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Company valuation reports, peer comparisons, results notes, industry reports and macro views, built from company filings and official data and independently reviewed before publishing. Company reports show their full model as view-only sheets. Facts and estimates, not investment advice.
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Company · DSE:ABBANK · Banks · Analysis · 29 Oct 2026
AB Bank: 56.5% of loans classified, equity of minus BDT 48.6bn and a BDT 16,875 crore provision gap
AB Bank pays more than ten taka of interest for every taka it earns, lost BDT 37.1bn in 2025 and BDT 16.3bn in the first half of 2026, and now runs on Bangladesh Bank liquidity support. This note sets out what the filings show.
Company · DSE:RUPALIBANK · Banks · Analysis · 29 Oct 2026
Rupali Bank: 39.05% of loans classified, a Tk14,014 crore provision gap deferred by Bangladesh Bank and CRAR of 2.88%
The government owns 90.19% of Rupali Bank. The bank pays more interest than it earns, books a thin profit only because the regulator lets it leave Tk14,014.48 crore of provisions out of the accounts, and lost BDT 6.4bn in the first half of 2026. This note sets out the filings.
Company · DSE:NBL · Banks · Analysis · 29 Oct 2026
National Bank: 59.7% of loans classified, a Tk18,608 crore provision gap deferred by Bangladesh Bank and CRAR of -5.48%
National Bank lost BDT 24.3bn in 2025 and BDT 22.9bn more in H1 2026. Equity is negative, interest paid is 5x interest earned, deposits are 28% below their 2021 level, and the bank runs on Bangladesh Bank-backed liquidity. This note sets out the filings.