Added to YB: 2025-11-20
Pitch date: 2025-09-17
SIS.BK [bullish]
SiS Distribution (Thailand) Public Company Limited
-11.21%
current return
Author Info
No bio for this author
Company Info
SiS Distribution (Thailand) Public Company Limited, together with its subsidiaries, engages in the distribution of computer components, smartphones, and office automation equipment in Thailand.
Market Cap
THB 6.8B
Pitch Price
THB 21.40
Price Target
64.20 (+243%)
Dividend
5.74%
EV/EBITDA
6.62
P/E
8.09
EV/Sales
0.27
Sector
Electronic Equipment, Instruments and Components
Category
value
SiS Distribution (Thailand) Public Company Limited - $SIS.BK
SIS.BK: Thailand's 2nd largest IT distributor trading 8.5x earnings despite 20% ROE. Shifting mix to high-margin cloud/security (20% CAGR) from commoditized products. FCF could reach 1.2bn THB in 5yrs vs 900m today. Parent SIS Intl's 60% stake worth 2x parent's market cap. Potential acquisition target. Risk: slow high-margin growth.
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