KASIKORNBANK Strategic Acquisition
Billion Baht
Billion Baht
K
KASIKORNTHAI
Other Figures
Thai Bond Market Size (Gov't and Private bonds)
16,000
88.8 91.7
100
14,000
12,000
10,000
63.3 64.4 64.8
69.4 69.6 70.2 72.9 74.5 73.6
78.1 78.7
90
53.9 52.4
8,000
6,000
4,000
2,000
0
14,733
% to GDP
• Neg
80
70
60
4.0
3.0
14
%
32
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
Thai Bond Outstanding (LHS)
Bond Market Size to GDP (RHS)
Foreign Holdings of Thai Bonds
ธนาคารกสิกรไทย
开泰银行 KASIKORNBANK
Bond Yields
3.73
2.29 2.48
2.69
2.87 2.96 3.02 3.07
1.92
2.0
1.47
30
1.0
0.55 0.64
10
0.0
0
6M 1Y
2Y 3Y 4Y 5Y 6Y 7Y 8Y 9Y 10Y 15Y
Dec 18 Dec 19
-Dec 20
Dec 21-May 5, 2022
Current Account and FX Reserve
USD246 bn (2021)
300,000
250,000
% of Total Bond Outstanding
200,000
150,000
100,000
-10,000
-20,000
50,000
USD-9.5bn (11M21)
0
50,000
40,000
8% 8%
1,200
1,000
800
8% 8%
9%
7%
7%
7%
8%
6%
4%
6% 6%
6%
600
400 1%
200
0
2% 1%
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
Foreign Holding Outstanding (LHS)
% of Thai Bond Market (RHS)
៩៖ នំ៖៖៖៖ សំ៖៖
30,000
7%
$20,000
6%
10,000
K
KASIKORNTHAI
Other Figures
Housing Loans / GDP
บริการทุกระดับประทับใจ
Million Baht
5,000,000
4,000,000
3,000,000
2,000,000
1,000,000
17.7 17.4 18.0 18.3
1,709,897
1,885,139
2,034,137
2,263,552
19.4
21.0
22.0 22.3 22.3 22.6 23.2
2,510,012
2,783,129
3,021,811
3,251,488
3.448.852
3.706,397
3,918,565
4,172,556
4,410,244
Current Account (LHS)
FX Reserves (RHS)
Million Baht
600,000
500,000
ธนาคารกสิกรไทย
开泰银行 KASIKORNBANK
Credit Card Loans/GDP
2.0 2.0 2.0 2.1
2.2
2.4 2.4 2.5 2.5 2.6
400,000
% to GDP
300,000
26.7 27.3 30
200,000
25
100,000
196,59
0
20
2009
15
10
% to GDP
3.5
2.7
2.9 2.8
3.0
2.5
216,427
228,903
261,553
290,425
318.141
333,493
360,096
394,123
418,747
457,090
449,733
458,181
22 - 0
2.0
1.5
1.0
0.5
0.0
2021
2012
2015
Credit Card Loan Outstanding (LHS)
2018
Credit Card Loan to GDP (RHS)
Note 1) Credit card loans represent outstanding credit card loans from commercial banks and non-banks,
excluding SFIs, saving cooperatives and others financial Institutions
Personal Loans/GDP
0
2009
2011
2013
2015
2017
LO
5
Million Baht
800,000
0
700,000
2019
2021
600,000
500,000
2.2
400,000
300,000
200,000
100,000
0
Housing Loans for Personal Consumption (LHS)
--% Housing Loans to GDP (RHS)
Note Housing loans represent outstanding housing loans for personal consumption
granted to individuals of householders by financial institutions (including
Commercial banks, Finance companies, Credit financiers, SFIs, and Insurance
companies but excluding Saving Cooperatives and others financial Institution)
Source: BOT, NESDC
1.9
1.7
2.1
2.3 2.4 2.3 2.3
2.3 2.3
213,745
187,491
213,310
257,129
299,139
312,851
318,354
332,996
354,243
% to GDP
5.0
4.4
4.5
3.7
3.4
4.0
Q
3.5
383,303
579,911
580,383
707,715
TTTTT
3.0
2.5
2.0
1.5
1.0
0.5
0.0
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
Personal Loan Outstanding (LHS) -% Personal Loans to GDP (RHS)
Note: 1) Personal Loans represent outstanding personal loans under supervision (including
commercial banks and non-banks, excluding SFIs, saving cooperatives and others
financial Institution)
บริการทุกระดับประทับใจ
172
171
USD BillionView entire presentation