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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SIS: 4Q18 Result Broke the Record
SIS’s 4Q18 net profit was Bt149m (+77%YoY, +16%QoQ), a record high level. The impressive 2018 result was much better than our forecast and accounts...
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