Inventec approves THB 2.44 billion equipment: Macquarie rates Inventec stock Neutral

Published on 10/05/2026 at 21:59 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Inventec approved THB 2.44 billion for Thai equipment on September 22, 2026. Inventec stock spans TWD 38.55 to TWD 88.60 over 52 weeks.

Inventec, TW0002356003, Illustration mit AI erstellt.

Inventec Corporation (TW0002356003) approved THB 2.44 billion for production equipment and facilities in Thailand on September 22, 2026, according to Inventec. Macquarie also upgraded Inventec to Neutral from Underperform and set a TWD 63.00 price target on August 12, 2026, as reported by MarketScreener.

Thailand investment reaches THB 2.44 billion

The Thai project is tied to business development needs, while the counterparty remained subject to confirmation in the September 22 announcement. The board approved the transaction at a negotiated price based on vendor quotations and market conditions, with payment following the order terms.

Inventec's investment plan adds to a broader manufacturing footprint across Asia and North America. Its business covers computers, servers and smart devices, with server demand providing a key link to the company's enterprise and cloud data center operations.

Second-quarter revenue beats forecast

Inventec reported TWD 269.86 billion of revenue in the second quarter of 2026, up 34.72 percent from TWD 200.31 billion in the first quarter. Investing.com lists second-quarter earnings per share at TWD 1.09 versus a TWD 0.85 consensus and revenue at TWD 269.86 billion versus TWD 226.72 billion expected.

That represents a 19.03 percent revenue surprise and a 28.24 percent earnings-per-share surprise based on the published figures. Net income reached TWD 3.89 billion in the second quarter, compared with TWD 2.43 billion in the first quarter, giving investors a clearer measure of operating momentum than the equipment announcement alone.

Taiwan quote and valuation

Inventec last traded at TWD 58.30 on the Taiwan Stock Exchange on October 5, 2026 at 1:30 p.m. TST. Its market capitalization was TWD 209.1 billion on that date, while the 52-week range stood at TWD 38.55 to TWD 88.60.

The next earnings date is November 6, 2026, according to Investing.com. The combination of a higher quarterly revenue base and continued capacity spending leaves execution in Thailand and server demand as the central operating markers for the next report.