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 from Prasit Sujiravorakul

Thailand: Agro & Food - Sugar: A hefty slash in 2022/23 global sugar stocks

USDA’s Nov report—a modest YoY rise in 2022/23 production …. … but a YoY drop in global stocks—positive for sugar price. Stronger momentum of global sugar price in recent months.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 8 December 2022

Thailand: Agro & Food - Persisting shortage of livestock breeders through 2023

Sustained high breeder prices due to persisting breeder shortages. Stronger provincial prices but softer Bangkok prices due to rain. -.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 1 December 2022

Thailand: Agro & Food - Record Brazilian and global production seen for 2022/23

2022/23 US SB harvest ended up ahead of last year. USDA’s Nov report—slightly negative due to higher global stocks. Deeper negative SBM and lower total soy spread in Nov.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 30 November 2022

Thailand: Agro & Food - Peak La Niña in 4Q22

Peak of La Niña in 4Q22 before weakening in 2H23. Keeping watch on the faster rise of El Niño probability in 2H23. Complete dryness almost no impact on a final pace of US harvest.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 29 November 2022

Advanced Info Service PCL: High probability of terminating Lease Agreements with JASIF in 2032

TTTBB’s turnaround to black ink expected in 2026. High likelihood of Lease Agreement termination after Jan 29, 2032. The launch of AISIF Infrastructure Fund looks probable.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 28 November 2022

True Corp PCL: Share price tumble on VTO cancellation—a buying opportunity

The cancellation of VTO process—no impact on TRUE fundamentals. NBTC’s five attached remedial conditions are manageable. Nadir of 1Q22 service revenue; a further rise seen in 4Q22.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 25 November 2022

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