Delta Taiwan Vs. Thailand Monitor: Convertible Sale; Delta Thailand Should Underperform Vs Parent Co
Delta Thailand's weakness and overvaluation compared to Delta Taiwan prompts a short on Delta Thailand and long on Delta Taiwan strategy.
467 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...
195 Views
Delta Electronics Thailand (Delta.BK): Buying Opportunity
Delta Electronics Thailand share price has weakened due to recent suspension by SET but it will bounce back, as historically proven.
727 Views
Delta Taiwan Vs. Thailand Monitor: Delta Thai Remains at Extreme Relative Value Even After Sell-Off
Despite recent correction, Delta Thailand is still overvalued compared to Delta Taiwan. Market cap of Delta Taiwan is only 57% of Delta Thailand....
548 Views
Delta Taiwan Vs. Thailand Monitor: Thai Shares' Extreme Valuation Is Back; Unsustainable Mismatch
There is once again a significant valuation mismatch between Delta Thailand and Delta Taiwan. Go Long Delta Taiwan and Short Delta Thailand due to...
366 Views