Company Delta Electronics (Thailand)

Equities

DELTA

TH0528A10Z06

Electrical Components & Equipment

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Delta Electronics (Thailand)

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Electrical Components & Equipment

End-of-day quote Thailand S.E. Other stock markets 23:00:00 25/04/2024 BST			5-day change	1st Jan Change
73.75 ^THB	+1.03%		+6.50%	-16.19%

04-26	Delta Electronics Public Company Limited Reports Earnings Results for the First Quarter Ended March 31, 2024	CI
04-11	Delta Electronics Public Company Limited Approves the Construction of Plant D13, D14 and D15	CI

Delta Electronics (Thailand) Public Company Limited is a Thailand-based company engaged in the manufacture and distribution of electronic products, together with related research and development. The Companyâs segments include Power electronics, Infrastructure and Automation. Its Power electronics segment designs, manufactures, and sells power supplies applied to computers, servers, office automation equipment, household electric appliances, and automotive electronic products. Its Infrastructure segment designs, manufactures, and installs information and communication technology infrastructure and energy system infrastructure. Its main products include telecommunication systems, renewable energy, energy storage, and high power. Its Automation segment designs, manufactures, and installs industrial and building automation. Its main products include machine automation, industrial motion systems, smart sensor systems, lighting automation for buildings, and others.

THB in Million	2022	Weight	2023	Weight	Delta
Power Electronics 82.2 %	91,252	77.0 %	120,290	82.2 %	+31.82%
Infrastructure 15.1 %	24,185	20.4 %	22,105	15.1 %	-8.60%
Automation 2.6 %	3,009	2.5 %	3,830	2.6 %	+27.28%
Other 0.1 %	112	0.1 %	146	0.1 %	+30.36%

THB in Million	2022	Weight	2023	Weight	Delta
United States 30.2 %	38,597	32.6 %	44,171	30.2 %	+14.44%
Germany 14.7 %	9,658	8.1 %	21,528	14.7 %	+122.90%
China 13.0 %	15,818	13.3 %	19,052	13.0 %	+20.45%
Others 11.3 %	23,405	19.7 %	16,566	11.3 %	-29.22%
Singapore 7.6 %	5,094	4.3 %	11,107	7.6 %	+118.04%
India 7.6 %	8,741	7.4 %	11,066	7.6 %	+26.60%
Taiwan 4.0 %	3,501	3.0 %	5,927	4.0 %	+69.29%
Thailand 3.7 %	0	0.0 %	5,368	3.7 %	-
Netherlands 2.9 %	6,043	5.1 %	4,289	2.9 %	-29.03%
Ireland 2.6 %	3,093	2.6 %	3,733	2.6 %	+20.69%
Slovakia 2.4 %	0	0.0 %	3,564	2.4 %	-

Managers	Title	Age	Since
An Cheng CEO	Chief Executive Officer	-	11-30
Nipaporn Jiarajareevong DFI	Director of Finance/CFO	54	-
Tsai-hsing Chang PSD	President	57	31/12/18
Chin Ming Chen CTO	Chief Tech/Sci/R&D Officer	53	31/10/11
Vichai Saksuriya ADM	Chief Administrative Officer	61	31/12/07
Anusorn Muttaraid BRD	Director/Board Member	70	31/12/92
Anchalee Jieratham IRC	Investor Relations Contact	-	28/02/22
Wilailak Fungthanakun SEC	Corporate Secretary	55	07/08/08

Members of the board	Title	Age	Since
Kong Meng Ng CHM	Chairman	77	02/05/90
Anusorn Muttaraid BRD	Director/Board Member	70	31/12/92
Boonsak Chiempricha BRD	Director/Board Member	75	04/04/16
Somchai Harnhirun BRD	Director/Board Member	66	31/03/23
Tzu Hsing Ko BRD	Director/Board Member	-	31/12/18
Tsai-hsing Chang PSD	President	57	31/12/18
Tipawan Chayutimand BRD	Director/Board Member	66	01/04/18
An Cheng CEO	Chief Executive Officer	-	11-30

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	12,473,816,140	4,522,323,558 ( 36.25 %)	0	36.25 %

Name	Equities	%	Valuation
DELTA ELECTRONICS, INC. 63.78 %	7,955,918,960	63.78 %	16 244 M ฿
SCB Asset Management Co., Ltd. 0.4864 %	60,668,935	0.4864 %	124 M ฿
Thanachart Fund Management Co., Ltd. 0.2467 %	30,773,437	0.2467 %	63 M ฿
Krungsri Asset Management Co., Ltd. 0.1877 %	23,410,169	0.1877 %	48 M ฿
Krung Thai Asset Management Public Co., Ltd. 0.1416 %	17,667,452	0.1416 %	36 M ฿
Gryphon International Investment Corp. 0.1132 %	14,125,000	0.1132 %	29 M ฿
Kasikorn Asset Management Co., Ltd. 0.1115 %	13,903,986	0.1115 %	28 M ฿
UOB Asset Management (Thailand) Co., Ltd. 0.0877 %	10,936,171	0.0877 %	22 M ฿
BankInvest (Singapore) Pte Ltd. 0.0677 %	8,450,000	0.0677 %	17 M ฿
JPMorgan Asset Management (Singapore) Ltd. 0.0624 %	7,779,400	0.0624 %	16 M ฿

Name	Equities	%	Valuation
Amundi Asset Management SA (Investment Management) 0.1681 %	20,970,000	0.1681 %	43 M ฿
State Street Global Advisors Ltd. 0.0519 %	6,477,174	0.0519 %	13 M ฿
Sjunde AP-fonden 0.0510 %	6,356,500	0.0510 %	13 M ฿
Pension Reserves Investment Management Board 0.0386 %	4,818,000	0.0386 %	10 M ฿
ERSTE-SPARINVEST Kapitalanlagegesellschaft mbH 0.0305 %	3,800,000	0.0305 %	8 M ฿
Northern Trust Fund Managers (Ireland) Ltd. 0.0220 %	2,742,400	0.0220 %	6 M ฿
Pensionskassernes Administration A/S 0.006125 %	763,990	0.006125 %	2 M ฿
Nomura Asset Management Taiwan Ltd 0.004691 %	585,092	0.004691 %	1 M ฿
P+, Pensionskassen for Akademikere (Investment Management) 0.003498 %	436,360	0.003498 %	890 960 ฿
Sumitomo Mitsui Trust Asset Management Co., Ltd. 0.003215 %	401,000	0.003215 %	818 762 ฿

Name	Equities	%	Valuation
ATP Fondsmaeglerselskab A/S 0.0882 %	11,002,620	0.0882 %	21 M ฿
State Street Global Advisors France SA 0.0322 %	4,020,400	0.0322 %	8 M ฿
Amundi Asset Management SA (Investment Management) 0.0234 %	2,917,000	0.0234 %	6 M ฿
JPMorgan Asset Management (Singapore) Ltd. 0.0200 %	2,497,100	0.0200 %	5 M ฿
Storebrand Asset Management AS 0.0179 %	2,229,400	0.0179 %	4 M ฿
Aberdeen Asset Management (Thailand) Co., Ltd. 0.0137 %	1,709,000	0.0137 %	3 M ฿
Nordea Investment Management AB 0.0126 %	1,576,600	0.0126 %	3 M ฿
Pension Reserves Investment Management Board 0.0102 %	1,269,000	0.0102 %	2 M ฿
Renaissance Asset Managers (UK) Ltd. 0.008337 %	1,040,000	0.008337 %	2 M ฿
Xact Kapitalförvaltning AB 0.008337 %	1,040,000	0.008337 %	2 M ฿

Delta Electronics (Thailand) Public Co. Ltd.

909 Soi 9, Moo 4, E.P.Z Bangpoo Industrial Estate

10280, Amphur Muangsamutprakarn

+66 2 709 2800

http://www.deltathailand.com

address Delta Electronics (Thailand)(DELTA)

Name	Category and Sector
Delta Electronics India Pvt Ltd. Delta Electronics India Pvt Ltd. Electronic Equipment/InstrumentsElectronic Technology Part of Delta Electronics, Inc., Delta Electronics India Pvt Ltd. is a power and energy management company that operates in three business categories\: power electronics, automation, and infrastructure. Founded in 2003, the private company has a legacy of market leadership in telecom power solutions, renewable energy solutions, and display solutions. The company is based in Gurgaon, India. Additionally, it provides industrial automation solutions, UPS & datacenter solutions, EV charging solutions, rail transportation solutions, energy storage solutions, DC fans & blowers, and components.	Electronic Equipment/Instruments

Name

Category and Sector

Electronic Equipment/Instruments

Trading Rating

Investor Rating

ESG Refinitiv

More Ratings

Sell

Buy

Mean consensus

UNDERPERFORM

Number of Analysts

Last Close Price

73.75 THB

Average target price

68.27 THB

Spread / Average Target

-7.43%

Consensus

Estimates Revisions

Company calendar

Industrials

Industrial Goods

Machinery, Equipment & Components

Electrical Components & Equipment

Other Electrical Components & Equipment

	1st Jan change	Capi.
DELTA ELECTRONICS (THAILAND)	-16.19%	24.84B
SIEMENS AG	+4.53%	149B
EATON CORPORATION PLC	+34.66%	130B
SCHNEIDER ELECTRIC SE	+19.57%	130B
EMERSON ELECTRIC CO.	+12.90%	62.82B
AMETEK, INC.	+7.65%	41.04B
VERTIV HOLDINGS CO	+94.65%	35B
WEG S.A.	+6.26%	32.1B
ROCKWELL AUTOMATION, INC.	-9.78%	32.1B
LEGRAND	+3.97%	27.31B

Other Electrical Components & Equipment