Delta Electronics (Thailand) - Challenging Path Ahead
We maintain a Neutral rating. Despite the sharp decline in the share price following the disappointing earnings, there is little upside compared to...
161 Views
Delta Electronics (Thailand) - 4Q24 Net Profit Significantly Below Expectations
We switch to a Neutral rating (previously Underperform) as the tactical outlook has improved to very limited downside risk, compared to the...
136 Views
DELTA TB - Shareholders (DIH) Issued Convertible Bonds Exchangeable for DELTA Shares
Delta International Holding Limited (DIH), a subsidiary of Delta Electronics (Taiwan) and a 14.7% shareholder in DELTA, plans to issue zero-coupon...
192 Views
Delta Electronics (Thailand) - Strong 3Q24 Net Profit but Share Price Fully Valued
We maintain an Underperform rating, as the stock’s valuation appears stretched, with very limited tactical upside. However, the long-term outlook...
181 Views
Delta Electronics - Record-High Net Profit in 2Q24 but Share Price Fully Valued
We switch our rating to Underperform (from Neutral) due to a weaker tactical outlook compared to the view presented in our previous report.
197 Views