Ratchthani Leasing - Better Asset Quality Developments in 4Q24E
We maintain our Outperform rating, expecting 4Q24E earnings to recover QoQ. This may have been driven by improved debt collection trends, leading...
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Ratchthani Leasing - 3Q24 Earnings Fell Short of Estimate by 67% Given Massive Provisionsa
We have upgraded our rating to Outperform (from Neutral) with expectations of a recovery over the next 12 months, based on a more positive outlook...
176 Views
3Q24 Earnings Results
Technically, the SET Index is expected to move downward (with intermittent rebounds), with the support at 1,482/1,472 points (5/10-day EMA) and...
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Ratchthani Leasing - Downbeat 2Q24 Earnings Due to Upbeat Provision
We maintain an Outperform rating, with a 12M FV of Bt2.36, based on the earnings yield method and a required return of 10.9%.
240 Views
Ratchthani Leasing - 2Q24E Earnings Are Expected to Weaken YoY and QoQ
We switch to an Outperform rating (vs. Neutral previously) after the share price fall of around 25% from June 5, 2024, when we released our latest...
223 Views