Kasikorn Securities states that Advice IT Infinite Public Company Limited, or ADVICE, is likely to post sales and gross margin in the third quarter of 2026 above target. The company expects third-quarter 2026 sales to grow more than 20% year on year, above its original target of 17% year on year, driven by strong demand across all product groups, with IT products expected to grow more than 10% year on year and Apple and Android products expected to grow in the double digits year on year. Gross margin is expected at 11.0–11.5%, above the company's original target of 10.5%, supported by margin gains in memory products, especially VGA graphics cards, whose prices have roughly doubled year on year. The research team estimates third-quarter 2026 profit at 120 million baht, up 84% year on year but down 12% quarter on quarter, bringing first-nine-month 2026 profit to 374 million baht, up 83% year on year, or 86.4% of the full-year 2026 profit forecast of 433 million baht. It maintains a Buy rating with a mid-2027 target price of 8.82 baht and sees an attractive re-entry point at 6.50 baht or below.
Advice It Infinite PclKasikorn Securities maintains Buy with 8.82 baht target, forecasting Q3 2026 profit up 84% YoY on above-target sales and gross margin.
