Bangkok Bank - Upbeat 2Q24 Earnings but Weaker Asset Quality
We maintain a Neutral rating, with a new fair value of Bt149.06 (vs. Bt138.23 previously), following the adjustments to the macroeconomic...
184 Views
SANSIRI - Accelerating Earnings Momentum in 2Q24E
SIRI looks attractive in terms of the valuation. The current share price implies upside of 17% to our 12M fair value of Bt2.03, based on a required...
187 Views
NGERN TID LOR - 2Q24E Earnings to Have Grown YoY but Declined QoQ
The valuation metrics suggest that the share price implies potential upside of 28.5% to the fair value, while the stock price has decreased by...
295 Views
Muangthai Capital - Expect 2Q24E NP Growth YoY and QoQ Due to Asset Quality Control
The valuation metrics suggest that the share price implies potential upside of 21.9%. The long-term earnings growth prospects remain strong, and...
294 Views
Srinanaporn Marketing - 2Q24E Earnings Expected to Increase 4% YoY and QoQ
We maintain a neutral view on SNNP's 2Q24E earnings forecast, with some concerns about the year's earnings outlook if sales fall short of expectations
151 Views