KCE Electronics Plc. (KCE): Let’s Wait And See Next Year – Neutral (12M Fwd Fair Value Bt20.00)
Despite an improving earnings outlook for 2026, several short-term headwinds will continue to weigh on the share price.The company expects 4Q25...
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KCE ELECTRONICS Plc. (KCE): Core Profit Met Our Estimate But Missed Consensus
In 3Q25, KCE’s USD revenue rose to USD107mn (–3% YoY, +8% QoQ), a 4-quarter high, driven by order recovery, slight price gains, and new machine...
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KCE ELECTRONICS Plc. (KCE): Still Fully Valued Despite Earnings Rebound
KCE’s 3Q25 net profit is estimated at Bt276mn (–28% YoY, +57% QoQ), with the expected YoY drop due to i) a stronger baht and ii) higher copper prices.
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KTX TACTICAL PICKS - August 4, 2026 (Eng.)
We remove PTT and SPRC from the portfolio after they fell out of our ranking criteria, with holding-period returns of -4.6% and +8.4%,...
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Thailand Short Interest Weekly (Oct 9th): Airports of Thailand, PTT GlobalChem, Minor International
We analyzed SET short interest report for the past week and highlighted short interest changes in Airports of Thailand (AOT TB), PTT GlobalChem...
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