Yageo's fair value estimate has notably increased, driven by a higher future P/E multiple that reflects greater optimism on its earnings outlook, despite a simultaneous rise in the discount rate, with the analyst price target rising from NT$493.34 to NT$624.42.
What's in the News
- May 2025 consolidated sales were TWD 10.211 billion, down 11.23% m-o-m and 4.67% y-o-y, but YTD sales of TWD 52.819 billion rose 5.81% y-o-y.
- Yageo declared a cash dividend of TWD 19.99501481 per share, to be distributed in July 2025.
- Shareholders approved amendments to the corporate charter.
- April 2025 consolidated sales reached TWD 11.503 billion, up 3.62% m-o-m and 7.48% y-o-y, setting a record monthly high; YTD consolidated sales were TWD 42.607 billion, up 8.67% y-o-y.
Valuation Changes
Summary of Valuation Changes for Yageo
- The Consensus Analyst Price Target has significantly risen from NT$493.34 to NT$624.42.
- The Future P/E for Yageo has significantly risen from 48.61x to 63.59x.
- The Discount Rate for Yageo has significantly risen from 7.00% to 8.16%.
Disclaimer
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