Silicon Sequel: SCB on Fintech
During the weekend, we attended a presentation by Vacharapong Potjaneenont, who is Manager for Strategy & Business Development of Siam...
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American Capital Requirement Increase: Charoen and Thai Banks to Lead October Rally
In this review, we predict that Thai equities will rally in October and early November before another major correction in December with the Fed...
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Thailand: Despite Boom, Small Banks are Dull. Big Banks are Irresistible.
There is a boom in Bangkok, yet again. This tends to be positive for banks. It creates loan demand, both by developers and also companies making...
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Ratchthani Leasing - NPLs Continued to Decline...
We downgrade our rating to Neutral and maintain the 12-month fair value at Bt1.80, based on a required return of 9.5%, following a roughly 9%...
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Ratchthani Leasing - 2Q25E Earnings to Have Grown Both YoY and QoQ
THANI remains the leading player in the truck leasing segment, backed by a solid balance sheet and growth in line with industry trends.
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