Delta Electronics (Thailand) Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Victor Cheng

Chief executive officer

n/a

Total compensation

CEO salary percentage	n/a
CEO tenure	less than a year
CEO ownership	n/a
Management average tenure	3.1yrs
Board average tenure	4.9yrs

Recent management updates

Recent updates

CEO

Victor Cheng (59 yo)

less than a year

Tenure

Mr. An Cheng, also known as Victor, is Executive Vice President of Infrastructure (IFB) & Director of Delta Electronics, Inc. from 2023. He was Senior VP, GM of Info. Communication Technology Infrastructur...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
An Cheng	CEO & Director	less than a year	no data	no data
Tsai-Hsing Chang	COO, President & Executive Director	5.3yrs	฿910.00k	no data
Tzu-shing Ko	Executive Director	4.1yrs	฿910.00k	no data
Li Xue	Executive Director	1.1yrs	฿650.00k	no data
Nipaporn Jiarajareevong	Chief Financial Officer	3.1yrs	no data	no data
Chin-Ming Chen	Chief Information Officer	12.5yrs	no data	no data
Chih-hao Huang	Chief Human Resources Officer of SEA Region	2.3yrs	no data	no data
Wilailak Fungthanakun	Company Secretary	no data	no data	no data

3.1yrs

Average Tenure

57yo

Average Age

Experienced Management: DELTA's management team is considered experienced (3.1 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
An Cheng	CEO & Director	less than a year	no data	no data
Tsai-Hsing Chang	COO, President & Executive Director	4.9yrs	฿910.00k	no data
Tzu-shing Ko	Executive Director	4.9yrs	฿910.00k	no data
Li Xue	Executive Director	1.1yrs	฿650.00k	no data
Kong Ng	Chairman of the Board	34yrs	฿4.19m	no data
Anusorn Muttaraid	Non-Executive Director	29.8yrs	฿2.93m	no data
Tippawan Chayutimand	Independent Director	6.1yrs	฿2.55m	no data
Somchai Harnhirun	Independent Director	1.1yrs	฿1.88m	no data

4.9yrs

Average Tenure

67yo

Average Age

Experienced Board: DELTA's board of directors are considered experienced (4.9 years average tenure).

Delta Electronics (Thailand) Management

Management criteria checks 2/4

Key information

Recent management updates

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

Delta Electronics (Thailand) Public Company Limited Announces Executive Changes

Delta Electronics Thailand Appoints Victor Cheng as CEO

Delta Electronics Thailand Appoints Jackie Chang as President and Coo, Effective on January 1, 2024

Recent updates

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 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) Public Company Limited Announces Executive Changes

Delta Electronics Thailand Appoints Victor Cheng as CEO

Delta Electronics Thailand Appoints Jackie Chang as President and Coo, Effective on January 1, 2024

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%

Delta Electronics (Thailand) Public Company Limited Showcases Digital Projection Insight Laser 8K Projector at Sustainability and Cultural Promotion Event at CentralWorld

Consensus EPS estimates increase by 78%

Investor sentiment improves as stock rises 15%

First quarter 2023 earnings: EPS misses analyst expectations

Investor sentiment deteriorates as stock falls 22%

Investor sentiment deteriorates as stock falls 20%

Upcoming dividend of ฿4.00 per share at 0.2% yield

Price target increased by 10.0% to ฿616

Price target increased to ฿560

Investor sentiment improved over the past week

Investor sentiment improved over the past week

Price target increased to ฿519

Less than half of directors are independent

Price target increased to ฿512

Third quarter 2022 earnings released: EPS: ฿3.29 (vs ฿0.95 in 3Q 2021)

Now 24% undervalued

Price target increased to ฿459

Investor sentiment improved over the past week

Now 21% undervalued

Now 25% undervalued

Consensus EPS estimates increase by 33%

Investor sentiment improved over the past week

Price target increased to ฿373

Second quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

First quarter 2022 earnings: EPS and revenues exceed analyst expectations

Less than half of directors are independent

Delta Electronics (Thailand) Public Company Limited Approves Dividend for the Fiscal Year Ended December 31, 2021, Payable on April 22, 2022

Investor sentiment improved over the past week

Investor sentiment deteriorated over the past week

Upcoming dividend of ฿1.70 per share

Full year 2021 earnings: EPS and revenues exceed analyst expectations

Delta Electronics (Thailand) Public Company Limited Proposes Dividend Payment for the Year 2021, Payable on April 22, 2022

Investor sentiment improved over the past week

Less than half of directors are independent

Price target increased to ฿363

Second quarter 2021 earnings released: EPS ฿1.33 (vs ฿1.62 in 2Q 2020)

Price target increased to ฿333

Investor sentiment deteriorated over the past week

First quarter 2021 earnings released: EPS ฿1.41 (vs ฿0.69 in 1Q 2020)

Price target increased to ฿296

Investor sentiment improved over the past week

Chief Financial Officer has left the company

New 90-day low: ฿331

Investor sentiment deteriorated over the past week

Upcoming Dividend of ฿3.30 Per Share

Full year 2020 earnings released: EPS ฿5.69 (vs ฿2.37 in FY 2019)

Revenue beats expectations, earnings disappoint