SIS: Cloud and Cybersecurity Will Be the New Main Focus for Growth
Analyst meeting came out with positive tone. Cloud and cybersecurity businesses should grow rapidly over the next few years. Current inventory...
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SIS: New Business Segments Will Drive Growth In Earnings and Price
Maintain BUY rating with a new TP of Bt50 (+10% from last TP) based on 19.7xPE’22 (+2.5 SD historical 5-Year PE) due to positive prospects from new...
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SIS: Cloud and Enterprise Segment to Drive 2022-2023 Growth
Yesterday’s analyst meeting came with positive tone regarding growth in the Enterprise (Value added) and cloud segments.
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SIS: Expect 3Q21 Core Profit to Rise
We expect 3Q21 core profit to rise QoQ (+22%YoY, +6%QoQ), driven by growth in high-margin segments despite slight revenue decline.
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SIS: Demand for IT Spending Still Strong in 2021
We maintain positive outlook for the IT products expenditure in 2021 following the intense demand for cloud infrastructure and PC products to...
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