Brokers See Strong IT Retail Stocks, Recommend COM7-ADVICE-IT

Analyst
โดย HoonVision·TH·Read original
Summary · why it matters

Brokers view the outlook for the IT retail and wholesale sector in Q3 2026 as still strong, supported by sales of Apple and Android smartphones as well as the commercial segment where demand is accelerating. They highlight three standout stocks: COM7, ADVICE, and IT City. Charnthawat Sukhanan, an analyst at Kasikorn Securities, said sales in July and August grew strongly, with COM7 expected to see sales growth of more than 15% YoY, ADVICE around 20% YoY, and IT City more than 20% YoY. Meanwhile, wholesaler SIS is expected to grow more than 10% YoY, and SYNEX has also reported growth. The research arm maintains a Positive view on the gadget group, favoring retailers over wholesalers, with target prices of 34.12 baht for COM7, 8.82 baht for ADVICE, and 10.83 baht for IT City. It also points to attractive entry points if prices weaken and recommends watching the launch event of Apple's iPhone 18 on September 9.

Impact on stocks 5

Consumer Discretionary▲ · 2 stocks
Advice It Infinite Pcl
ADVICE
▲ PositiveCapitalrelevance

Kasikorn Securities maintains Positive view with an 8.82 baht target price and cites ~20% YoY sales growth for ADVICE.

Com7 PCL
COM7
▲ PositiveCapitalrelevance

Broker keeps Positive stance with a 34.12 baht target price and expects COM7 sales growth above 15% YoY.

Information Technology▲ · 2 stocks
Artificial Intelligence▲ · 1 stocks
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