Let's say, let's say! If DELTA takes leave of Thai stock,

Delta Electronics (Thailand), or DELTA, is the highest market cap stock on the Stock Exchange of Thailand (SET). As of June 17, 2026, it was $4.9 trillion, accounting for 22% of the total Thai market cap with $20.06 trillion.

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The latest share price is 347 baht, an increase of 101% over the end of the previous year (YTD). If the latest Par reduction on 28 Apr 66 from 1 baht to 0.10 baht, the price will be 74.80 baht, representing an increase in the share price of 364% or 3 bounce.

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Despite the last five years (2564-68), net profit will continue to increase significantly, reaching 6,699 million, 15,345 million, 18,423 million, 18,939 million and 24,814 million, while Q1 / 69 achieved 9,081 million, up to 65% over the previous year.

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But it has pursued a price that has led so far that most recently, the stock-to-net-earnings-per-share (P / E) price ratio reached 152.37 times, while the stock-to-book-value-per-share (P / BV) ratio reached 40.64 times.

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The movement of DELTA every $1 affects the index to 0.987 points, greatly influencing the SET Index, causing a sense of humor to call the Thai stock index the DELTA Index.

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Meanwhile, DELTA's daily turnover peaks in the market at an average of 4,935 million baht per day.

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So "Effective" came up with an interesting idea about "fictional." If DELTA leaves the Thai stock market today, what happens in both positive and negative angles?

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"This is just a fictional story!" Based on June 17, 69, the expected risk is

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1. The SET Index will disappear 342.46 points to 1,244.61 points.

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2. Thai stock market caps lost 4.9 trillion baht (-22%) to 15.73 trillion baht.

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3. Trading value lost 4,935 million baht (-7.6%) to 5.96 billion baht.

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4. The historic forced sale and rebalancing of Passive Funds and ETFs around the world with a Thai stock index tracking policy.

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5. Speculative force will shrink greatly from DW and Block Trade based on DELTA stocks.

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6. Thailand's hopes for technology stocks and innovation of the future are broken because DELTA considers the business to be the closest to tech stocks today.

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7.Electronic Components Group (ETRON) shares will be significantly smaller from liquidity and lost turnover, and the interest in this group shares will stagnate.

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Of course, in risk, there is a chance to codify it as follows:

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1. Overall, Thai stocks will look "cheaper" because P / E will fall (currently 16.88 times) because DELTA trades on P / E up to 152.37 times, while P / BV will also fall (currently 1.45 times).

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2. The Thai stock market will be more "stable" because DELTA's "up-down" currently affects the index significantly.

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3. Foreign investment will flow into other large stocks instead to maintain the weight of Thai stock investment.

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And more importantly, please read again! This is all just a "fictitious" story.

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# DELTA # AI # DataCenter # Technology stocks # Hot stock# Electronic stocks # Top market cap stocks # SET # Thai stock index # Self stock analysis # effective # effectiveTH