บทวิเคราะห์ (Research)

BBIK : Earnings preview - Strongest in the industry We expect BBIK to report strong earnings growth in 3Q24, rising 5% yoy and 73% qoq to Bt79m, driven by record high revenues and better GPM. We project BBIK will deliver the strongest earnings improvement in the sector in 3Q24. However, we trimmed FY24F/25F by 6%/8% to reflect slower performance in 1H24. Maintain BUY rating with Bt47 TP (FY25F). BBIK remains our top pick in the sector.