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Chunghwa Telecom Co., Ltd.NYSE:CHT Stok Raporu

Piyasa Değeri US$33.8b
Hisse Fiyatı
US$43.50
US$41.81
4.1% aşırı değerlenmiş içsel indirim
1Y-0.1%
7D0.3%
Portföy Değeri
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Görünüm

Chunghwa Telecom Co., Ltd.

NYSE:CHT Stok Raporu

Piyasa değeri: US$33.8b

Chunghwa Telecom (CHT) Hisse Özeti

Chunghwa Telecom Co., Ltd. iştirakleri ile birlikte Tayvan'da ve uluslararası alanda entegre bir telekomünikasyon hizmet sağlayıcısı olarak faaliyet göstermektedir. Daha fazla detay

Ödüller

Adil değer tahminimizden 14.9% daha düşük bir oranda işlem görüyor

Kazançlar geçen yıl 3.7% oranında arttı

Risk Analizi

3.78% temettüsü kazançlar tarafından iyi karşılanmıyor


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Chunghwa Telecom Co., Ltd. Rakipler

Fiyat Geçmişi ve Performans

Hisse fiyatlarındaki yükseliş, düşüş ve değişimlerin özeti Chunghwa Telecom
Tarihsel hisse senedi fiyatları
Güncel Hisse FiyatıNT$43.50
52 Haftanın En Yüksek SeviyesiNT$47.03
52 Haftanın En Düşük SeviyesiNT$39.28
Beta0.11
1 Aylık Değişim2.11%
3 Aylık Değişim1.83%
1 Yıllık Değişim-0.14%
3 Yıllık Değişim6.36%
5 Yıllık Değişim6.57%
Halka arzdan bu yana değişim149.93%

Son Haberler & Güncellemeler

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.

Hissedar Getirileri

CHTUS TelecomUS Pazar
7D0.3%0.3%1.1%
1Y-0.1%-0.9%26.7%

Getiri vs. Endüstri: CHT geçen yıl % -0.9 oranında getiri sağlayan US Telecom sektörünün gerisinde kaldı.

Getiri vs Piyasa: CHT geçen yıl % 26.7 oranında getiri sağlayan US Piyasasının altında performans gösterdi.

Fiyat Oynaklığı

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%

İstikrarlı Hisse Senedi Fiyatı: CHT son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.

Zaman İçindeki Volatilite: CHT 'nin haftalık oynaklığı ( 2% ) son bir yıldır istikrarlı seyretti.

Şirket Hakkında

KurulduÇalışanlarCEOWeb sitesi
1996n/aChih-Cheng Chienwww.cht.com.tw

Chunghwa Telecom Co., Ltd. iştirakleri ile birlikte Tayvan'da ve uluslararası alanda entegre bir telekomünikasyon hizmet sağlayıcısı olarak faaliyet göstermektedir. Şirket, Tüketici İşletmeleri, Kurumsal İşletmeler, Uluslararası İşletmeler ve Diğerleri segmentleri aracılığıyla faaliyet göstermektedir. Hizmetleri temel olarak mobil, sabit hat, bilgi ve iletişim teknolojisi (ICT) ve satış ve diğer hizmetleri içerir.

Chunghwa Telecom Co., Ltd. Temel Bilgiler Özeti

Chunghwa Telecom'un kazançları ve gelirleri piyasa değeriyle nasıl karşılaştırılır?
CHT temel i̇stati̇sti̇kler
Piyasa değeriUS$33.81b
Kazançlar(TTM)US$1.24b
Gelir(TTM)US$7.62b
27.3x
F/K Oranı
4.4x
P/S Oranı

CHT aşırı değerli mi?

Gerçeğe Uygun Değer ve değerleme analizine bakınız

Kazanç ve Gelir

En son kazanç raporundan temel karlılık istatistikleri (TTM)
CHT gelir tablosu (TTM)
GelirNT$240.29b
Gelir MaliyetiNT$152.18b
Brüt KârNT$88.11b
Diğer GiderlerNT$49.09b
KazançlarNT$39.02b

Son Raporlanan Kazançlar

Mar 31, 2026

Sonraki Kazanç Tarihi

n/a

Hisse başına kazanç (EPS)5.03
Brüt Marj36.67%
Net Kâr Marjı16.24%
Borç/Özkaynak Oranı7.1%

CHT uzun vadede nasıl bir performans gösterdi?

Geçmiş performansı ve karşılaştırmayı görün

Temettüler

3.8%
Mevcut Temettü Verimi
103%
Ödeme Oranı

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/14 12:32
Gün Sonu Hisse Fiyatı2026/05/14 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Chunghwa Telecom Co., Ltd. 23 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Anand RamachandranBarclays
Xinyi PangBofA Global Research
Frank LinCLSA