Bualuang Securities
Bualuang Securities

Bualuang Securities

Coverage: Thailand
Bualuang Securities is a subsidiary of Bangkok Bank and is one of the leading securities companies in Thailand. Bualuang Securities provides a full range of securities services including securities and derivatives brokerage and investment banking.
Location: Thailand

Latest articles from Bualuang Securities

Thai:Agro&Food-USDA’s Jan report—positive but already factored into global price

With the weather shift from La Niña in 4Q21-1Q22 to ENSO-neutral in 2Q22 through 2H22, we think that SB is no longer a good investment call in 2022. This was led by the record yields and productivity achieved in several States. The 51.4 bushel/acre y...
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 20 January 2022

Land & Houses PCL: The whale awakens …

Bualuang Securities Phoowadol
Phoowadol Phoosodngern @ Bualuang Securities 20 January 2022

Mono Technology PCL: It’s never too late for a turnaround

MONO should mark a 4Q21 TV revenue recovery for 4Q21, in tandem with the easing of the lockdown. Moreover, the firm will realize profits from 3BB Giga TV and yield benefits from its cost management efforts. Our model points to a QoQ bottom-line turna...
Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 20 January 2022

Thailand: Agro & Food - Livestock: Live chicken re-pegged on farmgate price

Fixed live chicken price at Bt33.5/kg dropped, thankfully. Positive sentiment for Thai chicken sector as a whole. Ban on imports of live/dead chicken from three countries.
Bualuang Securities Prasit
Prasit Sujiravorakul @ Bualuang Securities 19 January 2022

Thailand (Bualuang): Media - Contrarian in the face of Omicron

Total ad spend was Bt8.7bn in Dec, down 9% YoY but up 7% MoM, according to Nielsen. Most media categories posted YoY ad spend falls—transit (down by 41% YoY and 6% MoM), cable/satellite (down by 34% YoY and 16% MoM), magazine (down by 22% YoY, flatti...
Bualuang Securities Napon
Napon Jaisan @ Bualuang Securities 19 January 2022

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