KBank Subsidiaries and ASEAN Economic Strategy slide image

KBank Subsidiaries and ASEAN Economic Strategy

K KASIKORNTHAI 1H20 Performance Highlights ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK Consolidated Net Profit (Bt bn) Profitability - NIM - ROE - ROA - YTD Loan growth 2018 2019 1Q20** 2Q20 38.46 38.73 7.38 2.18 1H20* 9.55 3.39% 3.31% 3.49% 3.22% 3.34% 10.61% 9.90% 7.26% 2.15% 4.72% 1.27% 1.20% 0.87% 0.25% 0.56% 6.17% 4.59% 2.05% 6.23% 6.23% YoY Loan growth 6.17% 4.59% 6.70% 10.01% 10.01% - YoY Net fee income growth (7.72%) (3.61%) 1.38% (12.02%) - YoY Non-interest income growth (9.17%) 1.51% (18.55%) 3.36% (5.48%) (7.00%) Cost control - Cost to income 43.96% 45.32% 45.94% 38.36% 42.00% Asset quality 3.34% 1.75% 3.65% 3.86% 1.74% 2.35% 3.92% 3.87% 160.60% 148.60% 138.66% 155.68% 95.94% 96.62% 92.78% 92.15% 15.90% 16.19% 15.17% 15.38% 18.32% 19.62% 18.53% 18.09% 92.15% 15.38% 18.09% - NPL ratio - Credit Cost -Coverage ratio Loans to Deposits Tier 1 Ratio CAR Note: 3.92% 3.11% 155.68% Under Bank of Thailand regulations, net profit in the first half of the year is counted as capital after approval by the Board of Directors as per Bank regulations. Net profit in the second half of the year is counted as capital after approval of the General Meeting of Shareholders. However, when a net loss occurs, the capital must be reduced immediately - Capital Adequacy Ratio (CAR) has been reported in accordance with Basel III Capital Requirement from January 1, 2013 onwards. CAR is based on KASIKORNBANK FINANCIAL CONGLOMERATE. KASIKORNBANK FINANCIAL CONGLOMERATE means the company under the Notification of the Bank of Thailand re: Consolidated Supervision, consisting of KBank, K Companies, and subsidiaries operating in supporting KBank, Phethai Asset Management Co., Ltd., and other subsidiaries within the permitted scope of the BOT's definition to be a financial conglomerate * 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, which were based on the prior accounting standards (non-TFRS9) ** The Bank restated the 1Q20 financial statements from the reclassification of investment in fund/ REIT to investments in FVOCI to comply with the Federation of Accounting Professions' announcement on 25 June 2020 and reclassification some items which did not impact to total assets, total liabilities and total equity. บริการทุกระดับประทับใจ ■1H20 net profit decreased 52.18% YoY, due to prudent set aside on expected credit loss during the economic recession resulting from COVID-19 and lower non- interest income, while net interest income increased from EIR (TFRS9) and lower FIDF cost ■Loans grew 6.23% YTD, mainly from COVID-19 relief measures (mainly from SME) and corporate business ■NIM was 3.34% in 1H20; slightly increased YoY mainly due to yield on loans from EIR (TFRS9), lower FIDF cost, and savings rate cut despite negative impact from interest rate cut, asset quality, and high growth in loan relief measures ■Net fee income dropped 5.48% YoY, mainly due to loan-related fee recognition according to TFRS 9 and fee from card business ■1H20 cost to income ratio was at 42.00%; continued focus on cost and productivity improvements under pressure on slower growth in income and new investments ■ NPL ratio at 3.92% in 1H20, with 155.68% coverage ratio ■Capital base remained adequate 59 K KASIKORNTHAI Consolidated Financial Statements ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK 2018 2019 2Q19 3Q19 4Q19 1Q20** 2Q20 1H20* Interest income Interest expenses 123,922 130,178 32,622 33,024 32,566 33,779 31,954 65,732 25,384 27,490 6,852 6,928 6,996 5,697 4,872 10,568 Interest income - net 98,538 102,688 25,770 26,096 25,570 28,082 27,082 55,164 Fee and service income 51,187 50,580 12,432 12,973 13,026 12,335 10,930 23,265 Fee and service expenses 13,070 13,840 3,286 3,516 3,619 3,485 2,883 6,368 Fee and service income - net 38,117 36,740 9,146 9,457 9,407 8,850 8,047 16,897 Gain (Loss) on financial instrument measured at FVTPL (300) 4,723 4,423 Gain (Loss) on trading and foreign exchange transactions 9,003 8,362 2,173 1,978 1,979 Gain (Loss) on investments 2,652 8,412 464 2,934 4,753 144 205 350 Total operating income 243,380 241,144 59,211 60,999 63,401 53,650 59,306 112,956 Underwriting expenses 87,897 80,653 19,808 19,131 21,674 15,597 18,132 33,730 Total operating income - net 155,483 160,491 39,403 41,868 41,727 38,053 41,174 79,227 Total other operating expenses 68,348 72,729 17,741 17,802 21,176 17,481 15,796 33,277 Expected Credit Loss 11,872 20,192 32,064 Impairment loss of loans and debt securities 32,532 34,012 7,547 10,060 8,825 Operating profit before income tax expenses 54,603 53,750 14,115 14,006 11,726 8,699 5,186 13,886 Income tax expenses 10,395 10,309 2,690 2,674 2,304 1,349 901 2,250 Net profit attributable: Equity holders of the Bank 38,459 38,727 9,929 9,951 8,802 7,375 2,175 9,550 Non-controlling interest 5,749 4,714 1,496 1,380 620 (25) 2,110 2,085 Statements of Financial Position (Bt mn) Loans to customers (less deferred revenue) Total Assets Deposits Total Liabilities 2018 2019 2Q19 3Q19 4Q19 1Q20** 1,914,072 2,001,956 1,933,232 1,948,492 2,001,956 2,043,093 3,155,091 3,293,889 3,256,294 3,240,134 3,293,889 3,483,527 1,995,001 2,072,049 2,004,953 1,998,886 2,072,049 2,202,112 2,737,269 2,840,174 2,813,769 2,791,551 2,840,174 3,033,814 376,298 406,358 395,840 401,045 406,358 406,789 2Q20 1H20* 2,126,753 2,126,753 3,585,800 3,585,800 2,307,997 2,307,997 3,135,108 3,135,108 402,386 402,386 Total Equity attributable to equity holders of the Bank KBank acquired additional ordinary shares in MTGH, to hold a 51% stake valued at Bt7,529mn; the MTGH Acquisition was completed on November 30, 2009. As the MTGH acquisition was completed on November 30, 2009, the Bank's consolidated financial statements from 2010 include the performance of companies in the MTGH Group for the whole year. 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, which were based on the prior accounting standards (non-TFRS9).. The Bank restated the 1Q20 financial statements from the reclassification of investment in fund/ REIT to investments in FVOCI to comply with the Federation of Accounting Professions' announcement on 25 June 2020 and reclassification some items which did not impact to total assets, total liabilities and total equity. บริการทุกระดับประทับใจ 60
View entire presentation