Delta Electronics (Thailand) Plc. (DELTA): In-Line Earnings, But P/E Overheated Again
With 4Q25 results in line with market expectations, we believe the share price should remain elevated in the near term, as investors may be willing...
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DELTA ELECTRONICS (THAILAND) Plc. (DELTA): Valuation De-Rating Ahead
We see a risk of P/E de-rating for DELTA from a premium back to a discount, following the parent company’s biglot sale and rising near-term...
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Delta Electronics (Thailand) Plc. (DELTA): Lack Of Near-Term Catalysts...
The parent company of DELTA, Delta International Holding Limited B.V., announced a big lot sale of 51.2mn DELTA shares (representing 0.41% of total...
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DELTA ELECTRONICS (THAILAND) Plc. (DELTA): Back To A More Appropriate Level
In line with our previous note, DELTA’s share price has been unable to sustain a P/E above 85x for more than two months, and has fallen by more...
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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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