2352: Investments In AIoT And Medical Services Will Boost Future Profitability

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

21 Feb 25

Updated

29 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-38.6%

7D

3.2%

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1Y

-38.6%

7D

3.2%

You can edit this narrative until Nov 30 10:10 AM. Then, changes will post as Updates.

Author's Valuation

NT$36.7324.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 29 Nov 25

Fair value Decreased 2.84%

2352: Lower Profit Margins Will Give Way To Future Share Price Upside

Analysts have slightly revised their price target for Qisda downward from $37.80 to $36.73. This change is attributed to moderate adjustments to profit margin expectations and future earnings estimates.

Shared on 15 Nov 25

2352: Earnings Strength and Higher Margins Will Support Upcoming Share Upside

Narrative Update: Qisda Analyst Price Target Revised Analysts have raised their price target for Qisda, increasing it from $37.80 to $37.80. This revision is based on slightly higher expected revenue growth and profit margins, along with a modest uptick in the discount rate and projected future price-to-earnings ratio.

Shared on 01 Nov 25

Qisda Analyst Price Target Updated Analysts have made a minor adjustment to Qisda’s price target, keeping it steady at $37.80. Recent analysis indicates only incremental changes to underlying valuation metrics.

Shared on 17 Oct 25

Analysts have maintained their price target for Qisda at $37.80, citing stable financial indicators and minimal changes to key valuation metrics as supporting rationale for holding their previous outlook. Valuation Changes Fair Value: Remained unchanged at NT$37.80.

Shared on 03 Oct 25

Fair value Increased 22%

Analysts have raised their price target for Qisda from $31 to approximately $37.80, citing an adjusted fair value estimate. Other core financial projections remain consistent.

Shared on 17 Sep 25

Fair value Decreased 13%

The notable downward revision in Qisda’s consensus analyst price target is primarily driven by a significant decline in net profit margin and a slight decrease in future P/E, lowering fair value from NT$35.75 to NT$31.00. Valuation Changes Summary of Valuation Changes for Qisda The Consensus Analyst Price Target has significantly fallen from NT$35.75 to NT$31.00.

Shared on 02 Sep 25

Fair value Increased 25%

Qisda’s higher consensus price target reflects a sharp increase in its expected future P/E ratio, signaling improved earnings growth prospects or investor confidence, raising fair value from NT$28.50 to NT$35.75. Valuation Changes Summary of Valuation Changes for Qisda The Consensus Analyst Price Target has significantly risen from NT$28.50 to NT$35.75.

Shared on 01 May 25

Fair value Decreased 30%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.41%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 13 Mar 25

Fair value Increased 42%

AnalystConsensusTarget has decreased revenue growth from 6.6% to 5.1%, decreased profit margin from 3.6% to 2.3% and increased future PE multiple from 12.0x to 18.1x.

AnalystConsensusTarget Fair Value

NT$36.73

24.6% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

3.46%

Tech Hardware revenue growth rate

0.25%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.93%

Calculation

NT$4.35b

Earnings '28

x

16.32x

PE Ratio '28

=

NT$70.95b

Market Cap '28

NT$70.95b

Market Cap '28

/

1.58b

No. shares '28

=

NT$44.89

Share Price '28

NT$44.89 Share Price '28

Discounted to 2025 @ 6.93% p.a.

=

NT$36.72

Fair Value '25