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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
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.
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.
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.
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.
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.
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.
Napon Jaisan @ Bualuang Securities 24 November 2022
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