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Napon Jaisan
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.
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Latest from Napon Jaisan
YGGDRAZIL Group PCL: Grandora calling in 2H22
Napon Jaisan @ Bualuang Securities 30 June 2022
Sabuy Technology PCL: Invictus!
Previously, we saw SABUY as a fintech company, but it now looks more like a platform company. SABUY runs a “one-stop digital lifestyle platform” that connects service providers with users. The more services SABUY’s platform has, the more likely consu...
Napon Jaisan @ Bualuang Securities 28 June 2022
Plan B Media Pcl: Beyond recovery
Eyeball counts for OOH media rebounded in Apr-May. BTSGIF posted ridership on the BTS skytrain of 10.4m trips (or 335k/day) for May, up 31% YoY and 148% MoM. According to BTS, ridership on the BTS skytrain has risen to an average of 450k/day early Ju...
Napon Jaisan @ Bualuang Securities 27 June 2022
Netbay PCL: Development of iBox could spell the end of down cycle
Napon Jaisan @ Bualuang Securities 22 June 2022
HANA: A "pretty bad feeling"
For electronic components firms, we need to watch the sales trends for end-product markets, such as PCs, cloud products, smartphones, and automobiles. According to HANA’s 1Q22 results, the biggest proportion of its revenue came from telecom (30%), fo...
Napon Jaisan @ Bualuang Securities 16 June 2022
Humanica PCL: Individually they are one drop; but together they form an ocean
A month of consolidation with DataOn in 2Q22. Unlocking their full potential. BE8 vs. HUMAN—same story but different price action.
Napon Jaisan @ Bualuang Securities 9 June 2022
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