บทวิเคราะห์ (Research)

ONEE : Earnings Preview - Expected net profit be the most outstanding in sector We view Positive ONEE’s net profit for 3Q24F, expected to be THB 164 million THB (+9% y-y, +37% q-q), showing the most outstanding growth in the Media sector. This growth is driven by strong content supporting revenue growth amidst a slowdown in the advertising media industry. The net profit trend for 4Q24F is expected to continue growing y-y and q-q, and net profit for 2025F is expected to grow by +16% y-y, in line with the recovery of the advertising media industry. We maintain Buy with target price of 5.55 baht.