Chunghwa Telecom vs Credo
This page compares Chunghwa Telecom Co., Ltd. and Credo Technology Group Holding Ltd., examining their business models, financial performance, and market context. It presents neutral, accessible observations to help readers understand how each company operates, the markets they serve, and the factors that influence their activities. Educational content, not financial advice.
This page compares Chunghwa Telecom Co., Ltd. and Credo Technology Group Holding Ltd., examining their business models, financial performance, and market context. It presents neutral, accessible obser...
Why It's Moving
CHT Stock Warning: Why Analysts See -2% Downside Risk
- January revenue jumped 12.21% year-over-year to NT$20.41 billion, highlighting robust demand for core services despite competitive pressures.
- Net income hit NT$3.37 billion with EPS at NT$0.43, reinforcing the company's strong 16%+ net margins and solid balance sheet.
- Wall Street's lone hold rating underscores balanced risks, with low debt but no major catalysts to drive outsized gains in a maturing telecom sector.
CHT Stock Warning: Why Analysts See -2% Downside Risk
- January revenue jumped 12.21% year-over-year to NT$20.41 billion, highlighting robust demand for core services despite competitive pressures.
- Net income hit NT$3.37 billion with EPS at NT$0.43, reinforcing the company's strong 16%+ net margins and solid balance sheet.
- Wall Street's lone hold rating underscores balanced risks, with low debt but no major catalysts to drive outsized gains in a maturing telecom sector.
Investment Analysis
Pros
- Chunghwa Telecom reported a 4.2% year-on-year increase in total revenue for the third quarter of 2025, driven by growth in both consumer and enterprise segments.
- Operating income rose 6.4% in the third quarter of 2025, with an improved operating margin of 20.9% reflecting strong cost management.
- The company maintains a stable dividend yield of around 3%, supported by consistent cash flow generation from its core telecom operations.
Considerations
- International Business Group revenue declined 1.9% in the third quarter of 2025, indicating ongoing challenges in overseas markets.
- Chunghwa Telecom's valuation metrics, including a P/E ratio above 27x, are notably higher than sector averages, potentially limiting near-term upside.
- Analyst consensus suggests limited price appreciation, with target upside estimates close to flat or slightly negative over the next 12 months.
Credo
CRDO
Pros
- Credo Technology Group delivers high-speed connectivity solutions that are well-positioned to benefit from rising global data infrastructure demand.
- The company exhibits strong profitability, with a normalized return on equity above 21% and robust asset efficiency in recent periods.
- Credo maintains a solid balance sheet, with a current ratio above 6 and a quick ratio above 5, indicating ample liquidity and low financial risk.
Considerations
- Credo's valuation is elevated, with a normalized price-to-earnings ratio above 145x and a price-to-sales ratio above 44x, reflecting high growth expectations.
- The company operates in a highly competitive semiconductor sector, where rapid technological change and pricing pressure can impact margins.
- Credo's business is exposed to cyclical demand in the data infrastructure market, which may lead to volatility in revenues and earnings.
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Chunghwa Telecom (CHT) Next Earnings Date
Chunghwa Telecom (CHT) has scheduled its next earnings release for May 14, 2026, before markets open, covering Q1 2026. This follows the company's historical pattern of early-May reporting for first-quarter results, as seen in prior years like May 2, 2024. Investors should monitor official announcements for any adjustments to this date.
Chunghwa Telecom (CHT) Next Earnings Date
Chunghwa Telecom (CHT) has scheduled its next earnings release for May 14, 2026, before markets open, covering Q1 2026. This follows the company's historical pattern of early-May reporting for first-quarter results, as seen in prior years like May 2, 2024. Investors should monitor official announcements for any adjustments to this date.
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Explore BasketWhich Baskets Do They Appear In?
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T-Mobile's strong subscriber growth, fueled by premium plans with bundled streaming, signals a major shift in the telecommunications industry. This creates an investment opportunity focused on companies at the forefront of the convergence between connectivity and content.
Published: July 24, 2025
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A $175 million verdict against Verizon for patent infringement highlights the increasing power of intellectual property holders in the telecom industry. This creates an investment opportunity in companies that own and license critical technology patents, as they are now better positioned to enforce their rights and secure lucrative licensing agreements.
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