Delta Electronics (Thailand) Management

Management Kriterienprüfungen 3/4

Wir verfügen derzeit nicht über ausreichende Informationen über den CEO.

Wichtige Informationen

Victor Cheng

Geschäftsführender

฿910.0k

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts	n/a
Amtszeit als Geschäftsführer	2.7yrs
Eigentum des Geschäftsführers	n/a
Durchschnittliche Amtszeit des Managements	4.7yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder	7.3yrs

Jüngste Management Updates

Recent updates

Narrative-Update • Sep 07

DELTA: New Plant Investment Will Support Elevated Future P/E Risk

Analysts have raised their price target for Delta Electronics (Thailand) from THB244 to THB268, citing updated assumptions for revenue growth, profit margins and future P/E. What’s in the News for Delta Electronics (Thailand) At Board of Directors meeting No. 5/2026 on 24 July 2026, the company approved construction of a new manufacturing plant to replace the existing facility in Bangpoo Industrial Estate, Samut Prakan Province.

Neues Narrative • Aug 24

AI And Energy Transition Tailwinds Will Drive This Power Electronics Leader Higher

Catalysts About Delta Electronics (Thailand) Delta Electronics (Thailand) supplies power electronics, ICT infrastructure and energy solutions to customers across data centers, industrial automation, automotive and broader electronics markets. What are the underlying business or industry changes driving this perspective?

Narrative-Update • Aug 10

DELTA: New Manufacturing Plant Plan Will Sustain Excessive P/E Risk

Analysts have trimmed their price target for Delta Electronics (Thailand) from THB253 to THB244, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Delta Electronics (Thailand) received Board approval on 24 July 2026 to construct a new BP1 manufacturing plant in Bangpoo Industrial Estate, Samut Prakan Province, to replace the existing plant that faces capacity limitations.

Neues Narrative • Aug 10

AI Hardware And Data Center Demand Will Support A Stronger Long Term Outlook

Catalysts About Delta Electronics (Thailand) Delta Electronics (Thailand) produces power electronics, ICT infrastructure and energy solutions for data centers, industrial automation, automotive and energy infrastructure customers across multiple regions. What are the underlying business or industry changes driving this perspective?

Neues Narrative • Jul 27

AI Hardware Reliance And Supply Strains Will Pressure This Thai Electronics Leader

Catalysts About Delta Electronics (Thailand) Delta Electronics (Thailand) supplies power electronics, data center and ICT infrastructure, industrial automation, energy infrastructure and automotive power solutions across multiple regions. What are the underlying business or industry changes driving this perspective?

Geschäftsführer

Victor Cheng (62 yo)

2.7yrs

Amtszeit

฿910,000

Vergütung

Mr. An Cheng, also known as Victor, is CEO of Delta Electronics (Thailand) PCL & Director of Delta Electronics (Americas) Ltd. Mr. An Cheng, also known as Victor, is a Director of Delta Electronics, Inc. f...

Führungsteam

Name	Position	Amtszeit	Vergütung	Eigentümerschaft
An Cheng	CEO & Director	2.7yrs	฿910.00k	keine Daten
Tsai-Hsing Chang	COO, President & Executive Director	7.7yrs	฿910.00k	keine Daten
Tzu-shing Ko	Executive Director	6.4yrs	฿910.00k	keine Daten
Li Xue	Executive Director	3.4yrs	฿910.00k	keine Daten
Nipaporn Jiarajareevong	Chief Financial Officer	5.4yrs	keine Daten	keine Daten
Sununta Darawaew	Chief Accountant	less than a year	keine Daten	keine Daten
Chern-Lin Chen	Chief Technology Officer	1.7yrs	keine Daten	keine Daten
Chin-Ming Chen	Chief Information Officer	14.8yrs	keine Daten	keine Daten
Chih-hao Huang	Chief Human Resources Officer of SEA Region	4.7yrs	keine Daten	keine Daten
Wilailak Fungthanakun	Company Secretary	no data	keine Daten	keine Daten
Hsi-ju Wei	Manufacturing Operation 2 General Manager	no data	keine Daten	keine Daten

4.7yrs

Durchschnittliche Betriebszugehörigkeit

58yo

Durchschnittliches Alter

Erfahrenes Management: DELTADas Führungsteam des Unternehmens gilt als erfahren (4.7 Jahre durchschnittliche Betriebszugehörigkeit).

Vorstandsmitglieder

Name	Position	Amtszeit	Vergütung	Eigentümerschaft
An Cheng	CEO & Director	2.8yrs	฿910.00k	keine Daten
Tsai-Hsing Chang	COO, President & Executive Director	7.3yrs	฿910.00k	keine Daten
Tzu-shing Ko	Executive Director	7.3yrs	฿910.00k	keine Daten
Li Xue	Executive Director	3.4yrs	฿910.00k	keine Daten
Kong Ng	Chairman of the Board	36.3yrs	฿4.16m	keine Daten
Anusorn Muttaraid	Non-Executive Director	32.1yrs	฿2.83m	keine Daten
Saowanee Kamolbutr	Independent Non-Executive Director	2.3yrs	฿2.49m	keine Daten
Tipawan Chayutimanta	Independent Director	8.4yrs	฿2.86m	keine Daten

7.3yrs

Durchschnittliche Betriebszugehörigkeit

70yo

Durchschnittliches Alter

Erfahrener Vorstand: DELTADie Vorstandsmitglieder gelten als erfahren (7.3 Jahre durchschnittliche Amtszeit).

Unternehmensanalyse und Finanzdaten Status

Daten	Zuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse	2026/09/11 14:20
Aktienkurs zum Tagesende	2026/09/11 00:00
Gewinne	2026/06/30
Jährliche Einnahmen	2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

Paket	Daten	Zeitrahmen	Beispiel US-Quelle ^*
Finanzdaten des Unternehmens	10 Jahre	Gewinn- und Verlustrechnung Kapitalflussrechnung Bilanz	SEC-Formular 10-K SEC-Formular 10-Q
Konsensschätzungen der Analysten	+3 Jahre	Finanzielle Vorausschau Kursziele der Analysten	Analysten Research Berichte Blue Matrix
Marktpreise	30 Jahre	Aktienkurse Dividenden, Splits und Aktionen	ICE-Marktdaten SEC-Formular S-1
Eigentümerschaft	10 Jahre	Top-Aktionäre Insiderhandel	SEC-Formular 4 SEC-Formular 13D
Verwaltung	10 Jahre	Das Führungsteam Direktorium	SEC-Formular 10-K SEC-Formular DEF 14A
Wichtige Entwicklungen	10 Jahre	Ankündigungen des Unternehmens	SEC-Formular 8-K

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Delta Electronics (Thailand) Public Company Limited wird von 28 Analysten beobachtet. 19 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

Analyst	Einrichtung
Anakepong Putthapibal	Asia Plus Securities Company Limited
Chotipat Leksakul	BofA Global Research
Suppapong Iemkongaek	BofA Global Research

Delta Electronics (Thailand) Management

Management Kriterienprüfungen 3/4

Wichtige Informationen

Jüngste Management Updates

Delta Electronics (Thailand) Public Company Limited, Annual General Meeting, Apr 08, 2026

Delta Electronics (Thailand) Public Company Limited, Annual General Meeting, Apr 02, 2025

Delta Electronics (Thailand) Public Company Limited Approves Appointment of Mrs. Saowanee Kamolbutr as Independent Director and Audit Committee Member

Delta Electronics (Thailand) Public Company Limited Announces Sad Demise of Boonsak Chiempricha, Independent Director, Chairman of Audit Committee, and Privilege Committee Member

Delta Electronics (Thailand) Public Company Limited, Annual General Meeting, Apr 11, 2024

Delta Electronics (Thailand) Public Company Limited Announces Executive Changes

Recent updates

DELTA: New Plant Investment Will Support Elevated Future P/E Risk

AI And Energy Transition Tailwinds Will Drive This Power Electronics Leader Higher

DELTA: New Manufacturing Plant Plan Will Sustain Excessive P/E Risk

AI Hardware And Data Center Demand Will Support A Stronger Long Term Outlook

Consensus EPS estimates fall by 16%

AI Hardware Reliance And Supply Strains Will Pressure This Thai Electronics Leader

Delta Electronics (Thailand) Public Company Limited to Report Q2, 2026 Results on Jul 27, 2026

Second quarter 2026 earnings: EPS misses analyst expectations

Price target increased by 10% to ฿309

Consensus EPS estimates increase by 13%

First quarter 2026 earnings: EPS exceeds analyst expectations

Price target increased by 9.1% to ฿273

Price target increased by 7.2% to ฿242

Price target increased by 7.8% to ฿213

Dividend increased to ฿0.60

Delta Electronics (Thailand) Public Company Limited announces Annual dividend, payable on May 08, 2026

Delta Electronics (Thailand) Public Company Limited, Annual General Meeting, Apr 08, 2026

New major risk - Share price stability

Price target increased by 25% to ฿180

Third quarter 2025 earnings: EPS and revenues exceed analyst expectations

Price target increased by 9.3% to ฿146

Price target increased by 8.4% to ฿140

Price target increased by 9.6% to ฿123

Price target increased by 7.6% to ฿113

Second quarter 2025 earnings: EPS misses analyst expectations

Price target increased by 9.4% to ฿82.54

Investor sentiment improves as stock rises 15%

First quarter 2025 earnings: EPS and revenues exceed analyst expectations

Investor sentiment improves as stock rises 15%

Price target decreased by 8.4% to ฿72.45

Price target decreased by 7.9% to ฿74.33

Investor sentiment deteriorates as stock falls 16%

Delta Electronics (Thailand) Public Company Limited Approves the Distribution of Dividends for the Fiscal Year Ended December 31, 2024, Payable on April 28, 2025

Delta Electronics (Thailand) Public Company Limited Unveils Vari°ROW

Delta Electronics (Thailand) Public Company Limited to Report Q1, 2025 Results on Apr 25, 2025

Consensus EPS estimates fall by 20%

Investor sentiment deteriorates as stock falls 34%

New major risk - Share price stability

Price target decreased by 19% to ฿95.25

Dividend increased to ฿0.46

Delta Electronics (Thailand) Public Company Limited, Annual General Meeting, Apr 02, 2025

Full year 2024 earnings released: EPS: ฿1.52 (vs ฿1.48 in FY 2023)

Delta Electronics (Thailand) Public Company Limited Recommends Dividends for the Year Ended December 31, 2024, Payable on April 28, 2025

New minor risk - Share price stability

Price target increased by 7.6% to ฿116

Third quarter 2024 earnings: EPS and revenues exceed analyst expectations

Price target increased by 15% to ฿88.10

Second quarter 2024 earnings: EPS and revenues exceed analyst expectations

Price target increased by 11% to ฿71.73

Delta Electronics (Thailand) Public Company Limited Approves Appointment of Mrs. Saowanee Kamolbutr as Independent Director and Audit Committee Member

First quarter 2024 earnings: EPS misses analyst expectations

New minor risk - Share price stability

Delta Electronics (Thailand) Public Company Limited Approves Dividends for the Year Ended December 31, 2023, Payable on April 25, 2024

Delta Electronics (Thailand) Public Company Limited Announces Sad Demise of Boonsak Chiempricha, Independent Director, Chairman of Audit Committee, and Privilege Committee Member

Price target decreased by 9.7% to ฿69.50

Now 22% undervalued after recent price drop

Upcoming dividend of ฿0.45 per share

Dividend of ฿0.45 announced

Delta Electronics (Thailand) Public Company Limited, Annual General Meeting, Apr 11, 2024

Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behind

Delta Electronics (Thailand) Public Company Limited Recommends Dividends for the Year Ended December 31, 2023, Payable on April 25, 2024

Delta Electronics (Thailand) Public Company Limited Announces Executive Changes

Delta Electronics Thailand Appoints Victor Cheng as CEO

Third quarter 2023 earnings released: EPS: ฿0.44 (vs ฿0.33 in 3Q 2022)

Investor sentiment deteriorates as stock falls 23%

Price target increased by 7.4% to ฿66.29

New major risk - Earnings quality

Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Investor sentiment deteriorates as stock falls 16%