Banking Sector Update - Switch from SOE banks to private banks
  • 07 Dec 2022
  • Sector Reports
We cut our target prices (TP) for all 12 banks under our coverage, driven by (1) a 12.2% decrease in our forecast for aggregate 2022-2026F NPAT, and (2) increases in our assumptions for cost of equity, which are partly offset by the positive impact of rol