Thailand

Why Thai banks are well placed to absorb loan losses

They have enough reserves even if 25% of thier restructured loans become NPLs.

More unfavourable regulations to impact Thai banks

Policies may even target leasing companies as well.

Siam Commercial Bank's FY17E earnings could be hurt by up to 25%

That is if PACE had completely drawn down the credit lines totaling US$481m.

High foreign currency loan-to-deposit ratio a potential risk for Thai banks

The banks' foreign currency LDR is amongst the highest in ASEAN.

Chart of the Week: Thai banks' strong loan-loss coverage

The banks' loan-loss coverage ratio is the highest in ASEAN.

Bangkok Bank's net profit up 12% to US$240m in Q2

But NPLs now comprise 3.7% of total loans.

Thai banks to be hit by higher rate of SME loan delinquencies

The ratio of non-performing SME loans hit 4.5% at end-March 2017.

Kasikornbank's earnings down 12% to US$269m in Q2

Blame it on the 16% increase in provisioning expenses.

Small Thai banks to outperform big banks as NPLs improve

Loan growth should accelerate in the second half of 2017.

Thai banks' earnings expected to fall 3%

Blame it on lower margins and high provisions.

Thai banks' loan growth to hit 5% in 2017

Loan demand will pick up in the second half of 2017.

Thai banks' profit growth to slow to 2% in Q2

Blame it on limited room for NIM expansion and subdued non-II growth.