The Week That Was in ASEAN@Smartkarma - BCA Stands Out, Thai Bev, and Delta Electronics Fully Valued
The past week saw insights on Bank Central Asia (BBCA IJ), Thai Beverage (THBEV SP), Sheng Siong (SSG SP), and Delta Electronics Thailand (DELTA TB).
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Delta Electronics - Record-High Net Profit in 2Q24 but Share Price Fully Valued
We switch our rating to Underperform (from Neutral) due to a weaker tactical outlook compared to the view presented in our previous report.
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Delta Taiwan Vs. Thailand Monitor: Taiwan's Nvidia Solutions Show Why TW Better Value Than Thailand
Delta Taiwan has outperformed its Delta Thailand subsidiary recently. It has better access to cutting edge opportunities than its subsidiary....
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Delta Electronics (Thailand) - Potential for Rerating of Valuation in FY2025E and FY2026E
We initiate our coverage on DELTA with a Neutral rating and a 12M fair value of Bt60.25, based on a required rate of return of 2.29%, as we view...
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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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