Thailand
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.
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.
Two reasons why rising NPLs will continue to haunt Thai banks in 2H17
The weak SME economy is partly to blame.
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.
Why Siam Commercial Bank's NPL situation is better than its peers'
Only SMEs saw NPLs rose to 7.2% in Q2.
Bangkok Bank's provisioning expenses up 60% to US$342m
Credit cost is expected to remain elevated.
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.
Can Thai banks withstand a financial crisis?
The banks earned US$11.9b in 2016.
This worst case scenario could hurt Thai banks' profits by up to 29%
Krung Thai Bank will be most impacted.
Krung Thai Bank's earnings could decline 10% as coal company defaults
If EARTH's loans turn into NPLs, it may add 20bps to KTB's NPLs.
3 reasons why Thai banks' NPL problems are not as bad as feared
The deterioration was not broad-based.