Phoowadol Phoosodngern

Bualuang Securities

Equity Research Analyst @ Bualuang Securities

Phoowadol is an Equity Analyst covering healthcare and residential property stocks in Thailand. He has two years of full-time professional experiences in equity research, and two years in corporate and project finance advisory field. He holds a Bachelor of Economics from Thammasat University.

Phoowadol Phoosodngern
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Latest from Phoowadol Phoosodngern

Thailand: Healthcare - How to position in Healthcare for 2H22

2H22 Healthcare strategy—prefer big-caps. BDMS or BH? Which stock will outperform most in 2Q22? Strong foreign arrival growth, especially from the Middle East.
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Phoowadol Phoosodngern @ Bualuang Securities 28 June 2022

AP Thailand PCL: Best ResProp play; high condo presales could boost sentiment

The 2Q22 project plan of Bt16.2bn is on-track (up from a deeply low base of Bt4.5bn in 2Q21 and Bt9.2bn in 1Q22). Next week, AP will launch another seven low-rise projects valued at Bt6.0bn and two condos worth Bt5.6bn (Aspire Ratchayothin, Bt1.4bn, ...
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Phoowadol Phoosodngern @ Bualuang Securities 23 June 2022

SC Asset Corp PCL: New condo brand could boost 2Q22 presales

Strong bookings expected for new condo brand. Achievable presales target. Profit growth expected for 2Q22.
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Phoowadol Phoosodngern @ Bualuang Securities 22 June 2022

Thailand: Residential Prop- Strong MoM launch growth in May—More to come in June

Strong MoM launch growth in May, as expected. Take-up rate recovery in May. Heavier launches likely for June, led by low-rise.
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Phoowadol Phoosodngern @ Bualuang Securities 16 June 2022

Thailand: Healthcare - Sector call shifts down to NEUTRAL

Coverage profit to dive YoY in 2H22 (a high 2H22 base). Unexciting 2Q22 outlook; who will outperform? Recovery in fly-in business from Middle East a game-changer.
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Phoowadol Phoosodngern @ Bualuang Securities 14 June 2022

Bangkok Dusit Medical Services PCL: Is the market too bullish on BDMS?

Further investments; next heavy CAPEX cycle? The 30+30-year lease is Bt9.1bn (Bt1.7m/sq.wah), which is expensive. The estimated cost of construction is Bt14.4bn. The project is scheduled to open 2029. BDMS admitted that residential development is not...
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Phoowadol Phoosodngern @ Bualuang Securities 14 June 2022

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