Napon Jaisan

Bualuang Securities

Equity Research Analyst @ Bualuang Securities

Napon is an Equity Analyst covering media, electronics, industrial estate and technology stocks in Thailand. He has five years of full-time professional experiences in equity research, and holds an MSc in Financial management from Thammasat university.

Napon Jaisan
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Latest from Napon Jaisan

Thai: Technology - The shield (value) may be as important as the sword (growth)

Earnings momentum in 4Q22. Who will be the growth leader in 2023? Growth and value can walk together.
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Napon Jaisan @ Bualuang Securities 7 December 2022

Thailand: Technology- BLS Technology & Innovation Day—you don't want to miss it!

Is now the right time to invest in tech stocks? YGG—Gaming and metaverse. MFEC—Cloud, fintech, and a mysterious plan.
Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 6 December 2022

Thailand: EV - Growth sustainable through 2023

NEX will lead 4Q22. Growth across our coverage in 2023. AH is building business in Thailand and abroad.
Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 6 December 2022

Thailand: Media - The worst is behind us, but outlook remains gloomy

Ad spending rose YoY in Oct. TV in a wait-and-see mode—OOH to reborn. World Cup 2022 doesn’t come with heavy ad spend flow.
Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 1 December 2022

Major Cineplex Group PCL: Return of the Box Office King

The dark cloud of Oct-Nov box office is over…. …followed by the new dawn in Dec…. …and to shine through 1Q23.
Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 25 November 2022

I&I Group PCL: Even cheaper than Lansing cost

Demand isn’t an issue. GM to improve from 4Q22 onwards. Current price vs. Lansing’s cost.
Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 24 November 2022

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