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Added to YB: 2026-07-23

Pitch date: 2026-07-21

2317.TW [bullish]

Hon Hai Precision Industry Co., Ltd.

+1%

current return

Author Info

No bio for this author

Company Info

Hon Hai Precision Industry Co., Ltd. provides electronic manufacturing services. The company offers consumer electronics, including smartphones, feature phones, wearable devices, televisions, game consoles, set-top boxes, and audio systems; cloud and networking products comprising routers, servers, edge computing, data centers, and satellite communications and other related equipment; electronic computing equipment, such as desktop computers, laptops, tablets, multi-function devices and printers; and connectors, precision optical components, lenses, electronic components, semiconductor products, and automotive electronic parts.

Market Cap

TWD 3.5T

Pitch Price

TWD 249.00

Price Target

N/A

Dividend

2.93%

EV/EBITDA

8.67

P/E

17.65

EV/Sales

0.40

Sector

Electronic Equipment, Instruments and Components

Category

growth

Show full summary:
Why I Own Foxconn Beyond Its 40% Share of the AI Server Market

2354.TW: Foxconn shifting from thin-margin EMS to AI infra winner; Cloud/Networking ~50% of Q1'26 rev, ~40% global AI server share (GB200/300). FY25 rev NT$8.1T (+18%), op profit +29%; Q1'26 op margin 3.57% vs 2.83%, op profit +63%. AI racks to 2x in 2026, capex +30%. SpaceX GB300 deal (~$52B), Intel CPO/photonics partnership. Bull: margin to ~4%, re-rate as integrator. Bear: customers keep economics, negative FCF, ODM competition, Apple/Nvidia concentration. Targets ~12% ROE.

Read full article (12 min)