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4904: Fair Outlook Will Balance Higher Revenue Assumptions And Softer Margins

ICT And Digital Pipelines Will Drive Future Success

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4904
AnalystConsensusTarget
Not Invested
Published 25 Nov 2024
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Update shared on 01 May 2026

Fair value Increased 1.31%
10 Jun
NT$106.50
AnalystConsensusTarget's Fair Value
NT$103.33
3.1% overvalued intrinsic discount
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1Y
21.3%
7D
6.0%

Analysts have nudged their fair value estimate for Far EasTone Telecommunications from NT$102.00 to about NT$103.33, reflecting updated views on revenue growth, profit margins and future P/E assumptions.

Valuation Changes

  • Fair Value: Updated from NT$102.00 to about NT$103.33, a small upward adjustment.
  • Discount Rate: Adjusted slightly from 5.17% to 5.21%.
  • Revenue Growth: Assumption revised from about 3.18% to about 5.65%, implying a higher expected top line growth rate in NT$ terms.
  • Net Profit Margin: Assumption moved from about 14.11% to about 13.46%, indicating a slightly lower expected share of profit from NT$ revenue.
  • Future P/E: Reduced from about 26.24x to about 24.80x, implying a lower valuation multiple applied to projected earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.