Scotiabank Financial Performance Review slide image

Scotiabank Financial Performance Review

Scotiabank Scotia Capital Record net income in 2007 1,200 1,114 1,047 900 600 300 0 2006 2007 Net income* 300 276 235 226 200 100 2007 vs. 2006 net income: +6% + revenues up 3% + higher loan loss recoveries - expenses up 6% . • higher performance-related compensation technology, hiring specialist expertise Q4/07 vs. Q3/07 net income: (18)% - revenues down $124mm net interest income: up $133mm + higher tax-exempt dividend income other income: down $257mm - lower derivatives trading - losses on structured credit instruments + expenses down $42mm • lower performance-related compensation + net loan loss recoveries flat 0 Q4/06 Q3/07 Q4/07 *net income available to common shareholders, $ millions Scotiabank revenues (TEB), $ millions. 2,450 2,388 1,234 1,258 1,154 1,192 2006 2007 Global Capital Markets (GCM) 27 Scotia Capital 2007 revenues higher 2007 vs. 2006 revenues: +3% Global Capital Markets: +2% + strong underlying trading revenues from: • derivatives, fixed income, precious metals & FX offset by lower equity trading Global Corporate & Investment Banking: +3% + higher interest recoveries, M&A, new issue revenue + loans & BAs up 22%, partly offset by lower spreads Global Corporate & Investment Banking (GC&IB) 575 644 520 371 307 235 268 273 285 Q4/06 Q3/07 Q4/07 Q4/07 vs. Q3/07 revenues: (19)% Global Capital Markets: down $136mm + $43mm gain on sale bond index business - losses on structured credit instruments ($135)mm - lower underlying trading revenues vs. record Q3/07 Global Corporate & Investment Banking: up 4% + higher securities gains in the U.S. & Europe - lower credit & investment banking fees 28
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