On Tuesday, the share price of Delta Electronics (Thailand) Public Company Limited (SET: DELTA) at the time of 10.50 a.m. was at THB 183.00, a THB 4.00 or 2.23% increase with a total trading value of THB 1,307.87 million.
Meanwhile, the share price of KCE Electronics Public Company Limited (SET: KCE) at the same time was at THB 25.00, a THB 2.00 or 8.70% increase with a total trading value of THB 636.01 million.
The share price of HANA Microelectronics Public Company Limited (SET: HANA) was at THB 24.40, a THB 1.20 or 5.17% increase with a total trading value of THB 547.68 million.
The share price of Cal-Comp Electronics (Thailand) Public Company Limited (SET: CCET) was at THB 6.20, a THB 0.10 or 1.64% increase with a total trading value of THB 403.26 million.
The rise in these share prices reflects positive sentiment after CCET reported September 2025 sales of $553.129 million, up 13.4% year-on-year and surging 100.3% from August 2025, when sales stood at $276.109 million.
Krungsri Securities (KS) noted that this is a direct positive factor for CCET’s investment sentiment and also has an indirect positive effect on other electronic component stocks such as DELTA and HANA. It is expected that CCET’s 3Q25 performance will be strong.
Meanwhile, Pi Securities indicated that yesterday (October 6), share prices in the electronic component sector showed outstanding gains, led by DELTA and CCET, driven by speculative buying in response to both monthly and yearly sales growth.
Additionally, the shares were also buoyed by Advanced Micro Devices (AMD), which closed at 23.71% on Monday following the announcement of a multi-billion-dollar partnership with OpenAI to supply AI chip technology for artificial intelligence infrastructure. This news further bolstered confidence in the AI infrastructure sector and led other semiconductor manufacturers’ share prices to rise as well.
Japan’s Nikkei also hit another record high today, boosted by its technology stocks. In an early trading session on Tuesday, Advantest jumped more than 4%, and Tokyo Electron gained 2%. Lasertec added 1.35%, while Renesas Electronics posted a rise of 4.85%.
