บทวิเคราะห์ (Research)

KTC : Key takeaways from analyst meeting We have a Neutral view on the analyst meeting as most information was not different from our previous expectations. Therefore, we maintain our 2025F net profit forecast at 8,118 million baht, increasing +9% y-y. We maintain our BUY recommendation with TP25F of 55 baht. We like KTC because i) the BOT's debt relief measures are expected to help reduce the problem of debtors downgrading ii) benefits from a downward interest rate trend iii) has strength in balance sheet iv) 2025F net profit is expected to reach a new high point following 2024.