HANA MICROELECTRONICS Plc. (HANA): The Share Price Has Largely Priced In Future Optimism
HANA’s profit is expected to enter a recovery phase in 2H25, supported by expectations of reduced losses from PMS and improving orders. We forecast...
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Hana Microelectronics - Growth Driven by One-Off Gains; Core Business Still Weak
HANA reported a net profit of Bt478mn (+53% YoY), driven by one-off items. Excluding these, the core profit marked at Bt88mn (-75% YoY)
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Hana Microelectronics - Upside Priced in for FY2024 but Remain Bullish for FY2025
The results were slightly below our expectations, but we still believe they point to a positive direction in terms of HANA’s gross margin recovery...
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Hana Microelectronics - Improved Operations to Lead to a Core Earnings Rebound
We initiate our coverage on HANA with a Buy rating and a FY2024E fair value of Bt42.00, based on a required rate of return of 5.83%.
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Big Cap Tactical Picks
We add AWC to the portfolio in response to the peak tourism season. The firm's 4Q23E net profit is expected to have grown by 22.1% QoQ to...
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