Banks Thai Community
Our community narratives are driven by numbers and valuation.
Banks Thai Investing Ideas
Analysts Lift SCB X Price Target as Profit Margin Outlook Improves Amid Leadership Change
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.Read more
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AN
฿136.72
0.5% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
10.52% p.a.
Profit Margin
25.69%
Future PE
12.92x
Price in 2028
฿178.06
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.Read more
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AN
฿1.97
2.5% overvalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
13.54% p.a.
Profit Margin
29.82%
Future PE
10.26x
Price in 2028
฿2.43
