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 Pattana PCL: Necessity for your basket

CPN should prove resilient to cost-push inflation. Lined up for a strong YoY profit recovery in 2Q22. Solid growth profile for 2022 and for years ahead.
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Chalinee Congmuang @ Bualuang Securities 29 June 2022

Thailand: Commerce sector - Key takeaways from BLS Consumer-Retail Days

Normalization and tourism recovery—light at the end of the tunnel. Higher costs started squeezing margins in 2Q22. -.
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Chalinee Congmuang @ Bualuang Securities 24 June 2022

Siam Global House PCL: Less attractive risk/reward proposition

GLOBAL is one of only a few Thai retailers with exposure to other markets in ASEAN. Its subsidiary, Global House International (GHI), partners with local retailers in ex-Thailand markets. At end-Mar 2022, GLOBAL had 76 stores in Thailand; it books eq...
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Chalinee Congmuang @ Bualuang Securities 20 June 2022

Dohome: Building scale fast

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Chalinee Congmuang @ Bualuang Securities 20 June 2022

Thailand: Construction Retail - Ongoing shift to modern trade

DOHOME and GLOBAL are both building market share and profits. Farm produce and steel price rises have boosted SSSG …. …but earnings outlooks for 2Q-3Q22 are soft.
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Chalinee Congmuang @ Bualuang Securities 20 June 2022

Home Product Center PCL: Buying into the quality name

Our channel check with HMPRO suggests a 2Q22-to-date SSS decline of 1%. But while HomePro Thailand has seen 1% SSS slippage, HomePro Malaysia’s QTD SSSG is close to 30%, boosted by govt support (allowing the withdrawal of up to 10k ringgit from provi...
Bualuang Securities Chalinee
Chalinee Congmuang @ Bualuang Securities 9 June 2022

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Chalinee Congmuang
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1Q22
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