Finance & Securities: Cautious Growth Outlook; Tighter Regulation Creates Long-Term Opportunities
The finance sector is emerging from the deleveraging cycle and is expected to resume cautious growth. We maintain our Neutral weighting on the...
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ASIA SERMKIJ LEASING Plc. (ASK): Earnings Met Expectations; Asset Quality Continued to Improve
We maintain our Buy rating and 12-month forward FV of Bt15.80, based on a 9.6% required return. 2Q26 results recovered in line with our...
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Krungthai XSpring Technical Eng. August 5, 2026
The index continues to hold above the 1,600-point level, while sustained buying interest in blue-chip stocks, particularly banks and commerce,...
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ASIA SERMKIJ LEASING Plc. (ASK): Asset Quality Continued To Improve
1Q26 earnings showed a strong recovery, supported by improving asset quality, with declines in repossessed vehicles and NPLs, leading to easing...
96 Views
ASIA SERMKIJ LEASING Plc. (ASK): 1Q26E Earnings Recovery Driven By Lower Provisions
We maintain a Buy rating with a new 12M forward fair value of Bt12.90 (from Bt11.10), based on a required return of 11.2% (previously 10.1%)...
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