บทวิเคราะห์ (Research)

DELTA reported an impressive core profit during 3Q24 of Bt6.2b (+23% yoy, +4% qoq), 10% higher than our expectation thanks to a higher than expected GPM that continue to improve from previous quarter, despite it supposed to get pressured by Thai Baht appreciation. We have a positive view on DELTA as it has 2024 earnings may beat our expectation. Maintain NEUTRAL, waiting for clarification from the company via analyst meeting today.