DELTA sees “double-digit” sales growth to continue for at least next couple of yrs on rising demand for AI-related tech, said CEO, while AI-related products will a/c for half of its sales by eoy, up from 42% in the latest quarter with strong momentum and the data-center segment is propping up both top and bottom […]
Read More →DELTA anticipates the AI boom will boost sales of networking and data-center power equipment. New AI hardware from NVIDIA and peers is expected to increase demand for advanced power supply and thermal solutions. Comment: Pumping it at the right time? GPSC expects stronger 3Q earnings from improved steam and electricity sales to industrial users. Natural […]
Read More →DELTA’s 1Q25 earnings topped, Bt5.49b NP, +27% yoy, vs Bt5.33b estimate, rev Bt42.74b, +13% yoy, vs Bt41.48b estimate, robust growth attributed to accelerating investment trends in AI teaches, alongside ongoing advancements in digital techs and high-performance computing capabilities. Comment: Still knocking it out of the park – I’m just impressed… GLOBAL rpted Bt622m, 1Q25 NP, […]
Read More →BCP: 123.9m shares (9% of outstanding) crossed yesterday after market shut @ Bt36.57, 5% discount from close price, valued at Bt4.5b. Comment: This is a despicable act for the country…these “new investors” have fleeced the country DELTA said solid 1Q25 to help achieve double digit growth in FY25, new solutions to cater for rising demand […]
Read More →AOT’s expected to report after close Bt5.75b 1Q25 (ending Dec24), +23% yoy, on recovery in passenger and flight volumes. ATP30 eyes 10% FY25 revenue growth target driven by larger shuttle fleet clients base yoy, to branch out from industrial clients to tourism sector to diversify earnings, expand sector covers, mulls expand fleet size to 760 […]
Read More →Delta Int’l Holding Ltd B.V., wholly owned by Taiwan’s Delta Electronics Inc., offers $425m in zero-coupon bonds exchangeable into shares of DELTA, zero coupon with a $100m, initial exchange premium is 35% to 45% over the reference share price, which is that of the concurrent delta placement. Comment: This is an interesting development…..old school target […]
Read More →CPN and CRC’s Central Dept Store are investing Bt500m in CNY campaign under “The Great Chinese New Year” from Jan 7 – Feb 6. CPN anticipates 1Q traffic thru malls +20% yoy supported by Easy E-Receipt shopping tax rebate stimulus. Comment: It’ll be interesting to see the 4Q24 #’s of CPN and CRC… DELTA sets […]
Read More →CHAO appointed Malaysia partner, YLF Marketing, to distribute snack products in Malaysia, Singapore & Brunei, aims to stretch revenue from abroad to 38% by FY26 from current 27%. DELTA sees stronger growth in 2H on higher EV demand in EU and AI trend in data center segment. Comment: DELTA i’ll see you at 50. MINT: […]
Read More →BJC fell 3.69% on elevated volume, as tax may rise as much as 20%, forcing it to cut FY24 projection, Tabloid. DELTA reported Bt4.31b 1Q Net Profit, +19% yoy, on strong growth in sales revenue of power electronics and mobility business segments, but missed Bt4.58b consensus. RT sees brighter prospect in 2Q, on Bt8.52b backlog […]
Read More →AMATA reaffirms solid turnaround, multiple industrial land sales contract pending to sign in the pipeline, 50% out of Bt14.2b backlog to realize this year, price hike at Chonburi & Rayong (Bt11m/rai & Bt4.5m/rai) boost margin. Comment: China + 1 (or as we say…GTFO of China strategy) helps everyone BCP: SSO cuts holding by 0.1106% to […]
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