KCE Electronics - High Risk, High Return
We expect KCE to report a 2Q25E net profit of Bt221mn (-65% YoY, +23% QoQ), recovering from a low base in the previous quarter but still showing a...
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KCE Electronics - GPM Marks 14-Year-Low
KCE reported a 1Q25 core profit of Bt180mn (-57% YoY, -29% QoQ), the lowest in five years and 38% below market expectations, due to the lowest...
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KCE Electronics - 4Q24 Core Profit Remained Slow
The stock’s valuation attractiveness in terms of the fundamentals, with the stock price implying 25.3% upside to its fair value, is overshadowed by...
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Kce Electronics - 3Q24 Earnings Impacted by Stronger Baht
We raise our rating to Buy (previously Neutral) with a more positive view on the fundamental valuation (upgraded to buy from overvalued).
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Kce Electronics - Earnings Growth in 1Q24 Driven by Strong Gross Margin
We maintain our Neutral recommendation and the FY2024E fair value of Bt35.50. KCE’s core earnings grew YoY and QoQ in 1Q24, mainly from a rebound...
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