Prasit Sujiravorakul

Bualuang Securities

Equity Research Analyst @ Bualuang Securities

Prasit has long-standing experience in the equity research for more than 20 years. His areas of in-depth industry expertise includes telecoms and agro-food sectors. He holds a Bachelor of Business Administration from Assumption University and MBA from SASIN of Chulalongkorn University.

Prasit Sujiravorakul
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Latest articles from Prasit Sujiravorakul

Thailand (Bualuang): Agro & Food -Sugar: USDA cuts Brazil’s 2021/22 output

In its GAIN report titled Brazil: Sugar Semi-Annual 2021 of Oct 5, 2021, USDA revised down Brazil’s cane output for 2021/22 by 7.1% (from its previous estimate of 635m to 590m tonnes). This would be a 10.2% YoY drop from 657m tonnes in 2020/21.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 12 October 2021

Thai Union Group PCL: Weaker 3Q21 core earnings expected; YoY growth to resume in 4Q21

We model a Bt1.9bn net profit for 3Q21, down 8% YoY and 19% QoQ. Excluding Bt130m in FX gain in 3Q21, we estimate a Bt1.77bn core profit, down 18% YoY and 21% QoQ. The new forecast is lower than our previous Bt2.2bn 3Q21 core profit estimate due to l...
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 8 October 2021

Charoen Pokphand Foods: Look on the 2022 bright side after weaker earnings in 2H21

Insights into 3Q21—YoY and QoQ profit tumbles. Livestock prices tumble in Thailand and overseas. Further downgrade of 2021 net and core profit forecasts.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 8 October 2021

Khon Kaen Sugar Industry PCL: Strong core earnings bounce in 2022; global sugar up-cycle through 1H22

Based on Brazilian Sugarcane Industry Association (UNICA)’s bi-weekly south-central (SC) harvest update until Sep 15, 2021, cumulative cane and sugar output for Brazil’s 2021/22 SC region was 430.95m tonnes, down 6.6% YoY, and 26.83m tonnes, down 8.1...
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 7 October 2021

Charoen Pokphand Foods: Proposed CPP’s privatisation and delisting from HKEX

On Sep 30, 2021, CPF’s BOD resolved to have its wholly-owned subsidiary, CPF Investment Limited (CPFI), privatise C.P. Pokphand Co., Ltd (CPP) and withdraw the listing of CPP’s ordinary shares from the Stock Exchange of Hong Kong Limited (HKEX). The ...
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 4 October 2021

Advanced Info Service PCL: 3Q21 nadir ahead of core earnings rebound in 4Q21 through 2022

Despite the intensified third wave of COVID-19 pandemic starting Jul 12 through the end of Aug before the eased lockdowns in early-Sep 2021 and the sustained tough prepaid competition, we expect the firm to deliver healthy service revenue in 3Q21, fu...
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 1 October 2021

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