Added to YB: 2026-08-19
Pitch date: 2026-05-31
8069.TWO [bullish]
E Ink Holdings Inc.
Author Info
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Company Info
E Ink Holdings Inc. researches, develops, manufactures, and sells electronic paper display panels worldwide.
Market Cap
TWD 191.0B
Pitch Price
N/A
Price Target
396.00
Dividend
3.56%
EV/EBITDA
14.95
P/E
16.19
EV/Sales
5.25
Sector
Electronic Equipment, Instruments and Components
Category
value
Show full summary:
E Ink Holdings Inc. - $8069.TWO
8069.TWO: Sole scaled ePaper film maker (95%+ share, 1,860 patents), record 59.7% Q1'26 GM. Trades 17x fwd vs own 25x 5yr avg & in line w/ downstream ESL integrators despite superior position. IoT now 61% of rev (+54% YoY). Walmart-cliff fear misunderstood; ~80% upside to 25x FY27E.
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