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AUO Community
TWSE:2409 Community- 2 Narratives written by author
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- 4 Fair Values set on narratives written by author
Community Investing Ideas
Next Generation Display Technologies Will Transform Wearables And Specialized Device 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.Read more
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AN
NT$13.26
18.6% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
3.5% p.a.
Profit Margin
1.06%
Future PE
38.96x
Share price in 2028
NT$18.3
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.Read more
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AN
NT$12.5
13.6% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
2.72% p.a.
Profit Margin
1.28%
Future PE
30.61x
Share price in 2028
NT$17.01
