Chalinee Congmuang

Bualuang Securities

Equity Research Analyst @ Bualuang Securities

Chalinee is an Equity Analyst covering commerce stocks in Thailand. She has 12 years of full-time professional experience in equity research, and holds an MBA from The Fuqua School of Business, Duke University.

Chalinee Congmuang
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Latest from Chalinee Congmuang

Central Retail Corp PCL: Aggressive Food line expansion

Food line expansion adds scope and scale. Food line a key profit driver, post-reopening recovery. Expansion to drive 2023 profit growth.
Bualuang Securities Chalinee
Chalinee Congmuang @ Bualuang Securities 9 December 2022

Central Pattana: Benefiting from heavy spending among high-income demographics

High-income consumers spending heavily. CPNUD clearly benefits from reopening and rising incomes. Traffic recovery in 4Q22 should pave way for strong 2023.
Bualuang Securities Chalinee
Chalinee Congmuang @ Bualuang Securities 2 December 2022

Berli Jucker Public Company Limited: Consumer spending recovery play

BJC is much more than a grocer. Moderate earnings recovery lined up for 4Q22 and 2023. The IPO of BIG C would add to BJC’s 2023 earnings.
Bualuang Securities Chalinee
Chalinee Congmuang @ Bualuang Securities 28 November 2022

Thailand: Commerce - Revenue and GM recoveries driving Retail stocks

Strong SSSG in 3Q22. Price increases and traffic recoveries boosted margins. Sales and GM expansion to remain key drivers for 4Q22 and 2023.
Bualuang Securities Chalinee
Chalinee Congmuang @ Bualuang Securities 24 November 2022

Central Retail Corp PCL: Slight profit beat, led by margins

Slightly above our estimate. CRC reported 3Q22 core earnings of Bt1,291m. Revenue from retail sales was Bt52,122m.
Bualuang Securities Chalinee
Chalinee Congmuang @ Bualuang Securities 15 November 2022

CP All: Strong 7-Eleven performance made for profit beat

Earnings beat our estimate and the consensus. CPALL reported core earnings of Bt3,810m for 3Q22. Consolidated revenue was Bt207,617m.
Bualuang Securities Chalinee
Chalinee Congmuang @ Bualuang Securities 14 November 2022

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