Taiwan stocks have seen increased volatility recently, with previously strong electronics heavyweights showing a clear pullback. Delta Electronics (2308) has fallen from a high of 2500 to 1510, a decline of about 39.6%, sparking heated discussion among investors.
A netizen recently posted on Threads saying that Delta Electronics remains a profitable company, yet its share price continues to weaken, which was hard to accept after buying at a high level. The post questioned whether the company should take measures to stabilize the share price and worried about being locked in at the high for the long term, triggering lively discussion after it was shared.
Market Focuses on Gap Between Fundamentals and Valuation
Some netizens argued that continued profitability does not guarantee a rising share price, and if the share price had already priced in overly high growth expectations, a correction could still follow. Some comments pointed to a previously high price-to-earnings ratio, while others said that apart from the earlier excessive gains, Delta Electronics has few problems, and the market may have already priced in growth for the next several years.
Earnings Call Focuses on AI Power and Gross Margin
According to the discussion, Delta Electronics posted 37.2% year-on-year revenue growth for the first three quarters, with fundamentals still showing growth momentum, and whether future earnings can support the valuation is a key market focus. Investors are focused on AI power demand, gross margin, and the business outlook to be released at the October 29 earnings call as an important basis for judging the future trend.
Hopes for Price Support Spark Two-Sided Debate
Many netizens disagreed with hopes for the company to step in to support the share price, arguing that investors should assess entry prices and market risks on their own and should not expect the company to prop up the share price just because it fell. Other shareholders shared their feelings about being locked in, with one revealing a purchase at 1600 and currently waiting for a rebound. Some netizens attributed the decline to profit-taking by foreign investors, saying whether a short-term rebound occurs remains to be seen, with overall sentiment, earnings outlook, and valuation changes still to be watched.
Reminder: This information is for reference only. Investors should make independent judgments, evaluate carefully, and bear their own investment risks.