AEON Thana Sinsap (Thailand) Earnings Likely Weighed by Higher Credit Costs

AEON Thana Sinsap (Thailand) faces a 2Q FY 2027 earnings hit from likely higher credit costs due to Thailand's weakening economic outlook, according to a UOB Kay Hian research report. Its credit costs are expected to increase to 953 bps in 2Q FY 2027 from 745 bps in 1Q FY 2027.