CCET June sales surge 37% on electronics recovery, analysts upgrade to buy

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Cal-Comp Electronics Thailand, or CCET, reported June 2026 sales of 394.5 million US dollars, up 37.1 percent from the same period last year and up 12.3 percent from the previous month, reflecting a recovery in the global electronics industry. Yuanta Securities expects second-quarter 2026 normalized profit at 627 million baht, up 17 percent from the first quarter, and sees a strong second-half outlook driven by a low base and absence of extraordinary expenses. The firm raised its end-2027 fair value to 10 baht per share and upgraded the recommendation to buy, noting that CCET is at the start of an upcycle that will support sustained profit growth through 2027.

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