Delta Taiwan Vs. Thailand Monitor: Valuation Divergence Hits a New Extreme
Delta Taiwan's stake in Delta Thailand is now worth more than all of Delta Taiwan. The valuation divergence would seem unsustainable, however when...
644 Views
Quiddity Leaderboard SET50 Jun25: Capping Expected for DELTA; Three Index Changes Likely
We estimate the one-way flow for SET50 during the June 2025 rebalance to be ~US$67mn which translates to a turnover of 2.9%.
402 Views
Delta Taiwan Vs. Thailand Monitor: Delta Thai Rally Looks Overdone; Taiwan Remains Better Value
Delta Thailand's rally created valuation gap widening to unjustifiable levels compared to Delta Taiwan. Delta Taiwan remains the stronger and...
487 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...
268 Views
Delta Taiwan Vs. Thailand Monitor: Delta Thailand Crash Closes Gap, But Still Relatively Expensive
Delta Thailand has significantly dropped compared to Delta Taiwan but is still overvalued even after recent price adjustments. Delta Taiwan has a...
587 Views