Chunghwa Telecom Co., Ltd.

NYSE:CHT Voorraadrapport

Marktkapitalisatie: US$32.1b

Chunghwa Telecom Beheer

Beheer criteriumcontroles 2/4

De CEO Chunghwa Telecom is Chih-Cheng Chien, benoemd in Sep2024, heeft een ambtstermijn van 1.83 jaar. bezit rechtstreeks 0% van de aandelen van het bedrijf, ter waarde $ 80.27K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.4 jaar en 1.3 jaar.

Belangrijke informatie

Chih-Cheng Chien

Algemeen directeur

NT$9.2m

Totale compensatie

Percentage CEO-salarisn/a
Dienstverband CEO1.8yrs
Eigendom CEO0.0003%
Management gemiddelde ambtstermijn2.4yrs
Gemiddelde ambtstermijn bestuur1.3yrs

Recente managementupdates

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.

CEO

Chih-Cheng Chien (65 yo)

1.8yrs
Tenure
NT$9,200,000
Compensatie

Dr. Chih-Cheng Chien is Chairman of the Board and CEO of Chunghwa Telecom Co. Ltd. from September 30, 2024. Dr. Chien served as President of Network Technology Group at Chunghwa Telecom Co., Ltd.since Jan...

Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Chih-Cheng Chien
Chairman of the Board & CEO1.8yrsNT$9.20m0.00025%
$ 80.3k
Rong-Shy Lin
President & Director1.8yrsNT$9.00m0.0014%
$ 433.5k
Wen-Hsin Hsu
Senior EVP & CFO1.8yrsgeen gegevens0.000020%
$ 6.4k
Shu-Ling Chen
VP & Accounting Officerno datageen gegevens0.000010%
$ 3.2k
Hey-Chyi Young
Technology Senior Executive Vice Presidentless than a yeargeen gegevens0.0021%
$ 683.9k
An-An Hsia
Senior Director of Legal Affairs Department & Corporate Governance Officer2.9yrsgeen gegevensgeen gegevens
Tian-Tsair Su
President of Telecommunication Laboratories & President of Telecommunication Training Institute4.5yrsgeen gegevens0.0013%
$ 407.8k
Chiu-Ming Lien
Chief Internal Auditor5.1yrsgeen gegevensgeen gegevens
Hung-Tsan Ma
Senior Executive Vice Presidentno datageen gegevensgeen gegevens
Ming-Tsung Chen
President of Information Technology Groupno datageen gegevens0%
$ 0
Ding-Cheng Chen
Vice Presidentno datageen gegevensgeen gegevens
Chin-Chou Chen
President of International Business Group3.1yrsgeen gegevens0.00090%
$ 289.0k
2.4yrs
Gemiddelde duur
60.5yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van CHT wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.4 jaar).

Bestuursleden

NaamPositieTenureCompensatieEigendom
Chih-Cheng Chien
Chairman of the Board & CEO1.8yrsNT$9.20m0.00025%
$ 80.3k
Rong-Shy Lin
President & Directorno dataNT$9.00m0.0014%
$ 433.5k
Lee-Feng Chien
Representative Director1.8yrsNT$400.00kgeen gegevens
Su-Ming Lin
Independent Directorno dataNT$1.00mgeen gegevens
Ching-Hwi Lee
Directorno dataNT$100.00kgeen gegevens
Yi-Chin Tu
Independent Directorno dataNT$900.00kgeen gegevens
Sheng Yuan Wu
Representative Director1.8yrsNT$100.00kgeen gegevens
Shiow-Long Horng
Representative Director1.3yrsgeen gegevens0.00044%
$ 141.3k
Chi-Hwa Chern
Representative Director1.2yrsgeen gegevensgeen gegevens
Jer-Liang Yeh
Independent Director1.2yrsNT$600.00kgeen gegevens
Ching-Feng Hsueh
Independent Director1.2yrsNT$600.00kgeen gegevens
I-Jen Su
Representative Director1.2yrsNT$200.00kgeen gegevens
1.3yrs
Gemiddelde duur
60yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van CHT wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.3 jaar), wat duidt op een nieuw bestuur.

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/07/13 03:54
Aandelenkoers aan het einde van de dag2026/07/13 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Chunghwa Telecom Co., Ltd. wordt gevolgd door 24 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Anand RamachandranBarclays
Xinyi PangBofA Global Research
Frank LinCLSA