KTX TACTICAL PICKS - July 3, 2026 (Eng.)
We recommend removing KCE from the portfolio after it fell out of our ranking criteria, with a holding-period return of +8.1%. KBANK has been...
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KCE ELECTRONICS Plc. (KCE): Benefiting From The AIP Theme Alongside The Sector
Earnings are expected to recover strongly from 2H26 onward after the company raised PCB product prices, which should support both revenue and GPM.
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KCE ELECTRONICS Plc. (KCE): Earnings Beat Expectations, But Rising Cost Pressures Loom Ahead
We maintain our Underperform rating with a new 12M FV of Bt24.00, following the revision of our ERP valuation timeframe, resulting in a required...
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KCE: Weak 1Q26E Earnings Expected To Weigh On The Near-Term Outlook
We expect KCE’s 1Q26E profit at Bt108mn (-40% YoY, -22% QoQ), marking the lowest level in five years, driven by weak demand and higher costs....
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KCE ELECTRONICS Plc. (KCE): 4Q25 Profit Hit A Five-Year Low
Net profit came in at Bt139mn (-45% YoY, -50% QoQ), representing the largest miss at 40%/43% below our and consensus estimates, respectively.
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