AnalystLowTarget cut fair value for Chailease stock to TWD 109.80

AnalystLowTarget cut its fair value for Chailease stock to TWD 109.80 from TWD 112.00 in an update shared on October 5, 2026, according to Simply Wall St. The lower valuation puts credit quality and portfolio growth at the center of the investment debate.

August revenue stayed below 2025

Chailease reported consolidated August revenue of TWD 8.17 billion, down 1.00 percent from the same month of 2025, in the company investor-relations financial information. The January through August total reached TWD 64.93 billion, down 1.00 percent year over year, while cumulative net profit attributable to owners stood at TWD 14.19 billion and cumulative earnings per share at TWD 7.77, according to Chailease.

The monthly pattern was uneven. Revenue rose 7.00 percent year over year in July before falling 1.00 percent in August, leaving the eight-month total below the prior-year level.

Credit quality shapes the valuation

The Simply Wall St update cited group credit balances of TWD 816-817 billion and a delinquency ratio of 5.10 percent. It also highlighted a 29.00-30.00 percent cost-to-income ratio and higher impairment in China as constraints on net margins and return on equity, according to Simply Wall St.

That combination explains the modest fair-value reduction: the review placed more weight on muted portfolio growth and constrained small and medium-sized business lending than on diversification in Southeast Asia and renewable energy. For investors, the key comparison is between the TWD 109.80 revised fair value and the TWD 112.00 prior estimate.

Chailease remains below its yearly high

Chailease stood at TWD 105.50 on October 8, 2026 at 1:30 p.m. TST, down 0.47 percent from TWD 106.00. Its TWD 95.20-124.50 52-week range places the quote below the yearly high, while market capitalization stood at TWD 184.2 billion on the same date.

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