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Parade Technologies Community
TPEX:4966 Community
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Parade Technologies
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Parade Technologies
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Rising Onshoring Costs Will Erode Semiconductor Margins Despite Advances
Key Takeaways Increased supply chain complexity, shifting manufacturing bases, and geopolitical tensions threaten Parade's margins, revenue stability, and earnings predictability. Market shifts towards integrated solutions and wireless standards, alongside fierce competition, risk making Parade's core products obsolete and compressing profit margins.
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NT$440.00
FV
37.0% overvalued
intrinsic discount
6.83%
Revenue growth p.a.
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7 days ago
author updated this narrative
Parade Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Integration Of Spectra7 Assets Will Transform High-Speed Connectivity Markets
Key Takeaways Acquiring Spectra7 assets and technology positions Parade to expand in high-growth markets like AI and data centers, enhancing revenue streams and market presence. Focus on high-speed and energy-efficient products, including USB4 hubs and advanced cables, enables Parade to tap into new market segments and boost revenue growth.
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NT$638.74
FV
5.6% undervalued
intrinsic discount
10.64%
Revenue growth p.a.
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7 days ago
author updated this narrative
Parade Technologies
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
AI, Edge Computing And Advanced Displays Will Shape Connectivity
Key Takeaways Leveraging unique technology and strategic acquisitions, Parade is positioned for growth in high-speed connectivity and advanced display solutions across multiple end markets. Expanding major OEM partnerships and command of premium pricing set the stage for sustained revenue growth, diversified earnings, and structural margin expansion.
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NT$866.00
FV
30.4% undervalued
intrinsic discount
17.19%
Revenue growth p.a.
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9 days ago
author updated this narrative
Your Valuation for
4966
4966
Parade Technologies
Your Fair Value
NT$
Current Price
NT$603.00
25.6% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
27b
2015
2018
2021
2024
2025
2027
2030
Revenue NT$26.8b
Earnings NT$4.3b
Advanced
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