In today’s briefing:
- Delta Electronics (DELTA TB / 2308 TT): Waiting for a Reversal
Delta Electronics (DELTA TB / 2308 TT): Waiting for a Reversal
- Delta Electronics Thai (DELTA TB) is now the largest stock in Thailand by market cap. The recent SET50 INDEX inclusion has set the stock on fire.
- The Delta Electronics Thai (DELTA TB) / Delta Electronics (2308 TT) spread is very wide now, but still well within the historical highs.
- We’d put on a placeholder position and monitor the spread for an entry once there is a clearer indication of a reversal in the spread.
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