bullish

Banking: Loan Growth Continues, but the Recovery Remains Concentrated - Overweight

97 Views27 Aug 2026 15:27
Broker
Total loans across the eight banks grew 0.1% MoM and 2.4% YTD, with the recovery still led by KTB and KBANK. We maintain our Overweight rating on...
What is covered in the Full Insight:
  • Introduction to Banking Sector Performance
  • Monthly and Year-to-Date Loan Growth Analysis
  • Influence of Major Banks on Loan Growth
  • Deposit Growth and Loan-to-Deposit Ratio
  • Investment Recommendations and Sector Outlook
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  • Banking: Loan Growth Continues, but the Recovery Remains Concentrated - Overweight
    27 Aug 2026
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