Delta Electronics（2308）株式概要
Delta Electronics, Inc.は、その子会社とともに、中国本土、米国、台湾、タイ、および国際的にパワーおよびサーマルマネジメントソリューションを提供している。 詳細
報酬
リスク分析
リスクチェックの結果、2308 、リスクは検出されなかった。
2308 Community Fair Values
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Analyst Price Targets
Delta Electronics, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | NT$2,165.00 |
| 52週高値 | NT$2,585.00 |
| 52週安値 | NT$396.00 |
| ベータ | 1.42 |
| 1ヶ月の変化 | 13.05% |
| 3ヶ月変化 | 46.78% |
| 1年変化 | 435.89% |
| 3年間の変化 | 494.78% |
| 5年間の変化 | 646.55% |
| IPOからの変化 | 19,684.47% |
最新ニュース
ナラティブの更新 • Jun 17
2308: AI Data Center And Sustainable Factory Build Will Drive Future Upside
Analysts have raised their price target for Delta Electronics from NT$3,030 to about NT$4,008. This change reflects updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, and indicates a recalibration of how they view the stock’s risk and earnings profile.
ナラティブの更新 • Jun 03
2308: AI Factories And Data Center Power Will Support Balanced Future Upside
Analysts have raised their fair value estimate for Delta Electronics from NT$1,572.89 to NT$2,545.00, citing updated assumptions for revenue growth, profit margin and a lower future P/E multiple as the main drivers of the new target. What's in the News Ceres Power Holdings referenced a new infrastructure partnership between Delta Electronics and Centrica to serve data centers and energy intensive industries in the UK and Europe, starting with Solid Oxide Fuel Cells for off grid power, with Delta acting as a manufacturing licensee for Ceres' fuel cell stacks and systems.ナラティブの更新 • May 17
2308: AI Factory And Sustainable Energy Solutions Will Drive Future Upside
Analysts have increased their fair value estimate for Delta Electronics from NT$2,800 to NT$3,030, citing updated assumptions for revenue growth, profit margins and future P/E expectations. What's in the News Delta Electronics is partnering with Centrica through an infrastructure agreement highlighted by Ceres Power, focusing on Solid Oxide Fuel Cells for off grid energy generation for data centres and energy intensive industries in the UK and Europe (Key Developments).ナラティブの更新 • 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.Recent updates
ナラティブの更新 • Jun 17
2308: AI Data Center And Sustainable Factory Build Will Drive Future Upside
Analysts have raised their price target for Delta Electronics from NT$3,030 to about NT$4,008. This change reflects updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, and indicates a recalibration of how they view the stock’s risk and earnings profile.ナラティブの更新 • Jun 03
2308: AI Factories And Data Center Power Will Support Balanced Future Upside
Analysts have raised their fair value estimate for Delta Electronics from NT$1,572.89 to NT$2,545.00, citing updated assumptions for revenue growth, profit margin and a lower future P/E multiple as the main drivers of the new target. What's in the News Ceres Power Holdings referenced a new infrastructure partnership between Delta Electronics and Centrica to serve data centers and energy intensive industries in the UK and Europe, starting with Solid Oxide Fuel Cells for off grid power, with Delta acting as a manufacturing licensee for Ceres' fuel cell stacks and systems.ナラティブの更新 • May 17
2308: AI Factory And Sustainable Energy Solutions Will Drive Future Upside
Analysts have increased their fair value estimate for Delta Electronics from NT$2,800 to NT$3,030, citing updated assumptions for revenue growth, profit margins and future P/E expectations. What's in the News Delta Electronics is partnering with Centrica through an infrastructure agreement highlighted by Ceres Power, focusing on Solid Oxide Fuel Cells for off grid energy generation for data centres and energy intensive industries in the UK and Europe (Key Developments).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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%.ナラティブの更新 • 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%.
新しいナラティブ • 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.株主還元
| 2308 | TW Electronic | TW 市場 | |
|---|---|---|---|
| 7D | 0.2% | 5.9% | 6.1% |
| 1Y | 435.9% | 213.6% | 103.8% |
業界別リターン: 2308過去 1 年間で213.6 % の収益を上げたTW Electronic業界を上回りました。
リターン対市場: 2308過去 1 年間で103.8 % の収益を上げたTW市場を上回りました。
価格変動
| 2308 volatility | |
|---|---|
| 2308 Average Weekly Movement | 9.1% |
| Electronic Industry Average Movement | 9.1% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in TW Market | 12.1% |
| 10% least volatile stocks in TW Market | 2.5% |
安定した株価: 2308 、 TW市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: 2308の 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1971 | n/a | Ping Cheng | www.deltaww.com |
Delta Electronics, Inc.は、その子会社とともに、中国本土、米国、台湾、タイ、および国際的にパワーおよびサーマルマネジメントソリューションを提供している。同社は、パワーエレクトロニクス、オートメーション、インフラストラクチャーの各セグメントを通じて事業を展開している。同社は、携帯機器、クラウドコンピューティング機器、自動車、IoT、その他の市場で使用されるインダクタ、トランス、ネットワーク製品、EMIフィルタ、ソレノイド、電流検出抵抗器、およびスイッチング電源、電源モジュール、外部および組み込み電源、産業用および医療用電源、産業用バッテリー充電製品を提供している。また、DCブラシレスファン・ブロワー、モーター、熱管理製品、キャビネット・サーマル・ソリューション、室内空気品質ソリューション、自動車用ファン、車載充電器、DC/DCコンバーター、ワイヤレス給電、電気自動車通信コントローラー、トラクション・インバーター、モーターなどのEVパワートレイン・ソリューションも提供している。同社は、ドライブ、モーション・コントロール・システム、産業用制御・通信製品、電力品質改善製品、ヒューマン・マシン・インターフェース、センサー、メーター、ロボット・ソリューションで構成される産業用オートメーション製品とソリューション、およびスマート製造ソリューション用のSCADAや産業用EMSなどの情報監視・管理システムを提供している。また、ビル管理・制御、室内空気品質モニター、LED照明、スマート監視、照明製品、ビルソリューション、コンサルティングサービスも提供している。通信用電源システム、ネットワーキング・システム、無停電電源装置、データセンター・インフラ製品、EV充電製品、エネルギー貯蔵システム、太陽光発電・風力発電インバータ、エネルギー管理ソリューション、中電圧ドライブ、ヘルスケア機器、産業用・X線装置、ディスプレイ・ビジュアライゼーション・ソリューションを提供している。1971年に設立され、本社は台湾の台北市にある。
Delta Electronics, Inc. 基礎のまとめ
| 2308 基礎統計学 | |
|---|---|
| 時価総額 | NT$5.60t |
| 収益（TTM） | NT$70.43b |
| 売上高(TTM) | NT$595.32b |
79.8x
PER（株価収益率9.4x
P/Sレシオ2308 は割高か？
公正価値と評価分析を参照収益と収入
| 2308 損益計算書（TTM） | |
|---|---|
| 収益 | NT$595.32b |
| 売上原価 | NT$383.99b |
| 売上総利益 | NT$211.33b |
| その他の費用 | NT$140.90b |
| 収益 | NT$70.43b |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 30, 2026
| 一株当たり利益（EPS） | 27.12 |
| グロス・マージン | 35.50% |
| 純利益率 | 11.83% |
| 有利子負債／自己資本比率 | 18.4% |
2308 の長期的なパフォーマンスは？
過去の実績と比較を見る| Delta Electronics 配当日 | |
|---|---|
| 配当落ち日 | Jun 17 2026 |
| 配当支払日 | Jul 22 2026 |
| 配当落ちまでの日数 | 2 days |
| 配当支払日までの日数 | 33 days |
2308 配当は確実ですか？
2308 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/18 12:45 |
| 終値 | 2026/06/18 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Delta Electronics, Inc. 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35
| アナリスト | 機関 |
|---|---|
| George Chang | Aletheia Analyst Network Limited |
| Yingchao Yang | Barclays |
| Wayne Dong | Barclays |