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

KBank's Strategic Acquisition in Muang Thai Group Holding

K KASIKORNTHAI Other Operating Expenses March 2023 (Consolidated) Other Operating Expenses Structure ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK (Bt bn) 72.73 74.75 70.00 71.04 70 I 29% 30% Other expenses 60 29% 28% 50 7% 7% 8% 8% I 40 18% 17% 16% 15% 0.2% 0.2% 0.2% 0.2% 30 Taxes and duties Premises and equipment expenses ■■Directors' remuneration ■Employee's expenses 19.79 20 46% 46% 49% 46% 27% 8% 10 0.1% 14% 0 2019 2020 2021 2022 51% 1Q23 1Q23 other operating expenses increased 13.82% YoY, mainly due to an increase in employee expenses from cost of living subsidy measures, which were one time expenses and customer service expenses increased according to business volume. Other Operating Expenses (Bt bn) 2019 72.73 2020 70.00 2021 71.04 2022 74.75 1Q22 1Q23 17.39 19.79 4Q22 1Q23 21.04 19.79 Other Operating Expenses Growth (%YoY) 6.41% (3.76%) 1.50% 5.22% 5.20% 13.82% 2.75% 13.82% บริการทุกระดับประทับใจ K KASIKORNTHAI Loan Structure and Loan Growth March 2023 (Consolidated, TFRS 8: Operating Segments*) Loan Portfolio Structure ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK Loan Portfolio (Bt bn) Consolidated 2,800 2,421 2,495 2,465 Amount (Bt bn) Dec 22 Mar 23 1Q23 1Q23 Y2023 Loan Growth Yield Range Loan Growth Target 2,245 2,400 2,002 (%) (%) 2,000 34% 36% 36% Corporate Corporate Loans 880 876 (0.5%) 2-4% 36% 1,600 35% 1,200 33% 31% 31% 34% 33% ■SME ■Retail SME Loans 780 763 (2.2%) 5-7% Retail Loans 703 690 (1.9%) 5-7% Other Loans 132 136 3.8% 800 Others 400 28% 28% 29% 28% 28% Total Loans 1) 2,495 2,465 (1.2%) 5.5% (%) 4-6% 1-2% 2-4% 5-7% 0 4% 3% 4% 5% 5% 2019 2020 2021 2022 1Q23 Loan Growth (% YoY) Note: From time to time, the Bank has adjusted loan definitions based on loan portfolio management; thus, the latest loan base is not comparable with previous reports. 1) Other loans were included loans through the World Business Group. In 1Q23 WBG loans were Bt85bn, increased 4.2% YTD, and 69.0% YoY Loan by Retail Products (All Segments)** (Amount in Bt bn) Dec 22 Mar 23 Y2022 1Q23 % Portion 15 10 250 (%) 12.13 Loan Growth Loan Growth to Total Loan 7.88 (%) (%) 4.59 3.03 5 Housing Loans 443 440 (8.3) (0.6) 17.9 0.28 0 2019 2020 2021 2022 1Q23 Credit Cards Consumer Loans KLeasing 109 101 7.4 (7.4) 4.1 73 68 11.2 (7.3) 2.8 137 142 13.4 3.3 5.8 2019 2020 2021 2022 1Q22 1Q23 4Q22 Loans (Bt bn) 2,002 2,245 2,422 2,495 2,458 2,465 2,495 1Q23 2,465 Loan Growth (% YoY) Loan Growth (% YTD) 4.59% 4.59% 12.13% 12.13% 7.88% 3.03% 6.77% 0.28% 3.03% 0.28% 7.88% 3.03% 1.51% (1.20%) 3.03% (1.20%) 79 Note: * Since 1Q13, as per the Bank of Thailand's requirement, the Bank has complied with TFRS 8 (Operating Segments) to present operating results for each key segment in financial reports. ** From December 2021 onwards, KBank's housing loans include housing loans and all retail secured loans. Loan Definition Corporate Loans: Loans Loans of KBank and KBank's Subsidiaries in Corporate Segments (Annual sales turnover > Bt400mn); SME Loans: Loans in SME Segments (Annual sales turnover ≤ Bt400mn); Retail Loans: Loans in Retail Segments; Other Loans: Composed of loans through the World Business Group, the insurance business (MTL), and other loan types not directly attributable to the main business groups. Since Y2020 onwards, loans in Enterprise Risk Management Division (NPL + Performing Restructured Loans) were reclassified to their customer segments. - Housing Loans: KBank's housing loans and all retail secured loans; Credit Cards: KBank's credit card loans to all eight customer segments; Consumer Loans: KBank's retail unsecured loans; KLeasing: KLeasing's loans to all eight customer segments บริการทุกระดับประทับใจ 80
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