a MILITARY BANK (MB) BankingTeam Nguyễn Quang Huy Email: huy.nguyenquang@tls.vn Vũ Phương Hạnh Email: hanh.vuphuong@tls.vn Trần Thị Thanh Thảo Email: thao.tranthithanh@tls.vn Recommendation: Target price: 16,800 VND Military Bank is one of the strongest commercial banks in Vietnam with high growth and high efficiency in operations, showing via both growth rates and profit ratio such as ROAA and ROAE. MB will list shares on HOSE and increase its chartered capital up to VND 10,000 billion this year. EPS is expected to be about VND 2,660 (based on the chartered capital at the beginning of the year). We forecast that the MB‟s stock price after listing would be about VND 16,800 per share. After raising chartered capital, the price would be about VND 15,500 per share. COMPANY PROFILE MB, which was established in 1994, is currently one of the leading joint-stock commercial banks in Vietnam. MB‟s chartered capital by the end of 2010 was VND 7,300 billion, increasing by 37.7% y-o-y. The total operating income in 2010 reached VND 4,088 billion, climbing by 54% y-o-y. Net interest income reached VND 3,519 billion, increasing by 91.5% y-o-y, and Net services fee income achieved VND 588.84 billion, increasing by 54.7% y-o-y. In 2010, MB‟s total assets attained VND 109,623 billion, going up by 58.8% y-o-y. Loans to customers and deposits of customers stood at respectively VND 48,797 billion and VND 65,741 billion, accounted for 2.5% and 3.3% of total banking market share respectively. UPDATES Impressive operating results in 1H2011: The consolidated credit growth stood at 10.9% and the consolidated deposit growth reached 10.6%. Non productive loans accounted for 17% of total outstanding loans. On Aug 31, 2011: NPL of MB separately (not consolidated) increased slightly to 1.66%. MB has also established over 23 transaction offices since the beginning of this year and therefore MB possesses 163 offices recently. FINANCIAL RATIO (BIL VND) Total assets Equity 2,010 2011F 2012F 109,623 125,203 147,942 8,882 13,480 15,427 NII 3,519 4,734 5,167 EAT 1,770 1,939 2,449 EPS 2,391 1,939 2,129 PE 7.10 6.69 7.50 PB 1.15 1.07 1.18 NPL 1.35% 1.90% 1.70% LDR 74.2% 74.8% 72.9% Loans/assets Earning assets/assets 44.5% 46.8% 45.5% 90.1% 91.1% 91.6% Deposit growth 64.4% 19.0% 18.0% Credit growth 64.9% 20.0% 15.0% NIM 4.30% 4.45% 4.14% ROAA 1.95% 1.65% 1.79% ROAE 22.1% 17.3% 15.9% 15% 15% 15% Cash dividend (%) 1 INVESTMENT HIGHLIGHTS MB’s position: MB is one of the ten largest banks in Vietnam in total assets. High growth in operations in current years: representing by asset growth, credit growth, mobilization, chartered capital & equity growth, and other financial criteria such as interest income, fee income, EBT… In the period of 2007 – 2010, these growth rates achieved over 50% on average. Effective business results proven by financial ratios: ROE, ROA growth rates were really attractive. ROAE and ROAA of MB in 2010 reached 22.13% and 1.95%, respectively, being mostly highest among banks. Besides, NIM and CIR of MB were also ranked high in banking system. Risk management was focused; credit growth is potential: In 2010, CAR of MB was 11.6%, being higher than the SBV‟s required level (9%). MB‟s LDR (loan to deposit ratio) was about 74% in the end of 2010, being lower than the other banks‟. VALUATION Based on the MB‟s targets in 2011 and the business results in 1H 2011, we used the valuation method of P/E and P/B to forecast MB stock price. The MB‟s share price after being listed would be about VND 15,800 – 17,800. RISKS Macro risks: Banking industry in general and MB in particular will bear the risks from macroeconomic policies. These rules will affect the bank‟s mobilization and credit operations and therefore lead to unexpected profits. Fierce competition in banking industry: The commercial banking group has to compete with both the largest local banks and the foreign banks which have intensive experiences in management and administration. Dilution risks: Because MB tends to increase the chartered capital strongly to VND 10,000 billion this year while the business results may be affected negatively by tightened monetary policy, the dilution risk is likely to happen. Source: TLS forecast & collection TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a FINANCIAL RATIOS INCOME STATEMENT 2010 2011F 2012F 2013F Growth (%) 2010 2011F 2012F 2013F Interest income 8,766 13,256 14,394 16,427 Growth of Deposit 64.4% 19.0% 18.0% 21.0% (5,247) (8,521) (9,226) (10,385) Growth of Loan 64.9% 20.0% 15.0% 20.0% 3,519 4,734 5,167 6,042 Growth in NPL 31.1% 50.0% 12.0% 16.0% 736 846 1,057 1,322 Grth. Owners' equity 29.0% 51.8% 14.4% 19.9% Service charge (147) (170) (223) (301) Grth. Total assets 58.9% 14.2% 18.2% 19.4% Net Service Inc 589 676 834 1,021 Grth of Interest income 91.5% 34.5% 9.1% 16.9% 1 (165) 8 9 Grth of Service inc 54.7% 14.8% 23.4% 22.4% (236) (9) 88 109 Grth o cost 59.9% 46.5% 29.3% 15.0% - (49) 24 53 Grth of net income 59.4% 11.1% 26.3% 28.1% 124 303 257 283 91 77 119 167 0 (420) 130 90 2,391 1,939 2,129 2,272 (1,254) (1,836) (2,374) (2,730) 2,834 3,310 4,124 4,953 BVPS Interest expenses NII Service fee income Net FX gain Net gain securities Investment income Other income Income from JV Provision for Investment Admin & GE Profit (pre-provision) Per Share Data EPS (on year end shares) Dividend Provision (521) (785) (818) (727) Network Profit before taxes 2,288 2,526 3,306 4,226 Branch Income tax expense (551) (628) (810) (1,035) Profit after taxes 1,737 1,898 2,496 3,190 Minority Profit Staff 33 41 (48) (55) Net profit BALANCE SHEET 1,770 2010 1,939 2011F 2,449 2012F 3,136 2013F Cash & equivalents 869 968 1,042 1,044 Balance with SBV 746 1,134 1,246 1,508 Deposit of Banks 33,652 37,017 45,161 54,419 Trading Security 1,690 1,652 2,317 2,848 NPL ratio LLR/Loan Derivatives Loans to customers - - 67,324 80,781 LLR/NPL NPL/Equity (3,068) 17,140 19,241 24,124 28,968 Property and equipment 1,224 1,595 1,835 2,110 Other assets Total Assets Liabilities and payable to SBV - - - - 131 150 173 199 6,113 109,623 6,419 125,203 7,061 147,942 7,767 176,575 8,769 614 1,565 1,722 Deposits to banks 16,917 21,992 24,191 27,819 Customer deposits 65,741 78,232 92,313 111,699 - - - - Derivatives Trust Debt securities issued CAR - (2,341) Real estate Asset quality / Capital 58,548 (1,523) Other long-term assets PE PB - (738) 13,399 140 175 210 250 3,269 3,600 3,950 4,500 7.10 1.15 6.69 1.07 7.50 1.18 8.50 1.30 2010 2011F 2012F 2013F 11.60% 13.00% 12.50% 12.0% 1.35% 1.90% 1.70% 1.4% 2.6% 3.5% 3.8% 120.0% 125.0% 130.0% 6.90% 8.50% 7.40% 7.0% 2010 2011F 2012F 2013F LDR 74.2% 74.8% 72.9% 72.3% Loan to Asset 44.5% 46.8% 45.5% 45.7% Inv securities/Assets Deposit to total funding Interbank deposit/interbank loan 14.2% 67.8% 13.9% 73.8% 14.8% 73.4% 14.8% 74.6% 0.50 0.59 0.54 0.51 Equity/total asset Interest-earning asset/total asset 8.1% 10.8% 10.4% 10.5% 90.1% 91.1% 91.6% 92.3% Balance Sheet Gearing 117 178 194 214 Revenues, cost 2010 2011F 2012F 2013F 5,411 5,059 7,588 8,347 NIM 4.3% 4.4% 4.1% 4.0% NII/Total income 2,928 4,831 5,798 7,363 99,882 110,905 131,650 157,165 Stockholders' equity 8,882 13,480 15,427 18,491 CIR Charted capital 7,300 10,000 11,500 13,800 - - - - Reserves 801 801 801 801 Retained earning 781 2,679 3,126 3,890 859 109,623 817 125,203 865 147,942 920 176,575 2 15% 13,415 1.5% Total Liabilities Minority interest Total liabilities & equity 15% 13,480 120.4% Other liabilities Other Capital 15% 12,168 Valuation 48,797 Provision for credit losses Inv securities & Cap contribution 16.30% TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> 86.1% 85.0% 79.5% 78.6% 14.40% 12.15% 12.84% 13.3% 30.7% 33.0% 36.5% 35.5% Provision charge/loan 1.1% 1.3% 1.2% 0.9% Return Ratio 2010 2011F 2012F 2013F ROAA 2.0% 1.7% 1.8% 1.9% 22.1% 17.3% 15.9% 17.0% Fees/ Total income ROAE SOURCE: TLS Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a INVESTMENT HIGHLIGHTS MB’s position in financial market Criteria Total assets Chartered capital Equity Outstanding debt Mobilization Earnings after tax EIB 131,110 10,560 13,510 62,345 89,530 1,814 STB 152,560 9,179 13,983 83,042 80,528 1,905 ACB 205,102 9,376 11,375 87,195 106,936 2,334 VCB 307,496 13,223 20,669 176,972 210,339 4,235 CTG 367,712 15,172 18,170 238,494 214,826 3,414 HBB 37,987 3,000 3,533 18,704 16,322 476 SHB 51,032 3,497 4,183 24,375 25,633 494 MB 109,623 7,300 8,882 48,797 65,741 1,745 Source: Banks‟ FS 2010 At the end of 2010, MB was on the list of ten largest banks in term of total assets in Vietnam. However, MB‟s asset size was ranked in the middle in compared with listed JSCBs. Particularly, total assets of MB were considerably higher than the same figure of HBB, SHB, but lower than that of VCB, CTG, ACB, STB, EIB. However, with high growth in many indicators, the gap between MB and other leading banks in financial market is gradually shrinking. High growth of business results Main data in MB‟s balance sheets and income statement during 2007-2010 were shown in the following table. MB has achieved strong and stable growth in recent years. Especially, tightening monetary policy in late 2008 and in 2010 strongly influenced the economy in general and banks‟ operations in particular. However, most of financial criteria of MB had annual growth rate greater than 50%. Criteria Total assets Loan to customers Total mobilization Customer deposit Chartered capital Total operating income Interest income Net service fee income EAT 2007 29,624 11,613 26,074 17,785 2,000 1,054 2008 44,346 15,740 39,669 27,163 3,400 1,638 2009 69,008 29,588 61,513 39,978 5,300 2,654 2010 109,623 48,797 99,882 65,741 7,300 4,088 1H2011 115,182 54,100 104,852 72,685 7,300 2,315 CAGR 2007-2010 54.68% 61.37% 56.47% 54.62% 53.97% 57.10% 633 192 1,421 191 1,838 381 3,519 589 2,410 335 77.12% 45.36% 492 703 1,095 1,745 721 52.54% Source: MB‟s financial reports In comparison with some listed commercial banks of group one and two, MB achieved high and equivalent growth in most of main financial criteria. Growth rates of many operations reached the highest level among compared banks. Specifically, total operating income and net interest income climbed 57.1% and 77.12% per year, twice as much as those of banks in group one like VCB, CTG, and higher than those of banks in group two. Mobilization and credit growth stood at the highest level, while total assets and EAT growth were only slightly lower than those of EIB but much higher than the other banks‟. 3 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a Annual growth of some banks’ criteria during 2007-2010 Criteria Total assets Loan to customers Deposit to customers Chartered capital Total income Net Interest income Net Fee income Earnings after tax VCB 15.9% 21.9% 13.1% 35.8% 26.0% 25.9% 33.1% 20.5% CTG 30.3% 32.1% 22.3% 23.9% 30.6% 37.2% 62.5% 43.6% ACB 33.9% 39.8% 24.6% 52.8% 22.0% 47.0% 45.0% 9.9% STB 33.1% 32.4% 21.0% 34.9% 27.5% 50.0% 80.8% 11.7% EIB 57.3% 49.7% 36.4% 29.3% 53.4% 61.5% 87.3% 57.6% MB 54.68% 61.37% 54.62% 53.97% 57.10% 77.12% 45.36% 52.54% Source: TLS collect Business efficiency expressed by financial ratios ROAE ROAA 35.00% 2.500% 30.00% 2.000% 25.00% 1.500% 20.00% 15.00% 1.000% 10.00% .500% 5.00% .000% .00% 2008 ACB CTG EIB 2009 HBB SHB 2008 2010 STB VCB MB ACB CTG EIB 2009 HBB SHB 2010 STB VCB MB Source: TLS collects High ROE and ROA: thanks to efficiency in capital use and flexible administration, MB has achieved good business results with high financial indicators. MB was also categorized in the group of top banks with high ROA, ROE including ACB, CTG, VCB. ROAE tended to increase slightly over the years. ROAE in 2010 remained at 22.13%. ROAA of MB was high and stable over the previous years. MB‟s ROAA reached 1.95% in 2010, being the highest among banks‟ at that time. 4 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a High NIM in compared with other banks 5.00% - After nearly 17 years of operation, MB‟s trade name was well-known with high prestige and relatively large network. 4.30% 4.16% 4.500% 4.00% 3.48% - MB has tight relationship with military enterprises 3.500% 3.00% 2.500% - The majority shareholders of MB have good potential for cooperation (Viettel, Newport, Helicopter Corporation, the Company 28…) 2.00% 1.500% 1.00% Therefore, regardless volatile macro factors, MB still attracted stable source of capital with relatively low cost. These advantages led to high NIM over the years. Besides, flexible-rate loan agreements also improved MB‟s net interest income and NIM. .500% .00% 2008 ACB CTG EIB 2009 HBB SHB 2010 STB VCB MB Source: TLS collection. Low operating costs Thanks to efficient cost management, cost to income ratio (CIR) of MB remained lower than that of other similar size banks and below the average figure of banking sector. CIR of MB increased slightly within the last five years from 18.4% in 2006 to 30.7% in 2010 because the bank mainly developed in width. This ratio was higher than that of Eximbank at 27.9% but lower than other banks‟. Cost to income ratio of MB over years Cost to income ratio of some banks in 2010 35% 60% 30% 25% 50% 20% 40% 15% 30% 10% 20% 5% 10% 0% 2006 2007 2008 2009 2010 0% ACB CTG EIB STB VCB SHB HBB MB Source: MB‟s FS. Source: banks‟ FS, TLS Better performance in terms of Net income/office or Net income/staff Net income /office (Unit: bil VND) 0,016 Nguồn: TLS tổng hợp Net income/staff (Unit: bil VND) 0,001 0,014 0,012 0,001 0,010 0,000 0,008 0,000 0,006 0,000 0,004 0,000 0,002 - - 2007 VCB EIB 2008 ACB SHB 2009 STB MB 2007 2010 HBB VCB ACB 2008 STB 2009 HBB EIB 2010 SHB MB Source: TLS collects 5 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a These ratios in 2007, 2008 were not prominent. However, in the last two years, these figures were significantly higher than the other banks‟. Particularly in 2010, they remained much higher than those of the other large banks such as VCB, ACB, etc. In the coming years, we believe that MB will still achieve high performance thanks to their strategy of development in both expansion and depth. The ratio of short term capital for middle and long term loan 30% 25% 20% 15% MB focuses on risk management and its credit growth is potential. MB satisfied the SBV‟s requirement about safety standards. CAR of MB was 12% in 2009, much higher than 8% requirement. CAR of MB was 11.6% in 2010, still much higher than the new regulation at 9%. In order to ensure safe operation and to prepare for development opportunities, MB has planned to raise its chartered capital up to VND 10,000 billion in the near future. Thus, Capital adequacy ratio is expected to be improved. MB also focused on liquidity risk management, the ratio of short-term capital financing middle and long-term loans for the years before 2008 was quite low. In 2009, MB boosted lending via the Government‟s interest support campaign but this ratio was still lower than 30%. In 2010, this rate dropped to 17.62% 10% 5% 0% 2006 2007 2008 2009 2010 Source: MB LDR of some banks 120% 110% 100% 90% 74.2% 74.0% 80% 70% 60% The loan to deposit ratio remained low. In 2008, this ratio was only 58%. In 2009 and 2010, MB boosted lending operation, leading this proportion to 74%. However, LDR of MB was still much lower than those of other banks. Especially, LDR of MB in 2010 was the lowest among five largest commercial banks listed on stock exchanges. This partly reflects that MB focused on liquidity risk management as well as it implemented a prudent policy on credit growth. It was expressed through credit growing policy as “selective growth associated with quality management”. The lending procedures were carried out prudently to minimize risks. Until 1H2011, LDR of MB still remained at 74.4%. Without the impacts of the SBV„s credit growth limitation, the credit growth of MB in the coming years is highly potential. 57.9% 50% 2008 ACB CTG 2009 EIB STB 2010 VCB MB Source: TLS collects 6 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a Financial statement analysis Assets Assets structure of MB through years 9.4% Loan to customers accounted for the highest proportion in the asset structure and 22.1% 16.2% 17.2% 17.2% 38.7% 34.9% 42.2% 43.8% 46.1% 47.3% 2007 36.1% 34.9% 30.7% 28.7% 2008 2009 2010 tended to increase over the years. In 2008, this rate was only 35% of total assets. In 2009, it reached 42.2%, marking the boom in its credit growth. Until the end of 2H2011, this rate continued to rise up to 46.1% Nevertheless, loan to customers over total assets of MB remained relatively lower in compared with other banks. This ratio for other big banks were: VCB (56%), STB (53%), CTG (63%). Along with ACB and TCB, the loan to customers/total assets of MB was relatively low. Credit and growth 1H2011 60,000 Deposits to banks Loans to customers Securities & long-term inv Other assets Fixed assets Others Loans to customer structure 54,100 48,797 50,000 70% Source: MB 60% 29,588 30,000 40% 20,000 15,740 20% 10% 90% 18% 11% 17% 25% 50% 43% 63% 47% 21% 17% 60% 40% 56% 35% 20% 17% 14% 25% 2009 2010 1H 2011 Growth Short-term loans Mid term loans Long-term loans 45% 26% 31% 31% 0% ACB CTG EIB 0% 2008 Loans to customers 53% 14% - 17% 30% 10% 67.1% 30% 10,000 70% 19.9% 50% 100% 80% 12.9% 80% 40,000 Banks’ assets structure 100% 90% STB VCB TCB MB Others Fixed assets Other assets Investment securities Loans to customers Source: MB‟s FS Source:MB‟s 1H2011 report In recent years, MB had high credit growth with its outstanding debts rising strongly from VND 15,474 billion in 2008 to VND 54,100 billion at the end of 2H 2011. Credit growth remained high in 2009 and 2010, twice as much as that of the banking sector. However, in 2011, MB had to adjust its credit growth plan to comply with the ceiling credit growth stipulated by the SBV. In 1H 2011, credit growth of MB Corporation was only 10.9% The credit list of MB is always tightly controlled. In fact, over the year, MB has Source: Banks‟ report 2010 maintained a high quality loan portfolio with controlled NPL, being under 1.90%. NPL ratio of MB was lower than that of banking sector and tended to decline since 2008. NPL of MB was 1.35% (not consolidated) and 1.26% (consolidated) in 2010. NPL ratio of MB In early 2011, unstable macro factors inside and outside the country have affected 2.00% 1.80% 1.60% 1.40% 1.20% 1.00% 0.80% 0.60% 0.40% 0.20% 0.00% the solvency of customers, pushing up NPL of banking sector. The banking sector‟s NPL increased sharply from 2.16% in late 2010 to 3.04% at the end of July 2011. MB‟s NPL (not consolidated) went up slightly to 1.52% in 1H2011 and 1.66% in late August 2011. On Aug 31, MB had VND 521 billion of outstanding bond investment and VND 274 billion of outstanding guarantee for Vinashin. Currently, MB is coordinating with the Government and Vinashin to find out debt recovery solutions. In terms of prudent risk management, MB also actively set up provisions for Vinashin‟s bonds. For the offbalance sheet commitments, MB set up a general provisions at rate of 0.75% as prescribed. Source: MB 7 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> N g u ồ n : Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a Deposits and loans to other banks: One of the large parts of MB‟s total assets is located in the deposits and loans to credit institutions, accounting for about 30.7% of total assets of MB Corporation in 2010 and dropping to 28.7% in mid 2011. Loans to deposit ratio Trading securities 2,000 Deposit & loans to banks 35,000 110% 30,000 100% 1,500 25,000 90% 20,000 80% 74% 74% 1,000 10,000 70% 58% 60% 500 5,000 - 50% - ACB 2007 2008 2009 2010 EIB 2009 STB 2010 VCB MB Source:banks‟ report, TLS Provision Net Investment securities & long-term investment 18,000 2,000 1,800 1,600 1,400 1,200 1,000 800 600 400 200 - 16,000 14,000 12,000 10,000 8,000 6,000 4,000 2,000 - Deposits to banks Source: MB Investment securities and capital contribution: In 2010 and first half 2011, MB‟s investment securities, trading securities and long-term investment capital contribution accounted for 17.2% of total assets. In which, investment securities accounted for the highest proportion with 14.2% of total assets and increased slightly to 14.54% by mid 2011. Held-to-maturity securities by mid 2011 valued VND 9187.7 billion, lower than that in the beginning of the year. Inv securities Long-term investment Source: MB In the first half 2011, available for sale securities increased dramatically from VND 5542.7 billion to VND 8001.8 billion. In which, equity accounted for 8.85%, Government bonds contributed 69.7%, 9.1% was credit institution bonds and the rest was corporate bonds. Long-term investment structure 36.06% 39.03% Investment securities‟ data were presented below based on risk exposure Unit: mil VND Government bonds Credit institutions bonds Corporate bonds Securities Total Provisions Net 5.40% 19.52% Invest Invest Invest Invest Loans of banks MB operates strongly in the interbank market, and is always a net lending bank in this market even when banking system‟s liquidity was low. Especially in 2009 and 2010, the credit growth of MB in secondary market reached 50% and 40% respectively. The operations on the interbank market bring both the liquidity reserve and substantial income with low risk. Especially with market conditions in 2010 and early 2011, mobilization racing has made many small banks face with liquidity risk, increasing capital demand on secondary market, pushing up interbank rate sharply. In 2010, income from interbank activities continued to achieve high result with VND 411.6 billion, climbing 161% in comparison with 2009. In the first half 2011, lending in interbank market has slightly decreased to comply with MB‟s income diversifying strategy. MB tends to reduce assets size and risk in this market in order to invest in the other assets with high earnings and suitable liquidity. Source: MB in in in in economic ins financial ins Capital long-term project Source: MB 8 2008 CTG 1H2011 (500) Trading securities 15,000 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> 1H2011 9,793,691 3,876,309 2,811,332 708,191 17,189,523 (443,745) 16,745,778 Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn N g u ồ Proportion 57.0% 22.6% 16.4% 4.1% 2010 8,293,881 3,676,775 3,121,975 609,031 15,701,662 (138,138) 15,563,524 Proportion 52.8% 23.4% 19.9% 3.9% Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a In 1H 2011, the structure of investment securities was changed considerably with higher proportion of Government bonds and less corporate bonds. The structure of investment securities of MB has helped both increasing interest income and actively improving liquidity indicators, meeting the requirements of safety on banking‟s operations Trading securities: Trading securities grew strongly both in 2009 and 2010. By the end of 2010, MB had the trading securities portfolio with the cost of VND 1,821 billion. Long-term investment: Long-term capital contribution of MB accounted for about 1.52% of total assets by the mid 2011. This asset grows differently over the years, declining in 2009 and rose sharply in 2010. In addition to invest in financial institutions, MB also focuses on potential-income projects. By mid 1H2011, MB has invested VND 665.4 billion in long-term investment projects, equivalent to 39% of long-term investment. Fixed assets: In recent years, particularly in 2010, MB was invested heavily in fixed assets, increasing the long-term business capacity. Fixed assets increased by 96.4% to VND 1,223 billion. MB is currently expanding its market share in the Middle and the South areas. The increasing investment in fixed assets, software upgrades, technology and network expansion require MB to increase investments. After raising chartered capital, 28.5% of new capital increase will be invested in offices, technology and equipment. By this time, the current fixed assets accounts for 1.27% of MB‟ total asset. 9 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a Liabilities: Mobilization structure 120% 100% 8.0% 5.4% 3.9% 5.4% 4.8% 70.7% 68.5% 65.0% 65.8% 69.3% 19.8% 21.5% 19.0% 16.9% 2007 2008 2009 2010 Mobilization structure of MB is relatively stable. Customers deposit is core mobilization resource and is the most stable. Until the end of 2010, the ratio of customer deposit per total mobilization was 65.8%. However, this ratio has improved continuously and increased to 69.3% in mid 2011. Mobilization from economic organizations accounted for 60.4% of total deposits and the rest came from individuals. 80% 60% 40% 20% 20.7% 0% Comparison with other large banks, the ratio of customers deposit over total mobilization of MB in 2010 stood high, just behind VCB and much higher than other commercial banks. Fund from interbank market slightly fluctuated and accounted for around 19% of total mobilization. 1H2011 Other liabilitities Entrusted Investment bond & equivalents Client Financial Institution Current accounts Total mobilization Source: MB Customer deposit 120,000 70% 80,000 70% 100,000 60% 70,000 60% 50% 60,000 50% 80,000 40% 60,000 Liabilities structure 2010 3% 3% 13% 20% 0% 3% 18% 0% 6% 3% 1% 0% 21% 2% 11% 1% 2% 11% 5% 30% 3% 5% 0% 2% 59% 55% 71% 49% 57% 66% 57% 30% 30,000 20% 20,000 10% - 45% 40% 40,000 40,000 5% 50,000 0% 2008 2009 Mobilization 2010 1H 2011 Growth 20% 20,000 10% 10,000 - 0% 2008 2009 2010 Customer deposit 1H 2011 Growth 31% 10% 15% 5% 12% 28% 2% ACB CTG EIB 11% 4% 21% 4% 11% 20% 17% 6% 9% Source: MB STB VCB MSB TCB MB Liabilities and payable to SBV Deposits to banks Customer deposits Trust Debt securities issued Growth of total mobilization and customers deposit of MB from 2007-2010 was high, with CAGR at 56.5% and 54.6% respectively. Source:Banks‟ report 2010 This growth rate fell sharply in the first half 2011 because of tightening monetary policy and low M2 growth. However, MB still achieved a growth of 10.6% in customer deposits and 5% in total mobilization growth, relatively high figures among large banks. Along with high growth rate of total assets, equity and chartered capital have increased correspondingly. The chartered capital of MB in 2007 was VND 2,000 billion; until end of 2011, its chartered capital may reach VND 10,000 billion through two times of issuance. Due to the difficulties in financial market in 1H 2011 and the completion of procedures for MB to be listed in the HSX, until Q2, MB has not increased chartered capital. But it expected to be able to implement the decisions of the shareholders‟ meeting. 10,000 9,000 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 2007 Equity 2008 2009 2010 1H 2011 Chartered capital Source: MB 10 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a Income statement analysis Income structure The average growth of total operating income for the period 2007-2010 remained high, reaching 57.1% per year. In 2010, total operating income reached VND 4,088 billion, increasing by 54% over the year 2009. Interest income accounted for 81.4% of total operating income. Fee income also had impressed growth and accounted for 13.6% of total operating income. 100% 13.6% 80% 11.7% 14.3% 14.5% 60% 40% 86.7% In 1H 2011, total operating income of MB corporation reached VND 2,315 billion, equivalent to 56.6% of the same figure in 2010. Especially, interest income and net interest income grew significantly, equivalent to 76% and 68.5% of the figure in the full year 2010 respectively. 81.4% 69.3% 104.1% 20% 0% 2008 2009 2010 -20% Others Securites trading Sevice 1H2011 Capital contribution Forex Interest Interest income from customer lending accounted for 61.4%, and interest income from deposit accounted for almost 25% of total interest income. Clearly, interest income from interbank market accounted for a considerable share of its interest income. Interest income and NIM Source: MB‟s report Total operating income 4,500 64% 4,000 62% 3,500 60% 3,000 Interest income structure 10,000 5.00% 9,000 4.50% 8,000 4.00% 7,000 3.50% 6,000 3.00% 5,000 2.50% 4,000 2.00% 2,500 58% 3,000 1.50% 2,000 56% 2,000 1.00% 54% 1,000 0.50% 1,500 1,000 52% 500 - 50% 2008 2009 2010 Operating income 1H 2011 - 0.00% 2008 2009 Interest income NIM 2010 1H 2011 Net interest income 1.23% 12.63 % 24.70 % 61.44 % Deposit interest income Lending interest income Securities trading income Other incomes from lending Growth Source: MB‟s report Source: MB 1H2011‟s report Source: Banks‟ report NIM of MB remained high in previous years, fluctuating around 4%. In 2010, MB‟s NIM reached 4.34%. In H1 2011, NIM was likely to be improved, pushing up net interest income growth of MB. Strong growth of service fee income also contributed to total income of MB. Especially in 2009 and 2010, growth in net interest earnings and service fee income of MB reached 99.1% and 54.7%, respectively. In 1H2011 service fee income kept growing quite well in the slowing growth economy, equivalent to 56.8% of 2010. Guaratee service operation grows strongly while income from this segment reached VND 188.9 billion, equivalent to 90.56% of 2010, and accounted for 50% of total fee income of MB in the first half 2011. Payment operation has positive growth with its income equal to 59.2% of 2010. However, revenue from securities services decreased sharply because stock market was gloomy and the cash inflow was very weak in 1H 2011. The proportion of income from securities over total service fee earnings fell from 33% to 11% in the first half of this year. 11 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a Incomes from investment operation Service fee incomes Fee income structure 800 700 300 19% 600 200 16% 500 100 400 2007 (100) 2008 2009 2010 1H 2011 200 (300) 100 (400) 11% 50% 300 (200) 33% 23% 20% 2007 (500) (600) 2008 Fee income Costs/operating incomes ratio (CIR) 36.9% 40% 35% 31.5% 33.9% 29.5% 30.7% 30% 25% 28% 2009 2010 1H 2011 Net fee income Source: MB‟s report Guarantee Payment service Securites service Other services Source: MB‟s report 2010 & 1H 2011 Buying and selling trading securities and investment are quite risky operations and are sensitive to market changes. In 2007 and 2009 when the economy and the stock market grew better, MB had positive income from these trading. On the other hand, in 2008 and 2010, the bank had loss while domestic and international financial market turmoil occurred. 20% 15% 10% 5% 0% 2007 2008 2009 2010 1H2011 The first half of 2011 was a difficult time for the whole economy in general and for the monetary and stock market in particular. Predicting that the stock market might be still gloomy for quite a long time, MB executed net selling in trading securities portfolio, reducing the cost of its portfolio by VND 183 billion, and had a loss of VND 65.8 billion in trading securities. It also prudently and fully set provision for the depreciation of trading securities. In the 1H2011,MB recognized a provision of VND 497.5 billion for depreciation of equity and fixed income securities. Of which, the bank set aside VND 230 billion provision for Vinashin bonds‟ investment whose par value was VND 350 billion even though this investment was not due (VND 250 billion will due in Dec 2011, VND 50 billion due in Nov 2012 and VND 50 billion due on 2017). Although MB along with Vinashin and the Government are finding the solutions to restructure its business, this early provision for Vinashin bonds represents the cautious view of MB. The provision for Vinashin bonds was VND 305 billion on June 30, rising to VND 327.5 billion on Aug 31, 2011. For stocks investment, the bank also set aside provision based on current circumstance. Earnings after tax 2,000 1,800 1,600 1,400 1,200 1,000 800 600 400 Total operating income in 1H2011 reduced due to the investment business in 1H2011, affecting the profitability ratios of MB. 200 2007 2008 2009 2010 1H 2011 Cost to operating income of MB fluctuated around 32%, relatively lower than other commercial banks. However, this ratio has increased slightly in the first half 2011 because growth of operating expenses was greater than growth of operating income. In the period of 2007-2010, MB achieved strong growth in total assets, credit and equity. However, earning after tax growth always kept pace with the other growth targets. CAGR in EAT was 52.5% for this period. By 2010, EAT of MB reached VND 1745.17 billion. In 1H 2011, the consolidated EAT grew slightly and reached VND 860.05 billion. 12 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a VALUATION Based on optimistic growth of MB‟s activities in 2010 and in previous years at about 50% per annum and the bank‟s plan to expand its operations both in depth and in width, we believe that MB probably achieves positive business results in the coming years. Along with the policies to control inflation and the ceiling credit growth at 20%, MB and other credit institutions must adjust their growth targets. However, MB‟s flexible interest rate policies may increase interest spread, which promises a strong improvement in net interest income. The business results achieved in the first half year was relatively positive: credit growth reached 10.87%, customer deposit growth reached 10.56%. We believe that with those results, in the second half of 2011, MB has the ability to control credit growth more closely to ensure growth target of this year. We value bank‟ stocks in general based on P/E and P/B methods. It is assumed that the growth targets of MB is cautious under the circumstance that monetary policy may not be eased in the coming years when SBV continues to apply the ceiling credit growth for each bank‟s group. Client Deposit Mobilization growth of MB in recent years was relatively high, with its average annual growth of 54.5% for the period 2007-2010, much higher than that of industry on average. In 2010, deposit growth of total banking sector reached 27.2% while customer deposit growth of MB was 64.4%. Based on the customers‟ deposit growth of MB at 10.56% in 1H2011, the assumptions of moderate M2 growth and priority policies for controlling inflation of the Government, total customer deposit growth of MB is assumed at 19% for 2011 and about 22-24% for subsequent years. Credit Operation Credit growth largely depended on Government policies, then being different in the previous years. In 2010, credit growth of MB was 64.9%, higher than that of banking industry at 27.65% and higher than other banks with similar asset size Although achieving high credit growth in 2010 and in the first half 2011, credit growth of MB may be quite high if the ceiling credit growth have not been launched. Cautiously, we keep credit growth this year as planned at about 20%. In 2012 the SBV may continue to implement a tightened monetary policy in order to stably control the inflation, It may also set a ceiling credit growth at 15% for the banking system. We therefore assume prudently the credit growth for MB in 2012 at 15%. In 2013 we expect the inflation surge may be control and the economy may be gradually stabilized, we therefore assume a little higher credit growth of 20%. We assume that NIM is not volatile and MB still maintains its advantage about NIM higher than that of industry average. Service Operation Service growth was unstable with strongly growth in 2007 but slightly decline in 2008, which was resulted from domestic and the world economy recession. However in 2009 and 2010, net service income growth remained high at 99.1% and 54.7%. In the first half of 2011, regardless of the difficulties of economy, income from this segment still 13 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a reached 56.8% of the same figure in the full year 2010. The proportion of fee income to total income increased from 6.13% at late 2010 to 14.5% in mid 2011. MB plans to increase the proportion of income from services to 15% of total income by 2012, and continuously increase to 20% in subsequent years. We do not expect high growth from service operation this year due to the difficulties of economy, but we expect growth for the next year at 25% in the recovery period and the expansion of MB. Securities investment Securities investments are more influenced by macroeconomic policy and the volatility of the market. In 1H2011, trading securities and investment also reported losses at VND 65.8 billion. This loss is understandable in the context of stock market in gloomy at the first half year. In addition, the bank had also to set provisions for securities depreciation of VND 187.7 billion, and that for securities investment was VND 306.7 billion, largely in this provision was for devaluation of held-to-maturity securities of Vinashin bonds. These provisions made total operating income and profit in 1H2011 go down. We believe that when inflation declines and SBV tries to reduce the interest rate, the stock market is likely to recover slightly, helping the banks to reduce the equity securities‟ provisions. Therefore, this will improve the investment operation in 2011. However, we expect profit from this segment may be improved better in subsequent years as interest rate, inflation and stock market become more stable NPL and provisions NPL ratio of MB is pretty good controlled, tending to be stable and decrease over the years. However, with the difficulties of the economy and the high lending rate in the recent months, we believe that NPL of MB is likely to increase sharply, but still be controlled below 1.90%. By 30/06/2011, the consolidated NPL of MB was 1.46%, just slightly higher than that in the end of 2010. By Aug 31st 2011, the unconsolidated NPL of MB was 1.66%. We assume the NPL in 2011 is likely to increase slightly to 1.90% and decline slightly in subsequent years. We assume an increase in the provisions for credit risk by nearly 26% this year to ensure full redundancy. The operation of MB‟s subsidiaries negatively affect the bottomline earnings of the bank in 1H2011, showing in Minority interests loss of VND 139.2 billion in the consolidated statements in 1H2011 of MB. However, with the prudent provision for the securities investments, and the consistent moves of the Government to stabilize the economy, we expect that the profit of MB‟s subsidiaries may improve in the coming time and would stably contribute to the development of the whole group. Forward EPS According to the shareholders‟ meeting in 2011, MB plans to increase its chartered capital to VND 10,000 billion this year. Specifically, the bank will issue VND 1,700 billion for current shareholders and VND 1,000 billion for strategic partner(s). This adding issuance will probably be carried out after MB is listed in stock exchange and may be done at year end. We therefore assume that this new funding will support its key business operations from 2012 while it contributes not much to business results of MB in 2011 14 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a We forecast EPS in 2011 would be about VND 2,660 (with chartered capital of VND 7,300 billion), corresponding with its EAT at about VND 1,939 billion. BVPS forward is determined on the last chartered capital at VND 14,770 per share. Valuation We value MB stock price with P/E and P/B valuation model. We calculate forward P/E and P/B of 7 listed banks in the following table: Price @3/10/2011 16,000 14,300 21,500 27,300 25,200 6,900 7,400 Average EIB STB ACB VCB CTG HBB SHB PE 6.72 6.65 6.87 10.11 8.69 5.52 6.43 7.29 PB 1.09 1.04 1.45 1.92 1.74 0.59 0.67 1.22 Source: TLS forecast In terms of asset size and performance, we suggest that EIB and STB be the most suitable banks to compare with MB. While VCB, CTG, ACB have greater asset size, and HBB, SHB have smaller one. We therefore use average P/E and P/B of these two banks for valuation With P/E at 6.69 and EPS at VND 2,660, reasonable price of MB will be VND 17,800/share With P/B at 1.07 and BVPS at VND 14,770, reasonable price of MB will be VND 15,800/share Combining both methods, given 50/50 for each, we expect that the stock price will be about VND 16,800/share after being listed. MB stock price after being issued at par value to raise chartered capital from VND 7,300 billion to VND 9,000 billion is expected to be adjusted down to VND 15,500/share. The issuance for strategic partners to increase chartered capital to VND 10,000 billion depends on the agreed price that has not been determined yet. However, we believe that there are not many effects on market price of MB share after the issuance because strategic partners should hold for long term strategy, along with bringing added value to MB‟s operations and corporate governance. 15 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a RISKS Macroeconomic risk GDP's quarterly growth 7.488 6.784 6.520 6.114 5.826 5.570 5.430 5.324 6.4676.294 6.175 4.659 3.897 3.142 Actually, credit and mobilization growth of banks in the first half year was tightly controlled with high lending interest rate. Up to 8 months of the year, credit growth of the economy only reached 8.15% compared with the end of 2010, of which outstanding loans in VND rose by 3.94%, outstanding loans in foreign currencies increased by 23.91%. 08: 08: 08: 08: 09: 09: 09: 09: 10: 10: 10: 10: 11: 11: Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 CPI's quarterly growth Until now, although macroeconomics risks still remain considerable such as high inflation, decreasing GDP growth, we believe the economy is likely to be enhanced with some positive signals. These should be a commitment to keep interest rates at maximum 14%/year of banks, leading to a decrease in lending interest rate, reducing pressure on the exchange rate. 3.32 2.170 2.210 2.09 1.98 1.86 1.740 1.96 1.36 1.31 1.050 0.75 The financial sector in general and the banking sector in particular will face potential risks from changes in macro factors and policies from Government and the SBV. With extremely high inflation in 2010, domestic currency depreciated significantly against the U.S dollar, the economy was in chaos, creating direct impacts on business activities and life. In 2011, with the targets to control inflation and to stabilize economy, the Government and the SBV have implemented a series of tightening monetary tools, starting with the Circular 01/NQ-CP on Feb 24th 2011. The first solution is to set the annual credit growth below 20%, to reduce M2 to 15-16% (instead of 21-24%). 1.17 1.09 0.93 0.27 0.23 0.14 0.22 0.06 Nevertheless, those macroeconomic targets have significant impacts on banking operation directly and remarkably. With credit growth in 2010 of banking sector at high level, even up to 40-50% at some banks, most of banks have to adjust credit growth plan below 20% in 2011. These will impact significantly on profit targets of the banks when credit growth often contributes mostly to operating income. Source: TLS collection Competitiveness among banks The year 2010 and 1H 2011 have marked exciting activities and fierce competition among banks. The ceiling deposit rate at 14% has not really solved the problem of liquidity capital for banks, pushing competitive pressures, especially among smaller banks. In order to retain customers and to ensure liquidity while still ensuring compliance with regulations of the SBV, banks offered gift, reward, gift in kinds, gift in interest, etc. to customers. However, from mid 2011 until present, the tension in mobilizing competition was partly cool down and interest rate on the interbank market also dropped significantly. Nevertheless, the regulation about minimum chartered capital of VND 3,000 billion would have to make considerable pressure on smaller banks. The big banks also plan to raise capital to ensure asset scale and operational efficiency. Thus, the amount of capital raised for the entire banking sector will be pretty much , leading to fierce competition in credit and mobilization market share to ensure efficient use of equity. Along with WTO joining process, the operation of foreign banks in Vietnam will be expanded in both size and efficiency. Besides foreign banks, the branches of foreign banks are now up to 40. Many of them simultaneously increased the capital in the end of 2010. 16 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a Dillution risk MB has planned to increase its capital to VND 10,000 billion (currently VND 7,000 billion) to improve financial, operational capacity and the competitiveness. Capital raising process is divided into two phases: raising VND 1,700 billion by offering 170,000,000 shares to current shareholders at par value; increasing capital by VND 1,000 billion by issuing 100,000,000 shares for strategic partners at agreed price (not determined yet). This capital raising wonders shareholders that the bank may face with risk of dilution which declines EPS. Network expansion The number of branches of MB is still moderate compared to the other banks in the group two, requiring MB to keep expanding its network. Branches of some banks 400 Income structure by region was imbalanced while 80% of EBT came from the North and HO while Southern market contributed only 17%. MB has planned to focus on expanding to the south which is considered as an attractive market with great potential. The expansion of network is not only to increase sales, attract customers, but also shows the trade name and reputation of bank in the financial market. 350 300 250 200 150 100 50 0 VCB ACB STB HBB EIB SHB MB 2007 2008 2009 2010 By June 30, 2011, MB‟s network has a headquarter, a main transaction office, a branch in Laos, 150 branches and transaction offices. It planned to have 207 transaction offices at the end of this year. The increase in the number of branches may affect its performance shown by profit/branches in the short term. Source: TLS 17 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a BUSINESS MODEL MB was established in Nov 1994 with initial chartered capital of VND 20 billion. After 17 years of operation, MB develops strongly with its current chartered capital at VND 7,300 billion, planning to become a corporation with a parent commercial bank (one of leading banks in Vietnam) and five subsidiaries. SHAREHOLDERS BOARD INTERNAL AUDIT OFFICE SUPERVISO RY BOARD NỘI BỘ BOARD OF DIRECTORS BOARD OF DIRECTORS OFFICE SENIOR COMMITTEES R&D DEPT CEO INVESTMENT URBAN INTERNAL CONTROL BOARD STRATEGY IMPLEMENTING OFFICE ACC & FINANCE BOARD CEO OFFICE HR BOARD RISK MANAGEMENT BOARD INVESTMENT & PROJECT MANAGEMENT CREDIT EVALUATION BOARD Shareholders' structure Institutions' shareholders Individual shareholders LARGE CUSTOMER SECTOR SMALL & MEDIUM ENTERPRISE SECTOR INDIVIDUAL CLIENT SECTOR TREASURY SECTOR DISTRIBUTION & NETWORK MANAGEMENT SECTOR OPERATION SECTOR I & T SECTOR 34.71% 65.29% 152 BRANCHES & TRANSACTION OFFICES Big shareholders' structure Vietcombank Viettel Helicopter corporation of Vietnam Newport corporation Saigon Others 11% 10% By 30/6/2011, MB‟ operational system included: a headquarter, a main transaction office, a branch in Laos, 150 branches and transaction offices, 327 ATMs, 1,328 POS machines distributed in 24 provinces and cities around the country, 5 subsidiaries and 3 associated companies. 7.24% 66% 5.71% Source: MB 18 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a Subsidiaries No Name Business scope 1 Thanglong Securities 2 3 MB capital Debt & assets management company Ltd MB property company Ltd Viet R.E.M.A.X 4 5 Brokerage & trading securities Asset management Debt & asset management Investment & trading real estate Investment in office for rent Chartered capital 1200 % ownership 61.85% 100 514.28 61.78% 100% 571.48 65.26% 100 78.09% Source: MB Associated companies No 1 2 3 Name Business scope Viet-Asset Company Investment in construction Long thuan loc Constructions company Military insurance joint Non-life insurance stock company Chartered capital 11.11 100 % ownership 45% 29.37% 300 18.00% Source: MB Strategic partners MB recognizes that building comprehensive partnerships in order to fully utilize the strengths and competitive advantages of all sides is a necessary and essential goal. MB currently has strategic cooperative partnerships with several important partners such as Vietnam Helicopter Company, Tan Cang Sai Gon Company, Military Telecommunications Corporation (Viettel) and Commercial Joint Stock Bank for Foreign Trade of Vietnam (Vietcombank). Moreover, MB has signed numerous comprehensive cooperative agreements with corporations and large enterprises like Vietnam Machinery Erection Corporation (LILAMA), Vietnam National Petroleum Corporation (PetroVietnam), Vietnam Coal and Mineral Industrial Corporation (TKV), Song Da Company, Highland Coffee (Company), Military Petroleum Company and many other private corporations. The main operations and services of MB Mobilization operation With the advantage of the large and reputational commercial bank, MB‟s mobilizing operation still achieved relatively positive results during 2008-2010, even though these were the years when the financial crisis and the competition among banks was extremely fierce. The ability of stable mobilization has helped MB controlling liquidity risk. MB received money deposits from economic institutions and individual via numerous channels. Deposits that come from economic institutions through MB‟s network of sales offices from CIBs (large enterprises and financial entities), SME (small & medium enterprises) and individual investors have brought about favourable results. MB has a diverse and flexible variety of means of deposit which serves well to meet the deposit needs of corporate and retail clients. Besides traditional mobilization, MB also implements modern banking service like cash management and other financial advisory services that give MB a large stability in capital. 19 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a According to the data of stockplus, we find that the deposit market share of MB was 3.3%. Credit operation With the participation of the Head Office Credit Committee to ensure the highest quality of loans approval process, MB has minimized credit risk. MB has always achieved good growth in both client number and the scale of outstanding loan. The average growth rate of client number from 2008 to2010 was 15%. The CAGR of total loan during 2008-2010 was 61.37%. The amount of loans to institutional clients usually accounts for over 80% of MB‟s total outstanding loans. MB has sponsored several economic corporations and companies, contributing to important projects. These institutions include: Tan Cang Sai Gon Corporation, Military Telecommunications Corporation (Viettel); Vietnam National Petroleum Corporation; Vietnam Coal and Mineral Corporation (TKV); Song Da Corporation; Energy project group of National Power Transmission Corporation, Vietnam Helicopter Corporation; Northern / Central regions power project management Commission, etc. To meet the requirement of the SBV on reducing lending rates for non-productive areas in 2011 under 16%, MB maintained this ratioat about 30% in 2010 and about 17% in 1H 2011. In which, property loans was 6% and consuming loans was 9%. MB will ensure the rate of non-productive loans at 16% in late 2011. By 2010, credit market share of MB was 2.5%. Service operation MB provides a wide range of guarantee services like bid security, contract performance guarantee, refund in advance guarantee, guarantee of payment, tax payment guarantee, etc.Total guarantee revenue in 2009 reached nearly VND 111 billion, increasing by 45% compared with 2008 and 2.4 times compared with 2007. By the end of 2010, guarantee revenue of MB achieved VND 209 billion, increasing by 88.29% over the year 2009. MB‟s bank guarantee operations have significantly contributed to MB‟s sources of income and this is always efficient and prudent without any substantial risk events. The network of over 800 correspondent banks worldwide has helped MB‟s payment operation being fast and accurate. In 2006, 2007, and 2008, MB was awarded “excellent international payment operation bank” by Citigroup. In 2007, MB was awarded “outstanding bank for implementing international transaction” by HSBC group. In 2008, MB was awarded “bank with the highest rate of success of settlement” by Wachovia N.Y Bank. In 2010, despite the difficulties of import-export activities in the country, the international payment service of MB still grew strongly over the previous years. By 2010, the total international settlement value of MB reached VND 5,3 billion, increased by 71% of 2009. Fees from international payment operation reached VND 82,861 billion, increased by 7% compared with the same period last year Investment & trearsury operations Investment and trading on financial market are core businesses of MB, including equity and fixed-income securities. 20 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a Securities trading operation include self investment, buying and selling securities of the member units, mainly in TLS and MBCapital. Trading securities are maintained with a small proportion of total investment portfolio. MB cotributes long-term capital to implement a number of great potential projects with high profitability, along with creating opportunities for cooporation and providing banking products, such as mining project ICD Long Binh, Tan Cang-Cai Mep, Thai An, Hua Na hydropower, Viettel postal,etc. In addtion, MB also made some strategic investment and participation in foundation of some large number financial institutions, such as Military Insurance Company, Song Da Finance, Handico Finance, Vinaconex, Viettel,etc. Card services The bank successfully established connections with the card union system SmartLink. Today MB has officially become a member of Master. Regarding the Visa Card project, MB succeeded in launching an internal payment system on December 27, 2010. On December 31, 2010, MB issued a total of 398,000 cards ; the number of POS reached over 1,328, and there were 327 ATM machines in opearations in the system. Visa Card and Master Card were issued in early 2011. IT MB is always a leader in developing information technology systems, aiming at bringing to clients the best services in the shortest time. MB continues to invest in information technology serving banking operations. The data center upgrade and reserve center construction project: In order to improve the capacity of the server system and the data storage system, ensuring adequate infrastructure for the next 5 year-period of MB. MB uses T24 core banking software provided by Temenos. The modern software helps MB increasing transaction processing speeds and security capabilities. MB plans to upgrade T24 from version R5 to R10 to improve business capacity. 21 TLS Vietnam: 98 Nguy Nhu Kon Tum Thanh Xuan, Hanoi, Vietnam Website: www.tls.vn Bloomberg : TLSV<GO> Sales & Trading - Hanoi Nguyen Viet Dzung E: Dzung.NguyenViet@tls.vn Sales & Trading - HCMC Tran Thi Hue Phuong E: Phuong.TranThiHue@tls.vn a ANALYST DECLARATION Conflicts of interest might exist as ThangLong Securities (“TLS”) and its clients might have stakes in the target firm through investments and/or advisory services in the past, at present or in the future. PRODUCT This product covers the latest developments on the target firm. Details on the firm can be obtained by contacting our analyst(s) or the sales persons named above. We thank clients for comments and feedbacks on our product. TLS publishes this product, but all errors if any are the authors‟. Analyst‟s opinion: BUY – expected to gain more than 15% compared to the price on report issue date; SELL – expected to drop more than 15% compared to the price on report issue date; HOLD – expected to change between -15% to 15% compared to the price on report issue date. TLS RESEARCH TEAM We offer economic and equity research. The Economic Research Team offers periodic reports on macroeconomics, monetary policies and fixed income markets. The Equity Research Team offers reports on listed firms, private equities and sector reviews. TLS Research Team also offers regular market commentaries - The Investor Daily. THANGLONG SECURITIES (TLS) Established in 2000, TLS was one of the first securities firms operating in Vietnam. TLS provides a full range of services including brokerage, research and investment advisory, investment banking and capital markets underwriting. 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