Bangkok Commercial Asset Management PCL

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23 articles for Bangkok Commercial Asset Management PCL

Bangkok Commercial Asset Management PCL: Profit miss! Lower interest income and NPA sales than assumed

Result was 24% below our estimate. BAM posted 4Q22 net earnings of Bt867m. The 4Q22 top-line was Bt2.5bn, down 3% YoY.
Bualuang Securities Thanakorn
Thanakorn Kosinlsuk @ Bualuang Securities 24 February 2023

Thailand: Finance - Keep calm and buy!

3Q22 earnings projected to rise 45% YoY and 7% QoQ. Fourth-quarter is seasonal peak for cash collection. AMC’s fair values under base-case scenario.
Bualuang Securities Poramet
Poramet Tongbua @ Bualuang Securities 9 November 2022

Bangkok Commercial Asset Management PCL: Let profits run!

Strong cash collection in 2H22. NPL supply expansion ahead. Key short-term positive factors.
Bualuang Securities Poramet
Poramet Tongbua @ Bualuang Securities 19 August 2022

Bangkok Commercial Asset Management PCL: Profit in line with our model

2Q22 earnings were in line with our estimate. BAM posted 2Q22 NPAT of Bt831m. The 2Q22 top-line was Bt2.6bn.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 15 August 2022

Bangkok Commercial Asset Management PCL: Time to take positions!

Bualuang Securities Poramet
Poramet Tongbua @ Bualuang Securities 2 August 2022

Bangkok Commercial Asset Management PCL: Ongoing profit growth, despite near-term headwind (higher inflation)

How realistic is BAM’s cash collection target? We expect BAM to achieve its 2022 cash collection target of Bt17.5bn. 1Q22 cash collection was only Bt3.2bn (equal to 18% of its full-year target), but we expect cash collection to accelerate in 2H22 in ...
Bualuang Securities Poramet
Poramet Tongbua @ Bualuang Securities 17 June 2022

Details

Thailand
Asia
Diversified Financials
About
Bangkok Commercial Asset Management Public Company Limited operates as an asset management company. The Company offers investment in real estate sector, as well as offers properties for auction and selling. Bangkok Commercial Asset Management serves customers in Thailand.

Associated topics

Thailand Financials Equity Bangkok Commercial Asset Management PCL Diversified Financials Asia Poramet Tongbua BAM 2022 2020 2021 Bloomberg COVID-19 2Q21