Equity Analysis /
Thailand

KCE Electronics PCL: Good & bad—but KCE’s up 30% YTD!

  • Good news #1: YoY core earnings growth to resume in 4Q20

  • Good news #2: A solid mid- to long-term growth profile

  • Bad news#1: Chip shortage snarls global auto production

Napon Jaisan
Napon Jaisan

Equity Research Analyst

Bualuang Securities
19 January 2021