On Friday at 10:26 AM (Bangkok time), the share price of Hana Microelectronics Public Company Limited (SET: HANA) soared by 4.31% or THB 1.00 to THB 24.20, with a trading value of THB 892.37 million.
KCE Electronics Public Company Limited (SET: KCE) surged by 1.87% or THB 0.50 to THB 27.25, with a trading value of THB 303.49 million.
Cal-Comp Electronics (Thailand) Public Company Limited (SET: CCET) increased by 2.48% or THB 0.15 to THB 6.20, with a trading value of THB 173.46 million.
Delta Electronics (Thailand) Public Company Limited (SET: DELTA) rose by 0.68% or THB 1.00 to THB 147.50, with a trading value of THB 216.20 million.
Krungsri Securities (KSS) has expressed a positive view for the Thai electronics parts sector, citing several key drivers. The brokerage firm points to robust export data from South Korea, which saw shipments surge 7.6% year-on-year in the first 20 days of July – reversing a previous decline of 2.2%. Additionally, Germany’s flash manufacturing PMI for August reached 49.9, beating expectations and marking its highest level in three years, indicating a potential return to expansion.
The analyst regards these international indicators as a strong lead-in to Thailand’s export figures, which are due on August 25. The promising export outlook is expected to keep speculative interest high in electronics component stocks.
Strategically, KSS recommends watching DELTA, KCE, and HANA as potential beneficiaries. Meanwhile, HANA bears a company-specific catalyst.
Liberator Securities states that HANA may have already put its worst quarter behind, following an analyst briefing in which management detailed ongoing initiatives to cut costs and offset external pressures such as currency volatility and subdued consumer demand.
Efforts to collaboratively launch new products with clients are seen as a positive factor that could drive performance in 2026. Despite lowering the earnings forecast for HANA, the brokerage firm has upgraded its rating on the stock to ‘Buy,’ citing an expected recovery onward.
