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PRESS RELEASE: Fitch Affirms Caja Navarra's IDR At A



Fitch Ratings-London-29 October 2009: Fitch Ratings has today affirmed Caja de Ahorros y Monte de Piedad de Navarra's (Caja Navarra) Long-term Issuer Default Rating (IDR) at 'A' with Stable Outlook, and downgraded its Individual rating to 'B/C' from 'B'. Its Short-term IDR 'F1', Support '3' and Support Rating Floor 'BB+' have been affirmed.

The downgrade of the Individual Rating reflects Fitch's view that Caja Navarra is challenged to maintain operating profitability while absorbing loan impairment charges from asset quality deterioration during Spain's recession. While Caja Navarra's operating profitability has remained stable over the years, it has traditionally been weaker than peers due to lower margins and fairly high non-interest expenses. For H209 and 2010, Fitch forecasts further revenue pressure although active management of customer spreads, large generic reserves, and capital gains from the its equity investments portfolio could help ease the impact on profits.

The Stable Outlook reflects the caja's good capital base and strong franchise in Navarra, one of the wealthiest regions in Spain, where unemployment rates and GDP growth are better than the Spanish average. Moreover, Caja Navarra has a relatively low risk profile, with lower exposure to real estate and construction (18% of total loans at end-June 2009) than peers and a high proportion of lending to individuals (63% of total loans at end-June 2009), which have partly helped maintain a better-than-average asset quality. The impaired loans/total loans ratio at end-H109 was 3.1%, with a 80% loan loss coverage. Caja Navarra also has a large and stable regional customer deposit base (70% of total loans at end-H109), and a EUR2bn portfolio of eligible assets which supports liquidity.

Caja Navarra was the 19th-largest caja by total assets at end-H109. It focuses on retail banking and its operations are centred on the northern region of Navarra.

In Fitch's rating criteria, a bank's standalone risk is reflected in Fitch's Individual ratings and the prospect of external support is reflected in Fitch's Support ratings. Collectively these ratings drive Fitch's Long- and Short-term IDRs.

Contacts: Maria Rivas, London, Tel: +44 207 417 6322; Maria Jose Lockerbie ++ 44 207 417 4318.

Media Relations: Hannah Warrington, London, Tel: +44 (0) 207 417 6298, Email: hannah.warrington@fitchratings.com.

Additional information is available on www.fitchratings.com.

ALL FITCH CREDIT RATINGS ARE SUBJECT TO CERTAIN LIMITATIONS AND DISCLAIMERS. PLEASE READ THESE LIMITATIONS AND DISCLAIMERS BY FOLLOWING THIS LINK: HTTP:// FITCHRATINGS.COM/UNDERSTANDINGCREDITRATINGS. IN ADDITION, RATING DEFINITIONS AND THE TERMS OF USE OF SUCH RATINGS ARE AVAILABLE ON THE AGENCY'S PUBLIC WEBSITE 'WWW.FITCHRATINGS.COM'. PUBLISHED RATINGS, CRITERIA AND METHODOLOGIES ARE AVAILABLE FROM THIS SITE AT ALL TIMES. FITCH'S CODE OF CONDUCT, CONFIDENTIALITY, CONFLICTS OF INTEREST, AFFILIATE FIREWALL, COMPLIANCE AND OTHER RELEVANT POLICIES AND PROCEDURES ARE ALSO AVAILABLE FROM THE 'CODE OF CONDUCT' SECTION OF THIS SITE.


  (END) Dow Jones Newswires
  10-29-091310ET
  Copyright (c) 2009 Dow Jones & Company, Inc.

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