Delta Electronics (2308) Earnings: May Sales Surge to NT$35.08B, Marking 2.61% Growth

Delta Electronics on Smartkarma

Analyst coverage on Delta Electronics by Vincent Fernando, CFA on Smartkarma reveals interesting insights. In one report titled “Delta Taiwan Vs. Thailand Monitor: Delta Taiwan Surges As New AI Play; But Shorts Amassing as Well,” it is highlighted that Delta Taiwan’s AI power efficiency solutions showcased at NVIDIA Corp’s GTC Conference drove outperformance compared to Delta Thailand. However, there is a concern as short interest spiked for Delta Taiwan, raising questions about whether the AI angle is overbought. The report suggests that Delta Taiwan’s outperformance may be short-term due to hype around the AI concept stock.

In another report by Vincent Fernando, CFA titled “Delta Taiwan Vs. Thailand Monitor: EVENT: Imminent Earnings Release, Thailand Still Overvalued,” it is noted that Delta Thailand has underperformed Delta Taiwan and still remains overvalued. The upcoming earnings release in Taiwan is anticipated to further emphasize to the market that Delta Taiwan is the more favorable stock to own. Despite both companies having a similar growth profile, Delta Thailand is priced higher and faces challenges such as potential share sale overhang and risks related to SET 50 Index changes. The reports provide valuable insights for investors assessing the performance and valuation of Delta Electronics in relation to its Taiwan and Thailand operations.

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

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Based on the Smartkarma Smart Scores, Delta Electronics has a promising long-term outlook. With above-average scores in Growth and Resilience, the company shows strong potential for expansion and ability to withstand economic challenges. Additionally, Delta Electronics‘ Dividend score indicates a stable payout to investors, adding to its attractiveness.

Delta Electronics Inc. focuses on manufacturing power supplies and video display products, including items like switching power supplies, telecom power systems, and high-resolution color monitors. Their product portfolio also includes uninterrupted power supply (UPS) systems and magnetic networking components. With a solid overall outlook according to the Smartkarma Smart Scores, Delta Electronics seems well-positioned for sustainable growth and resilience in the market.

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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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