KKP - 2025E Earnings to Recover Due to Lower Provisions and Losses from Repossessed Vehicles
We switch to an Outperform rating with a new 12-month fair value (12M FV) of Bt69.75 (previously Buy; Bt65.25), based on the earnings yield method...
172 Views
Kiatnakin Phatra Bank - Upbeat 4Q24 Earnings with Lower Losses from Repossessed Vehicles
We maintain a Buy rating with a 12-month fair value (12M FV) of Bt62.25, based on the earnings yield method with a required return of 10.0%.
150 Views
Quiddity Leaderboard SET50 Jun25: Four Changes Likely; Capping to Be Introduced
There could be 4x ADV to buy in Thanachart (TCAP TB) and we see this as a high-conviction ADD. Some of the other ADDs/DELs are closer to the border...
248 Views
Kiatnakin Phatra Bank - Upward Earnings Revision; Lower-Than-Expected Provisions
We maintain a Neutral rating with a new fair value (12M FV) of Bt52.00 (from Bt47.00 previously), based on the earnings yield method with a...
313 Views
Kiatnakin Phatra Bank - Lower Provision Led to Upbeat Earnings by 41%
We maintain a Neutral rating with a 12M FV of Bt47.00, based on the earnings yield method with a required return of 15.7%.
219 Views