RHB Research: OPR hikes likely to raise banks' earnings by 1.8pc for FY22

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KUALA LUMPUR, July 7 — RHB Research estimates that the overnight policy rate (OPR) hikes of 25 basis points (bps) in May and similarly in July by Bank Negara Malaysia would raise...

KUALA LUMPUR, July 7 — RHB Research estimates that the overnight policy rate hikes of 25 basis points in May and similarly in July by Bank Negara Malaysia would raise banking sector’s net profit by 1.8 per cent for the financial year 2022 .

Currently, RHB Research is projecting a 5.0 per cent year-on-year growth in the banking sector earnings for FY22. RHB Research noted that Bank Islam Malaysia , Affin Bank and Alliance Bank Malaysia would see the biggest net interest margin expansion and earnings boost. Meanwhile, CGS-CIMB Research expects the OPR hike to be positive for banks as their total floating rate loans are larger than their total fixed deposits, both of which would be repriced upward in line with the OPR hike.

As such, it had factored in the deterioration for the above in its projected loan growth of 4.0- 5.0 per cent for 2022 versus 5.0 per cent y-o-y at end-May 22, and an increase in gross impaired loan ratio from 1.64 per cent at end-May 22 to 1.8-2.0 per cent at end-December 2022.

 

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RHB Research estimates OPR hikes to raise banks' earnings by 1.8 pctIt expects Bank Islam, Affin Bank and Alliance Bank to get the biggest boosts. A banker as MOF.
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RHB Research estimates OPR hikes to raise banks' earnings by 1.8 pctIt expects Bank Islam, Affin Bank and Alliance Bank to get the biggest boosts. A banker as MOF.
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