Kijapat Wongmetta

Bualuang Securities

Equity Research Analyst @ Bualuang Securities

Kijapat is an Equity Analyst covering Utilities and Transportation stocks in Thailand. He has two years of full-time professional experience in equity research. He holds an MSc in Financial Investment and Risk Management from the National Institute of Development Administration.

Kijapat Wongmetta
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Latest articles from Kijapat Wongmetta

Thailand (Bualuang): Utilities - Low-carbon plays best

We estimate aggregate coverage 2Q21 core earnings of Bt8,374m, up 20% YoY, driven by a lower gas cost, higher profits at HPPs (heavier precipitation), new capacity, profits at new investments, and normalized numbers for power projects across the boar...
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 29 July 2021

Thailand (Bualuang): Transportation - Strategy for the hard lockdown

Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 22 July 2021

Global Power Synergy PCL: A big deal, but not such a big deal

A big deal, but only modest impact on net D/E ratio. The assets are good, so …. …will enhance GPSC’s earnings profile ….
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 15 July 2021

Thailand (Bualuang): Utilities - Shifting toward a low-carbon economy

Why carbon neutrality matters! EV roadmap will become clearer and firmer. HPPs should feature heavily in PDP2022.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 30 June 2021

Kerry Express (Thailand): Rules to survive—improve service quality, cut costs, and make profits

The seasonality of parcel delivery will normalize in 2021—the first-quarter is low season; business will improve through the following quarters. In 2Q21-to-date, KEX has delivered more than 2m parcels/day on peak days. Looking ahead, parcel volume sh...
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 23 June 2021

Gulf Energy Development PCL: The infrastructure leviathan is taking form

Current PPAs already make for hefty profit growth profile, while …. …there are still opportunities tied to Thailand’s PDP2022 …. …and the Vietnamese PDP8.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 17 June 2021

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