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

I&I Group PCL: 3Ms to drive growth—market, momentum, and margins

Despite (or maybe supported by) the advent of COVID-19, IIG reported strong revenue growth—39% for 2020 and we expect 23% for 2021 and 33% for 2022. Note that marketing/CRM and customer service ranked highest among the top three CIO priorities for di...
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Napon Jaisan @ Bualuang Securities 2 December 2021

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

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Napon Jaisan @ Bualuang Securities 1 December 2021

Sabuy Technology PCL: 140% earnings growth profile for 2022; clear visibility (and scope for upside)

On Nov 8, SABUY announced that it would acquire 50% of Platt Finserve Co Ltd (PFS), a service provider for 10,000 ATMs/CDMs offering counter services at 7-Eleven branches. PFS’s contract runs 10 years. Other ATMs will be moved out from these branches...
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Napon Jaisan @ Bualuang Securities 24 November 2021

Ditto Thailand PCL: 3Q21 profit beat estimate

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Napon Jaisan @ Bualuang Securities 16 November 2021

HANA: 3Q21 core profit was basically in line

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Napon Jaisan @ Bualuang Securities 15 November 2021

BEC World: Net profit was in line with the street

Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 15 November 2021

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