Six electronics stocks post strong Q2 profit growth on recovering sales, with AI seen supporting the second half

Earnings
โดย Kaohoon·TH·Read original
Summary · why it matters

Six listed electronics component makers reported higher net profit in the second quarter of 2026 compared with the same period a year earlier, with HANA and TEAM growing more than 100 percent, while KCE, CCET, DELTA and METCO rose 13 to 51 percent. The growth was supported by a recovery in overseas orders, higher electronics and semiconductor sales, and a shift in product mix toward higher-margin goods. Global investment trends in AI and data centers remain supportive factors for demand for power supply systems, cooling systems, printed circuit boards and related products, especially for companies in the supply chains of global cloud service providers and semiconductor manufacturers. HANA reported net profit of 326.31 million baht, up 838.35 percent from 34.78 million baht. TEAM posted profit of 79.99 million baht, up 173.11 percent from 29.29 million baht. KCE reported profit of 275.92 million baht, up 51.49 percent from 182.14 million baht. CCET posted profit of 711.32 million baht, up 48.13 percent from 480.20 million baht. DELTA reported profit of 6.07 billion baht, up 31.23 percent from 4.63 billion baht. METCO posted profit of 234.57 million baht, up 13.38 percent from 206.90 million baht. Analysts from Krungsri Securities, KGI Securities, Kasikorn Securities and Maybank Securities all assessed the outlook for the second half of 2026 as positive, especially for DELTA, HANA and CCET, which are beginning to benefit from new products and new production capacity.

Impact on stocks 6

Semiconductors▲ · 4 stocks
Electrification & Mobility▲ · 1 stocks
Information Technology▲ · 1 stocks

Theme Impact 3

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