SCB X - Provisions Expected to Decline in 2025E
We switch our rating to Neutral with a new 12-month fair value (FV) of Bt136.50 (previously Outperform; FV: Bt145.00), based on the earnings yield...
253 Views
Thai Banks 2Q25; TMB Thanachart (SET:TTB) Re-Rating at Risk, Krung Thai (SET:KTB) Is Now a Hold
​Valuation concerns arise for TMB Thanachart, bottom rated in our Thai banks scorecard, as its returns lag behind those of SCBx; Krung Thai...
419 Views
TOA Paint (Thailand) (TOA TB) - An Unfortunate Turn of Events
TOA Paint is Thailand's leading decorative paints player, with a good track record but has been sold off due to its association with beleaguered...
769 Views
I-Tail Corporation Pre-IPO - The Negatives - Non-Uniform Growth
I-Tail Corporation, an original equipment manufacturer (OEM) in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of...
652 Views
Special Report: Dissolution Brings Brief Volatility Accumulate Below 1,236
The dissolution of parliament is likely to cause only short-term volatility, as the caretaker government has limited capacity to stimulate the...
323 Views