KKP - Small Enough To Grow
KKP remains well smaller than all the largest Thai banks, so can more easily grow. This is coming through in far better loan growth figures, even...
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Thai Banks – Golden
Thai banks are leveraged to a re-opening of the country to tourism and can benefit at the same time from a newly proposed NPL warehouse scheme.
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QH: Expect 2Q20 to Be the Bottom Quarter
With strong earnings from a equity income provide an attractive dividend yield at 6%-7%. Therefore, we maintain our BUY rating with a new target...
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QH: Dividend Play Outshines Thai Property Peers
We initiate coverage on Quality Houses (QH TB) with a BUY rating, based on a target price of Bt3.9 and derived from our target of 10.5xPE’1H19E,...
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A Broader View of Thai Bank Credit Quality
There are four or five mainstream, listed banks in Thailand. When including small banks, government specialized banks and foreign banks with...
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