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Kalvalee Thongsomaung
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.
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Latest from Kalvalee Thongsomaung
Thailand: Tourism - Staying bullish on the sector
Expecting higher tourist influx in 2Q23. Looking at stronger performance in 2Q23. Our tourism preferences remain AOT, CENTEL, MINT, ERW, and AWC.
Kalvalee Thongsomaung @ Bualuang Securities 20 March 2023
Thailand: Beverage - Limited downside risk
Sector’s market share shift should be apparent in mid-2023. CBG: stronger catalysts should kick in by 2H23. OSP: gradual QoQ earnings turnaround momentum.
Kalvalee Thongsomaung @ Bualuang Securities 7 March 2023
Thailand: Tourism - Slight arrivals dip MoM in Jan-Feb
Jan-Feb 2023 arrivals equaled 58% of Jan-Feb 2019 numbers. Jan-Feb 2023 Chinese arrival substantially up. Stronger-than-expected 4Q22 results, great momentum continues.
Kalvalee Thongsomaung @ Bualuang Securities 1 March 2023
Central Plaza Hotel PCL: 4Q22 results beat all estimates
4Q22 results beat our estimate and the street’s. CENTEL reported a 4Q22 core profit of Bt382m. CENTEL’s hotel revenue improved substantially by 109% YoY.
Kalvalee Thongsomaung @ Bualuang Securities 28 February 2023
Asset World Corp PCL: Stronger than expected 4Q22 profit
4Q22 results stronger than we had expected. AWC reported a 4Q22 core profit of Bt362m. Revenue totaled Bt3.5bn in 4Q22.
Kalvalee Thongsomaung @ Bualuang Securities 28 February 2023
Minor International PCL: Stronger-than-expected 4Q22 results
4Q22 profit was stronger than our and the consensus’ estimates. MINT reported core profit of Bt2.38bn for 4Q22. We expect 1Q23 earnings to soften QoQ.
Kalvalee Thongsomaung @ Bualuang Securities 24 February 2023
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