On September 11, DELTON fell 3.13% in regular trading, trading at HK$124.0/share, with turnover of approximately HK$25.28 million. The decline came as the broader PCB sector retreated following a strong rally from September 7 to 10.

The pullback reflects profit-taking across the PCB space after significant cumulative gains earlier in the week. Within the sector, KB Laminates fell 4.11%, Kingboard Holdings dropped 4.12%, and VGT declined 2.83%, indicating broad-based selling pressure. DELTON itself had posted notable gains during the September 7-10 rally, during which the stock benefited from institutional buying — Fullgoal Fund acquired 357,000 shares at an average price of approximately HK$125.96 on September 7, lifting its stake to 5.24%. However, UBS Group had previously reduced its position by 88,500 shares at around HK$128.32 per share, lowering its stake to 11.84%.

The company reported robust first-half fundamentals, with revenue of RMB 4.388 billion and net profit of RMB 956 million, driven by AI computing demand for server PCBs. It is also advancing capital operations, including a proposed A-share convertible bond issuance of up to RMB 3.6 billion, to be voted on at a September 24 extraordinary general meeting.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)