Currency and Interest Rate Outlook slide image

Currency and Interest Rate Outlook

K KASIKORNTHAI Expected Credit Loss and Credit Cost June 2021 (Consolidated) Impairment Loss of Loans and Debt Securities ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK Credit Cost Expected Credit Loss (Bt bn) (bps) I 50 41.81 43.55 350 40 32.53 34.01 300 239 250 30 19.46 200 20 150 100 10 50 ווווו 175 174 205 168 0 0 2017 2018 2019 2020 1H21 2017 2018 2019 2020 1H21 ■1H21 credit cost was at 168bps; conservative assumptions and prudent financial policy maintained amid high uncertainties related to COVID-19. Relief measures help limit short-term impacts on asset quality; asset quality is closely monitored and constantly reviewed. 2017 2018 2019 2020 1H20 1H21 1Q21 2Q21 Expected Credit Loss (Impairment Loss of Loans and Debt Securities) (Bt bn) 41.81 32.53 34.01 43.55 32.06 19.46 8.65 10.81 Credit Cost (bps) 239 175 174 205 311 168 152 185 L บริการทุกระดับประทับใจ K KASIKORNTHAI Bad Assets Resolution June 2021 (Consolidated) ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK Write-offs (Bt bn) 28 24 20 16 12 85.5 4 0 4.3 3.9 5.0 10.3 7.3 26.4 21.5 19.9 10.7 10.1 9.6 Hill 6.2 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 NPL Portfolio Sales 2007: KBank and Phethai AMC sold NPLs totaling Bt11.4bn to Standard Bank Asia Limited and Morgan Stanley Emerging Markets Inc. at Bt7.6bn and Bt3.8bn, respectively 2008-1Q16: NPLs continued to decline without bulk NPL sales 2016: KBank sold NPLs worth Bt6.4bn (Bt4.9bn in 2Q16 and Bt1.5bn in 4Q16) to JMT Network Services PCL 2017: KBank sold NPLs worth Bt8.4bn in 4Q17 to asset management companies 2018: KBank sold NPLs worth Bt15.4bn (Bt7.3bn in 1Q18, Bt5.4bn in 3Q18, and Bt2.7bn in 4Q18) to asset management companies 2019: KBank sold NPLs worth Bt7.1bn (Bt4.3bn in 1Q19 and Bt2.8bn in 3Q19) to asset management companies 2020: KBank sold NPLs worth Bt6.8bn (Bt4.9bn in 1Q20 and Bt1.9bn in 4Q20) to asset management companies 1H21: KBank had no NPL sales Note: *On September 11, 2013, the Bank was formally notified of its final loss sharing portion under the asset transfer agreement with TAMC established in October 2001. This amounted to Bt206mn. An amount of Bt1,159mn relating to the provision for losses recorded in prior years has been reversed through profit or loss in 2013 Outstanding Foreclosed Properties Sales of Foreclosed Properties (Bt bn) 35.0 30.0 25.0 20.0 16.7 15.9 15.1 15.0 12.5 12.1 13.4 34 10.0 5.0 0.0 16.1 17.4 19.6 (Bt bn) 10 31.1 31.1 27.9 249 8 24.9 6 5.4 5.6 5.0 4.8 4.1 4.2 4.3 4 2.8 3.0 3.3 2.9 2.4 3.0 2 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 1H21 0 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 1H21 บริการทุกระดับประทับใจ 79 80
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