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

AP Thailand PCL: New condo, new SDH brand, new baseline, and new record presales

Lining up for record presales in 4Q22, led by project launches. New MODEN brand targets new client group. Life One Wireless fully transferred! And one more to come.
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Phoowadol Phoosodngern @ Bualuang Securities 7 December 2022

Thailand: Healthcare - Post-results calls with companies

BCH and CHG are the most confident over the 4Q22 outlook. All hospitals are optimistic over prospects for 2023. Valuation talks.
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Phoowadol Phoosodngern @ Bualuang Securities 30 November 2022

SC Asset Corp PCL: 4-B (Bullets) under 3-Year Plan

Best Quarter: 4Q22 will be SC’s best quarter since pre-COVID era. Business plan unveiled; more high-end launches in 2023. Better-than-expected recurring income, especially the hotel biz.
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Phoowadol Phoosodngern @ Bualuang Securities 28 November 2022

Thailand: Residential Property - Post-results views of managers

Exciting 4Q22 outlook—SIRI is growth leader. All firms under coverage optimistic over 2023 (SIRI most bullish). Construction costs remain high, but high-end sales are strong.
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Phoowadol Phoosodngern @ Bualuang Securities 22 November 2022

Thailand: Residential Property - 3Q22 wrap and beyond

Best quarter so far; LPN, QH, and SIRI stood out. Strong YoY core profit growth led by hefty condo transference. Launch value to more than double YoY in 4Q22, so heavier presales.
Bualuang Securities Phoowadol
Phoowadol Phoosodngern @ Bualuang Securities 17 November 2022

Thailand: Residential Property - Unit launches rose MoM in Oct, but value dived

MoM rise in unit launches, led by low-end condo starts. Take-up rate up slightly in Oct; sharply higher rate for condo. More scheduled for 4Q22, expected heaviest in November.
Bualuang Securities Phoowadol
Phoowadol Phoosodngern @ Bualuang Securities 16 November 2022

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