Thai Banks Face Pressure From High Household Debt -- Market Talk

Dow Jones

09/05

0906 GMT - Thai banks face pressure from high household debt, which poses a challenge to economic recovery and the sector's asset quality in 2H, UOB Kay Hian's Thanawat Thangchadakorn says. He favors large banks with upside catalysts, such as Kasikornbank and Krung Thai Bank, with the former announcing a higher dividend policy and the latter being expected to book a THB9.9 billion investment gain in 3Q. Both could also announce share buyback programs. UOB KH has buy ratings on both banks, with a THB192 target on Kasikornbank and THB30 target on Krung Thai. Kasikornbank and Krung Thai shares are last at THB169 and THB25.50, respectively. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

September 05, 2025 05:06 ET (09:06 GMT)

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He favors large banks with upside catalysts, such as Kasikornbank and <a href=\"https://laohu8.com/S/KGTFF\">Krung Thai</a> Bank, with the former announcing a higher dividend policy and the latter being expected to book a THB9.9 billion investment gain in 3Q. Both could also announce share buyback programs. UOB KH has buy ratings on both banks, with a THB192 target on Kasikornbank and THB30 target on <a href=\"https://laohu8.com/S/KGTFY\">Krung Thai</a>. Kasikornbank and <a href=\"https://laohu8.com/S/KTHAF\">Krung Thai</a> shares are last at THB169 and THB25.50, respectively. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 05, 2025 05:06 ET (09:06 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Thai Banks Face Pressure From High Household Debt -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThai Banks Face Pressure From High Household Debt -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-09-05 17:06</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0906 GMT - Thai banks face pressure from high household debt, which poses a challenge to economic recovery and the sector's asset quality in 2H, UOB Kay Hian's Thanawat Thangchadakorn says. He favors large banks with upside catalysts, such as Kasikornbank and <a href=\"https://laohu8.com/S/KGTFF\">Krung Thai</a> Bank, with the former announcing a higher dividend policy and the latter being expected to book a THB9.9 billion investment gain in 3Q. Both could also announce share buyback programs. UOB KH has buy ratings on both banks, with a THB192 target on Kasikornbank and THB30 target on <a href=\"https://laohu8.com/S/KGTFY\">Krung Thai</a>. Kasikornbank and <a href=\"https://laohu8.com/S/KTHAF\">Krung Thai</a> shares are last at THB169 and THB25.50, respectively. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 05, 2025 05:06 ET (09:06 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0348816934.USD","symbol_name":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2565555413","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2565555413","pubTimestamp":1757063160,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0906 GMT - Thai banks face pressure from high household debt, which poses a challenge to economic recovery and the sector's asset quality in 2H, UOB Kay Hian's Thanawat Thangchadakorn says. He favors large banks with upside catalysts, such as Kasikornbank and Krung Thai Bank, with the former announcing a higher dividend policy and the latter being expected to book a THB9.9 billion investment gain in 3Q. Both could also announce share buyback programs. UOB KH has buy ratings on both banks, with a THB192 target on Kasikornbank and THB30 target on Krung Thai. Kasikornbank and Krung Thai shares are last at THB169 and THB25.50, respectively. 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He favors large banks with upside catalysts, such as Kasikornbank and Krung Thai Bank, with the former announcing a higher dividend policy and the latter being expected to book a THB9.9 billion investment gain in 3Q. Both could also announce share buyback programs. UOB KH has buy ratings on both banks, with a THB192 target on Kasikornbank and THB30 target on Krung Thai. Kasikornbank and Krung Thai shares are last at THB169 and THB25.50, respectively. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 05, 2025 05:06 ET (09:06 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}