KCE Tells Stock Exchange It Is in Talks with a US Customer, Hoping for a New Order but No Conclusion Yet

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KCE Electronics, or KCE, informed the Stock Exchange of Thailand on September 11, 2026, that the company is in the process of negotiating a product sale with a company in the United States, but no conclusion has been reached. It did not disclose details of the counterparty, the order value, or the expected timing for a conclusion, and asked investors to follow information through the company's official channels to prevent misunderstandings. Meanwhile, Krungsri Securities noted that according to news reports, KCE may receive an order from Tesla for the supply of PCB and HDI, but advised waiting for clarity, maintaining a buy recommendation with a target price of 68 baht. InnovestX Securities noted that share prices in the electronic components group rose sharply, led by KCE, which gained 9% in the morning session on news of winning a PCB order for Tesla's humanoid robots. Although this is a medium- to long-term supporting factor, it has high growth potential given the usage of 40 to 50 circuit boards per unit. HANA rose 5% on the back of the AI product group, which began production in the third quarter of 2026. InnovestX views that if humanoid robots are produced in volumes of 500,000 to 1,000,000 units, total demand would be significant for KCE in the medium to long term. Most recently, KCE shares continued to rise in the afternoon session, trading at 66.25 baht at around 2:18 p.m., up 7.75 baht, or 13.25%, from the afternoon opening price of 64.75 baht. During the day, it moved within a low of 59.50 baht and a high of 66.50 baht.

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Krungsri Securities Public Company LimitedPrivate± Mixed
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Krungsri maintained a buy rating and 68 baht target on KCE while advising investors to await clarity on the reported Tesla order.

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