SYNEX : Weak 4Q22 but Positive 2023 Outlook
We maintain our BUY rating and TP of Bt24.25 based on 21.1xPE’23E (+1.0S.D of 10-year trading history). Analyst meeting came with a positive tone...
507 Views
SYNEX : Cheap Valuation, High Dividend Yield
We maintain our BUY rating and TP of Bt24.25 based on 21.1xPE’23E (+1.0S.D of 10-year trading history). 3Q22 earnings was higher than expected and...
350 Views
SYNEX : Limited Inflationary Impact on 2Q22 Earnings
We maintain our BUY rating, but revise and roll-over our TP to Bt24.25 (-18% from our previous TP) based on 21.1xPE’23E (+1.0S.D of 10-year trading...
324 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Take Rates, Indonesia's Digital Banks, and PTTEP
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
424 Views
Synnex -Shifting Focus to IT Ecosystem to Maintain Growth
SYNEX is the leading distributor of IT products in Thailand, holding the biggest market share at 33.7% of total revenue in 2020.
182 Views