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Financial Analysis Presentation

Despite intensified Covid-19 outbreak and the lockdown measure in many areas, retail fee income improving tub Total Non-Interest Income (Non-NII) Breakdown Strategic Non-NII Products THB billion Bancassurance fee THB million 1,514 1,388 1,083 1,224 1,238 3,686 3,850 10,689 10,175 -5% YoY Mutual fund fee 1,088 560 704 2,015 3,084 2,687 -13% YoY 447 479 1,549 TF and FX fee 280 313 383 420 349 1,026 1,152 FX 262* TF -1% QoQ, +3% YoY LG fee Total Non-NII -2% YoY 2,984 3,118 3,086 7,605 7,488 131 135 132 137 132 381 402 352 -10% QoQ, Other Non-NII 919 829 +135% YoY Net fee & service income +3% QoQ, 2,633 Loan-related fee 53 69 2,198 2,257 -14% YoY 43 55 55 172 180 3Q20 4Q20 1Q21 2Q21 3Q21 9M20 9M21 3Q20 2Q21 3Q21 9M20 9M21 Prelim data . Non-interest income in 3Q21 was slightly down QoQ from non-core revenue (lower gain from FVTPL and dividend income) which offset the improvement in retail fees. The YoY improvement was mainly from low base in 3Q20 in non-core revenue. 9M21 Non-NII was weighted down from both fee income and other operating income. Despite lockdown measure in many areas, fee income from retail businesses gradually improved QoQ on the back of mutual fund fee. The contraction in auto BA fee was from lower new booking QoQ due to auto supply chain disruptions. MF fee increased mainly from high fee sale volume as global equity advanced during the quarter, supporting investment sentiment. We also introduced SCBAM as our new partner to our open architecture in August. ➤ BA fee was relatively flat, dragged down by auto BA fee. Commercial fee remained flat QoQ *after reclassification, THB 262 mn was reported as FX revenue in 2Q21 (down approx. 83 mn) 16
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