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AUO Community
TWSE:2409 Community
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AUO
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AUO
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Regulatory Pressure And Oversupply Will Erode Legacy LCD Margins
Key Takeaways Slow adaptation to advanced display technologies risks long-term market share loss and persistent margin compression amid regulatory and competitive pressures. Traditional panel business faces dwindling demand, global oversupply, and shrinking addressable market, threatening both earnings stability and future revenue growth.
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NT$12.5
FV
9.6% overvalued
intrinsic discount
2.72%
Revenue growth p.a.
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8 days ago
author updated this narrative
AUO
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Specialized Displays In Automotive And Medical Will Redefine Future Markets
Key Takeaways Strategic focus on specialized, high-value display segments and next-generation technologies drives margin expansion and reduces reliance on volatile, commoditized markets. Global manufacturing optimization and ecosystem expansion through AI integration improve operational flexibility and revenue diversification.
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NT$13.73
FV
0.2% undervalued
intrinsic discount
3.63%
Revenue growth p.a.
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12 days ago
author updated this narrative