KGI Highlights KBANK-KTB as Top Picks, Expects Interim Bank Dividends; KKP-TTB Yields Attractive

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KGI Securities views that commercial banks will gradually pay interim dividends for the first half of 2026, expecting KKP and TTB to offer attractive yields. Meanwhile, SCB, KKP, KTB, and TISCO have full-year dividend yields exceeding 6%. TTB has announced an interim dividend of 0.081 baht per share, with the XD date on September 7, 2026, and payment on September 25, 2026. KGI expects KKP to pay a total dividend of 7.65 baht per share for 2026, representing a yield of 6.7%; KTB to pay 2.73 baht per share, yielding 6.2%; SCB to pay 11 baht per share, yielding 7.2%; and TISCO to pay 7.75 baht per share, yielding 6.2%. Meanwhile, KBANK is expected to pay 14.50 baht per share, yielding 5.7%; BBL to pay 10 baht per share, yielding 5.3%; and TTB to pay 0.14 baht per share, yielding 4.9%. KGI continues to favor KBANK and KTB over other banks, citing that loan recovery and net interest margin (NIM) have bottomed out and will support performance. KKP is also favored due to strong profit growth of 65% year-on-year in the first half of 2026 and the potential for credit costs to fall below 1%.

Impact on assets 7

Financials▲ · 5 stocks
Digital Finance & Tokenization▲ · 2 stocks
Bangkok Bank PCL
BBL
± MixedCapitalrelevance

BBL mentioned with expected dividend yield of 5.3%, but not a top pick; no specific positive or negative catalyst.

SCB X Public Company Limited
SCB
± MixedCapitalrelevance

SCB mentioned with full-year dividend yield exceeding 6% and expected yield of 7.2%, but not a top pick; no specific catalyst.

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