KCE Surges 10.68%, Leading Thai Electronics Group; Asia Plus Picks DELTA as Top Pick

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โดย HoonSmart·THTW·Read original
Summary · why it matters

Thai electronics stocks rose prominently this morning, led by KCE, whose price jumped 10.68%, or 6.25 baht, to trade at 64.75 baht. HANA traded at 50.25 baht, up 2.25 baht, or 4.69%. DELTA fell 6 baht, or 2.24%, to trade at 262 baht as of 11:47 a.m. The supporting factor came from August 2026 sales of Taiwan Semiconductor Manufacturing Co., Ltd., the world's largest AI chipmaker, which came in at 510 billion Taiwan dollars, up 10% from the previous month and up 53% from August 2025. Combined sales for the first two months of the third quarter stood at 980 billion Taiwan dollars, up 49% year on year. Asia Plus Securities stated that third-quarter earnings of the Thai electronics group should be bright, in line with the global semiconductor and electronics cycle, which remains on an uptrend. It gave an overweight recommendation, expecting normal profit for all of 2026 to grow about 43% and to continue growing about 41% in 2027. It selected DELTA as its Top Pick because it benefits most directly from global AI and data center investment, expecting average profit growth of about 42% in 2026-2027, while the share price remains a laggard, having risen 56% since the start of the year, less than HANA and KCE, which have already risen 187-209%.

Impact on stocks 5

Semiconductors▲ · 3 stocks
Electrification & Mobility▲ · 1 stocks
Financials▲ · 1 stocks
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