Krungthai XSpring Zoom Eng. May 29, 2026
The US and Iran have reached a draft agreement to extend the ceasefire by another 60 days, while the Strait of Hormuz is set to fully reopen for...
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AEON THANA SINSAP (THAILAND) Plc. (AEONTS): Quality-Driven Growth Remains Key
We upgrade to Outperform (from Neutral), with a revised 12M forward fair value (FV) of Bt105.50 (from Bt119.50), based on a required return of...
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AEON THANA SINSAP (THAILAND) Plc. (AEONTS): Earnings Beat; Provisions Down QoQ
We maintain our “Neutral” rating as we are currently reviewing our earnings forecasts, which may impact our 12-month fair value estimate of Bt119.50.
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AEON THANA SINSAP (THAILAND) Plc: Earnings Miss Due To Higher Provisions To Cushion Uncertainty
AEONTS reported 3Q25 net profit of Bt618mn (fiscal year ended November 2025), down 21.6% YoY and 21.5% QoQ, missing our estimate and market...
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AEON THANA SINSAP (THAILAND) Plc. (AEONTS): 3Q25E Earnings To Decline YoY And QoQ
We expect AEONES’s net profit in 3Q25E (period ended Nov 25) to be Bt704mn, down 10.7% YoY and 11.0% QoQ, with results expected on January 7, 2026.
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