Thai Equity - Bottom-up - Equities, Pi Securities PCL, Thailand

Pi Research

Thai Equity - Bottom-up - Equities

Leading, full-service investment firm in Thailand

Pi Securities PCL, Thailand

Pi Securities is a well known securities company with 40 years experience in the industry, serving more than 60,000 clients. We offer one - stop service providing full range of financial products and services including extensive Brokerage, Proprietary Trading (Equities and Bonds), Advisory Services, Structured Products.

Moreover, our new research team tailored for institutional clients to focus on mid to small cap of Thai equities and trading strategies. Our services offered to our premium clients also include arrangement of company or site visits to with the managements of Thai listed companies.

Note: Effective on 1 March 2022, Country Group Securities PCL changed its name to Pi Securities

Equity Bottom-Up

BG Container Glass PCL / Equity Bottom-Up

<ul>
<li>Yesterdays’ analyst meeting came out with a neutral tone. We expect 4Q21 earnings to improve on QoQ, especially from surge in glass packaging unit after countries reopen, along with lockdown </li>
<li>Expect 4Q21 earnings to improve QoQ, backed by recovery in topline from packaging segments, considering its the high season quarter.</li>
<li>Expect revenue to bounce QoQ, supported by sales volume growth after lockdown easing and better export markets for alcohol and soft drinks.</li>
</ul>


Yesterdays’ analyst meeting came out with a neutral tone. We expect 4Q21 earnings to improve on QoQ, especially from surge in glass packaging unit after countries reopen, along with lockdown 
Expect 4Q21 earnings to improve QoQ, backed by recovery in topline from packaging segments, considering its the high season quarter.
Expect revenue to bounce QoQ, supported by sales volume growth after lockdown easing and better export markets for alcohol and soft drinks.


BG Container Glass PCL

BGC: Expect 4Q21 Earnings to Recover QoQ