Hana Microelectronics, or HANA, reported core profit for the second quarter of 2026 at 278 million baht, up 169 percent from the first quarter and significantly above analyst forecasts. The result sent the share price up more than 20 percent to 48.75 baht, lifting the electronics sector including Delta Electronics, Cal-Comp Electronics, and KCE Electronics. Bualuang Securities said core profit was 25 percent above its estimate of 225 million baht and 54 percent above the market consensus of 181 million baht. It raised its 2026 core profit forecast by 10 percent to 1.065 billion baht and lifted its target price to 46 baht from 42 baht, while maintaining only a hold rating. Krungsri Securities kept a buy rating with a target price of 51.70 baht, forecasting 2026 profit of 995 million baht and 2027 profit of 1.431 billion baht. Phillip Securities raised its base-case target to 53.50 baht, while DBS Vickers set the highest target price at 54 baht.
Hana Microelectronics Public Company LimitedCore profit surged 169% QoQ, beating estimates; analysts raised targets.
KCE Electronics Public Company Limited
