Hana Microelectronics stock gains 1.91 percent on AI forecasts

Published on 10/07/2026 at 03:13 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Hana Microelectronics stock gained 1.91 percent to THB 53.25 on October 6, 2026. Q2 revenue reached THB 5.37 billion and EPS beat the forecast at THB 0.37.

Hana, TH0324B10Z01, Illustration mit AI erstellt.

Hana Microelectronics stock (ISIN TH0324B10Z01) was last at THB 53.25 on the SET on October 6, 2026, up 1.91 percent from the prior close. The price sat 1.84 percent below the 52-week high of THB 54.25, giving the recent AI-driven earnings story a clear market test.

AI forecasts lift the growth case

Kaohoon International reported on September 29, 2026, that Kiatnakin Phatra Securities raised its 2026 and 2027 pre-exceptional profit forecasts by 8 percent and 31 percent. The broker maintained a Buy rating and lifted its target to THB 61.00 from THB 42.00.

KKPS linked the revision to two AI-related projects, Phononic TEC and high-density PCBA, which it expects to contribute combined revenue of THB 2.5 billion to THB 3.5 billion from early 2027. The same report said Ayutthaya OSAT utilization had reached 62 percent, while combined losses at the PMS and HTI divisions narrowed to THB 116 million in 2026 from THB 388 million in the fourth quarter of 2025.

Second-quarter figures beat forecasts

Investing.com lists Hana's latest release as August 14, 2026, covering the second quarter. Revenue was THB 5.37 billion against a THB 5.20 billion forecast, while EPS was THB 0.37 versus THB 0.22, a 68.18 percent beat against the forecast.

The quarterly numbers matter because they show a recovery from the first quarter's adjusted earnings level. Hana's Q2 revenue also exceeded the Q1 figure of THB 4.93 billion, while the company operates across printed circuit board assembly, integrated circuits and outsourced semiconductor assembly and test.

Hana Microelectronics describes a group with six production facilities, more than 10,000 employees and operations spanning Thailand, China, the United States and Cambodia. That footprint gives the AI programs a manufacturing base, but the revenue contribution remains tied to execution and customer ramp-up.

Consensus leaves limited upside

Investing.com shows a Strong Buy consensus from 17 analysts, including 15 Buy ratings, 2 Holds and 0 Sells. The average 12-month target is THB 55.23, with a high estimate of THB 72.00 and a low estimate of THB 40.00, placing the average target 3.71 percent above the October 6 price.

Separately, MarketScreener reported that Tisco Securities upgraded Hana from Hold to Buy on September 16, 2026, raising its target to THB 61.50 from THB 50.50. The contrast between the average consensus target and the higher broker targets makes execution in the AI programs the central valuation issue.

Hana stock stays near yearly high

Hana Microelectronics was last at THB 53.25 on the SET at 4:37 p.m. ICT on October 6, 2026. The session range was THB 52.00 to THB 53.50, volume reached 31,720,187 shares and market capitalization was THB 47.1 billion.