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TMBThanachart Bank
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Shift To High-Yield Retail Loans And Digital Engagement Will Drive Future Profitability
Key Takeaways Strategic focus on high-yielding retail loans and ecosystems aims to enhance profitability and non-interest income growth. Leveraging digital capabilities for customer engagement and multi-product relationships is expected to improve fee income and operating efficiency.
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฿1.99
FV
1.8% undervalued
intrinsic discount
14.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
10 days ago
author updated this narrative
SCB X
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Data X And Typhoon AI Will Improve Future Cost Management And Asset Quality
Key Takeaways Strategic focus on AI and digitalization is expected to enhance efficiencies, improving cost management and asset quality for better margins and earnings. Growth initiatives like Home Credit Vietnam acquisition and virtual banking aim to boost revenue and enhance long-term profitability.
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฿128.06
FV
2.3% overvalued
intrinsic discount
11.37%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
10 days ago
author updated this narrative
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