Krung Thai Bank PLC (KTB) 2022-23

14/12/2023 High conviction: "Cheap valuation, low risk, good yield" – Outperform (TP Bt25)
20/10/2023 Earnings brief: "3Q23: Decent results, as expected" – Outperform (TP Bt25)
28/08/2023 High conviction: "Largest NIM expansion, attractive valuation" – Outperform (TP Bt25)
24/07/2023 Earnings brief: "2Q23: Beat on NIM" – Outperform (TP Bt25)
20/04/2023 Earnings brief: "1Q23: Beat on toplines" – Outperform (TP Bt21)
17/03/2023 Company update: "Better NIM but higher credit cost" – Outperform (TP Bt21)
23/01/2023 Earnings brief: "4Q22: Decent results, as expected; TP hike" – Outperform (TP Bt21)
30/12/2022 Company update: "Better NIM with low asset quality risk" – Outperform (TP Bt20)
25/10/2022 Earnings brief: "3Q22: Decent results, as expected; TP hike" - Outperform (TP Bt20)
23/08/2022 Company update: "Top pick for rate hike and inflation cycle" - Outperform (TP Bt18)
22/07/2022 Earnings brief: "2Q22: Beat on NII and lower effective tax rate" – Outperform (TP Bt18)
22/04/2022 Earnings brief: "1Q22: Beat on provisions and one-off gain" – Outperform (TP Bt16)
14/03/2022 Company update: "Cheap valuation with decent growth" – Outperform (TP Bt16)
24/01/2022 Earnings brief: "4Q21: In line with expectations" – Outperform (TP Bt16)