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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
Analysts
Latest from Bualuang Securities
Thailand: Chemical - 2023 playbook: Oversupply looms, be selective
Subdued demand in near-term, recovery expected afterward. Substantial new supply additions to pressure 2023 olefins spreads. Hefty incremental capacity to squeeze 2023 aromatics margins.
Suppata Srisuk @ Bualuang Securities 9 December 2022
Central Retail Corp PCL: Aggressive Food line expansion
Food line expansion adds scope and scale. Food line a key profit driver, post-reopening recovery. Expansion to drive 2023 profit growth.
Chalinee Congmuang @ Bualuang Securities 9 December 2022
Thailand: Agro & Food - Sugar: A hefty slash in 2022/23 global sugar stocks
USDA’s Nov report—a modest YoY rise in 2022/23 production …. … but a YoY drop in global stocks—positive for sugar price. Stronger momentum of global sugar price in recent months.
Prasit Sujiravorakul @ Bualuang Securities 8 December 2022
Thailand: Beverage - Better, but not the best
Better outlook, but not the best. A stable market share for CBG; OSP to struggle to rebuild share. We prefer CBG over OSP.
Kalvalee Thongsomaung @ Bualuang Securities 8 December 2022
Ngern Tid Lor: Digital platform driving profit growth
No concerns over intensifying competition. Effect of higher funding costs to be mitigated by a higher yield. Ongoing solid insurance premium sales expansion.
Poramet Tongbua @ Bualuang Securities 8 December 2022
Thai: Technology - The shield (value) may be as important as the sword (growth)
Earnings momentum in 4Q22. Who will be the growth leader in 2023? Growth and value can walk together.
Napon Jaisan @ Bualuang Securities 7 December 2022
