As GE Capital Chairman and CEO Mike Neal aptly said at the investor meeting on Thursday, the unprecedented amount of detail provided for investors, analysts and the media was a significant amount to “grind you through.” Since even the sharpest eyes might miss something in a 5 ½ hour presentation, GE Reports asked some of the key presenters to underscore a few key facts they think deserve a second look. Put simply: Which slide from the 174-page presentation would you want in your foxhole — or with you in a dark alley with a bearish analyst? We’ll present a selection of their picks throughout the week.


Well positioned: GE Money’s Budapest Bank is one of the leading retail banks in Hungary.

GE Capital Eastern Europe: Dmitri Stockton, president & CEO of GE’s Global Banking & Joint Ventures, said, “I have two favorites, actually. Although slide No. 130 is an overview of our business in emerging markets, it has a key takeaway about our assets that corrects some reports that are currently out there in the media. Our assets are 56% collateralized — for people not familiar with this kind of business, that’s a very healthy number and I’m proud of it. The other slide is No. 131, which shows the credit profile of our customers. We have 63% in the top A/A+ category and the A/B risk profile is 82%. That’s where you want to be. Those are solid numbers that will not only weather a storm, but put you in a great position when things turnaround. With a nearly 15-year presence in the region, the company’s risk performance “compares very favorably to the global consumer averages with delinquencies at a low 2.89% at the end of 2008,” he added.


* View the full slide deck on GE.com
* Read GE Reports coverage of the presentation