Kalvalee Thongsomaung

Bualuang Securities

Equity Research Analyst @ Bualuang Securities

Kalvalee has 10 years experience of Equity Analysis, specializing in the hotel, agriculture and food & beverage, and media industries. She also has 5 years experience as an Investor Relations Manager at Central Pattana Plc. and was Head of Investor Relations at Thai Union Group Plc. She holds a BBA (Finance, First-class honor) at Kasetsart University and a Master of Commerce (Finance) at The University of Sydney.

Kalvalee Thongsomaung
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Latest from Kalvalee Thongsomaung

Thailand: Tourism sector - Normalizing policy to promote tourism

Thailand to lift COVID-19 the state of emergency. Foreign arrivals grew 4% MoM in August 2022. AOT is our top pick.
Bualuang Securities Kalvalee
Kalvalee Thongsomaung @ Bualuang Securities 26 September 2022

Airports of Thailand PCL: Airport extension visit

Site visit to SAT-1. Five-year expansion plan. Our earnings forecast looks achievable.
Bualuang Securities Kalvalee
Kalvalee Thongsomaung @ Bualuang Securities 26 September 2022

Thailand: Tourism sector - Clear skies for tourism

Tourism activity accelerating in 2H22. AOT and AWC are our top sector picks. Valuations not excessive.
Bualuang Securities Kalvalee
Kalvalee Thongsomaung @ Bualuang Securities 13 September 2022

Asset World Corp PCL: Strong post-COVID growth profile

Four reasons to BUY AWC. Faster growth profile supports higher valuation. Commercial business is recovering.
Bualuang Securities Kalvalee
Kalvalee Thongsomaung @ Bualuang Securities 13 September 2022

MK Restaurants Group PCL: Key consumption recovery play

Domestic consumption recovery play. Laem Charoen SEAFOOD’s recovery in progress. Good cost management.
Bualuang Securities Kalvalee
Kalvalee Thongsomaung @ Bualuang Securities 2 September 2022

Carabao Group PCL: A weak 3Q22, then a strong 4Q22

Expect QoQ profit slippage for 3Q22. Slim margins will persist into 3Q22 …. …to be followed by the best quarter of the year.
Bualuang Securities Kalvalee
Kalvalee Thongsomaung @ Bualuang Securities 29 August 2022

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