Delta Electronics (2308) Earnings Surge in July with 21.6% Sales Growth to NT$45.40 Billion: Insights on Analyst Ratings

Delta Electronics on Smartkarma

Analyst Coverage of Delta Electronics on Smartkarma

Smartkarma, the independent investment research network, recently featured a detailed analysis by Vincent Fernando, CFA, on Delta Electronics. In his report titled “Delta Taiwan Vs. Delta Thailand: Valuation Gap Widens After Strong 1Q25; Why AI Now Needs Microgrids,” Fernando sheds light on key insights concerning Delta Taiwan’s record-breaking performance in the first quarter of 2025. The report highlights Delta Taiwan’s exceptional results driven by AI data center demand and the company’s strategic focus on microgrids for resilient infrastructure. Interestingly, despite its strong growth outlook for 2025–2026, Delta Taiwan finds itself at a valuation gap when compared to Delta Thailand, trading at 22x PER versus 60x for its counterpart. This disparity is further compounded by the challenges stemming from a weak macroeconomic environment, rendering Delta Thailand highly vulnerable.

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

Delta Electronics Inc., a company specializing in power supplies and video display products, has received a favorable long-term outlook based on Smartkarma Smart Scores analysis. With strong ratings in Growth, Resilience, and Momentum, Delta Electronics appears well-positioned for future success. Its impressive momentum score suggests it is gaining traction in the market, while its resilience score indicates a robust ability to weather uncertainties. Moreover, the high growth score signifies potential for expansion and development within the industry. Although the value and dividend scores are moderate, the overall outlook for Delta Electronics seems promising.

Delta Electronics Inc. boasts a diverse product line that includes switching power supplies, telecom power systems, UPS, AC monitor drives, color monitors, projectors, as well as magnetic and networking components. This broad portfolio reflects the company’s commitment to innovation and adaptability. With a solid foundation in manufacturing critical electronic components, Delta Electronics is primed to capitalize on emerging trends in technology and maintain a competitive edge in the market.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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