KCE shares surge 10.68% on news of pilot PCB production for Tesla's Optimus robot

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KCE shares closed the morning session at 64.75 baht, up 6.25 baht, or 10.68%, buoyed by a return of buying interest on roughly three supporting factors. The main driver came from market chatter that KCE is in the pilot stage of producing printed circuit boards for Tesla for use in its Optimus humanoid robot development project. Although this remains only a testing phase with no official confirmation of a commercial order, the market views it as a strongly positive sentiment, because success would elevate KCE from an automotive PCB maker of electronic components into the robotics and AI industry in earnest, where margins and growth prospects are high. In addition, the electronic components and semiconductor theme has returned to favour. On September 10, Krungthai XSpring Securities noted that KCE and HANA rose against the trend of DELTA, as the market saw stronger earnings prospects, while buying also rotated out of DELTA into KCE and HANA after DELTA came under pressure in line with its parent stock in Taiwan. Investors, meanwhile, view the profit outlook for KCE and HANA as stronger.

Impact on stocks 4

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Buying rotated out of DELTA into KCE and HANA after DELTA came under pressure in line with its Taiwan parent.

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