Letters by company
Delta Electronics (Thailand) Public Company Limited
6 letters discussing DLEGF. Everything written about it on this site is on its ticker page.
- Mawer Investment Management Mawer Quarterly Mawer Investment Management added selectively to AI-infrastructure beneficiaries, then trimmed positions whose prices had outrun fundamentals, including SK Hynix and Amphenol. It exited Wolters Kluwer and Kone, added to Shopify on weakness, and redeployed Canadian bank proceeds toward Onex, Intact Financial and other diversified financial and infrastructure businesses. Second Quarter 2026 2059 $24B402340 $77BAAON $6.3B
- Seafarer Capital Partners Portfolio Review The Seafarer Overseas Growth and Income Fund credited Samsung Electronics, Samsung SDI, Accton Technology and Delta Electronics with technology-led gains, while UPL, L&T Technology Services and Hermès detracted amid the Middle East conflict. The fund added ASMPT, HD Hyundai Marine Solution and NARI Technology, and exited Samsung Epis Holdings and Samsung C&T. first quarter of 2026 006400 $28B443060 $5.6BHRMS
- Seafarer Capital Partners Portfolio Review Seafarer Overseas Growth and Income Fund added Delta Electronics, expecting its power systems, motors and cooling products to benefit from AI data-center buildouts and automation. The fund argues that renewed emerging-market earnings growth is broad based, while Samsung Biologics and Hyundai Mobis have so far absorbed U.S. tariffs without major disruption. second quarter 2025 012330 $23B207940 $52B
- Sustainable Growth Advisers Global Growth Commentary - Q3 2026 SGA Global Growth Portfolio added Ecolab, Apple, Quanta Services and Delta Electronics while exiting Arm Holdings, Experian, S&P Global and AIA Group to increase exposure to later-stage AI power and grid build-out. Microsoft, Salesforce and Nvidia led contributions, while Disco, HDFC Bank and Aon detracted. Q3 2026 —
- Arisaig Partners Arisaig Diary June 2026 Arisaig Asia Fund initiated MAP Aktif, citing its Indonesian sportswear-retail scale, exclusive global-brand distribution and regional expansion potential. The fund exited Jubilant Foodworks after reassessing restaurant cyclicality and delivery-platform bargaining power, while retaining conviction in Nykaa and Honasa as India’s beauty category expands. June 2026 JBFCY $2.6BPSBTY $42T
- Harding Loevner International Equity Second Quarter 2026 Report Harding Loevner trimmed Samsung Electronics, TSMC, ASML and other technology holdings as AI-driven semiconductor profits pushed valuations and concentration risk higher. The portfolio added Spotify, arguing that its scale and AI product development can defend its competitive position, while retaining selective exposure to memory and semiconductor equipment suppliers. Second Quarter 2026 035420 $20BNTES $78BSKHY $1T
