Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
Taiwan
/
Banks
Create a narrative
Banks Taiwanese Community
Our community narratives are driven by numbers and valuation.
Create a narrative
All companies
Popular
Undervalued
Overvalued
Banks Taiwanese Investing Ideas
SinoPac Financial Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Cross-border Expansion And Investments In Renewable Energy Will Diversify Future Opportunities
Key Takeaways Strategic acquisitions and mergers are anticipated to expand SinoPac's asset scale and improve future revenue growth and asset management capabilities. Focus on high-end wealth management and cross-border expansion in the Indo-Pacific region positions SinoPac for enhanced earnings and diversified revenue sources.
View narrative
NT$27.30
FV
8.1% undervalued
intrinsic discount
6.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
2892
First Financial Holding
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Leveraging US Operations Will Capture Tech Sector Opportunities
Key Takeaways Focus on SME and FX lending, expanding wealth management, and leveraging overseas opportunities could boost revenue, improve margins, and enhance asset quality. Disciplined risk management and strategic capital positioning aim to drive sustainable growth through better asset quality, lower credit costs, and potential earnings increase.
View narrative
NT$26.67
FV
12.5% overvalued
intrinsic discount
1.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
2884
E.SUN Financial Holding Company
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
International Expansion Will Diversify Operations And Boost Future Earnings
Key Takeaways International expansion and robust overseas performance boost revenue, with promising future growth from new branches in diverse global locations. Strategic focus on acquisitions and disciplined cost control likely to enhance revenue diversification, elevate earnings, and maintain strong profitability.
View narrative
NT$31.38
FV
2.8% overvalued
intrinsic discount
6.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
CTBC Financial Holding
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
AI Integration And IFRS 17 Adoption Will Strengthen Future Prospects
Key Takeaways CTBC Holding's strategic overseas expansion and AI integration are driving growth and enhancing operational efficiency, improving margins and profitability. Strategic shifts in investment and product offerings, along with global deployments, position CTBC to capitalize on supply chain shifts and stabilize earnings.
View narrative
NT$45.07
FV
8.0% undervalued
intrinsic discount
-33.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 days ago
author updated this narrative
2892
First Financial Holding
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Fintech Disruption And Asia Regulations Will Erode Market Share
Key Takeaways Rising digital competition and demographic shifts are eroding customer base and slowing growth, exposing weaknesses in market adaptation and product diversification. Regulatory pressures, interest rate volatility, and concentrated credit risk threaten profit margins and overall earnings stability.
View narrative
NT$24.10
FV
24.5% overvalued
intrinsic discount
0.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
10 days ago
author updated this narrative
2892
First Financial Holding
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Digital Adoption And ESG Trends Will Drive Growth Despite Headwinds
Key Takeaways Outperformance in FX gains, digital banking, and wealth management positions the company for expanding margins and robust earnings above current market expectations. Early leadership in sustainable finance and regional cross-border expansion offers unique growth avenues and premium revenue diversification over competitors.
View narrative
NT$31.00
FV
3.2% undervalued
intrinsic discount
-0.54%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 2 months ago
author updated this narrative
Value any company in seconds
Popular companies