5G Connectivity And Telco+Tech Expansion Will Create Enduring Value

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

19 Nov 24

Updated

27 Aug 25

Views

10

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-10.3%

7D

-0.5%

Loading

1Y

-10.3%

7D

-0.5%

You can edit this narrative until Aug 27 11:05 AM. Then, changes will post as Updates.

Author's Valuation

NT$122.815.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 27 Aug 25

Fair value Increased 1.07%

Taiwan Mobile’s fair value estimate was raised marginally to NT$122.80 as both the future P/E and revenue growth forecasts remain essentially unchanged. What's in the News Taiwan Mobile partnered with Swift Navigation to introduce the SkylarkTM Precise Positioning Service to Taiwan, enabling high-accuracy GNSS for industries such as automotive, robotics, and fleet management.

Shared on 01 May 25

Fair value Decreased 1.41%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 1.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 1.68%

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Increased 1.44%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

NT$122.8

15.3% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

4.15%

Wireless Telecom revenue growth rate

0.07%

Risk Level (Discount Rate)

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

%

0

Decrease

Increase

Current discount rate

5.23%

Calculation

NT$16.30b

Earnings '28

x

26.50x

PE Ratio '28

=

NT$431.97b

Market Cap '28

NT$431.97b

Market Cap '28

/

3.02b

No. shares '28

=

NT$142.82

Share Price '28

NT$142.82 Share Price '28

Discounted to 2025 @ 5.17% p.a.

=

NT$122.78

Fair Value '25