บทวิเคราะห์ (Research)

AEONTS : Key takeaways from analyst meeting We have neutral on analyst meeting as most of the information is not different from what we previously expected. We maintain our FY2025-26F net profit of Baht 2,713 million (-17% y-y) and Baht 3,041 million (+12% y-y) , respectively1. We have a more positive outlook on AEONTS as i) 2Q25 they already set aside advance provisions of Baht 380 million for flooding ii) new credit card regulation and government stimulus will reduce the downgrading of debtors iii) AEONTS announced interim dividend of Baht 2.55 per shares ( yield 1.8%) with XD on October 8, 2024 and payment date on November 06,2024.