Delta Electronics (Thailand)'s Recent Selloff Presents Accumulation Opportunity

Dow Jones09-07

0402 GMT - Delta Electronics (Thailand)'s recent share price correction after its weaker-than-expected 2Q results, likely presents an attractive opportunity to accumulate, DBS Group Research analyst Chanpen Sirithanarattanakul says in a report. The company's earnings miss was driven mainly by softer gross margin instead of weaker demand, the analyst notes. However, Delta remains a key beneficiary of the multi-year artificial intelligence infrastructure investment cycle. Delta's 3Q earnings should mark a recovery, with revenue being supported by strong demand for data center-related products, the analyst says. DBS upgrades the stock's rating to buy from hold, while maintaining its target price of 298.00 baht. Shares are 7.0% higher at 274.00 baht.

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However, Delta remains a key beneficiary of the multi-year artificial intelligence infrastructure investment cycle. Delta's 3Q earnings should mark a recovery, with revenue being supported by strong demand for data center-related products, the analyst says. DBS upgrades the stock's rating to buy from hold, while maintaining its target price of 298.00 baht. 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