Professional
Added to YB: 2026-09-17
Pitch date: 2026-06-30
2301.TW [bullish]
Lite-On Technology Corporation
Author Info
The Antipodes Emerging Markets Fund is an actively managed long only equities fund focused on attractively valued companies exposed to emerging markets or listed on emerging market stock exchanges. Our selective approach, typically holding a minimum of 30 long positions, combines rigorous research and disciplined stock selection to target long-term capital growth for investors willing to accept higher volatility. Sign up for the newsletter.
Company Info
Lite-On Technology Corporation, together with its subsidiaries, engages in the research, design, manufacturing, and sale of optoelectronic semiconductor components and power managements modules in Asia, the Americas, Europe, and internationally.
Market Cap
TWD 629.7B
Pitch Price
N/A
Price Target
N/A
Dividend
1.80%
EV/EBITDA
23.14
P/E
32.69
EV/Sales
3.19
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Antipodes Emerging Markets Fund New Position: Lite-On Technology Corporation
2301.TW: Lite-On provides direct exposure to the server power-supply buildout enabling AI data centers. Its dominant share of the hyperscaler power-supply market positions it to benefit from accelerating capital expenditure, while the valuation was considered attractive relative to the earnings-growth trajectory visible over the investment horizon.
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