Delta Electronics (Thailand) - Downbeat Earnings May Impact ST Share Price
DELTA reported a 2Q25 core profit of Bt4.9bn (-17% YoY, -1% QoQ), which came in 4% below our estimate and 12% below the market consensus.
377 Views
Delta Electronics (Thailand) - Strongest Outlook but the Most Expensive Valuation
We acknowledge that DELTA should experience outstanding growth and is likely to have the most stable outlook in the sector, as it is the only...
270 Views
Delta Electronics (Thailand) - Notably Upbeat 1Q25 Earnings
DELTA reported 1Q25 core profit of Bt5bn (+31% YoY, +143% QoQ), 21% higher than market expectations, driven by a better-than-expected gross profit...
325 Views
Delta Electronics (Thailand) - Challenging Path Ahead
We maintain a Neutral rating. Despite the sharp decline in the share price following the disappointing earnings, there is little upside compared to...
265 Views
Delta Electronics (Thailand) - 4Q24 Net Profit Significantly Below Expectations
We switch to a Neutral rating (previously Underperform) as the tactical outlook has improved to very limited downside risk, compared to the...
201 Views