Key Indices



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Sector Update | Finance
- Finance companies under our coverage reported a combined net profit of Bt7.06b in 2Q26, up 16% yoy and 2% qoq, beating our forecasts by 6% but in line with consensus estimates. Loan portfolio grew yoy and qoq. Finance companies remain prudent on lending. Credit costs were down significantly yoy in 2Q26. Overall, we believe finance companies will control asset quality well by maintaining a prudent lending policy. Maintain OVERWEIGHT on the sector. Top picks: MTC and KTC.
Top Stories
Sector Update | Finance
- Finance companies under our coverage reported a combined net profit of Bt7.06b in 2Q26, up 16% yoy and 2% qoq, beating our forecasts by 6% but in line with consensus estimates. Loan portfolio grew yoy and qoq. Finance companies remain prudent on lending. Credit costs were down significantly yoy in 2Q26. Overall, we believe finance companies will control asset quality well by maintaining a prudent lending policy. Maintain OVERWEIGHT on the sector. Top picks: MTC and KTC.
Key Indices



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