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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The Stocks to Own in Thailand – Vol. 35
Our research team constantly reviews the Thai market to try to find interesting ideas based upon Fundamentals or Valuation or Momentum or Risk or...
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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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The Stocks to Own in Thailand – Vol. 33
Our Thai portfolio has gained 85% versus the SET 100 Index’s return of 30%. Since the last rebalancing, it has had 10 major outperformers: RCL,...
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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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