From the case on 14 Sept. Apple Has launched new products, including iPhone 13 mini, iPhone 13, iPhone 13 Pro and iPhone 13 Pro Max, which will be available for pre-order (Preoder) on October 1, 64 and will be available for sale on October 8. July 64, but for the iPad mini and Apple Watch 7, the release date has not yet been revealed.
At the same time, Apple Thailand also announced that the sale of the iPhone 12 pro and pro max was stopped, as well as the price of the iPhone 12 and mini models decreased by 7-15%.
sideKasikorn Securities Company stated in the analysis Have a positive view on the gadget group, ready to give Synnex (Thailand) Public Company Limited or SYNEX as the top pick of the group, the target price is 31.21 baht.
Looking at the pre-order opening date this year (1 Oct.) is faster than the iPhone 12 last year (20 Nov 2020). In addition, the selling price of the iPhone 13 is higher. The previous version was about 13-24%, which will come with various features. Many that, although not the point that makes the iPhone 13 very interesting, but still believe that sales in Thai users will still be hot from four main points.
Including 1) Launched during the full city opening (Oct. 1) 2) The features are not much more outstanding than the iPhone 12, but it is considered very different from the iPhone 11 and its predecessors 3) The price adjustment of An iPhone 12 drop will allow lower-tier consumers to reach it, and 4) a strategy to stop selling iPhone 12 pro and pro max will encourage higher-end consumers to switch to the iPhone 13.
However Kasikorn Securities Positive outlook on COM7 and SYNEX from Apple’s new device launch, which will boost revenue for a full quarter Because it was launched at the beginning of the 4th quarter, and the selling price increased by 13-24% while the margin remained at a stable level, it would lead to income. and higher profit
However, SYNEX was raised to be the top pick of the gadget group, believing that the wholesale-retail business of IT products will help increase sales in the next 2-3 years from the adjustment of work plans for both Work from Home and Work at Office. to other electronic devices household use and demand from various organizations who want to adapt the format to digital with a target price of SYNEX at 31.21 baht, while COM7 has a target price of 70.87 baht.