
Delta Electronics (Thailand) Public Company Limited (DELTA.BK)
ValueMarkers Composite Index
243% above intrinsic value ($3)
Delta Electronics (Thailand) Public Company Limited (DELTA.BK) — VMCI valuation read
The headline on Delta Electronics (Thailand) Public Company Limited (DELTA.BK) is a 55/100 VMCI score, set against a Industrials sector median of 50. That 5-point above-median read reflects the five-pillar weighting and, for a mid-cap name, suggests a relative-value tailwind is in the data.
DELTA.BK insider activity report: 0 buys, 0 sells filed via Form 4 over the past 30 days. The next datable items are the 10-Q schedule and any 8-K-triggering events; both feed the VMCI Integrity pillar more than the price tape.
**Investor frame.** DELTA.BK trades at 27.0x earnings, 50% above the Industrials median of 18.0x sets the value side. ROIC of 15.0% sits 5.0pp above the Industrials median (10.0%) sets the quality side. Net debt to EBITDA of 3.5x is the binding constraint on the bear case sets the risk side, the three lines a value buyer reads first on DELTA.BK.
DELTA.BK rose 2.2% over the trailing 7 days, with a -2.9% read on a 30-day basis.
Delta Electronics (Thailand) Public Company Limited, together with its subsidiaries, researches and develops, manufactures, and distributes electronic products. It operates through Power Electronics, Infrastructure, and Automation segments. It offers inductors, RF inductors, transformers, networking products, EMI filters, solenoids, current sensing resistors, and power modules; switching power supplies, standard power modules, and lighting ballasts and LED drivers; DC brushless fans and blowers, motors, thermal management products, cabinet thermal solutions, and indoor air quality and automotive fans; EV/HEV powertrain solutions and power electronics components comprise of on-board chargers and DC/DC converters; and display and visualization, mobile power, industrial power, and medical power products, as well as healthcare devices. The company also provides industrial automation products and solutions, including drives and power quality products, motion control solutions, control systems, robots, software systems, and manufacturing equipment, as well as field devices that include temperature controllers, machine vision systems, power meters, and smart and vision sensors. In addition, it offers building automation products comprising building management and control system, LED lighting, intellegent surveillace, and building energy management system products; telecom power systems, networking systems, and UPS and datacenter infrastructure solutions; and EV charging and energy storage systems, renewable energy, industrial battery charging, healthcare devices, industrial equipment, energy IoT, and display and visualization products. Further, the company rents properties. It operates in the United States, China, Germany, india, Ireland, Singapore, Norway, Taiwan, the Netherlands, and internationally. The company was incorporated in 1988 and is based in Samut Prakan, Thailand.
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