Ngern Tid Lor PCL (TIDLOR)

Tags: TIDLOR
06/03/2024 Company update: "Solid earnings recovery ahead" – Outperform (TP Bt27)
29/02/2024 Earnings brief: "4Q23: Big B/S cleanup as expected" – Outperform (TP27)
27/11/2023 Company update: "Strongest 2024F earnings among peers" – Outperform (TP Bt26)
07/11/2023 Earnings brief: "3Q23: Beat on ECL and NIM; Upgrade" – Upgrade to Outperform (TP Bt25) 
22/08/2023 Company update: "B/S cleanup, loan growth slowing" – Neutral (TP Bt24)
11/08/2023 Earnongs brief: "2Q23: In line" Neutral (TP Bt26)
25/05/2023 Company update: "Slight cut in credit cost and NPL target" – Neutral (TP Bt26)
10/05/2023 Earnings brief: "1Q23: Slight beat on opex" Upgrade to Neutral (TP Bt25)
28/02/2023 Company update: "Worse-than-expected 2023 guidance" – Downgrade to Underperform (TP Bt25)
20/02/2023 Earnings brief: "4Q22: In line; credit cost at a new high" – Neutral (TP Bt30)
08/02/2023 Company update: "Preview 4Q22: Up YoY, down QoQ" – Neutral (TP Bt30)
17/11/2022 Company update: "Raised credit cost guidance again" – Downgrade to Neutral (TP Bt30)
10/11/2022 Earnings brief: "3Q22: Missed on provisions" – Outperform (TP Bt32)
18/08/2022 Company update: "Raised credit cost guidance" - Outperform (TP Bt36)
11/08/2022 Earnings brief: "2Q22: Stronger NII offset by provision hike" – Outperform (TP Bt42)
20/05/2022 Company update: "Continued good growth ahead" – Outperform (TP Bt42)
12/05/2022 Earnings brief: "1Q22: Decent growth, as expected" – Outperform (TP Bt42)
22/02/2022 Earnings brief: "4Q21: In line; upgrade on share price weakness" – Upgrade to Outperform (TP Bt42)
19/11/2021 Company update: "Top line recovery but rising cost in 4Q21" – Neutral (TP Bt42)
16/11/2021 Earnings brief: "3Q21: Overall pretty much in line" – Neutral (TP Bt42)
24/08/2021 Company update: "Toning down topline growth target" – Neutral (TP Bt42)
16/08/2021 Earnings brief: "2Q21: Slight miss; TP cut" – Neutral (TP Bt42)
15/06/2021 Initiate coverage: "Solid growth but unattractive valuation" – Neutral (TP Bt45)