3481 Share Price Performance
NT$0
-11.35 (-100.00%)
Price NT$0
Fair ValueNT$19.76
Share Pricen/a
Narrative Update • Jul 01
Innolux Corporation Stock Price
- 3 Narratives written by author
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- 4 Fair Values set on narratives written by author
3481 Community Narratives
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Fair Value
·Fair Value NT$19.76 189.5% overvalued intrinsic discount
Embracing eLEAP And Fan-Out PLP Technologies Will Provide Future Advantages Amid Industry Cycles
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Fair Value
·Fair Value NT$12.4 361.3% overvalued intrinsic discount
Legacy LCD Revenues Will Shrink Under Fierce Global Pressures
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Fair Value
·Fair Value NT$85.3 32.9% undervalued intrinsic discount
Digital Lifestyles Will Drive Growth Amid Competitive Headwinds
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Digital Lifestyles Will Drive Growth Amid Competitive Headwinds
Innolux is trying to move beyond commodity screens by leaning into higher-end displays, partnerships, and greener manufacturing that could make its profits less cyclical. The catch is that it still depends heavily on traditional LCD panels while rivals and customers shift to newer technologies, so execution and competition may decide the outcome.Read more
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NT$85.3
32.9% undervalued intrinsic discount
Fair Value
Revenue
11.38% p.a.
Profit Margin
1.31%
Future PE
197.58x
Price in 2029
NT$105.96
Embracing eLEAP And Fan-Out PLP Technologies Will Provide Future Advantages Amid Industry Cycles
Innolux is trying to move beyond commodity TV screens by leaning into newer display and packaging technologies and targeting stickier markets like cars and medical devices. The upside is a steadier, more profitable business over time—but it still depends on subsidies, smooth tech rollouts, and an industry known for sudden downturns.Read more
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NT$19.76
189.5% overvalued intrinsic discount
Fair Value
Revenue
8.8% p.a.
Profit Margin
1.87%
Future PE
34.35x
Price in 2029
NT$24.62
Legacy LCD Revenues Will Shrink Under Fierce Global Pressures
Key Takeaways Structural shifts toward newer display technologies and pressure from major buyers threaten traditional revenue streams and further compress profitability. Heightened regulatory, supply chain, and competitive risks increase costs and volatility, undermining long-term earnings stability and financial flexibility.Read more
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NT$12.4
361.3% overvalued intrinsic discount
Fair Value
Revenue
11.31% p.a.
Profit Margin
2.38%
Future PE
16.56x
Price in 2029
NT$15.46
Trending Discussion
Recently Updated Narratives
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3481: Future Returns Will Rely On High P E Multiple Assumptions
Fair Value: NT$85.3 32.9% undervalued intrinsic discount
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3481: Slight Assumption Tweaks Will Likely Maintain An Overstretched P/E
Fair Value: NT$19.76 189.5% overvalued intrinsic discount
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3481: Higher Discount Rate And Lower Future P/E Will Limit Share Upside
Fair Value: NT$12.4 361.3% overvalued intrinsic discount
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Snowflake Analysis
Innolux Corporation Key Details
About 3481
- Founded
- 2003
- Employees
- n/a
- CEO
- WebsiteView website
Innolux Corporation, together with its subsidiaries, engages in the research, design, development, of display panels and related diversified cross-domain applications in Taiwan, Hong Kong, the United States, Europe, Japan, China, and internationally. It provides -LCD TV, monitor, commercial display, smart medical display, notebook, industrial display, mobile phone, tablet, consumer electronics, automotive display, manufacturing solutions, healthcare solutions, and AI solutions. The company also offers display and non-display technologies, as well as quality management and global service. The company was formerly known as Chimei Innolux Corporation and changed its name to Innolux Corporation in December 2012. Innolux Corporation was incorporated in 2003 and is headquartered in Miaoli, Taiwan.
