KBANK TB - Upbeat 1Q25 Earnings on Higher-Than-Expected Non-NII and Better-Than-Expected Provisions
Due to ongoing macroeconomic uncertainties and financial market volatility, we are in the process of reviewing and updating the valuation method...
183 Views
Kasikornbank - 2025E: Year of Provisioning Normalization
We maintain an Outperform rating with a new 12M fair value (FV) of Bt197 (previously Bt182), based on the earnings yield method with a required...
133 Views
Thailand Short Interest Weekly (May 9th): Airports Of Thailand, Advanced Info Service
We analyzed SET short interest report for the past week and highlighted short interest changes in Airports Of Thailand (AOT TB), Advanced Info...
128 Views
Kasikornbank - In-Line 4Q24 Earnings; Provisions to Fall in 2025E
We maintain a Neutral rating with a 12-month fair value (FV) of Bt182.00, based on the earnings yield method with a required return of 11.3%.
179 Views
Kasikornbank - In-Line 3Q24 Earnings; Balance Sheet Cleanup Expected to Be Completed in 2024E
We maintain a Neutral rating with a 12M FV of Bt150.00, based on the earnings yield method and a required return of 16.6%.
264 Views