ADVICE IT INFINITE Plc. (ADVICE): 2Q26E Earnings to Hit a New High; 2026E Earnings Revised to a Record High - Outperform (12M FWD Fair Value Bt7.90)
We expect ADVICE to deliver another record quarterly profit in 2Q26E of Bt119mn, up 58% YoY and 2% QoQ, supported by continued strong sales...
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Sky TV Playing Defense
Sky TV (SKT)’s competitive backdrop is becoming more challenging, both in entertainment and sports, but to varying degrees. We modestly reduce our...
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SYNNEX (THAILAND) Plc. (SYNEX): 1Q26 Core Profit Came in As Expected
Near-term outlook may remain challenging due to weak consumer purchasing power. However, we believe the company can continue to sustain improved...
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SYNNEX (THAILAND) Plc. (SYNEX): Earnings Growing, But Still Modest Amid Transition
We expect GPM to improve to 3.91% (vs. 3.55% in 4Q25 and 3.81% in 1Q25), driven by a lower contribution from low-margin Apple products and a higher...
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Leadership Drives Robust 1Q26E Earnings Growth - Outperform (12M Fwd Fair Value Bt31.00)
We expect 1Q26E net profit to remain strong at Bt1.2bn (+23% YoY, -7% QoQ), supported by iPhone 17 and solid growth in related businesses.
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