$DELTA #DELTA ELECTRONICS ... Delta Electronics (DELTA TB) - Anticipating...
The tone at DELTA’s analyst meeting was optimistic. 2H23 earnings are likely to remain strong. Revenue should improve as well due to strong demand for EV products. Gross margin is also projected to...
View Article$DELTA #DELTA ELECTRONICS ... Thailand Daily - Wednesday, August 02, 2023
| KEY HIGHLIGHTS Results PTT Exploration & Production (PTTEP TB/BUY/Bt159.50/Target: Bt182.00) 2Q23: Strong net profit. Update Delta Electronics (DELTA TB/SELL/Bt113.00/Target: Bt70.00)...
View Article$DELTA #DELTA ELECTRONICS ... Regional Morning Notes - Wednesday, August 2, 2023
GREATER CHINA Strategy Property and Property Management: Expecting policy action after PBOC meeting; Downgrade CGS to HOLD. Results WuXi AppTec (2359 HK/BUY/HK$79.10/Target: HK$92.70) :1H23: Adjusted...
View Article$DELTA #DELTA ELECTRONICS ... Thailand Daily - Thursday, October 12, 2023
| KEY HIGHLIGHTS Asian Gems Corporate Highlights CP ALL (CPALL TB/BUY/Bt59.75/Target: Bt78.00) Resilient long-term growth outlook. Delta Electronics (DELTA TB/SELL/Bt80.50/Target: Bt70.00) Concluding...
View Article$DELTA #DELTA ELECTRONICS ... Delta Electronics (DELTA TB) - Concluding 2023...
We have a favourable outlook for DELTA\'s performance in 2023 and anticipate the sentiment to persist into 2024. Key contributors to revenue growth include robust demand for EV power and data centres....
View Article$DELTA #DELTA ELECTRONICS ... Thailand Daily - Tuesday, October 31, 2023
| KEY HIGHLIGHTS Update Delta Electronics (DELTA TB/SELL/Bt76.25/Target: Bt65.00) Favourable outlook to continue in 4Q23 but revenue growth may decelerate in 2024. [...]
View Article$DELTA #DELTA ELECTRONICS ... Delta Electronics (DELTA TB) - Favourable...
The tone of the analyst meeting was cautiously optimistic as management expects revenue to grow moderately by 5% qoq in 4Q23. However, we are optimistic on revenue due to seasonal and currency factors....
View Article$DELTA #DELTA ELECTRONICS ... Thailand Daily - Monday, February 19, 2024
| KEY HIGHLIGHTS Results I-TAIL Corp (ITC TB/HOLD/Bt19.60/Target: Bt20.00) 4Q23: Earnings In line; most good news already priced in. Update Delta Electronics (DELTA TB/SELL/Bt77.50/Target: Bt63.00)...
View Article$DELTA #DELTA ELECTRONICS ... Delta Electronics (DELTA TB) - Expecting A...
The tone of the analyst meeting was dull. Revenue growth for 2024 is projected to slow down. Likewise, gross margin is expected to remain stagnant, influenced by the decelerated revenue growth and...
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