Delta Electronics, Inc.

Report azionario TWSE:2308

Capitalizzazione di mercato: NT$5.7t

Delta Electronics Gestione

Criteri Gestione verificati 2/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Ping Cheng

Amministratore delegato

n/a

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEO25yrs
Proprietà del CEO2.1%
Durata media del management2.3yrs
Durata media del Consiglio di amministrazione22.5yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento dell'analisi • May 01

2308: AI Factory Power And Cooling Solutions Will Drive Future Upside

Analysts now place Delta Electronics' fair value at NT$2,800, up from NT$2,160, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and future P/E. What's in the News Delta plans to showcase its "Delta Sustainable Factory" concept at Hannover Messe 2026.
Aggiornamento dell'analisi • Apr 16

2308: AI Factory Power And Cooling Solutions Will Support Future Upside

Analysts have lifted their price target for Delta Electronics from NT$2,000 to NT$2,160, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E as the drivers of this adjustment. What's in the News Delta Electronics showcased a full range of energy saving power, liquid cooling, and microgrid solutions designed for 800 VDC architectures at NVIDIA GTC 2026, targeting next generation AI factory requirements (Key Developments).
Aggiornamento dell'analisi • Apr 02

2308: AI Factory Power And Cooling Solutions Will Support Future Upside

Analysts have nudged their price target on Delta Electronics to NT$2,000, reflecting slightly updated assumptions on the discount rate, revenue growth, profit margin and future P/E. Together these factors support keeping the target level steady in currency terms.
Aggiornamento dell'analisi • Mar 19

2308: AI Factory Power And Cooling Solutions Will Drive Future Upside

Analysts have lifted their price target for Delta Electronics from NT$994.96 to NT$2,000.00, citing updated assumptions that include higher projected revenue growth, a slightly lower discount rate and a higher future P/E multiple, partly offset by lower profit margin expectations. What's in the News Delta Electronics showcased a full range of energy saving power, liquid cooling and microgrid solutions designed for 800 VDC architectures aimed at next generation AI factories at NVIDIA GTC 2026, highlighting data center infrastructure capabilities (Product related announcement).
Aggiornamento dell'analisi • Mar 05

2308: Tonglu Data Center Contracts Will Support Future AI Power Upside

Analysts have raised their price target on Delta Electronics from NT$1,182 to about NT$1,573. This reflects updated views on higher modeled revenue growth, a different profit margin profile, a slightly lower discount rate, and a higher assumed future P/E multiple.
Aggiornamento dell'analisi • Feb 18

2308: Tonglu Data Center Contracts Will Ultimately Disappoint Versus Current Market Optimism

Analysts have updated their price target for Delta Electronics to NT$872.86 from NT$860.53, citing slightly higher modeled revenue growth, profit margin, and future P/E assumptions. What's in the News MediaTek Inc.
Aggiornamento dell'analisi • Feb 04

2308: Data Center Partnerships Will Eventually Underwhelm Versus Current Market Hype

Analysts have raised their fair value estimate for Delta Electronics from $804.77 to $860.53, citing updated assumptions around revenue growth, profit margins, a slightly adjusted discount rate, and future P/E expectations. What's in the News MediaTek Inc.
Aggiornamento dell'analisi • Jan 21

2308: Future AI Data Center Deals Will Not Sustain Current Optimism

Analysts have slightly increased their price target on Delta Electronics, citing modest adjustments to fair value and key inputs such as revenue growth, profit margin, discount rate, and future P/E assumptions that together support a somewhat higher valuation. What's in the News MediaTek signed construction and architectural supervision contracts for the Tonglu data center on rented land, naming Delta Electronics as a counterparty alongside Bio architecture Formosana, with a combined maximum contract value of TWD 512,685,000 including VAT.
Aggiornamento dell'analisi • Jan 07

2308: Future AI Data Center Contracts Will Not Justify Current Optimism

Analysts now set a higher price target for Delta Electronics, raising their fair value estimate from $782.65 to $804.05 as they factor in a slightly lower discount rate, revise revenue growth and margin expectations, and apply a higher future P/E multiple. What's in the News MediaTek selected Delta Electronics and Bio architecture Formosana to provide construction and extended architectural construction supervision services for the Tonglu data center on rented land.
Aggiornamento dell'analisi • Dec 24

2308: Future AI Data Center Expansion Will Eventually Disappoint Current Market Optimism

Analysts have significantly raised their price target on Delta Electronics from $450.00 to about $782.65, reflecting higher expected revenue growth, modestly improved profit margins, and a richer future earnings multiple. What's in the News Delta and Siemens Smart Infrastructure formalized a global partnership to provide prefabricated, modular power solutions that cut data center CAPEX and improve power reliability for AI and cloud operators (Strategic Alliances).
Aggiornamento dell'analisi • Dec 10

2308: Prefabricated AI Data Center Power Solutions Will Drive Upside

Analysts have nudged their price target for Delta Electronics slightly higher to TWD 1,182 from TWD 1,181, reflecting marginally stronger revenue growth assumptions and a steady long term valuation multiple despite a largely unchanged profit outlook. What's in the News Delta and Siemens Smart Infrastructure entered a global partnership to provide prefabricated, modular power solutions aimed at speeding data center deployment and lowering CAPEX for AI and cloud operators (Strategic Alliances).
Aggiornamento dell'analisi • Nov 26

2308: Prefabricated Data Center Power Solutions Will Drive Significant Upside

Analysts have slightly reduced their price target for Delta Electronics from $1,193.39 to $1,181.17, citing minor shifts in discount rate and valuation assumptions. Revenue growth and profit margin estimates remain largely unchanged.
Aggiornamento dell'analisi • Nov 05

2308: AI-Driven Energy Solutions Will Expand Revenue And Boost Margins

Analysts have raised their price target for Delta Electronics from $1,044.11 to $1,193.39. They cite improved revenue growth expectations and stronger profit margins as key factors behind the upward revision.
Aggiornamento dell'analisi • Oct 22

Analysts Lift Delta Electronics Price Target as AI Innovations Drive Stronger Growth Outlook

Analysts have raised their price target for Delta Electronics from $949.50 to $1,044.11. They cite improved revenue growth forecasts and a slightly higher profit margin outlook as reasons for the revision.
Aggiornamento dell'analisi • Oct 08

AI And Data Center Growth Will Shape Future Expansion

Delta Electronics received an upward revision in analyst price target from $831.44 to $949.50. This reflects increased confidence based on improved anticipated revenue growth and profit margins.
Aggiornamento dell'analisi • Sep 24

AI And Data Center Growth Will Shape Future Expansion

Delta Electronics’ consensus price target has increased significantly, primarily driven by higher projected revenue growth and an elevated future P/E multiple, resulting in a new fair value of NT$831.44. What's in the News Delta showcased AI-enabled smart manufacturing solutions at Automation Taipei, debuting Collaborative Robots and AI Cognitive Module for enhanced human-robot collaboration and demonstrating digital twin tech that shortens production cycles by 20%.
Aggiornamento dell'analisi • Sep 09

AI And Data Center Growth Will Shape Future Expansion

A marginal increase in Delta Electronics' consensus revenue growth forecasts has supported a slight upward revision in its Analyst Price Target to NT$683.39. What's in the News Delta unveiled AI-enabled smart manufacturing solutions at Automation Taipei 2025, debuting Collaborative Robots and AI Cognitive Module for intuitive human-robot collaboration and demonstrating a Cyber-Physical Integration Demo Line that reduces production optimization time by 20%.
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Nuova analisi • Nov 07

Cutting-Edge Cooling Solutions And AI Synergy Drive Sustained Growth And Margins

Delta Electronics' leadership in AI data center power solutions and liquid cooling offers revenue and net margin growth through high-demand, high-margin segments.

AMMINISTRATORE DELEGATO

Ping Cheng (63 yo)

25yrs
Mandato

Mr. Ping Cheng is Chairman CEO of Delta Electronics, Inc. Mr. Cheng was Chairman, CEO & Manager of Delta Electronics, Inc. from May 30, 2024. Mr. Cheng was CEO, Manager & Director of Delta Electronics, Inc...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Ping Cheng
Chairman CEOno dataNessun dato2.14%
NT$ 122.4b
Simon Chang
Presidentno dataNessun dato0.035%
NT$ 2.0b
Chong Hua Cheng
Founder & Honorary Chairmanno dataNessun dato4.08%
NT$ 233.0b
Po-Wen Yu
Senior Director4.8yrsNessun datoNessun dato
Rodney Liu
Investor Relations Officerno dataNessun datoNessun dato
Jesse Chou
Chief Sustainability Officerno dataNessun datoNessun dato
Shan-Shan Guo
Chief Brand Officer & Director15.3yrsNessun dato0.00078%
NT$ 44.6m
Wen-Ching Shyy
Executive Vice President of Power Electronics Business2.3yrsNessun datoNessun dato
James Tang
Executive VP of Mobility Business - EVB & GM of the Electric Vehicle Solutions Business Group2.3yrsNessun datoNessun dato
Johnson Lee
Executive Vice President of Infrastructure Business - IFB2.3yrsNessun datoNessun dato
Jimmy Yiin
Executive Vice President of Global Business Operations2.3yrsNessun datoNessun dato
Rock Huang
Executive Vice President of Global Manufacturingno dataNessun datoNessun dato
2.3yrs
Durata media
63yo
Età media

Gestione esperta: Il team dirigenziale di 2308 è considerato esperto (durata media dell'incarico 2.3 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Ping Cheng
Chairman CEO25yrsNessun dato2.14%
NT$ 122.4b
Simon Chang
President20yrsNessun dato0.035%
NT$ 2.0b
Chong Hua Cheng
Founder & Honorary Chairman50.8yrsNessun dato4.08%
NT$ 233.0b
Shan-Shan Guo
Chief Brand Officer & Director3.9yrsNessun dato0.00078%
NT$ 44.6m
An Cheng
Director7.9yrsNessun dato1.98%
NT$ 113.0b
Tzu-shing Ko
Vice Chairman25yrsNessun dato0.031%
NT$ 1.8b
22.5yrs
Durata media
70yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di 2308 è composto da personale esperto e esperto (durata media dell'incarico 22.5 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/09 20:18
Prezzo dell'azione a fine giornata2026/05/08 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Delta Electronics, Inc. è coperta da 35 analisti. 20 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
George ChangAletheia Analyst Network Limited
Yingchao YangBarclays
Wayne DongBarclays