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Tech Thai Investing Ideas
AI Hardware Reliance And Supply Strains Will Pressure This Thai Electronics Leader
Delta Electronics (Thailand) is riding the boom in AI data centers, but that growth may be more fragile than it looks if a few big customers pull back or build more in-house. Add in rising component costs and a tighter supply chain, and the company could face tougher pricing and more uneven results than many investors expect.Read more
AN
฿253
4.3% overvalued intrinsic discount
Fair Value
Revenue
11.83% p.a.
Profit Margin
13.72%
Future PE
90.57x
Price in 2029
฿331.8
