Update shared on04 Aug 2025
Fair value Decreased 8.57%The reduction in AUO’s consensus revenue growth forecast and a slight decline in net profit margin have led analysts to lower their fair value estimate, with the consensus price target falling from NT$14.33 to NT$13.11.
What's in the News
- AUO is restructuring its smart mobility business by incorporating its Mobility Solution Business Group and BHTC into the newly established, wholly-owned subsidiary AUO Mobility Solution Corporation (AMSC), and planning to inject USD 83 million to establish a subsidiary in China for this segment.
- Shareholders approved amendments to AUO’s Articles of Incorporation at the recent annual general meeting.
- AUO showcased significant advancements in Micro LED and AI-enabled display technologies at SID 2025, including large-sized and transparent Micro LED displays, dual-sided transparent Micro LED designs, and applications in retail, automotive, AR glasses, and AI PCs to enhance interactive and sustainable visual solutions.
- The company introduced innovative automotive cockpit display solutions leveraging Micro LED and AI for safer, more interactive interfaces, such as a 13" Micro LED HUD and a 47.5" Horizon Image Glass display.
- AUO advanced proprietary AR smart glasses technologies, debuting new optical waveguide and cholesteric liquid crystal bistable displays aimed at delivering high-definition, low-power, mixed reality experiences.
Valuation Changes
Summary of Valuation Changes for AUO
- The Consensus Analyst Price Target has fallen from NT$14.33 to NT$13.11.
- The Consensus Revenue Growth forecasts for AUO has significantly fallen from 4.1% per annum to 2.1% per annum.
- The Net Profit Margin for AUO has fallen slightly from 1.63% to 1.56%.
Disclaimer
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