- Delta Thailand’s net income for the full year is 18.94 billion baht, which is a 2.8% increase compared to the previous year, but below the estimated 21.78 billion baht.
- Revenue for the full year reached 164.73 billion baht, marking a 13% increase year-over-year, slightly under the estimated 166.14 billion baht.
- Earnings per Share (EPS) stands at 1.52 baht.
- The power electronics segment was a strong performer, boosting revenue growth by 12.5% year-over-year.
- The demand for power management solutions, particularly for data centers and DC power systems, is driving growth due to the rise of AI technology.
- AI developments are leading to increased investment in data center and networking infrastructures to meet the requirements of high-performance computing.
- In 2024, Delta Thailand’s sales revenue proportion in Asian markets increased significantly from 39% to 44%.
- Sales proportions in North America and Europe decreased, with North America’s share moving from 32% to 29% and Europe’s from 28% to 26%.
- There is one buy recommendation, six holds, and twelve sells for Delta Thailand’s stock, indicating cautious investor sentiment.
Delta Electronics Thailand on Smartkarma
Analyst coverage of Delta Electronics Thailand on Smartkarma reveals a mix of sentiments from different experts. Brian Freitas highlights the risk of SET50 deletion for Delta Electronics Thailand due to its valuation premium and potential parent company sell-down. On the contrary, Vincent Fernando, CFA suggests a short on Delta Thailand and long on Delta Taiwan strategy, citing overvaluation of Delta Thailand relative to its parent company.
Henry Soediarko sees a buying opportunity in Delta Electronics Thailand, foreseeing a bounce back despite recent SET suspension. Meanwhile, Vincent Fernando, CFA, emphasizes the extreme valuation mismatch between Delta Thailand and Delta Taiwan, advocating for a long position in Delta Taiwan and short position in Delta Thailand. The various viewpoints provide investors with a range of perspectives to consider when evaluating Delta Electronics Thailand’s investment potential.
A look at Delta Electronics Thailand Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 5 | |
| Resilience | 5 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.8 |
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 Thailand is set to thrive in the long term according to Smartkarma Smart Scores. With impressive ratings in Growth, Resilience, and Momentum, the company showcases strength and potential for future success. Scoring high in Growth signifies a positive outlook for the company’s expansion and profitability. Additionally, its Resilience and Momentum scores indicate the company’s ability to withstand market fluctuations and its upward trajectory in performance. While Value and Dividend scores are moderate, the exceptional ratings in other areas position Delta Electronics Thailand as a promising player in the electronic equipment industry.
Delta Electronics (Thailand) PCL, a company specializing in the design and manufacture of electronic equipment, is a key player in producing power systems for various sectors including telecommunications, medical equipment, and industrial automation. Furthermore, the company’s range extends to fans, electromagnetic interference filters, and solenoids, showcasing its diverse product portfolio. With a strong emphasis on Growth, Resilience, and Momentum as per Smartkarma Smart Scores, Delta Electronics Thailand seems poised for a prosperous future in the electronic equipment 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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