KASIKORNTHAI Regulatory Capital and Financial Performance Update slide image

KASIKORNTHAI Regulatory Capital and Financial Performance Update

K KASIKORNTHAI ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK Composition of Growth: Net Fees and Non-interest Income September 2023 (Consolidated) Total Operating Income - net Non-interest Income Ratio and Net Fee Income Ratio (Bt bn) 50% 163.35 173.26 I 1 200 160.49 154.89 (+3%) (-3%) (+5%) (+6%) 141.76 40% 36% 150 36% 27% 23% (+14% YoY) 30% I 27% 30% 23% 30% 21% 22% 23% 123% 23% 19% 17% 100 20% 50 64% 70% 73% 77% 77% 10% 0% 0 2019 2019 9M23 2020* 2021 2022 ■Net interest income Non-interest income Non-interest Income Other operating income 2020* 2021 2022 9M23 Non-interest income ratio Net Fee income ratio Net Fee Income 23.63 (-6% YoY) (Bt bn) 70 57.80 60 (+2%) ■Fee and Service Income - net 45.87 43.96 (-21%) 40.26 (Bt bn) 36.74 50 (-4%) Net earned premium - net. 33.00 35.32 32.88 3% (-8%) 32.16 40 5% (-4%) (-10%) 40 64% (+19% YoY) Dividend Income (+7%) (-7%) 5% 30 30 72% 80% 82% 1 73% Share of profit/loss from investments on equity method 20 20 01% 5% Gain/Loss on investments 10 15% 10 5% 9% 8% 9% 14% 18% 25% 0 0 -0.3% 0.4% 2% 0.2% Gain on financial instrument measured at FVTPL 2019 2020* 2021 2022 9M23 2019 9M23-12% (Gain on Trading and FX transactions-Old) 9M23 non-interest income accounted for 23% of total net operating income and net fee income accounted for 17%. 9M23 non-interest income increased 19% YoY, mainly due to the increase in mark to market financial instruments measured at fair value through profit or loss according to market conditions and revenue from trading and foreign exchange transactions, while net premium earned - net decreased YoY due to higher underwriting expenses increased, although net premiums earned still had growth. 9M23 net fee income decreased -6% YoY mainly from brokerage business in line with market conditions, and a drop in transaction service fees. 3% 0.3% 13% -0.3% -1% 2020-%2021-8%2022 Note: Non-interest Income Ratio = Non-interest Income/Total Operating Income - net - Net Fee Income Ratio = Net Fee Income / Total Operating Income - net - Net Premium Earned - net = Net Premium Earned less Underwriting Expense * The Bank and its subsidiaries have adopted new accounting standards (TFRS 9: Financial Instruments) since January 1, 2020 onwards, some financial statements and financial ratios are not comparable with previous years' financial figures before Y2020, which were based on the prior accounting standards (non-TFRS9). บริการทุกระดับประทับใจ K KASIKORNTHAI Cost to Income Ratio September 2023 (Consolidated) Cost to Income Ratio ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK Cost to Average Assets Ratio I (%) (%) 50 45.32 45.19 43.49 43.15 6 I 42.65 40 4 30 2.26 2.01 1.83 1.79 1.89 20 2 10 0 0 2019 2020 2021 2022 9M23 2019 2020 2021 2022 9M23 9M23 cost to income ratio was 42.65%, decreased YoY from net total income increased, despite higher operating expenses (partly due to employee expenses from cost of living subsidy measures which were one-time expenses). Cost to income will rise seasonally in 4Q23. Focus on cost management and productivity improvement, with new investments for future growth. Cost to Income Ratio (%) Cost to Average Assets Ratio (%) 2019 2020 2021 45.32 45.19 43.49 2022 43.15 9M22 43.37 9M23 42.65 1Q23 2Q23 3Q23 42.50 43.37 42.07 2.26 2.01 1.83 1.79 1.72 1.89 1.87 1.96 1.86 Note: *The Bank and its subsidiaries have adopted new accounting standards (TFRS 9: Financial Instruments) since January 1, 2020 onwards, some financial statements and financial ratios are not comparable with previous years' financial figures before Y2020, which were based on the prior accounting standards (non-TFRS9). บริการทุกระดับประทับใจ 15 16
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