Srisawad Corporation - Slower Loan Growth
We switch to an Outperform rating with a fair value (FV) of Bt40.50 (from Buy and an FV of Bt47.51). The share price has risen by 37% since our...
136 Views
Quiddity Leaderboard SET50 Dec 24: 4 Changes Possible; Reference Period Starts on 1st Sep
We currently see SAWAD, COM7, BANPU, and TCAP as expected ADDs and EA, TIDLOR, CENTEL, and BCP as expected DELs. A couple of these names have 3-4x...
283 Views
Srisawad Corporation - In-Line 2Q24 NP; Accelerating Credit Costs
The valuation metrics suggest that the share price implies upside of 70% to our fair value; meanwhile, the long-term earnings prospects are strong,...
181 Views
SRISAWAD CORPORATION - 2Q24E Earnings to Grow YoY and QoQ
Our valuation metrics suggest switching to a Buy rating (from Neutral) as the current share price implies significant upside of 58.4% compared to...
122 Views
Srisawad Corporation -1Q24E Core Profit to Have Grown Slightly YoY and QoQ
We maintain a Buy call, with a new fair value of Bt46.07. Our valuation metrics suggest strengths in all dimensions, including the long-term growth...
127 Views