Narumon Ekasamut

Bualuang Securities

Equity Research Analyst @ Bualuang Securities

Narumon has 17 years of equity analysis experience covering consumer sector in Thailand including various sub-sectors of Food, Healthcare, Retail, Tourism and Property. Before equity analyst, she worked in credit risk department of Bangkok Bank. Narumon holds a Master Degree in Finance (International program) and Bachelor in Finance from Thammasat University.

Narumon Ekasamut
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Latest articles from Narumon Ekasamut

Thailand (Bualuang): Residential Property - Project launch recovery in Sep

Launch growth in September. Mean take-up rate declined slightly. More launch activity forecast for October.
Bualuang Securities Narumon
Narumon Ekasamut @ Bualuang Securities 21 October 2021

Thailand (Bualuang): Consumer - Near term earnings play

Our survey indicates overall negative performances in 3Q21 on Same-Store-Sales (SSS) and property presales, in Figure 2-4. Top-three SSS winners are GLOBAL (+12% YoY), DOHOME (+15% YoY) and MAKRO (+0.5% YoY). Most retailers are expected to report SSS...
Bualuang Securities Narumon
Narumon Ekasamut @ Bualuang Securities 20 October 2021

Thailand: BLS Hospitality Day - Day#2 (Healthcare): Moving beyond COVID-19

Healthcare looking healthier with Thailand’s re-opening. Safe-Haven during inflation uptrend. Valuations talk.
Bualuang Securities Narumon
Narumon Ekasamut @ Bualuang Securities 18 October 2021

Thailand: BLS Hospitality Day - Day#1 (Tourism): Welcome to “Amazing” Thailand

TAT governor Yuthasak Supasorn is confident of a tourism recovery after re-opening Thailand (foreign tourists welcome without quarantine). Thai tourism’s competitive advantage is being geared to attract high value foreign tourists. Revenue from touri...
Bualuang Securities Narumon
Narumon Ekasamut @ Bualuang Securities 14 October 2021

Thailand (Bualuang): Consumer - Inflation hedging

After business re-start and Thailand re-opening, the economic recovery will drive inflation up from demand pull which implies top-up from cost push inflation in the short-term. We suggest ideal calls on most effective ‘inflation hedging’ on Healthcar...
Bualuang Securities Narumon
Narumon Ekasamut @ Bualuang Securities 11 October 2021

Thailand (Bualuang): Residential Property - Laggard play time

Bualuang Securities Narumon
Narumon Ekasamut @ Bualuang Securities 6 October 2021

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