Glonghui, December 13 | Lyon Securities released a research report. Benefiting from the rapid growth of cloud computing and the digital development of SEA, Weishi Jiajie, as the 8th largest IT distributor and solution provider in the Asia-Pacific ICT industry, has an end-to-end business in the Asia-Pacific ICT industry, providing a full range of categories and one-stop IT products for partners of cloud service providers (CSPs), enterprises and consumer electronics customers. The company is well positioned in the distribution of cloud computing and artificial intelligence hardware in the Asia-Pacific region. According to the research report, 1) Weishi Jiajie dominates the Asia-Pacific region, with Southeast Asia and China having a larger population than mature European markets, while the US is showing growth potential; 2) seizing the momentum of SEA digitalization: the company is Starlink's preferred partner in ASEAN, has received positive feedback from authorized retailers in Malaysia and Indonesia, and has also seen strong demand for GPU servers in Singapore. The company's business with Huawei, Lenovo, and Samsung in Indonesia is also performing well; 3) The cloud computing field is optimistic: According to Gartner's outlook data, the global cloud computing market will Growing at a CAGR of 18.6% during the 2023-2027 period, the market size will exceed $1 trillion by 2027; 4) It is well positioned in the cloud computing and artificial intelligence sector: according to BBG's consensus, the company's revenue has been growing steadily in the economic cycle since listing, and the 2024-2026 revenue compound annual growth rate is 10.6%.
大行评级丨里昂证券:看好伟仕佳杰市场定位 穿越周期实现稳步增长
Major rating丨Citi: Bullish on VSTECS's market positioning, achieving steady growth through the cycle.
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