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; most chemical spreads declined

Last week, chemical prices mostly increased, driven by higher feedstock costs and stronger regional demand. Nevertheless, sharp increases in feedstock costs squeezed spreads of most chemicals. Our top Chemical pick remains IVL, as it makes compounds ...
Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 28 September 2021

Thailand (Bualuang): Energy- 4Q21 playbook—selective good earnings&laggard plays

Growing demand & limited supply to uphold oil prices in 4Q21. Demand expansion and lower crude costs to boost GRM. Coal prices look set to sustain high in 4Q21.
Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 27 September 2021

Thailand: Refining & Chemical-GRM inched up; most chemical spreads slipped

Last week, most chemical prices increased on higher feedstock costs, improved regional demand, and supply tightness. Nevertheless, sharp increases in feedstock costs squeezed spreads of most chemicals. Our top Chemical pick remains IVL, as it makes c...
Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 21 September 2021

Thai (Bualuang): Chemical-4Q21 playbook: selective play on growth outperformer

Huge new capacity additions may squeeze some chemical spreads in YoY terms in 4Q21. However, the reopening of global economies will continue to bolster demand growth momentum and support most chemical spreads in QoQ terms through 4Q21. Moreover, curr...
Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 17 September 2021

Thailand: Refining & Chemical - GRM gained; most chemical spreads declined

Last week, chemical price movements were a mixed bag. On the one hand higher feedstock costs and product tightness pushed up prices of some products, but then subdued demand put downward pressure on prices of others. Nevertheless, sharp increases in ...
Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 14 September 2021

OR: Easing lockdown & reopening Thailand to bolster V-shape rebound

Short-term hiccup, but …. …swift rebound in oil sales volume…. …and non-oil biz earnings expected for 4Q21.
Bualuang Securities Suppata
Suppata Srisuk @ Bualuang Securities 9 September 2021

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