Delta Electronics (2308) Earnings Soar: September Sales Surge 53.8% to NT$57.06 Billion

Delta Electronics on Smartkarma

Analysts on Smartkarma, such as Vincent Fernando, CFA, are closely covering Delta Electronics, examining the differences between Delta Taiwan and Delta Thailand. In a recent research report titled “Delta Taiwan Vs. Delta Thailand: Valuation Gap Widens After Strong 1Q25; Why AI Now Needs Microgrids,” the focus was on Delta Taiwan’s record-breaking 1Q25 results fueled by AI data center demand. Management emphasized the importance of microgrids for resilient infrastructure, addressing challenges in the power grid. Despite Delta Taiwan’s strong growth prospects for 2025-2026, there is a significant valuation gap compared to Delta Thailand, with the former trading at 22x PER versus 60x for the latter.

A look at Delta Electronics Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores, Delta Electronics shows promising long-term potential. With strong scores in Growth, Resilience, and Momentum, the company appears to be well-positioned for future success. A high Growth score suggests that Delta Electronics is expected to expand and increase its market presence over time. Additionally, a solid Resilience score indicates that the company is well-equipped to withstand market fluctuations and challenges. The Momentum score further highlights positive market sentiment and suggests continued upward movement for Delta Electronics.

Delta Electronics Inc. is a company that specializes in manufacturing power supplies and video display products. Their product range includes switching power supplies, telecom power systems, uninterrupted power supply (UPS), variable speed alternating current (AC) monitor drives, high-resolution color monitors, and projectors. In addition, they produce magnetic and networking components, showcasing a diverse product portfolio catering to different industries and sectors.

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