You’re right on the updated CASA numbers. That miss is on me. I’ve corrected the article and added a note with the latest disclosures. I do use AI as a helper, but I’m responsible for the work. This correction doesn’t change the main thesis, and it helps me tighten the work, so thank you for calling it out.
What an AI slop.
"BPI’s CASA ratio runs higher than BDO’s — historically in the low-to-mid seventies. Cheaper funding. Higher-quality client relationships."
A simple check in the Financial Statements would show that BDO's CASA ratio is higher than BPI's.
You’re right on the updated CASA numbers. That miss is on me. I’ve corrected the article and added a note with the latest disclosures. I do use AI as a helper, but I’m responsible for the work. This correction doesn’t change the main thesis, and it helps me tighten the work, so thank you for calling it out.