Delta Electronics Thailand (DELTA) Earnings Disappoint: 2Q Net Income Falls Short of Estimates

Delta Electronics Thailand on Smartkarma

Analysts on Smartkarma are closely monitoring Delta Electronics Thailand’s performance amidst upcoming changes. Brian Freitas highlights the SET50 Index Rebalance, projecting 4 changes including capping for Delta. Expecting significant passive selling in Delta due to capping, Freitas suggests a potential impact on other index constituents. Janaghan Jeyakumar, CFA, anticipates 3 index changes with an estimated one-way flow of around US$67mn during June’s rebalance. Citing a widening valuation gap between Delta Taiwan and Delta Thailand, Vincent Fernando, CFA, notes Taiwan’s stronger fundamentals despite Thailand’s recent rally.

However, Fernando’s bearish lean on Delta Thailand underscores concerns about its overvaluation compared to Delta Taiwan. While Thailand has seen a significant drop, it remains relatively expensive, with Taiwan offering a more favorable growth profile for 2025. These insights provide investors with valuable perspectives on Delta Electronics Thailand’s market position and potential opportunities moving forward.

A look at Delta Electronics Thailand 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 Thailand shows a promising long-term outlook. With impressive scores in Growth, Resilience, and Momentum, the company seems well-positioned for steady progress in the future. Its strong focus on expanding and adapting to market changes suggests good potential for development and expansion.

Delta Electronics Thailand, known for designing and manufacturing electronic equipment such as power systems for various industries, fans, and other electronic components, appears to have solid foundations to support its growth trajectory. While the Value and Dividend scores are more moderate, the high ratings in Growth, Resilience, and Momentum hint at a company with a dynamic and robust business model, poised for continued success in the industry.

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.
Have feedback on this article? Concerned about the content? Get in touch with us directly.

💡 Before it’s here, it’s on Smartkarma