บทวิเคราะห์ (Research)

We are bullish on SYNEX. The company should deliver strong earnings growth in 2025F driven by the new generation of PC components, including CPU and GPU. That could stimulate upgrade demand from consumers who had bought PC products in 2021. There will be mass adoption of AI in PC and smartphone products. Therefore, we initiate coverage of SYNEX with a BUY recommendation and Bt17.80 TP (FY25F).