bank2014

 

Banks are always the first to announce their financial performances and here are some quick thoughts:

  • Just look @ BAY’s performance, followed by its corresponding stock price performance, it has just been amazing.
  • The larger banks in general are still continuing to grow, NPL management has been proactive, especially at KBANK.
  • The smaller institutions i.e. KKP the results are well, shit, why? Autos.
  • TMB’s performance came out fantastic because of one-time gains that won’t be replicated in 2015.
  • All in all a decent performance for the sector despite everything that has happened in the past 18 months. I still think finco’s are going to be a winner this year and next as a result of the infrastructure projects.
  • BBL – Stable, unexciting, the same as it has been and will always be.

Source: Bangkok Post

  1. Hi Pon,

    What do you mean when you say: “The smaller institutions i.e. KKP the results are well, shit, why? Autos.”

    “Autos”?

    Mike

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