2012 1,300.7 7,771.3 (1.3) 21.4 88/187 22/176

2012

24.1 24.2 (0.1) 8.1 (2.3) (6.1) 69.1 73.6

2013 (0.7) 1.5 115.2 (1.1) 20.6 42.5 n.a. (8.5) 2 2.8 8.4 5.6 2.7 (0.7)

2013 (10.9) 6.7 (4.2) 36.4 376.1 128.9 6.6 na 39.8

2011

2012 5 4.2 117.7 4.2 15.3 37.9 19.2 14.1 2.5 2.9 8.5 5.6 2.7 1.9

2012 (16.6) 15 (1.6) 33.2 385 132 6.1 na 54.2

2009

1,284.8 7,676.7 1.3 21.2 82/187

1,244.1 7,513.2 (0.2) 20.6 -

25/183

-

2011 22.6 23.9 (1.3) 9.6 (5.7) (9.2) 67.4 72.1

2010

24 22.3 1.7 10.5 (3.5) (6.5) 60 65.5

2011 4.8 2.8 114.9 2.4 13.2 36.2 19 1.5 6.7 3.1 9 6 2.7 (2.8)

2011 (18.9) 19 0.1 32.4 307.5 66.4 4.5 11.6 87.6

2010

1,178.8 7,155.9 (0.2) 18.1 69/182 22/180

2009

23.3 21.9 1.3 8.8 (1.9) (4.9) 54.5 60.6

2010

23.5 21.3 2.3 7.5 (0.4) (3.1) 51.5 57.5

2009

4.2 3.3 121.3 1.2 12.4 23.2 18.6 9.8 1.9 3.3 9.5 6.2 2.7 (0.4)

2010

(3.4) (1.7) 130 2.2 7.9 31.4 18.3 10.2 1.3 3.1 9.7 6.6 2.7 3.8

2009

(16.3) 17 0.7 31.7 307 97.5 4.7 10.7 81.5

(11.6) 15.7 4.1 31.7 283 (8.9) 5.2 12.4 58.2

37


38

TYPE OF RATING Corporate Credit Rating

RATING ASSIGNED Foreign Currency

Local Currency

CariBBB-

CariBBB-

National Scale ttBBB-


7.0 6.0 5.0 %

4.0 3.0 2.0 1.0 0.0

2009

2010 RHAND

2011

2012

Commercial banks

2013

39


40  

Footnotes 2010 was severely impacted by TT $11.6 mil-

2

lion in write-offs of accrued interest on Colonial Life Insurance Company Limited (CLICO) and British American Insurance Company (Trinidad) Limited (BAICO) investments.


64 62 60 58 %

56 54 52 50 48 46

2009

2010

2011

2012

2013

41


42  

14.0 12.0 10.0 %

8.0 6.0 4.0 2.0 0.0

2009

2010

Institutional Capital Ratio

2011

2012

2013

PEARLS minimum

160.0 140.0 120.0 100.0 TT $ 80.0 million 60.0 Footnotes PEARLS is a financial performance monitoring

40.0

3

system designed to offer management guidance for credit unions. In partnership with credit unions, the World Council of Credit Unions created PEARLS in the late 1980s.. However, in keeping with the existing legisla-

4

tion, the credit union does have the supervisory, investment, education and credit committees, as required by statute.

20.0 0.0

Copos

COK

RHAND Venture

TECU

COB

ECU


 

Credit Union Telephone Workers' Credit Union Venture Credit Union Teachers Credit Union Police Service Credit Union TECU RHAND Credit Union Eastern Credit Union

Asset Base TT $ 516,000,000 723,792,163 588,986,215 496,583,263 1,531,551,083 495,278,590 1,505,679,601

No. of Members 5,000 13,000 13,000 11,000 35,736 20,000 160,000

Assets per Member 103,200 55,676 45,307 45,144 42,857 24,764 9,410

43


44

2013

2012

2011

2010

2009

TT$ ‘000 Member Shares Tangible Net Worth (TNW)*

304,344 50,682

276,143 258,427

242,970

229,266

43,074

33,395

40,769

445,047 417,273

394,542

395,787

47,246

Total Assets*

481,994

Total Income

36,144

33,889

30,176

28,424

29,552

Total Operating Expenses (incl.Depreciation)

20,828

20,509

18,831

16,210

15,465

Net Surplus

11,473

10,420

10,579

108

13,986

% Interest Expense/Average Interest Bearing Liabilities

0.5

0.5

0.6

1.5

2

Interest Rate Spreads

8.1

8.3

7.8

7.5

8.2

11.1

11.5

11.5

11.6

11.6

PAT/Average Earning Assets

2.7

2.7

2.9

0

4.1

Group Profit/Average TNW

3

2.9

3.2

0

4.6

Total Expenses/Total Income

57.6

60.5

62.4

57

52.3

Tangible Net Worth/Adjusted Assets

10.5

10.6

10.3

8.5

10.3

Loan Loss Reserves/NPL

29.5

29.5

14.7

35.9

17.8

Gross NPLs/Gross Loans

2

2.2

2.2

2.3

3

Interest Income on Loans/Average Total Loans

Source: RHAND Credit Union Co-operative Society Limited


45


CariCRIS Rating Monitor



Entity

Issue

Ratings

1

Goddard’s Enterprises Limited

USD 16 Million Debt Issue (Notional)

CariAA- (Regional Scale Foreign Currency) CariAA- (Regional Scale Local Currency) bbAA (Barbados National Scale)

2

The National Gas Company of Trinidad and Tobago

USD 400 Million Bond Issue

CariAAA (Regional Scale Foreign Currency) CariAAA (Regional Scale Local Currency) ttAAA (Trinidad & Tobago National Scale) S&P: A-/Stable (foreign & Local Currency) Moody’s: Baa1/Stable (Senior Unsecured Foreign Currency)

3

Phoenix Park Gas Processors Limited

USD 185 Million Debt Issue

CariAAA (Regional Scale Foreign Currency) CariAAA (Regional Scale Local Currency) ttAAA (Trinidad & Tobago National Scale) S&P: A-/Stable (Foreign Currency) Moody’s: Baa1/Stable (Senior Unsecured Foreign Currency)

4

Republic Bank Limited

TTD 1 Billion Debt Issue

CariAA+ (Regional Scale Foreign Currency) CariAA+ (Regional Scale Local Currency) ttAA+ (Trinidad & Tobago National Scale) S&P: BBB+/Stable (Foreign Currency & Local Currency)

5

St. Lucia Electricity Services Limited

USD 15 Million Debt Issue (Notional)

CariBBB (Regional Scale Foreign Currency) CariBBB (Regional Scale Local Currency)

6

Government of the Republic of Trinidad and Tobago

USD 500 Million Debt Issue (Notional)

CariAAA (Regional Scale Foreign Currency) CariAAA (Regional Scale Local Currency) ttAAA (Trinidad & Tobago National Scale) S&P: A/Stable (Foreign Currency) A/Stable (Local Currency) Moody’s: Baa1/Stable (LT Issuer Rating)

7

Government of Barbados

USD 300 Million Debt Issue (Notional)

CariA- (Regional Scale Foreign Currency) CariA (Regional Scale Local Currency) S&P: BB-/Negative (Foreign Currency) BB-/Negative (Local Currency) Moody’s: B3/Negative (LT Issuer Rating)

8

Sagicor Investments Jamaica Ltd (formerly Pan Caribbean Financial Services Ltd)

USD 25 Million Debt Issue (Notional)

CariBBB- (Regional Scale Foreign Currency) CariBBB (Regional Scale Local Currency) jmA+ (Jamaica National Scale)

9

Government of Anguilla

USD 25 Million Debt Issue (Notional)

CariBBB+ (Regional Scale Foreign Currency) CariBBB+ (Regional Scale Local Currency)


Entity

Issue

Ratings

10

Eastern Caribbean Home Mortgage Bank

USD 30 Million Debt Issue (Notional)

CariA (Regional Scale Foreign Currency) CariA (Regional Scale Local Currency)

11

Sagicor Life (Jamaica) Limited

USD 75 Million Debt Issue (Notional)

jmAAA (Jamaica National Scale) AM Best: Financial Strength Rating, B+/Stable (Good); Issuer Credit Rating, bbb-/ Stable

12

National Commercial Bank Jamaica Limited

USD 75 Million Debt Issue (Notional)

CariBBB (Regional Scale Foreign Currency) CariBBB+ (Regional Scale Local Currency) jmAA- (Jamaica National Scale) S&P: B-/Stable (Foreign &Local Currency) Fitch: B-/Stable (Foreign & Local Currency)

13

NCB Capital Markets Limited

USD 25 Million Debt Issue (Notional)

CariBBB- (Regional Scale Foreign Currency) CariBBB (Regional Scale Local Currency) jmA+ (Jamaica National Scale)

14

Government of Saint Lucia

USD 38 Million Debt Issue USD 50 million Debt Issue XCD 140 million Debt Issue XCD 404.5 million Debt Programm

CariBBB (Regional Scale Foreign Currency) CariBBB (Regional Scale Local Currency)

15

TOSL Engineering Limited

USD 10 Million Debt Issue (Notional)

CariA+ (Regional Scale Foreign Currency) CariA+ (Regional Scale Local Currency)

16

Dominica Agricultural, Industrial & Development Bank

USD 10 Million Debt Issue (Notional)

CariBBB- (Regional Scale Foreign Currency) CariBBB- (Regional Scale Local Currency)

17

Development Bank of Jamaica Limited

USD 5 Million Debt Issue (Notional)

CariBBB (Regional Scale Foreign Currency) CariBBB+ (Regional Scale Local Currency) jmAA- (Jamaica National Scale)

18

Government of the Commonwealth of Dominica

USD 25 Million Debt Issue (Notional)

CariBBB- (Regional Scale Foreign Currency) CariBBB- (Regional Scale Local Currency)

19

Trinidad and Tobago Mortgage Finance Company Limited

Issuer rating

CariAA- (Regional Scale Foreign Currency) CariAA- (Regional Scale Local Currency)

20

Millennium Investments Limited (The Crane Residential Resorts)

Up to USD 40 million Preference Shares

CariBBB+ (Regional Scale Foreign Currency) CariA- (Regional Scale Local Currency) bbAA- (Barbados National Scale)


50

Entity

Issue

Ratings

21

Gulf City Limited

TTD 620 million Debt Issue

CariA (Regional Scale Foreign Currency) CariA (Regional Scale Local Currency) ttA (Trinidad and Tobago National Scale)

22

Bourse Securities Limited

Corporate Credit Rating

CariA- (Regional Scale Foreign Currency) CariA- (Regional Scale Local Currency) ttA- (Trinidad and Tobago National Scale) On Rating Watch – Developing

23

Eastern Credit Union Co-operative Society Limited

Corporate Credit Rating

CariBBB- (Regional Scale Foreign Currency) CariBBB- (Regional Scale Local Currency) ttBBB- (Trinidad and Tobago National Scale)

24

RHAND Credit Union Co-operative Society Limited

Corporate Credit Rating

CariBBB- (Regional Scale Foreign Currency) CariBBB- (Regional Scale Local Currency) ttBBB- (Trinidad and Tobago National Scale)

25

Excellent Stores Limited

Issuer Rating/Corporate Credit Rating

CariBBB- (Regional Scale foreign Currency) CariBBB- (Regional Scale Local Currency) ttBBB- (Trinidad and Tobago National Scale)

26

Beacon Insurance Limited

Issuer Rating/Corporate Credit Rating

CariBBB+ (Regional Scale foreign Currency) CariBBB+ (Regional Scale Local Currency) ttBBB+ (Trinidad and Tobago National Scale)




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