SCB X Plc. (SCB): Profit Expected To Decline In 1Q26E - Outperform
Earnings may remain subdued from NIM compression; however, a strong CET1 at 17.7% should support an 80% payout, implying ~7% dividend yield p.a....
116 Views
Banking: Loan Growth Continues, but the Recovery Remains Concentrated - Overweight
Total loans across the eight banks grew 0.1% MoM and 2.4% YTD, with the recovery still led by KTB and KBANK. We maintain our Overweight rating on...
97 Views
SCB X Plc. (SCB): Slight Earnings Miss on Extra Provisions
We maintain an Outperform rating with a new FV of Bt156.50, based on 1.04x PBV (previously Bt160.40, 1.07x).The stock offers ~14% upside to FV,...
135 Views
Krungthai XSpring Technical Eng. August 7, 2026
Despite weakness across Asian equity markets, the SET Index outperformed and closed higher, supported by growing optimism that tensions in the...
90 Views
SCB X Plc. (SCB): Upbeat Earnings Already Priced In – Neutral (12M FWD Fair Value Bt146.75)
We downgrade our call to Neutral (from Outperform) with a 12M FV of Bt146.75, based on 0.98x PBV (from Bt142.60 and 0.96x), using a multiple...
486 Views