KNOWN ROCTEC STOCK EVES IN ROCK BTS GROUP OPEN BUSINESS PORT When IT Solutions Grows 22% Per Year

Profits All Time High Brokers Point "Good Stocks That Have Been Forgotten"

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In all major business groups in Thailand listed on the stock exchange, there are always outstanding children in the group.

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Such as

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🟢 CP Group has both TRUE - CPALL leading retail and communications.

🟢 CK Group has a BEM - CKP that pays continuing dividends to its parent company.

🟢 SAMART Group has a profitable SAV.

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And looking at past BTS groups may seem "burnout," but in the group, there are stocks to watch: Rock Tech Global Public Limited, or ROCTEC.

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Many people may not be familiar with the name ROCTEC, but if they say he is the old MACO, an out-of-home media provider, believe it will cry immediately.

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Today, ROCTEC is no longer just an advertising media business, serving two major areas:

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1. IT Solutions is 85% revenue. 🖥

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ROCTEC has been a provider of transportation IT systems in the Hong Kong MTR for more than 30 years. It has a market share of up to 90%. BTS Group saw an opportunity here and bought this business into MACO.

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2. Advertising business. The proportion of revenue is 15%. 👨‍💼

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It is a former advertising business that operates 22 billboard concessions under BTS stations and has PLANB as its advertising executive.

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Shining the growth of IT Solutions over the past eight years, it has continued to grow with an average growth rate (CAGR) of 22% per year, a key driver for the company.

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Hong Kong MRT is very tight. Can it grow again?!? 🤔

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ROCTEC's IR team reported that IT businesses have a lot of growth opportunities in Hong Kong and Thailand.

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In Hong Kong, despite many people's view that the MTR station is already full, ROCTEC points out that Hong Kong is investing six new subway lines. It is expected to be completed in 2030, which is a significant new opportunity. In addition, the former system is constantly updating around both communications, IT and IT Security. The company has its own R & D team to innovate at any time.

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In Thailand, being in the BTS group is pivotal because the group has a new bidding program and wants ROCTEC to be a Flagship. However, ROCTEC is not just waiting for work in the BTS group, it is also looking for opportunities outside the group, such as the work of the Royal Thai Authority.

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🟢 Forgotten good stock. 🟢

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B.C. Yunta (Thailand) sees ROCTEC as "a forgotten good person," aimed at continuously expanding revenue in the Thai market. Receiving large orders may depress gross profit margins, but exchange for larger revenue and access to customers in highly competitive markets.

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The nine-month 2568/69 year revenue represents 70% of the full-year target set at Baht 3,600 million. With a higher net profit margin from efficient SG & A cost and expense management, it makes a preliminary estimate of the 2025/26 year net profit in the 470 - Baht 490 million framework.

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If the P / E Ratio method is valued at 12 - 15 times, the base value frame is 0.76 - 0.91 baht. While the current price is trading on P / E at only 9.9 times, it does not reflect strong growth trends and long-term opportunities under the BTS Group covering both the transportation and advertising sectors. The share price is expected to have a positive response from continued good growth results.

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