Delta Electronics: Taiwan Vs. Thailand Pairs Monitor, Call with Management
We had a call with Delta Electronics (2308 TT) management to understand the company’s latest developments, particularly in relation to its growing...
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Delta Taiwan Vs. Thailand Monitor: Delta Taiwan Surges As New AI Play; But Shorts Amassing as Well
Delta Taiwan's AI power efficiency solutions showcased at NVIDIA Corp's GTC Conference drove outperformance vs. Delta Thailand. However, short...
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Delta Taiwan Vs. Thailand Monitor: EVENT: Imminent Earnings Release, Thailand Still Overvalued
Delta Thailand has underperformed Delta Taiwan but still remains overvalued. Taiwan's imminent earnings release could further highlight to the...
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The Week That Was in ASEAN@Smartkarma - Bangkok Dusit, Grab Results, and Indonesia's Election
The past week saw insights on Indonesia's election, Grab Holdings (GRAB US), Bangkok Dusit Medical Services (BDMS TB), Delta Electronics Thailand,...
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Taiwan Tech Weekly: TSMC Sales Ahead; Display Driver Growth Reversal; AI Names Keep Flying
Taiwan AI names soar, ASE and Mediatek stumble; world's largest display driver maker predicts growth decline; TSMC and Samsung prioritize domestic...
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