On Thursday at 11:59 AM (Bangkok time), the share price of Cal-Comp Electronics (Thailand) Public Company Limited (SET: CCET) jumped by 3.92% or THB 0.40 to THB 10.60, with a trading value of THB 724.72 million.
The rise in the share price of CCET could be primarily driven by speculative buying in the electronics sector, which has benefited from the ongoing AI boom, particularly extending to companies involved in server and storage-related businesses, which are among CCET’s core products. Market participants continue to focus on the sustained growth prospects for electronic equipment tied to the expanding AI infrastructure.
Previously, CGS International Securities (Thailand) (CGSI) issued a ‘Speculative’ recommendation on CCET. According to the brokerage, CCET’s 2Q26 sales are expected to increase, supported by expanded capacity in the storage and server segments following the completion of a production base relocation. In addition, the company has the opportunity to improve its gross profit margin by shifting its focus toward higher value-added products.
An optimistic outlook is also maintained by the market on the growth opportunities for AI server and SSD-related businesses. This is underpinned by a surge in global AI investment, which has led to a significant increase in demand for data storage devices and servers. This trend is expected to benefit manufacturers with robust production capacity and supply chains capable of supporting such growth.
Nonetheless, investors are recommended to closely monitor developments in CCET. The stock is currently subject to Level 1 market surveillance—or ‘Cash Balance’ measures—from May 26 to June 15, 2026, following recent volatility in both price and trading volumes. The company has clarified that there are no undisclosed material developments pending announcement to the Stock Exchange of Thailand.
Following these, the increase in CCET’s share price largely reflects speculative sentiment linked to the AI–server–storage investment theme, with investors being suggested to weigh the company’s underlying fundamentals alongside risks stemming from short-term share price volatility.
