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Delta Electronics
2308
Delta Electronics
Overvalued Power Electronics Will Face Margin Compression Amid US-China Decoupling
AN
AnalystLowTarget
Not Invested
Consensus Narrative from 18 Analysts
Published
03 Aug 25
Updated
03 Aug 25
0
Set Fair Value
0
votes
Share
AnalystLowTarget
's Fair Value
NT$388.88
60.2% overvalued
intrinsic discount
03 Aug
NT$623.00
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1Y
65.3%
7D
9.9%
Author's Valuation
NT$388.9
60.2% overvalued
intrinsic discount
AnalystLowTarget Fair Value
View Valuation
Narrative
Updates
0
Valuator
Company Info
Notes
AnalystLowTarget Fair Value
NT$388.9
60.2% overvalued
intrinsic discount
Future estimation in
3 Years
time period
Past
Future
0
607b
2014
2017
2020
2023
2025
2026
2028
Revenue NT$606.6b
Earnings NT$54.5b
Revenue
Profit Margin
Future PE
Revenue
% p.a.
0
Decrease
Increase
Current revenue growth rate
11.69%
Electronic Equipment and Components revenue growth rate
0.39%
Other Inputs & Calculation
Risk Level (Discount Rate)
Our default considers factors like the company's size, volatility, profitablity and country of operation.
Risk Level (Discount Rate)
%
0
Decrease
Increase
Current discount rate
6.75%
Calculation
NT$54.48b
Earnings '28
x
22.55x
PE Ratio '28
=
NT$1.23t
Market Cap '28
NT$1.23t
Market Cap '28
/
2.60b
No. shares '28
=
NT$473.05
Share Price '28
NT$473.05
Share Price '28
Discounted to 2025 @ 6.76% p.a.
=
NT$388.80
Fair Value '25