KBank's Strategic Acquisition in Muang Thai Group Holding slide image

KBank's Strategic Acquisition in Muang Thai Group Holding

K KASIKORNTHAI KResearch Highlights in 1Q23 March 2023 ศูนย์วิจัยกสิกรไทย 开泰研究中心 KASIICORN RESEARCH CENTER Number of News Quotes ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK 30,000 25,000 23,873 22,431 20,000 18,047 14,532 15,000 11,500 10,000 7,910 8,452 5,000 0 2016 2017 2018 6,407 2019 2020 2021 2022 1Q23 KResearch Highlights: The most quoted private research house in Thailand #1 awareness, being the top-of-mind research house for the public, based on a survey Source: News Center, isentia, IQnewsClip, etc. The number of quotes from the media newspapers online newspaper and other online news. (excluding magazines, TVs, and Radio) บริการทุกระดับประทับใจ K KASIKORNTHAI KLeasing Highlights in 1Q23 March 2023 ลีสซิ่งกสิกรไทย 开泰超 KASIKORN LEASING KLeasing vs. Industry (Thousand Units) 1,500 (Bt bn) 250 1,042 1,008 200 1,000 872 800 848 769 792 762 150 137 131 100 500 108 115 115 121 89 91 97 215 50 (%) 50 25 2 2015 2016 1Q23 2017 2018 2019 2020 2021 2022 Total Car Sales in Thailand - KLeasing Outstanding Loans Market Share by Total Outstanding Loans (%)¹ 2929292828 2828272827 0 AYCAL TTB 2019 ■2020 ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK 93 Industry Outlook: 1Q23 industry car sales totaled 214,809 units KLeasing Highlights: 1Q23 KLeasing loans totaled Bt131.21bn, increasing 12.42% YoY 1Q23 KLeasing NPL ratio was 1.62%, lower than the industry average³ KLeasing Outstanding Loans Breakdown² Floorplan 8% 1616161413 8 9 101213 Fleet/Finance Lease 1111101010 77899 17% SCB 2021 KK TISCO KLeasing Hire Purchase 75% 2022 1Q23 Note: 1 Excluding captive and non-bank leasing Other Used Car Car to 3% Cash 16% New car 81% 2 New car includes HP New car, Fleet finance, Finance lease (FL) and Floorplan and Used car includes Car to Cash (K-Car / Car registration loan) and other used cars 3 Source: BOT, Data as of 4Q22 = 1.88% บริการทุกระดับประทับใจ 94
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