Q3 2025 Chailease Holding Company Ltd Earnings Call Transcript
Key Points
- Stable new delinquent formation observed in China, indicating potential for resumed business momentum.
- Improvement in asset quality for Vietnam and Thailand boosted ASEAN's profit.
- Malaysia and Cambodia showed better portfolio growth, contributing positively to ASEAN operations.
- Taiwan's solar net assets increased by 5% year over year, aligning with industry development.
- ASEAN's net profit increased by 47% for the first nine months of 2025, driven by less expected credit loss in Thailand and Vietnam.
- Consolidated credit portfolio decreased by 3% year over year, reflecting slower than expected growth.
- Revenue for the first nine months of 2025 decreased by 5% compared to the same period last year.
- Net profit for the first nine months of 2025 decreased by 35% in China due to lower revenue and increased expected credit loss.
- Taiwan's net profit for the third quarter decreased by 13% quarter over quarter due to less solar income and non-operating foreign exchange gains.
- China's delinquency ratio increased to 6.4%, reflecting an uncertain outlook and decreasing credit portfolio.
Welcome to Chailease third-quarter 2025 earnings release conference call. (Operator Instructions) As a reminder, this conference is being recorded. And for your information, a webcast replay will be available within an hour after the conference is finished.
Now, I would like to turn the call over to Vic Wang, the Project Vice President of the Chailease Holdings. Mr. Wang, please begin.
Thank you. Hi, good evening, everyone. I would like to welcome everyone to Chinese Holdings 3rd quarter 2025 earnings conference call. With me this evening is Ms. Shen Fan, head of IR, and she will open to your question in Q&A period. I will walk you through this quarter's earnings presentation, which is available for download on our corporate website under the IR section.
As a reminder, please refer to the disclaimer regarding forward-looking statements at the front of the presentation.
The agenda we are going to cover for today on slide 3 includes management highlights, 3rd quarter
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