Equity Analysis /

Thailand: Technology&Innovation Day - BLS Technology & Innovation Day takeaways

  • Growth in tech demand unfazed post-pandemic

  • YGG— “MVP” to be displayed above YGG’s head in 2023

  • MFEC—Toward a sustainable future

Napon Jaisan
Napon Jaisan

Equity Research Analyst

Bualuang Securities
19 December 2022

We successfully hosted the BLS Technology Day. The speakers were executives from four companies involved in the tech industry that will only become more important over time in the fields of cybersecurity, networks, data centers and cloud, and data analytics.

Growth in tech demand unfazed post-pandemic

The demand for games may not be as strong as it was during the pandemic-related lockdowns, but demand for key genres is expected to remain solid. Ful-scale working from home may have ebbed, but cloud and data centers are necessary for both the private and public sectors. Cybersecurity is needed at every spot from on-premise to work-from-home devices, in the office, and IoT devices (75% of an organization’s critical assets could have been compromised in their then-current security state.) Tech firms all show signs of switching away from one-time products or project-based revenues to recurring revenues.