Delta Electronics (Thailand) Förvaltning

Förvaltning kriterier kontrolleras 3/4

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Viktig information

Victor Cheng

Verkställande direktör

฿910.0k

Total ersättning

VD-lön i procent	n/a
Anställning som VD	2.7yrs
Ägande av VD	n/a
Ledningens genomsnittliga anställningstid	4.7yrs
Styrelsens genomsnittliga mandatperiod	7.3yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse • 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.

Ny berättelse • 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?

Uppdatering av berättelse • 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.

Ny berättelse • 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?

Ny berättelse • 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?

VD OCH KONCERNCHEF

Victor Cheng (62 yo)

2.7yrs

Anställning

฿910,000

Kompensation

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...

Ledningsgrupp

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

4.7yrs

Genomsnittlig anställningstid

58yo

Genomsnittlig ålder

Erfaren ledning: DELTA s ledningsgrupp anses vara erfaren ( 4.7 års genomsnittlig anställningstid).

Styrelseledamöter

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

7.3yrs

Genomsnittlig anställningstid

70yo

Genomsnittlig ålder

Erfaren styrelse: DELTA s styrelse anses vara erfaren ( 7.3 års genomsnittlig mandatperiod).

Företagsanalys och finansiella data Status

Uppgifter	Senast uppdaterad (UTC-tid)
Analys av företag	2026/09/11 02:00
Aktiekurs vid dagens slut	2026/09/11 00:00
Intäkter	2026/06/30
Årlig intjäning	2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

Paket	Uppgifter	Tidsram	Exempel US-källa
Företagets finansiella ställning	10 år	Resultaträkning Kassaflödesanalys Balansräkning	SEC Form 10-K SEC Form 10-Q
Analytikernas konsensusuppskattningar	+3 år	Prognos för finansiella poster Analytikernas prismål	Rapporter från analytiker Blue Matrix
Marknadspriser	30 år	Aktiekurser Utdelningar, splittar och åtgärder	ICE Marknadsdata SEC Form S-1
Ägarskap	10 år	Största aktieägare Insiderhandel	SEC Formulär 4 SEC Formulär 13D
Förvaltning	10 år	Ledningsgrupp Styrelse och verkställande direktörer	SEC Form 10-K SEC Form DEF 14A
Viktiga utvecklingstendenser	10 år	Företagsmeddelanden	SEC Formulär 8-K

^* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Delta Electronics (Thailand) Public Company Limited bevakas av 28 analytiker. 19 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

Analytiker	Institution
Anakepong Putthapibal	Asia Plus Securities Company Limited
Chotipat Leksakul	BofA Global Research
Suppapong Iemkongaek	BofA Global Research

Delta Electronics (Thailand) Förvaltning

Förvaltning kriterier kontrolleras 3/4

Viktig information

Senaste uppdateringar av ledningen

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%