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ENNOSTAR Community
TWSE:3714 Community
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ENNOSTAR
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Undervalued
Overvalued
ENNOSTAR
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Mini LED Manufacturing And Compound Semiconductors Will Transform High-Growth Markets
Key Takeaways Rapid mass production of advanced Mini/Micro LED and transparent displays positions ENNOSTAR for significant margin expansion and leadership in automotive applications. Strong cash reserves, vertical integration, and strategic alignment with high-growth markets enable aggressive investment and market share gains as global supply chains diversify.
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NT$49.50
FV
24.6% undervalued
intrinsic discount
5.77%
Revenue growth p.a.
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ENNOSTAR
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Global Uncertainty Will Erode LED And Automotive Margins
Key Takeaways Weak demand and intensified competition threaten profitability and may cause long-term revenue declines amid rapid industry and technology changes. Trade barriers, currency volatility, and heavy investment needs elevate operational risks and strain future financial flexibility.
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NT$29.00
FV
28.6% overvalued
intrinsic discount
5.76%
Revenue growth p.a.
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ENNOSTAR
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Advanced Display And LED Developments Will Define Future Markets
Key Takeaways Strategic focus on advanced display and sensing technologies positions ENNOSTAR to capitalize on industry shifts and higher-margin product opportunities. Expansion in automotive and premium display segments is expected to drive long-term revenue growth and support stronger operational performance.
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NT$39.50
FV
5.6% undervalued
intrinsic discount
6.34%
Revenue growth p.a.
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Your Valuation for
3714
3714
ENNOSTAR
Your Fair Value
NT$
Current Price
NT$37.30
70.7% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-7b
37b
2015
2018
2021
2024
2025
2027
2030
Revenue NT$31.5b
Earnings NT$4.4b
Advanced
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