KASIKORNTHAI Regulatory Capital and Financial Performance Update slide image

KASIKORNTHAI Regulatory Capital and Financial Performance Update

K KASIKORNTHAI BOT Macro Prudential Policy ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK ■New frameworks on retail lending announced by BOT to closely monitor systematic risk and implement preventive actions LTV Criteria for Mortgage Loans (Effective: January 1, 2023) New (Including Top-up loans) Criteria for Credit Card / Personal Loans (Effective: September 1, 2017) Credit Cards Price and Type of Properties 1st Contract Lending Criteria NEW 2nd Contract 3rd Contract Onwards New Min.Monthly Income Bt15,000 Old Bt15,000 Personal Loans New Old LTV Limit LTV Limit LTV Limit House ≤ 100%* 80-90% 70% < Bt10mn Condo. ≤ 100%* 80-90% 70% Credit Line (times of average monthly income) Income Credit Line Credit Line <Bt30,000 ≤1.5 times Income < Bt30,000 ≥ Bt10mn House & Condo. < Bt50,000 ≤ 3 times > Bt50,000 ≤ 5 times ≤ 5 times >Bt30,000 Credit Line ≤ 1.5 times ≤ 3 institutions ≤ 5 times Credit Line ≤ 5 times ≤ 90% 80% 70% 1) Under the new framework, LTV limit will be capped at 100% for the first contract of housing loans, and * loans for furniture and decorations can be added up to 10% of collaterals (old - no these conditions) 2) Prior to October 20, 2021, for the second contact, LTV limit is 80% if the first contract's installment payments are less than two years (old - three years); otherwise, LTV limit is 90% 3) Risk weight is 35% if LTV does not exceed its LTV limit; while the risk weight will increase to 75% for the loans for furniture and decorations of the first contract Notes: August 15, 2019: BOT relaxed the LTV rules for co-signers that have no ownership interest in the home being purchased April 2019: BOT tightened LTV criteria for mortgage loans, and raised down payment for the second contract onwards. Year 2009: BOT announced revised criteria in 2009-2010 on mortgage loan risk weights with a different effective date Year 2008: Risk weights for mortgage loans dropped from 50% to 35% under Basel II Criteria for Car Loans ■ Auto Registration Loans (Effective: February 1, 2019): Auto registration loan providers to be approved by Bank of Thailand and Ministry of Finance Regulated by Fiscal Policy Office Picofinance* Regulated by the BOT Pico Plus* Capital Fund Credit Line Interest Rate Ceiling > Bt5mn Bt50,000 ≤ 36% > Bt10 mn > Bt50 mn < Bt100,00 36% for first Bt50,000 Depends on debt-servicing ability ≤24% <28% for the amount in excess of Bt50,000 ≤24% Note: * Picofinance and Pico Plus are allowed to provide loans only in the registered province บริการทุกระดับประทับใจ 163 K KASIKORNTHAI ธนาคารกสิกรไทย 开泰银行 KASIKORNBANK Thailand's external balances remain relatively strong compared to peers International reserves / Imports (Import Coverage) Low foreign holding ratio in Thai government bonds Months of Imports 12 9.9 6 6 0 India % 9.0 25 22.9 8.1 8.0 7.8 20.0 7.0 20 6.5 15.0 15 3 months 10 Indonesia Philippines Korea 5 Malaysia Thailand Singapore 0 Indonesia South Korea Malaysia 11.6 1.9 Philippines Thailand 0.2 Vietnam Source: CEIC, KResearch (*data as of Jun-23, ** as of Sep-23) International reserves / External debts (% Ratio) % 120 100 83.9 80 60 40 31.3 20 0 India 71.9 59.7 39.2 101.9 100% i.in.l. 17.7 Indonesia Philippines Korea Malaysia Thailand Singapore Note: Retrieved from Asia Bond Online, based on latest available data Source: Asian Development Bank ■Thailand's economy and financial markets are able to withstand impacts from fluctuations in global liquidity due to: ■High import coverage (international reserves/monthly imports) compared with the IMF's three month import coverage guideline ■More than 100% of external debt covered by international reserves ■Low portion of foreign holdings in Thai government bonds compared with other countries Source: CEIC, KResearch (data as of Jun-23) บริการทุกระดับประทับใจ 164
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