On Friday at 11:02 AM (Bangkok time), the share price of Hana Microelectronics Public Company Limited (SET: HANA) gained 4.59% or THB 1.25 to THB 28.50, with a trading value of THB 602.03 million.
Phillip Securities (Thailand) anticipates that HANA’s operating results in the first quarter of 2026 will show signs of recovery, with an increase of approximately 13.2% compared to the fourth quarter of 2025. This recovery is attributed to higher revenue generated at the Ayutthaya plant and more positive signals from key partners, leading to the expectation that 4Q25 marked the lowest point in the company’s performance.
Meanwhile, the impact of HANA’s ongoing cost reduction measures in underperforming segments is beginning to emerge. The company is also shifting its focus toward new projects set to commence in the second half of this year, notably a highlight project in collaboration with Phononic to manufacture cooling devices—products that offer a higher-than-average gross margin.
This strategic direction signals the company’s expansion into the rapidly growing data center business, which is characterized by high volumes and attractive gross margins.
