Chunghwa Telecom Co (CHWD) AI Stock Analysis
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Chunghwa Telecom Co
(Frankfurt:CHWD)
No summary available
Chunghwa Telecom Co (CHWD) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 38.00B
- Dividend Yield
- 3.41%
- Average Volume (3M)
- 42
- Price to Earnings (P/E)
- 36.0
- Beta (1Y)
- 0.04
- Revenue Growth
- -14.92%
- EPS Growth
- -14.87%
- Country
- Germany
- Employees
- 19,912
- Sector
- Communication Services
- Sector Strength
- 60
- Industry
- Telecommunications Services
Chunghwa Telecom Co Business Overview & Revenue Model
Company Description
Chunghwa Telecom Co., Ltd., along with its subsidiaries, operates as a leading telecommunications service provider, serving customers both within Taiwan and across international markets. The company organizes its extensive operations into several cor...
Chunghwa Telecom Co Earnings Call Summary
The call conveyed a strongly positive operational and financial performance: record Q2 revenue and EPS, robust ICT and international growth, solid mobile and broadband metrics, significant AI infrastructure progress, and healthy cash flow and balance sheet metrics. The main risks noted were project‑driven volatility in ICT/international revenues, limited near‑term visibility on the economics of new AIDC/IOWN investments, and some seasonal/liquidity timing effects (dividend payables and inventory). Overall the positives—broad‑based revenue growth, margin expansion, and clear execution on AI and ICT contracts—materially outweigh the manageable risks.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management said Q2 results beat the high end of guidance across revenue, operating income, net income and EPS and reiterated confidence in achieving full‑year targets: Q2 consolidated revenue TWD 61.36bn (+8.2% YoY), income from operations +5.7% YoY, EPS TWD 1.38 (vs TWD 1.31), EBITDA TWD 23.52bn (+4.1%) with a 38.32% EBITDA margin; H1 revenue +7.8% YoY, H1 operating income TWD 26.36bn (+5.2%), H1 net income TWD 20.75bn (+3.9%) and H1 EPS TWD 2.68 (vs 2.57), H1 EBITDA TWD 46.82bn (+3.8%). They highlighted strong cash/finance metrics (H1 free cash flow TWD 21.89bn, CapEx TWD 9.85bn −14.3% YoY with more CapEx expected in H2, total assets +3.3% YTD, reported debt ratio 31% or 23.72% adjusted excl. dividend payable, interest‑bearing debt ~5%, current ratio 122.3%, net debt/EBITDA 0) and said the outperformance was driven by ICT momentum (ICT revenue +32% YoY, recurring ICT +9%, Big Data +167%, cybersecurity +34%, IDC +14%, ICT order intake +30% YoY), core telecom strength (mobile service rev +3.2%, mobile market share 41.2%, subscriber share 39.8%, 5G market share 39.4%, 5G penetration ~49%, postpaid ARPU +2.4% / +TWD13, postpaid churn 0.36%) and stronger‑than‑expected product and roaming sales (roaming rev +19% YoY, inbound roaming +42%).
Chunghwa Telecom Co Risk Analysis
Chunghwa Telecom Co disclosed 32 risk factors in its most recent earnings report. Chunghwa Telecom Co reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
1 New RiskChunghwa Telecom Co Peers Comparison
Overall Rating
AMX76Outperform
TMUS70Outperform
VZ67Neutral
T63Neutral
VOD63Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| AMX | 76Outperform | $75.11B | 15.06 | 22.21% | 2.42% | 15.97% | 39.45% |
| TMUS | 70Outperform | $165.71B | 15.06 | 19.86% | 2.61% | 9.28% | -0.45% |
| VZ | 67Neutral | $185.39B | 11.41 | 15.73% | 6.29% | 1.38% | -16.44% |
| T | 63Neutral | $144.23B | 11.57 | 11.95% | 5.18% | 3.51% | -39.83% |
| VOD | 63Neutral | $36.97B | -72.26 | -0.79% | 3.38% | 16.69% | 87.12% |
| Sector * | 60Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
* Communication Services Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:CHWD | Chunghwa Telecom | 43.00 | 7.46 | 20.98% | |
| AMX | America Movil S.a.b. De C.v. | 24.48 | 2.41 | 10.90% | |
| T | At&t Inc | 21.41 | -2.00 | -8.56% | |
| VZ | Verizon Communications | 44.73 | 7.72 | 20.87% | |
| VOD | Vodafone Group Plc | 15.88 | 4.93 | 44.98% | |
| TMUS | T Mobile US | 156.44 | -42.67 | -21.43% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.