Preface

Delta Electronics (2308-TW) has been making headlines recently due to its impressive stock performance. The company has benefited from the coordinated efforts of foreign institutional investors and domestic investment trusts, which drove its stock price above NT$400 this week. On Friday, it soared to NT$432.5, nearing its historical high of NT$435, setting a five-month peak before closing at NT$423, marking a weekly increase of 6%.

Lazy bag

Delta Electronics' stock has surged past NT$400, reaching a five-month high. The company's future revenue looks promising with anticipated gains in quarterly earnings and opportunities arising from NVIDIA's GB200 production. Collaborative efforts from investors significantly contributed to this rise, with both foreign and domestic investors playing a role in increasing stock purchases.

Main Body

This week, Delta Electronics experienced a notable increase in stock value, driven by substantial purchasing activity from both foreign institutional investors and domestic investment trusts. The demand from these investors bolstered Delta Electronics' stock, allowing it to reclaim a price over NT$400, with a peak at NT$432.5 during Friday’s trading sessions, which is remarkable for reaching new heights unseen in five months.

Delta Electronics anticipates its fourth-quarter revenue to continue on an upward trajectory, potentially breaking its single-quarter record. A key driver for future growth, Delta expects to gain from NVIDIA's GB200 mass production, which could enhance the output of AI server components and solutions, such as power supplies and liquid cooling systems.

Additionally, recent insights reveal that NVIDIA is moving from an optional to a standard inclusion of battery backup modules (BBU) in the GB200 model. Delta Electronics, equipped with the necessary technology, supplies uninterrupted power systems (UPS) that include lithium battery solutions to server customers. As BBU commercial opportunities expand, Delta is set to benefit.

This notable achievement in stock value owes much to the external and domestic investor cohorts. Over the last five trading days, foreign investors bought over 8,280 shares, and domestic investment trusts have consistently acquired more than a thousand shares each day over three consecutive days. The total acquisition – 5,139 shares per week and a modest 104 by minor investment bodies – culminated in a combined total purchase of 13,500 shares from the three major investor groups. This extensive buying activity significantly contributed to the elevation of Delta's stock price.

In visual analysis, Delta Electronics' daily candlestick chart reflects these positive stock movements clearly. The company's strategic partnership and advantageous position in emerging technological opportunities position it robustly for future endeavors and sustained investor interest.