Key Indices
Top Stories
Sector Update | Banking
- We expect banks under our coverage to report an aggregated net profit of around Bt64b in 3Q26, down 10% yoy but up 0.4% qoq. We project that the banking sector’s loan portfolio will be flat qoq but increase 3% yoy in 3Q26. Overall, we expect banks to remain cautious in lending and focus on corporate loans. We are optimistic about the credit cost outlook and asset quality for the sector. Maintain OVERWEIGHT. Our top picks are KBANK and KTB.
Top Stories
Sector Update | Banking
- We expect banks under our coverage to report an aggregated net profit of around Bt64b in 3Q26, down 10% yoy but up 0.4% qoq. We project that the banking sector’s loan portfolio will be flat qoq but increase 3% yoy in 3Q26. Overall, we expect banks to remain cautious in lending and focus on corporate loans. We are optimistic about the credit cost outlook and asset quality for the sector. Maintain OVERWEIGHT. Our top picks are KBANK and KTB.
Key Indices
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