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 articles from Napon Jaisan

Thailand (Bualuang): Media - Sitting out COVID-19 in the TV bunker

Total ad spend was Bt23.3bn in 2Q21, up 25% YoY but flattish QoQ, according to Nielsen. MONO’s bottom-line should turn around YoY and rise QoQ, led by cost-cutting and new sources of revenue.
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Napon Jaisan @ Bualuang Securities 4 August 2021

Humanica PCL: HUMAN: Time to re-ascend Mount Olympus

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Napon Jaisan @ Bualuang Securities 3 August 2021

Thailand (Bualuang): Technology - Real firms with real growth!

YGG to lead 2Q21 growth (up YoY and QoQ). IIG, BOL, and HUMAN to report YoY and QoQ growth. NETBAY and DITTO to post YoY growth but QoQ declines.
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Napon Jaisan @ Bualuang Securities 29 July 2021

Delta Electronics Thailand PCL: Missed our expectation

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Napon Jaisan @ Bualuang Securities 27 July 2021

Thailand (Bualuang): Media - Back to “restriction” phase

Jun—overall ad spend rose 13% YoY (down 3% MoM). OOH eyeball counts for Jun dropped YoY. Ad spend shifts to TV.
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Napon Jaisan @ Bualuang Securities 23 July 2021

Delta Electronics Thailand PCL: DELTA’s not Tesla; it’s clearly over-priced

We expect DELTA to mark strong order flows for 2Q21 of US$654m, up by 44% YoY and 5% QoQ and a record high (up by 42% YoY and 8% QoQ in baht terms to Bt21bn). Two factors squeezed sales growth in 2Q21—production lines closed for 10 days during Songkr...
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Napon Jaisan @ Bualuang Securities 21 July 2021

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