Core Viewpoint - The stock of 伟仕佳杰 (00856) has seen a price increase of over 3% during trading, currently at 9.29 HKD with a trading volume of 86.90 million HKD, indicating positive market sentiment towards the company [1] Group 1: Business Performance - 天风证券 reports that 伟仕佳杰's Southeast Asia business has established a diversified presence in nine countries, including Thailand, Singapore, the Philippines, and Malaysia, focusing on GPU, AI infrastructure, and consumer electronics [1] - The projected revenue for the Southeast Asia region is expected to increase significantly by 74% year-on-year in 2024, with net profit contribution around 51% [1] Group 2: Growth Drivers - The company is anticipated to benefit from three main drivers: rapid global demand for computing power, accelerated channel expansion in Southeast Asia, and the implementation of new directions such as electric vehicles and cross-border payments [1] - Forecasted net profit for the company from 2025 to 2027 is estimated at 1.251 billion, 1.532 billion, and 1.883 billion CNY, with corresponding growth rates of 30%, 22.4%, and 22.9% respectively [1] Group 3: Valuation Outlook - Given the sustained high growth in global computing power, accelerated digital infrastructure development in Southeast Asia, and the effectiveness of the company's diversified business layout, the current valuation of 伟仕佳杰 is believed to have significant upside potential [1]