Delta Electronics (2308) Earnings: 1H Revenue Hits NT$194.74B with Strong EPS of NT$6.05

Delta Electronics on Smartkarma

Analyst coverage on Delta Electronics on Smartkarma by Vincent Fernando, CFA, highlights the performance comparison between Delta Taiwan and Delta Thailand. According to Fernando, Delta Taiwan has been outperforming its subsidiary, with better access to cutting-edge opportunities such as Nvidia solutions. The market cap ratio between the parent and subsidiary is trading over 1.0x, indicating potential for further growth. Expectations are for Delta Taiwan to continue its outperformance over the long term.

In another research report, Fernando discusses how Delta Taiwan’s AI power efficiency solutions showcased at NVIDIA Corp’s GTC Conference led to its outperformance over Delta Thailand. However, there is concern as short interest spiked for Delta Taiwan, raising questions about whether the AI angle is overbought. Despite the recent surge, there is a suggestion that the Taiwan rally may be short-term due to hype surrounding AI concept stocks. The analysis delves into the valuation mismatch between Delta Taiwan and Thailand, highlighting potential corrections and the ongoing dominance of Delta Taiwan in the market.

A look at Delta Electronics 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

Delta Electronics Inc., a company known for manufacturing power supplies and video display products, is poised for a promising long-term outlook based on its Smartkarma Smart Scores. With solid scores in growth, resilience, and momentum, Delta Electronics demonstrates strong potential for future expansion and continued performance. Its emphasis on innovation and adaptability positions the company well in the dynamic market landscape.

While Delta Electronics may have moderate scores in value and dividend factors, its superior ratings in growth, resilience, and momentum indicators paint a positive picture for the company’s future prospects. As a manufacturer of a wide range of essential products including power supplies, telecom systems, and monitors, Delta Electronics‘ diverse product portfolio contributes to its overall resilience in the market. Investors may find Delta Electronics a compelling choice for long-term investment opportunities based on its robust outlook.

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.
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