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 articles from Suppata Srisuk

Thailand: Refining & Chemical - GRM gained; chemical spread movements were mixed

Last week, fluctuations of chemical prices and spreads were a mixed bag. While improved regional demand pushed up the prices and spreads of some products, sluggish buying across the region squeezed the prices and spreads of others. And there’s scope ...
Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 18 January 2022

PTT Global Chemical PCL: Insipid 4Q21 earnings priced in; QoQ growth ahead

Even though PTTGC’s 4Q21 earnings look unexciting, the current valuation which trades at a YE22 PBV of only 0.8x (1.2SD below its long-term mean of 1.1x) has already priced this in, we believe. Over the long-run, the acquisition of Allnex will be PTT...
Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 17 January 2022

Siam Cement: Core earnings growth to sustain momentum through 1Q22

Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 13 January 2022

Thailand (Bualuang): Thai Corporate Day - Smaller firms have heady ambitions

The executives of 19 SET-listed companies and 125 investors participated in our Thai Corporate Day last week. Most of the firms that joined our event expressed optimism over their growth prospects for this year, despite the threat posed by COVID-19. ...
Bualuang Securities Poramet
Poramet Tongbua @ Bualuang Securities 12 January 2022

Thai: Refining&Chemical-GRM slipped;chemical spreads moved in various directions

Last week, chemical prices and spreads moved in various directions. While stronger buying supported the prices and spreads of some products, subdued regional demand squeezed the prices and spreads of others. Our top Chemical pick remains IVL, as it m...
Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 11 January 2022

PTT Exploration & Production PCL: Hefty core earnings growth expected through 1Q22

4Q21 core earnings to be the best quarter of 2021. Demand growth amid gradual supply rise to support 1Q22 oil prices. 1Q22 core profit to be even stronger.
Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 10 January 2022

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