Rebounding NAND Flash And DRAM Demand Will Improve Future Market Position

AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Published
02 Mar 25
Updated
18 Jun 25
AnalystConsensusTarget's Fair Value
NT$37.00
28.5% undervalued intrinsic discount
18 Jun
NT$26.45
Loading
1Y
-30.1%
7D
-0.4%

Author's Valuation

NT$37.0

28.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 12%

AnalystConsensusTarget has decreased future PE multiple from 14.2x to 12.5x.

Shared on09 Apr 25
Fair value Decreased 1.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 6.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Increased 15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.