DELTA ELECTRONICS (THAILAND) Plc. (DELTA): Poised To Move Ahead
We accordingly raise our 2026 profit forecast for DELTA by 17% to Bt29bn (+23% YoY), reinforcing our view that the stock can remain elevated.
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DELTA ELECTRONICS (THAILAND) Plc. (DELTA): Earnings Jumped On One-Off Gains
GPM hit a record 28.4%, boosted by high-margin PE products. Excluding the inventory write-back of at least Bt600mn, GPM would be around 27%, still...
440 Views
DELTA ELECTRONICS (THAILAND) Plc. (DELTA): Continued Earnings Growth, But Limited Upside
3Q25 net profit is expected at Bt5.4bn (-13% YoY, +9% QoQ), underpinned by resilient orders despite the baht’s appreciation trend.
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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.
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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...
196 Views