Hana Microelectronics Public Company LimitedHANA
▲ ポジティブ資本関連度
KGI expects HANA's 3Q26 profit to grow 702% YoY on gross margin improvement after transferring PMS production to Chinese manufacturers.
資産への影響 3
Semiconductors
Hana Microelectronics Public Company Limited
KCE Electronics Public Company LimitedKCE
▲ ポジティブ資本関連度
KGI expects KCE's 3Q26 profit to grow 113% QoQ on double-digit sales growth in both price and volume.
Electrification & Mobility
Delta Electronics (Thailand) Public Company LimitedDELTA
▲ ポジティブ資本関連度
KGI picks DELTA as top pick with end-2027 target price of 320 baht and expects moderate profit growth as tight supply eases while orders stay strong.