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 from Kijapat Wongmetta

Thailand: Utilities - Power price—an inconvenient truth!

The time bomb is ticking. Jan-Apr power price surge is inevitable. What viable mitigation measures are there?
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 21 November 2022

Thailand: Utilities-5.2GW in renewables—the journey’s start, not the destination

Big tranche of renewable capacity to open to tender. Partial-firm PPAs, a new type of PPA? Timeline for the tenders.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 17 November 2022

Amata Corp PCL: 3Q22 miss; strong presales expected for 4Q22

Missed our estimate, but beat the street. AMATA posted a 3Q22 net profit of Bt353m. Revenue increased 73% YoY (unchanged QoQ).
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 15 November 2022

BTS Group Holdings PCL: Deep 2Q22 miss; 3Q22 core profit to rise QoQ

Missed estimates by big margins. BTS posted a 2Q22 (Jul-Sep 2022) net profit of Bt474m. BTSGIF’s Jul-Sep ridership totaled 40.2m trips.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 15 November 2022

Asia Aviation PCL: Phoenix rising from the ashes

Shallower QoQ core loss. AAV posted a 3Q22 net loss of Bt4,050m. Revenue shot up by 2,733% YoY and 79% QoQ.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 15 November 2022

LEO Global Logistics PCL: New record! But set for soft 4Q22 number

Beat our estimate, but was in line with street. LEO posted a 3Q22 net profit of Bt107m. Revenue was Bt1,022m, down by 6% YoY and 23% QoQ.
Bualuang Securities Kijapat
Kijapat Wongmetta @ Bualuang Securities 14 November 2022

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