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 from Narumon Ekasamut

Airports of Thailand PCL: 4Q21 loss as expected, shallower QoQ loss forecast in 1Q21

In line. AOT posted a net loss of Bt5.2bn for 4Q21. We expect core loss of Bt6.5bn in FY22.
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Narumon Ekasamut @ Bualuang Securities 23 November 2021

Land & Houses PCL: 3Q21 result short of our estimate, but in line with the street forecast

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Narumon Ekasamut @ Bualuang Securities 15 November 2021

TOA Paint Thailand PCL: 3Q21 profit short of all estimates but reaffirmed as nadir quarter

Short of our estimate and the consensus forecast. TOA reported core profit of Bt275m in 3Q21. We have cut core profit forecast by 22% to Bt1.85bn in 2021.
Bualuang Securities Narumon
Narumon Ekasamut @ Bualuang Securities 15 November 2021

Carabao Group PCL: Disappointing 3Q21 result, recovery ahead in 4Q21

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Narumon Ekasamut @ Bualuang Securities 15 November 2021

Minor International PCL: Shallower core loss seen in 3Q21: improvement visible in 4Q21

Bualuang Securities Narumon
Narumon Ekasamut @ Bualuang Securities 15 November 2021

Erawan Group PCL/The: Core loss in 3Q21 as expected: shallower loss forecast in 4Q21

In line. ERW reported core loss of Bt623m in 3Q21. Loss in 4Q21 is expected to be much shallower YoY.
Bualuang Securities Narumon
Narumon Ekasamut @ Bualuang Securities 15 November 2021

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