Thailand
Kasikornbank's weakening non-interest income to be the key focal point in 2018
It will define how much the bank's earnings will recover.
Thai banks' loan growth could reach 6.7% in 2018
But banks are still reluctant to lend due to credit risk concerns.
3 reasons why Thailand's high household debt is not a threat for banks
New regulations aimed at reining in credit card debt is one.
Kasikornbank's full-year credit costs may exceed its 2.25% target
Credit costs only dipped 2% in 3Q17.
Thai banks' 3Q17 earnings 'disappointedly weak'
Profits missed consensus by 8%.
Thai banks' NPL risk to gradually improve by end-2017
Overall credit costs will still be high but will eventually ease.
Thai banks' NPLs likely rose to 3.75% in 3Q17
The sector’s earnings may have risen by only 1%.
Why Thai banks are expected to report soft 3Q17 earnings
Loan growth could weaken and NPLs could rise.
Thailand's additional 1% capital requirement for five banks credit positive: Moody's
Will they meet the requirements by 2020?
Thai banks remain strong as bad loans slow: central bank
They have CAR ratios higher than the central bank’s requirements.
Four reasons why low interest rates are a bane for big Thai banks
It could hurt the banks' investment income.
Why Thai banks are unlikely to give out extra dividends this year
Banks may need the extra capital as demand from large corporates rises.
Chart of the Week: Thai banks' loan growth to hit 5% in 2017
It recovered to 3.3% in Q2.
Thailand, Indonesia report higher ratios of restructured loans compared to ASEAN peers
Such loans grew quickly in the first three months of 2017.
Why Thai banks are well placed to absorb loan losses
They have enough reserves even if 25% of thier restructured loans become NPLs.
More unfavourable regulations to impact Thai banks
Policies may even target leasing companies as well.