RATCHTHANI LEASING Plc. (THANI): Strong Asset Quality Control...
We downgrade our recommendation to Outperform (from Buy) as our long-term growth outlook for 2026–28E has been revised down to “Below Average”...
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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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RATCHTHANI LEASING Plc. (THANI): Earnings Jump; Normalized Provisions & Repossessed Vehicles
We maintain our Outperform call with a new fair value (FV) of Bt2.18 (from Bt1.90), based on a lower required return of 9.4% (from 11.0%) following...
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KTX Ahead: TH Thailand's 1Q26E GDP Shows Some Fragility, But Strong Investment...
The SET Index has rallied close to our target of 1,566 points (implying less than 5% upside), suggesting more limited room for broad market gains.
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RATCHTHANI LEASING Plc. (THANI): Asset Quality Remains Well Controlled
We expect 4Q25E profit to rise YoY on lower provisions and losses on repossessed vehicles, but to ease QoQ due to higher expenses and fewer...
129 Views