Advice It Infinite Pcl

Advice IT Infinite Public Company Limited, or ADVICE, has announced its readiness to expand in the IT market during the second half of 2026, expressing confidence that operating results will grow significantly after first-half performance exceeded targets. Mr. Saran Panha, Chief Sales Officer, said the business trend in the second half will clearly improve from the first half because the industry is entering the high season for IT and smartphones. Product demand is expected to recover continuously, supported by new product launches including Samsung Galaxy in late July, RTX Spark in the middle of the third quarter, and iPhone 18 in September. The company maintains its 2026 revenue growth target at about 15 percent compared with 2025, aiming for third-quarter revenue growth of 17 percent and fourth-quarter growth of up to 22 percent, after the first and second quarters delivered revenue growth above target. Second-half profit is expected to meet plan, helped by the iPhone 18 launch. The company plans to open seven more Advice iStore branches in the second half to expand its revenue base from high-margin products, targeting 29 branches by the end of 2026, up from 22 branches in the first half. It is also moving forward with expanding Advice Business Solutions to capture opportunities from digital transformation and AI transformation.

Yuanta Securities has raised its 2026 normalized profit estimate for Advice IT Infinite Public Company Limited, or ADVICE, by 8% to 451 million baht, representing growth of 66% from the previous year, and lifted its target price to 9.10 baht per share while maintaining a price-to-earnings ratio of 12.5 times. The broker noted that first-half 2026 normalized profit accounted for about 61% of the previous full-year estimate of 417 million baht, and that the second-half trend remains strong thanks to recovering IT and Apple product sales across all channels. For 2027, Yuanta kept its normalized profit estimate at 489 million baht, or growth of 8% from the previous year, expecting sales to return as the main driver from the recovery of Apple products and the market entry of AI PCs. The broker also expects ADVICE to offer a dividend yield of about 8.0% per year and to announce a first-half dividend of 0.23 baht per share, with the stock trading ex-dividend on August 27.

Advice IT Infinite Public Company Limited, or ADVICE, reported first-half 2569 net profit of 253.16 million baht, up 82.68% from the same period last year. Revenue from sales and services came in at 8.85 billion baht, growing 10.60%, while gross margin rose to 12.45% from 10.32%, reflecting more efficient product mix and inventory management amid growth in the smartphone retail business and corporate customer segment. The company is moving ahead with expansion of Advice iStore and Advice Business Solutions to capture opportunities from digital transformation and AI transformation in the second half of the year, and announced an interim dividend of 0.23 baht per share.

Dao Securities stated that ADVICE reported a second-quarter fiscal 2026 net profit of 137 million baht, up 83 percent from a year earlier and 18 percent from the previous quarter, marking a new record high. The result beat the consensus estimate and Dao Securities' forecast by 14 percent and 11 percent respectively. Revenue also reached a new high of 4.5 billion baht, rising 13 percent year on year and 5 percent quarter on quarter, supported by stronger demand for IT products and accelerated purchasing ahead of expected price increases. The smartphone segment grew strongly, especially Android devices, while Apple growth slowed because of product shortages. Gross margin was robust at 12.5 percent, compared with 10.4 percent in the second quarter of fiscal 2025 and 12.4 percent in the first quarter of fiscal 2026, helped by higher selling prices while costs remained stable. Dao Securities maintained its 2026 profit forecast of 430 million baht, up 61 percent from the previous year. First-half profit already accounted for 59 percent of the full-year estimate, and second-half profit is expected to remain strong across all revenue segments, particularly Apple as the supply shortage improves and new iPhone models are launched, while gross margin stays solid. The broker kept a buy rating with a target price of 8.50 baht, based on a 2026 price-to-earnings ratio of 12.3 times. Catalysts include better-than-expected second-quarter fiscal 2026 earnings and a strong second-half profit outlook. The stock currently trades at a 2026 price-to-earnings ratio of 10.6 times, about 0.5 standard deviations below its two-year average, and offers a high dividend yield of 6.5 percent. ADVICE announced a first-half dividend of 0.23 baht per share, representing a dividend yield of 3.1 percent.

Bualuang Securities revealed that net profits for the second quarter of 2069 for stocks under its coverage came in 5.6% above market expectations, with 48% of stocks beating estimates compared to a five-year average of 37%. Standout performers were led by SCC, up 41% from its petrochemical business, SCGP up 20% from packaging and recycling, KKP up 18% from non-interest income, and TU up 10.9% from seafood demand. Meanwhile, DELTA missed profit forecasts by 31% due to supply chain issues. The research team also noted positive signals from IT retail sales at COM7 and ADVICE, which grew 10% and 17% year-on-year in July. In the lifestyle segment, MOSHI saw same-store sales rise 9% on the squishy toy trend. Tourism continued to recover, with foreign arrivals in July reaching 2.5 million, and ERW's revenue per available room expected to grow both year-on-year and month-on-month. Export demand for food and pet food remained strong, with TU projecting 5-6% growth and ITC projecting 10% growth. The investment strategy therefore focuses on COM7, ADVICE, MOSHI, CPALL, ERW, TU, and ITC.

Krungsri Securities forecasts Thai stock market profits for the second quarter of 2026 at 250 to 280 billion baht, down 15 to 24 percent from a year earlier and down 19 to 26 percent from the previous quarter. The refinery group saw volatile earnings on the downside, while the industrial goods, ICT, and power sectors are expected to post profit growth. The research team recommends a speculative strategy on stocks whose results will stand out or have passed their trough. Stocks expected to show Q2 profit growth both year-on-year and quarter-on-quarter include PTTEP, SCC, SCGP, ADVANC, TRUE, BH, IVL, THANI, TNP, MOSHI, BA, AP, INSET, and ADVICE. Stocks for which Q2 is likely the year's low point and earnings will accelerate in the second half of 2026 include KTB, KBANK, AOT, BDMS, EGCO, ICHI, THAI, and TFG. The top picks are ADVANC, SCC, IVL, BH, KBANK, AOT, and ICHI.

Dao Securities Thailand expects the SET Index to move in a range of 1,590 to 1,655 points this week, as the Thai stock market enters the final stretch of second-quarter 2026 earnings announcements, which could trigger buying interest in stocks with strong results. External factors remain uncertain due to US-Iran negotiations and US inflation data. The strategy recommends trading stocks expected to report good earnings. Top picks today include BCP, which posted a second-quarter 2026 net profit of 12.2 billion baht, swinging from a loss a year earlier and rising 99 percent from the previous quarter, beating market expectations by 31 percent, and ADVICE, whose second-quarter 2026 profit is expected to hit a new record of 123 million baht, up 63 percent from a year earlier.

Kingsford Securities expects the SET index to trade sideways today within a support level of 1,600 points and resistance at 1,620 to 1,630 points, awaiting the outcome of negotiations to open the Strait of Hormuz and supported by strong earnings from large listed companies. The brokerage recommends gradually accumulating Value and Defensive Play stocks, naming 10 securities: KBANK, KTB, GULF, GPSC, ADVANC, TRUE, CPALL, BH, BDMS, and BEM. For ADVICE, it recommends speculative buying with an IAA Consensus target price of 7.80 baht, expecting second-quarter 2026 profit to rise both quarter-on-quarter and year-on-year, driven by improving gross margins as IT product prices gradually increase, while robust sales of smartphones and other goods help offset the shortage of iPhones. The market forecasts 2026–2027 profit at 401 million baht, up 50% from the previous year, and 413 million baht, up 3% from the previous year. For AP, it recommends buying with an IAA Consensus target price of 9.74 baht, benefiting from the reduction of transfer and mortgage fees to 0.01% for residential properties priced up to 7 million baht, extended until 30 June 2027. It expects second-quarter 2026 pre-sales to grow both year-on-year and quarter-on-quarter, supported by low-rise projects and a low base last year due to the earthquake. The market forecasts 2026 net profit at 4.62 billion baht, up 7% from the previous year, and 2027 net profit at 4.92 billion baht, up 6% from the previous year, with a forward PE of 5.6 times, PBV of 0.5 times, and dividend yield of 6.5%.

Advice IT Infinite Public Company Limited, or ADVICE, has launched Advice Business Solutions to expand into the enterprise customer market, positioning itself as a comprehensive digital and AI solutions provider. It will serve as both an AI Solution Provider and an AI Integrator, connecting technologies from multiple partners. The company will offer a One-Stop AI and Digital Service covering consulting, system design, equipment procurement, cloud, data centers, AI development, cybersecurity, and after-sales service. It plans to develop As-a-Service offerings to generate recurring revenue and deepen long-term relationships with enterprise clients. This strategy is backed by global technology partners such as AMD, Lenovo, Dell Technologies, AWS, and Palo Alto Networks, with the goal of increasing the revenue share from solutions and services while elevating its role from a distributor to a comprehensive technology solutions platform serving both consumer and enterprise markets.

Bualuang Securities expects the SET Index in August to move in a range of 1,600 to 1,700 points, supported by a broad-based earnings recovery, reflected in SET EPS being revised up by 4.2 percent in July and 6.3 percent year-to-date. Foreign investors bought a net 49 billion baht of Thai stocks in July and 76 billion baht year-to-date. Bualuang Securities recommends a Defensive Yield Core strategy combined with Satellite Alpha through four main themes. The first theme is Thailand Power Infrastructure Cycle, focusing on investment in transmission systems and renewable energy driven by data center electricity demand in the Eastern Economic Corridor reaching 26,045 megawatts. The government is preparing to invest 31 billion baht to expand the transmission system and plans to use remaining loan funds of around 200 billion baht to support solar rooftop and smart grid projects, benefiting stocks such as GULF and GUNKUL. The second theme is Higher for Longer Defensive-Dividend Rotation, focusing on high-dividend stocks amid high interest rates and geopolitical uncertainty, especially in the communications sector where earnings are still growing. ADVANC's second-quarter 2026 profit is expected to rise 24 percent year-on-year, and TRUE's by 48 percent year-on-year. The third theme is Policy-driven Tourism Recovery, focusing on the tourism sector which is expected to have passed its earnings trough in the second quarter of 2026, supported by government measures worth 1.75 billion baht, benefiting stocks such as ERW. The fourth theme is Selective Consumption Recovery, focusing on IT retail and beverage sectors that are still growing, with COM7 sales up 8 to 10 percent year-on-year, ADVICE up 13 to 15 percent year-on-year, and MOSHI expecting same-store sales growth of 4 percent, benefiting stocks such as CBG.

Asia Plus Securities, or ASPS, has unveiled an investment strategy to cope with volatility from the Middle East conflict, the trade war, and the technology war, recommending two main themes. The first theme consists of stocks expected to deliver profit growth both quarter-on-quarter and year-on-year, including IVL, PTTGC, BCP, TRUE, SCGP, DOHOME, PTTEP, ADVICE, SC, ADVANC, PTT, and MASTER. The second theme covers stocks with growing profits but lagging share prices, namely BCPG, AMATA, DELTA, and CRC. At the same time, ASPS has designated DELTA, BDMS, and CPALL as standout picks due to their safety from wartime conditions and lack of negative impact. The firm also recommends investing in foreign securities depositary receipts such as MICRON01 to capture strong earnings momentum from memory chip demand, and OIL03 to benefit from the US-Iran conflict boosting oil prices. Another noteworthy point is that since April 2026, the earnings per share estimate for the Thai stock market has been revised up by 3.8 percent, the second highest in the world, trailing only the Dow Jones index and bucking the trend of downward revisions in regional markets.