EricssonChunghwa Telecom

Ericsson vs Chunghwa Telecom

Ericsson and Chunghwa Telecom are compared on this page to outline differences in business models, financial performance, and market context. The comparison aims to be neutral, accessible, and focused...

Why It's Moving

Ericsson

Ericsson holds steady amid telecom sector's 5G momentum despite analyst caution.

  • Stock hovered between $9.53-$9.70 from Dec 2-5, signaling resilience above key supports amid low volatility of 2.46% over recent sessions.
  • Analysts maintain a consensus 'reduce' rating, with recent shifts like Wall Street Zen's downgrade from strong-buy to buy, highlighting competitive pressures.
  • 5G advancements open doors for Ericsson's cloud and enterprise growth, countering open-RAN commoditization risks in the equipment space.
Sentiment:
⚖️Neutral
Chunghwa Telecom

Chunghwa Telecom Powers Ahead with Strong November Sales Surge

  • November net sales hit NT$21.45 billion, a 6.07% jump from last year, signaling robust operational strength.[1]
  • Year-to-date sales through November climbed 3.82% to NT$212.85 billion, with EPS at NT$0.44 for the month and NT$4.64 YTD.[1]
  • EBITDA reached NT$7.18 billion in November, highlighting efficient cost management and profitability resilience.[1]
Sentiment:
🐃Bullish

Which Baskets Do They Appear In?

Telecom's Patent Powerhouses

Telecom's Patent Powerhouses

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.

Published: July 24, 2025

Explore Basket

Investment Analysis

Pros

  • Ericsson has experienced a 17.06% share price gain in the last four weeks, demonstrating recent positive market momentum.
  • It operates across diverse segments including Networks, IT & Cloud, and Media, supporting telecom operators and enterprises with advanced infrastructure and software solutions.
  • Ericsson's product portfolio includes competitive radio access network hardware and cloud software services, enabling it to serve a broad global market from North America to Asia.

Considerations

  • Despite recent gains, Ericsson's share price fell by 1.82% over the last 12 months, indicating some medium-term weakness in market valuation.
  • Forecasts suggest a decline in Ericsson's share price from current levels to 79.16 within one year, pointing to potential investor concerns or headwinds.
  • The company faces execution risks tied to evolving technologies and intense competition in telecommunications infrastructure and managed services.

Pros

  • Chunghwa Telecom reported strong financial results for the nine months ending September 2025, indicating solid operational performance.
  • It holds a dominant market position in Taiwan with integrated telecom services across consumer, enterprise, and international businesses.
  • Chunghwa Telecom's services span mobile, fixed-line, broadband, and ICT solutions including cloud and advanced network security, supporting diverse revenue streams.

Considerations

  • The stock trades at a relatively high price-to-earnings ratio of 27.1x compared to its sector average of 16.9x, suggesting potentially stretched valuation.
  • Chunghwa Telecom's price has dipped 2.9% recently from its all-time high, reflecting near-term share price volatility.
  • Analyst consensus implies an expected downside of approximately 8.7% from current levels, indicating limited near-term upside in market expectations.

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

EricssonHewlett Packard Enterprise

Ericsson vs Hewlett Packard Enterprise

Ericsson vs Hewlett Packard Enterprise: stock comparison

EricssonPure Storage

Ericsson vs Pure Storage

Ericsson vs Pure Storage

EricssonCharter Communications

Ericsson vs Charter Communications

Ericsson vs Charter Communications

Frequently asked questions