บทวิเคราะห์ (Research)

(EN) DELTA : Earnings preview - Expect softer earnings in 3Q24 We expect core earnings to come in at Bt5.6b for 3Q24F, rising 12% yoy but slipping 5% qoq because of a stronger Thai baht. We remain positive on DELTA premised on rising demand for data center and AI products. However, we downgrade DELTA to NEUTRAL (from BUY) due to limited upside to the share price. Our TP is intact at Bt110.