AUO

Regulatory Pressure And Oversupply Will Erode Legacy LCD Margins

AnalystLowTarget

Not Invested

Consensus Narrative from 9 Analysts

Published

07 Sep 25

AnalystLowTarget's Fair Value

NT$12.50

9.6% overvalued

10 Sep

NT$13.70

-18.2%

11.4%

-18.2%

11.4%

You can edit this narrative until Sep 7 10:19 PM. Then, changes will post as Updates.

Author's Valuation

NT$12.5

9.6% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

NT$12.5

9.6% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

4.06%

Electronic Equipment and Components revenue growth rate

0.41%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

10.46%

Calculation

NT$4.00b

Earnings '28

30.61x

PE Ratio '28

NT$122.39b

Market Cap '28

NT$122.39b

Market Cap '28

7.20b

No. shares '28

NT$17.01

Share Price '28

NT$17.01 Share Price '28

Discounted to 2025 @ 10.81% p.a.

NT$12.50

Fair Value '25