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
Hide filters Show filters
Latest from Prasit Sujiravorakul

Thailand: ICT - TRUE-DTAC amalgamation and ADVANC’s TTTBB buyout looming

We have seen more intense mobile competition for both postpaid and prepaid segments in 2Q22. Mobile operators have offered to double speeds for the ‘Net No Limit’ prepaid packages. For example, the 1Mbps speed has been upped to 2Mbps for Bt350 for th...
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 27 June 2022

Thailand: Agro&Food- 68% of 2022/23 US acreage rated as good-to-excellent in Jun

2022/23 US crop condition—68% rated as good to excellent. Heavy precipitation in the Midwest starting mid-May through Jun. USDA’s Jun report—a marginal rise in 2022/23 global stocks.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 27 June 2022

Thaifoods Group PCL: More bullish than before; valuation re-rated higher

During the analysts meeting on Jun 22, management stated clearly that the 4Q22 operating performance will beat 3Q22, given that the 4Q22 feed costs are likely to sustain at the same level as in 3Q22 and the chicken export volume in 4Q22 will be highe...
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 23 June 2022

Total Access Communication PCL: TRUE-DTAC amalgamation deal nearing closure

More intense overall mobile competition in 2Q22. Mobile service revenue to weaken both YoY and QoQ in 2Q22. Insights into 2Q22—core profit to drop YoY.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 21 June 2022

Khon Kaen Sugar Industry PCL: Brazil’s bigger shift to ethanol—downside to 2022/23 global surplus

Downside risk to current 2022/23 global sugar surplus estimate. Positive view toward the global sugar price in 2022/23. KSL’s increased cane and sugar output to continue into 2023.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 20 June 2022

Thaifoods Group PCL: Key takeaways from domestic NDR

Sustained high Thai pork price through mid-2023. Further rise in export prices and GM through 3Q22. Robust 2Q22-3Q22 earnings prompt an upgrade for 2022.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 15 June 2022

Filter by tags

Equity
Prasit Sujiravorakul
Thailand
Asia
Consumer Discretionary
Consumer Durables & Apparel
2022
Communication Services
Telecommunication Services
Consumer Services
Charoen Pokphand Foods PCL
Thai Vegetable Oil PCL
TVO
Thaifoods Group PCL