SYNEX: US-Huawei Ban Still Pressure 2H19 Earnings
We came out from analyst meeting on 30th August with neutral tone as concern over US ban against Huawei still remain. However, we are optimistic...
400 Views
SYNEX: Concern over Huawei Dilemma Was Overreacted
We cut our target price by 27% to Bt13.20 derived from 12.9xPE’1H20E, which is Thai IT sector in Thailand to factor in more conservative PE target...
551 Views
The Week that Was in ASEAN@Smartkarma - Asian Currencies, Indonesian Media, and Shopee
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
370 Views
SYNEX: New Smartphone Launches Help Drive Earnings Momentum in 2019
SYNEX’s 4Q18 net profit was at Bt190m (+16%YoY, +18QoQ), in-line with our expectation Record-high level of sales at Bt10.38bn is the major...
421 Views
The Week that Was in ASEAN@Smartkarma - Budgets, Healthcare, and Mobiles
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
280 Views