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...
164 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...
293 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.
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SYNEX: Maintain Healthy 22E Growth Despite Uncertainties
Maintain our BUY recommendation with TP of Bt29.75, derived from 27.0xPE’22 (+2SD of average 10-yr trading). Yesterday’s analyst meeting came out...
372 Views
SYNEX: 4Q21 Net Profit Will Be an All-Time High
We maintain HOLD rating with a TP of Bt28.40 derived from 27.0xPE’22E, (+2S.D. ten-year average). We believe that the company’s strong expected...
180 Views