Krungsri names 5 standout stocks set to benefit from the new iPhone, with real demand after pre-orders the key test

Product / TechAnalystIndustry
โดย HoonVision·THUS·Read original
Summary · why it matters

Krungsri Securities said Apple unveiled its new products, headlined by the iPhone Duo, its first foldable-screen iPhone, priced in Thailand from 79,900 baht up to 127,900 baht, with pre-orders opening October 16 and sales on October 23. Meanwhile, the iPhone 18 Pro and iPhone 18 Pro Max carry higher launch prices in Thailand, starting at 48,900 baht, compared with 43,900 baht for the iPhone 17 Pro, with pre-orders opening September 12 and sales starting September 18. Apple also discontinued sales of the iPhone 17 Pro, 17 Pro Max and 16 Plus through the Apple Store in line with its normal product cycle. Authorized resellers can still sell existing stock, but this round differs from last year because Apple did not cut prices on older models and instead raised them by 4,000 to 12,000 baht. The iPhone 16 rose 4,000 baht, the iPhone 17 rose 5,000 baht, the iPhone 17e rose 4,000 baht, and the iPhone Air rose 4,000 to 12,000 baht. As a result, Apple shares rose 1% in after-hours trading this morning following the launch. In the KSS Strategist View, the sentiment is positive for the Apple ecosystem on the chance of an upgrade cycle driven by the new form factor of the iPhone Duo, as well as higher margins from selling older models at higher prices. The Thai stocks that stand to benefit are COM7, SPVI and CPW, as well as ADVANC and TRUE on the opportunity to sell both device and 5G packages. Still, real demand after pre-orders open must be watched more than launch-day buzz, especially the effect of the higher prices.

Impact on stocks 6

Cloud & Digital Infrastructure▲ · 2 stocks
Information Technology▲ · 2 stocks
Artificial Intelligence▲ · 1 stocks
Apple Inc.
AAPL
▲ PositivePricingrelevance

Apple raised launch prices for the iPhone 18 Pro/Pro Max and older models by 4,000-12,000 baht, boosting margins, with the new foldable iPhone Duo seen driving an upgrade cycle.

Consumer Discretionary▲ · 1 stocks
Com7 PCL
COM7
▲ PositiveDemandrelevance

COM7 is named among the Thai stocks set to benefit from new iPhone sales as an authorized reseller.

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