Piriyapon Kongvanich

Bualuang Securities

Equity Research Analyst @ Bualuang Securities

Piriyapon Kongvanich
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Latest from Piriyapon Kongvanich

Thailand: Thai Market Strategy - 3Q22 earnings wrap & 4Q22 outlook

3Q22 net profit rose 18% YoY. 4Q22 NPAT to climb 14% YoY; core profit to jump 25% YoY. Disappointing 3Q22 results prompt forecast-downsizing.
Bualuang Securities Poramet
Poramet Tongbua @ Bualuang Securities 21 November 2022

Thailand: Thai Market Strategy - SET earnings roundup for 3Q22

3Q22 NPAT rose 13% YoY (6.5% below consensus estimate). Disappointing 3Q22 results prompt forecast-downsizing. 3Q22 SET profit rose 13% YoY.
Bualuang Securities Poramet
Poramet Tongbua @ Bualuang Securities 16 November 2022

Thailand: Thai Market Strategy - Strong NPAT and even stronger core earnings

SET 3Q22 NPAT growth estimated at 26% YoY (down 35% QoQ). Anticipate SET 4Q22 bottom-line expansion of 21% YoY. Street profit forecast upgrades continued in Oct-to-date.
Bualuang Securities Poramet
Poramet Tongbua @ Bualuang Securities 17 October 2022

Thai Market Strategy - Alpha plays for (near) the end of the dollar's bull run

Limited risk of further downside to the baht. Dollar at crossroads. Trading opportunities open on Thai equities.
Bualuang Securities Poramet
Poramet Tongbua @ Bualuang Securities 11 October 2022

Thailand: Thai Market Strategy - Amid global turbulence, some stocks stand out!

Too hot versus too cold. Stocks that stand out amid global turmoil. Eye on earnings plays and disinflation trades.
Bualuang Securities Poramet
Poramet Tongbua @ Bualuang Securities 21 September 2022

Thailand: Thai Market Strategy - Discussion with Dr Kobsak

1# What is the likely timing of the Fed’s final big rate hike? 2# How high an FFR can the US stand? 3# If US GDP shrinks for a third straight quarter is it in recession?
Bualuang Securities Poramet
Poramet Tongbua @ Bualuang Securities 14 September 2022
Thailand: Thai Market Strategy - Discussion with Dr Kobsak
Thailand: Thai Market Strategy - Discussion with Dr Kobsak

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Poramet Tongbua
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