J.P. Morgan ASEAN FTM 11 Jun 26 Delta Electronics: Parentco April/May softness is supply timing, not demand; maintain our forecast and OW

Research evidence excerpt

J.P. Morgan ASEAN FTM 11 Jun 26 Delta Electronics: Parentco April/May softness is supply timing, not demand; maintain our forecast and OW

James R. Sullivan, CFA AC Asia Pacific Equity Research

(65) 6882-2374 11 June 2026 J P M O R G A N

james.r.sullivan@jpmorgan.com

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