Poramet Tongbua

Bualuang Securities

Equity Research Analyst @ Bualuang Securities

Poramet is an Equity Analyst covering Thai Equity Market Strategy. He has twenty four years of full-time professional experiences in equity research with experiences in various sectors coverage (Financial and non-Financial) during first half of his career.

Poramet Tongbua
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Latest from Poramet Tongbua

Ngern Tid Lor: Digital platform driving profit growth

No concerns over intensifying competition. Effect of higher funding costs to be mitigated by a higher yield. Ongoing solid insurance premium sales expansion.
Bualuang Securities Poramet
Poramet Tongbua @ Bualuang Securities 8 December 2022

Ngern Tid Lor: Don’t judge TIDLOR by its peers

Topic 1: Loan growth in the face of intensifying competition. Topic 2: Insurance premium sales growth. Topic 3: Interest rates, inflation, and regulatory risks.
Bualuang Securities Poramet
Poramet Tongbua @ Bualuang Securities 29 November 2022

Muangthai Capital PCL: Competition and cost pressures ahead

What is MTC’s forward strategy? What about MTC’s competitors? 4Q22 earnings forecast to rise YoY and QoQ.
Bualuang Securities Poramet
Poramet Tongbua @ Bualuang Securities 24 November 2022

TQM Corp PCL: Fourth-quarter is seasonal peak

Solid insurance premium sales growth for the next several years. To list subsidiaries on SET within next couple of years. 4Q22 earnings forecast to rise YoY and QoQ.
Bualuang Securities Poramet
Poramet Tongbua @ Bualuang Securities 22 November 2022

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

TMBThanachart Bank: Digital platform to propagate growth

Loan growth ready to resume. Interest rates and FIDF fee to rise. YoY profit growth expected for 4Q22.
Bualuang Securities Poramet
Poramet Tongbua @ Bualuang Securities 18 November 2022

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Poramet Tongbua
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2022
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Ngern Tid Lor Public Company Limited (Head office)
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2021
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