bullish

Thai Banks 2Q24 Screener; We Stick with Krung Thai for Best Value, We Downgrade Kasikorn to Neutral

417 Views30 Jul 2024 00:05
​Krung Thai is our value Thai bank pick, with best of peers ROE and a strong balance sheet, while Kasikorn is downgraded to neutral due to credit quality concerns; Ayudhya is facing rising NPL risks.
What is covered in the Full Insight:
  • Introduction
  • Review of 2Q24 Results
  • Investment Thesis
  • Valuation and Returns Analysis
  • Risks and Conclusion
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