Professional
Added to YB: 2026-06-15
Pitch date: 2026-05-11
2308.TW [neutral]
Delta Electronics, Inc.
Author Info
No bio for this author
Company Info
Delta Electronics, Inc., together with its subsidiaries, provides power and thermal management solutions in Mainland China, the United States, Taiwan, Thailand, and internationally.
Market Cap
TWD 5.8T
Pitch Price
N/A
Price Target
N/A
Dividend
0.52%
EV/EBITDA
44.97
P/E
81.89
EV/Sales
9.60
Sector
Electronic Equipment, Instruments and Components
Category
growth
Guinness Global Quality Mid Cap Portfolio Holding: Delta Electronics, Inc.
2308.TW (holding update): +40.5%; 4th largest Taiwanese co, top global supplier of power supply/management/cooling. Benefiting from AI infra spend by hyperscalers & power efficiency demand. Diversified (EV, telecom, consumer). AI servers/cooling now 27% of rev, expected to hit 50%, lifting margins.
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