Loading...
CHT logo

Chunghwa Telecom Co., Ltd.Informe acción NYSE:CHT

Capitalización bursátil US$33.8b
Precio de las acciones
US$43.50
US$41.81
4.1% sobrevalorado descuento intrínseco
1Y-0.1%
7D0.3%
Valor de la cartera
​
Ver

Chunghwa Telecom Co., Ltd.

Informe acción NYSE:CHT

Capitalización de mercado: US$33.8b

Chunghwa Telecom (CHT) Resumen de Acciones

Chunghwa Telecom Co., Ltd., junto con sus filiales, opera como proveedor integrado de servicios de telecomunicaciones en Taiwán y a escala internacional. Saber más

Análisis fundamental de CHT
Puntuación del snowflake
Valoración1/6
Crecimiento futuro0/6
Rendimiento pasado4/6
Salud financiera5/6
Dividendos4/6

Recompensas

Cotiza un 14.9% por debajo de nuestra estimación de su valor justo

Los beneficios aumentaron un 3.7% el pasado año

Análisis de riesgos

El dividendo de 3.78% no está bien cubierto por los beneficios


CHT Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

View all narratives

Competidores de Chunghwa Telecom Co., Ltd.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Chunghwa Telecom
Precios históricos de las acciones
Precio actual de la acciónNT$43.50
Máximo en las últimas 52 semanasNT$47.03
Mínimo de 52 semanasNT$39.28
Beta0.11
Cambio en 1 mes2.11%
Variación en 3 meses1.83%
Cambio de 1 año-0.14%
Variación en 3 años6.36%
Variación en 5 años6.57%
Variación desde la OPV149.93%

Noticias y actualizaciones recientes

Recent updates

Seeking Alpha • Nov 26

Chunghwa Telecom Remains A Hold, As Return Falls Short Of Our Benchmark

Summary Our portfolio includes Singtel and China Mobile, and we are evaluating Chunghwa Telecom for potential addition, given its role in the telecom ecosystem. CHT's revenue grew 2.1% YOY, but operating costs rose 3.2%; net income slightly decreased, and dividend yield is lower than peers. Despite a low dividend yield, the Company's share price increased by 4.9% since August 2023, but still lags behind China Mobile and Singtel. Risks include potential market share loss in Taiwan and geopolitical tensions with China; we remain cautious and seek other telecom opportunities. Read the full article on Seeking Alpha
Seeking Alpha • Aug 16

Chunghwa Telecom Mid-Year Review

Summary I discuss the investment thesis of having telecom companies in the portfolio that can withstand economic downturns. I analyze the financial performance of Taiwan's Chunghwa Telecom, highlighting its growth in revenue and net income. Chunghwa Telecom should improve its dividend payout ratio and I discuss the risks associated with the relationship between China and Taiwan. Read the full article on Seeking Alpha
Seeking Alpha • May 30

How Does Chunghwa Telecom Stack Up Against Asian Peers?

Summary Chunghwa Telecom's Q1 2023 results show revenue growth of 5.7% YoY and net income growth of 6.4% YoY. The company's balance sheet remains strong, but free cash flow decreased by 12%. Compared to its Asian peers, China Mobile appears more attractive based on fundamentals, while Chunghwa Telecom maintains a Hold stance. Read the full article on Seeking Alpha
Seeking Alpha • Feb 02

Chunghwa Telecom GAAP EPS of NT$1.09, revenue of NT$59.5B; initiates FY23 guidance

Chunghwa Telecom press release (NYSE:CHT): Q4 GAAP EPS of NT$1.09. Revenue of NT$59.5B (-0.7% Y/Y). EBITDA was NT$ 20.85B, remained flat. EBITDA margin was 35.05%, as compared to 34.82% in the same period of 2021. For 2023, the company expects total revenue to increase by NT$ 4.53~NT$6.05 billion, or 2.1%~2.8%, to NT$221.27~NT$222.79 billion as compared to the un-audited consolidated total revenue of 2022. Operating costs and expenses for 2023 are expected to increase by NT$ 6.60~NT$ 7.30 billion, or 3.9%~4.3%, to NT$176.59~NT$177.29 billion as compared to the prior year. Income from operations is expected to decrease by NT$ 0.85~NT$2.17 billion, or 1.8%~4.6% to NT$44.67~NT$45.99 billion, year over year. Income before income tax and net income attributable to stockholders of the parent are expected to be NT$44.86~NT$46.58 billion and NT$34.55~NT$36.10 billion, respectively. Basic earnings per share is expected to be NT$4.45~NT$4.65.
Seeking Alpha • Dec 16

Is Chunghwa Telecom In Taiwan Worthy Of A Place In Our Portfolio?

Summary Taiwan's leading telecom company is delivering growth in revenue and EPS. It is well funded with a good balance sheet. We take a look at it in relation to our other telecom companies in our portfolio and find that we have to initiate a hold stance for now. Investment Thesis Our portfolio is heavily tilted toward real estate and financials. Nevertheless, we understand the importance of diversification, as this is the only "free lunch" that is offered in the business of investing. We have had exposure towards telecom for years, and took the plunge into technology too this year, as we took a small position in Alibaba (BABA) which has gone from being a growth company to one looking more like a value proposition in our opinion. Within the telecom sector, we hold Singtel (OTCPK:SGAPY) and China Mobile (CHLKF) which is no longer trading in the U.S. We hold these companies through their listings in Singapore and Hong Kong. Both are great companies with good prospects. In our search to widen our exposure in telecom, we came across Chunghwa Telecom (CHT) in Taiwan. Introduction Chunghwa Telecom logo (Chunghwa Telecom) CHT was established in 1996 and is Taiwan's largest integrated telecommunication service provider. It offers fixed communication, mobile communication, broadband, and internet services. In addition, the Company also provides information and communication technology services to enterprise customers with big data, cybersecurity, cloud computing, and IDC capabilities, and is expanding businesses into emerging technology services such as big data, cloud services, artificial intelligence, and blockchain. Here is what we found when we started to look under the hood. 2022 Q3 Financial Results Let us start by stating that CHT is much smaller than both Singtel and China Mobile. Nevertheless, we have made a quick comparison between the three. Comparison between CHT, Singtel & China Mobile (Author) CHT's market share in the mobile phone market in Taiwan is 39.4%. After the introduction of 5G, they have managed to grow ARPU, which is the average revenue per unit, by 4.2% for the mobile phone sector. Its churn rate is the lowest amongst its peers in Taiwan with only 0.4%. Fixed broadband services are also seeing good growth in ARPU. Their enterprise business group division grew revenue by 5.1% year on year. An area of growth for many telecom companies now lies in big data and cloud services. CHT is no different. These grew by 73.3% and 26.4% respectively. The international business group division grew by 22.6%. In 2021 CHT had an EPS for the full year of NT$4.61. So far this year their EPS was NT$3.62 as of Q3 was slightly higher than the NT$3.50 it had in EPS the year before. The free cash flow up to and including Q3 was NT$27 billion. This is 8.3% higher than the corresponding period of 2021. Their EBITDA margin was 41.6%. The company has a good balance sheet with a debt ratio of 23.7% with zero debt in relation to its EBITDA when we take into account all its liabilities minus its cash and cash equivalents. Cash stood at NT$ 32.9 billion at the end of Q3. This equates to about USD 1.1 billion. Potential catalysts and risks to the thesis We do believe that CHT can continue to grow its top and bottom line modestly for the next few years. The market for both broadband internet and mobile subscriptions is fairly saturated and large investments are required for new developments similar to that of 5G. This will put a cap on the margin they can squeeze out of this. The area of a larger growth will be cloud computing and servicing the business community in Taiwan. This is set to be the catalyst.
Seeking Alpha • Nov 01

Chunghwa Telecom GAAP EPS of NT$1.20, revenue of NT$53.51B

Chunghwa Telecom press release (NYSE:CHT): Q3 GAAP EPS of NT$1.20. Revenue of NT$53.51B (+5.1% Y/Y). EBITDA for the third quarter of 2022 increased by 5.0% to NT$ 22.13B. EBITDA margin was 41.35%, as compared to 41.40% in the same period of 2021.
Seeking Alpha • Jul 29

Chunghwa Telecom GAAP EPS of NT$ 1.25, revenue of NT$ 52.44B

Chunghwa Telecom press release (NYSE:CHT): Q2 GAAP EPS of NT$ 1.25. Revenue of NT$ 52.44B (+5.7% Y/Y). Consumer Business Group revenue increased by 3.3% to NT$ 31.52 billion. Enterprise Business Group revenue increased by 9.4% to NT$ 17.75 billion. International Business Group revenue increased by 17.9% to NT$ 1.76 billion. As of June 30th, 2022, the Company maintained its leading position in the fixed-line market, with a total of 9.53 million subscribers. As of June 30th, 2022, the number of broadband subscribers slightly increased by 0.2% to 4.37 million. The number of HiNet broadband subscribers increased by 1% to 3.64 million. Total fixed broadband revenue grew 3.6% year over year to NT$ 10.59 billion, while ARPU increased 3.1% to NT$ 765. As of June 30th, 2022, Chunghwa Telecom had 12.23 million mobile subscribers, representing a 6.4% year-over-year increase. Total mobile service revenue increased by 6.1% to NT$ 15.20 billion, while mobile post-paid ARPU excluding IoT SIMs grew 4% year over year to NT$ 524.

Rentabilidad de los accionistas

CHTUS TelecomMercado US
7D0.3%0.3%1.1%
1Y-0.1%-0.9%26.7%

Rentabilidad vs. Industria: Los resultados de CHT fueron inferiores a los de la industria US Telecom, que obtuvo un rendimiento del -0.9% el año pasado.

Rentabilidad vs. Mercado: CHT obtuvo unos resultados inferiores a los del mercado US, que fueron del 26.7% el año pasado.

Volatilidad de los precios

Is CHT's price volatile compared to industry and market?
CHT volatility
CHT Average Weekly Movement1.8%
Telecom Industry Average Movement8.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: CHT no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de CHT (2%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
1996n/aChih-Cheng Chienwww.cht.com.tw

Chunghwa Telecom Co., Ltd., junto con sus filiales, opera como proveedor integrado de servicios de telecomunicaciones en Taiwán y a escala internacional. La empresa opera a través de los segmentos Consumer Business, Enterprise Business, International Business y Others. Sus servicios incluyen principalmente telefonía móvil, telefonía fija, tecnologías de la información y la comunicación (TIC), ventas y otros servicios.

Resumen de fundamentos de Chunghwa Telecom Co., Ltd.

¿Cómo se comparan los beneficios e ingresos de Chunghwa Telecom con su capitalización de mercado?
Estadísticas fundamentales de CHT
Capitalización bursátilUS$33.81b
Beneficios(TTM)US$1.24b
Ingresos (TTM)US$7.62b
27.3x
Ratio precio-beneficio (PE)
4.4x
Ratio precio-ventas (PS)

¿Está CHT sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de CHT
IngresosNT$240.29b
Coste de los ingresosNT$152.18b
Beneficio brutoNT$88.11b
Otros gastosNT$49.09b
BeneficiosNT$39.02b

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)5.03
Margen bruto36.67%
Margen de beneficio neto16.24%
Ratio deuda/patrimonio7.1%

¿Cómo se ha desempeñado CHT a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

3.8%
Rentabilidad actual por dividendo
103%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/14 12:52
Precio de las acciones al final del día2026/05/14 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Chunghwa Telecom Co., Ltd. está cubierta por 23 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Anand RamachandranBarclays
Xinyi PangBofA Global Research
Frank LinCLSA