JMT Network Services: 1Q in line, signs of recovery on new distressed asset acquisition

研报英文原文证据摘录

JMT Network Services: 1Q in line, signs of recovery on new distressed asset acquisition

South Asia Financials Coverage Cluster

Investment rating Company BofA Ticker Bloomberg symbol Analyst

Kasikornbank KPCKF KBANK TB Sarachada Sornsong

Kotak Mahindra Bank XWIUF KMB IN Madhur Sharma

Krungthai Bank KGTLF KTB TB Sarachada Sornsong

Krungthai Card XXHFF KTC TB Sarachada Sornsong

Manappuram Finance XMGPF MGFL IN Pujita Pasumarthi

Metrobank MTPOF MBT PM Julian Roxas

Muangthai Capital XMCPF MTC TB Sarachada Sornsong

Muthoot Finance XMFLF MUTH IN Pujita Pasumarthi

Oversea-Chinese Banking Corp OVCHF OCBC SP Sukriti Bansal

Power Finance Corporation PWFEF POWF IN Pujita Pasumarthi

Public Bank PBLOF PBK MK Aiden Chionh

SCB X PCL SCBXF SCB TB Sarachada Sornsong

Security Bank SYBJF SECB PM Julian Roxas

Shriram Finance SHTFF SHFL IN Pujita Pasumarthi

Srisawad Corporation SRISF SAWAD TB Sarachada Sornsong

Star Health Insurance XRXUF STARHEAL IN Pujita Pasumarthi

State Bank of India XDWRF SBIN IN Madhur Sharma

Tidlor Holdings XTHXF TIDLOR TB Sarachada Sornsong

TMBThanachart Bank XMKZF TTB TB Sarachada Sornsong

United Overseas Bank UOVEF UOB SP Sukriti Bansal

United Overseas Bank UOVEY UOVEY US Sukriti Bansal

NEUTRAL

Aditya Birla Sun Life AMC XABSF ABSLAMC IN Pujita Pasumarthi

Axis Bank XLIRF AXSB IN Madhur Sharma

Bajaj Housing Finance XBACF BAJAJHFL IN Pujita Pasumarthi

Bank of India XDIIF BOI IN Madhur Sharma

HDB Financial Services XHFEF HDBFS IN Pujita Pasumarthi

HDFC Asset Management Company Limited XJARF HDFCAMC IN Pujita Pasumarthi

IDFC First Bank XQUFF IDFCFB IN Madhur Sharma

IPRU AMC XMFCF ICICIAMC IN Pujita Pasumarthi

JMT Network Services XQXRF JMT TB Narumon Ekasamut

LIC Housing Finance XLIIF LICHF IN Pujita Pasumarthi

Mahindra Finance XGDAF MMFS IN Pujita Pasumarthi