TCAP announced an interim dividend of 1.50 baht per share, higher than KSS's research department's expectation of 1.35 baht, representing a dividend yield of approximately 1.7%. The ex-dividend (XD) date is set for September 11, 2026, with payment on September 30, 2026. KSS maintains a "Buy" recommendation and a 2027 target price of 100 baht, believing that TCAP's dividends for 2026-2027 are likely to exceed the previous estimate of 3.60 baht per share, and there may be additional special dividends if no share buyback occurs. Meanwhile, ASL has raised its net profit estimates for 2026-2027 by 16% and 20% to 9.23 billion baht and 9.58 billion baht, respectively, and upgraded its recommendation to "Buy" with a target price of 105 baht, expecting a dividend yield of approximately 5.7-6.0% per year during 2026-2028.
Thanachart Capital Public Company LimitedInterim dividend beats expectations and analysts raise targets.
ASL raised profit estimates and upgraded recommendation, but it's the analyst, not the subject.
