Suppata Srisuk

Bualuang Securities

Equity Research Analyst @ Bualuang Securities

Suppata has extensive knowledge and experience in the equity research field for more than 17 years. Her areas of expertise are energy, petrochemical and transportation sectors. She holds a Bachelor of Business Administration from Chulalongkorn University and MBA from Asian Institute of Technology.

Suppata Srisuk
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Latest from Suppata Srisuk

Thailand: Energy - 4Q22 playbook—Selective seasonal plays

Demand pickup expected for 4Q22. Limited supply addition to support oil prices in 4Q22. Seasonally high demand amid tight supply to boost 4Q22 GRM.
Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 23 September 2022

Thailand: Chemical - 4Q22 playbook: Selective resilient earnings play

Weaker demand, low season, new capacity to squeeze 4Q22 spreads. Influx of new supply to dampen olefins spreads this year. Demand improvement to support 2022 aromatics margins.
Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 19 September 2022

PTT PCL: Tariff cuts in the pipeline?

Revision of gas transmission pipeline tariffs underway. Scenarios for gas pipeline tariffs cuts. Could trigger concerns over the regulatory risk.
Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 16 September 2022

SCG Packaging PCL: Margin up-trending

Consumer-linked segments demand sustaining strong in 3Q22. Easing cost elements...…margin is on the uptrend.
Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 8 September 2022

Banpu PCL: Twin turbo!

3Q22 core earnings to hit another record high. Strong demand to boost coal and gas prices further through 4Q22. Promising 2H22 earnings prompted projection upgrade.
Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 31 August 2022

PTT PCL: Long-term growth assured

Gas business earnings to soften in 2H22. Key investment projects progressing as planned. Future Energy & Beyond businesses…sustaining long-term growth.
Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 18 August 2022

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Suppata Srisuk
Thailand
Asia
Equity
Materials
Energy
Indorama Ventures PCL
China
PTT Global Chemical PCL
BANPU
Banpu PCL
IRPC PCL
Thai Oil PCL
2021