Equity Analysis /

Thailand: Technology- BLS Technology & Innovation Day—you don't want to miss it!

  • Is now the right time to invest in tech stocks?

  • YGG—Gaming and metaverse

  • MFEC—Cloud, fintech, and a mysterious plan

Napon Jaisan
Napon Jaisan

Equity Research Analyst

Bualuang Securities
6 December 2022

Tomorrow, we host the BLS Technology Day. The speakers are executives from four tech companies that are riding dynamic technology themes. Not all participants are under BLS coverage, but the sessions will provide valuable industry insights. Don’t miss it!

Is now the right time to invest in tech stocks?

2022 has been a challenging year for global tech stocks with rising interest rates coupled with investors’ fears of a macro slowdown into 2023 both weighing in. We are focusing on three themes at the event. First, to what extent will tech services prove more resilient in this cycle, as technology has become increasingly central to how companies function and digital transformation and cloud migration have become critical business strategies. For the gaming industry, the debate will be around how gaming tapers off post-pandemic as players return to the real world.