Update shared on 18 Oct 2025
Fair value Decreased 5.39%Analysts have adjusted their fair value estimate for Primax Electronics downward from $90.51 to $85.63. They cite a modest reduction in projected revenue growth and profit margins as key reasons for the revised outlook.
What's in the News
- Primax Electronics Ltd. and Vieureka Inc. have announced a strategic alliance to develop a next-generation edge AI camera (Key Developments).
- The collaboration combines Primax's high-performance AI camera with the Vieureka Platform, integrating advanced processing for enhanced computer vision capabilities (Key Developments).
- The partnership includes a Neural Processing Unit for low-power, high-performance AI, as well as remote management features for AI model updates and parameter adjustments (Key Developments).
- Primax's global manufacturing network and quality system will support early mass production, which aims to accelerate global adoption of edge AI solutions (Key Developments).
Valuation Changes
- Fair Value Estimate: Decreased from NT$90.51 to NT$85.63, reflecting a lower projected valuation.
- Discount Rate: Increased slightly from 7.06% to 7.17%, indicating a modest rise in required return assumptions.
- Revenue Growth: Slowed from 5.30% to 5.03% per year, suggesting a more conservative outlook on future sales expansion.
- Net Profit Margin: Declined slightly from 4.90% to 4.65%, implying marginally lower profitability expectations.
- Future P/E Ratio: Increased from 15.56x to 15.68x, showing a minor rise in valuation relative to projected earnings.
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