Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years of experience researching capital markets in Asia and the USA.

Managing Director, Zero One

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Equity Bottom-Up

<ul>
<li>Delta Thailand will be joining the Thailand SET50 Index, as was predicted by Brian Freitas here on Smartkarma.</li>
<li>The "Illogical" valuation is back -- Delta Taiwan trades as a smaller company despite being a substantially larger franchise.</li>
<li>Opportunity -- Index-Related buying of Delta Thailand could open up one of the most historically extreme relative valuations for Delta Taiwan.</li>
</ul>


Delta Thailand will be joining the Thailand SET50 Index, as was predicted by Brian Freitas here on Smartkarma.
The "Illogical" valuation is back -- Delta Taiwan trades as a smaller company despite being a substantially larger franchise.
Opportunity -- Index-Related buying of Delta Thailand could open up one of the most historically extreme relative valuations for Delta Taiwan.


Delta Taiwan Vs. Thailand Monitor: Delta Thai Joining SET50, Could Open Up Rare Rel Valuation Level

Delta Electronics

Delta Taiwan Vs. Thailand Monitor: Delta Thai Joining SET50, Could Open Up Rare Rel Valuation Level