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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SIS: Cheap Valuation with Solid Earnings Growth
SIS reports 1Q20 net profit at Bt130m (+39%YoY, -4%QoQ) while accounted for 29% of our 2020E net profit forecast. Excluding FX gain and impairment...
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