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Telecom Taiwanese Investing Ideas
Far EasTone Telecommunications
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Focus On 5G And AI Will Improve Future Operational Efficiency
Key Takeaways Strategic 5G expansion, merger synergies, and ICT projects boost revenue growth and operational efficiency, enhancing EBITDA and net margins. Diversification into Smart Cities and AI adoption increases revenue opportunities and efficiency, improving long-term growth and financial performance.
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NT$100.26
FV
17.9% undervalued
intrinsic discount
2.64%
Revenue growth p.a.
Set Fair Value
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5 days ago
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Taiwan Mobile
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
5G Network Enhancement And T Star Merger Will Attract High-Value Users In 2025
Key Takeaways Merger with T Star drives cost savings and increased profitability through network integration and revenue growth via 5G and unique bundles. Momo's strategic expansion in third-party listings and retail media network will increase user engagement and boost revenue, improving EBITDA margins.
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NT$122.41
FV
13.0% undervalued
intrinsic discount
4.41%
Revenue growth p.a.
Set Fair Value
0
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5 days ago
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Chunghwa Telecom
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Collaboration With NTT And Investments In AI And Satellite Services Will Unlock Global Telecom Opportunities
Key Takeaways Strategic investments in AI, data centers, and undersea cables are set to create new revenue streams and improve operational efficiency and margins. Strong 5G and broadband growth strategies, alongside ICT investments, are projected to drive substantial revenue and earnings improvements with enhanced margins.
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NT$125.46
FV
2.8% overvalued
intrinsic discount
1.62%
Revenue growth p.a.
Set Fair Value
0
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1
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5 days ago
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