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HannsTouch Holdings (3049) Fair Value & Analysis

Technology · TW · Market cap 9.1B TWD

HH HannsTouch Holdings 3049 · TW
Price11.00 TWD
Fair Value5.88 TWD
Upside-46.6%
Quality43/100
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Weak Growth
Loss-making · -23.8% net margin
Low debt · negative free cash flow
Trails peers (3/9)
Narrow moat 18/100
Evidence: Low Range 4.39 TWD – 8.77 TWD Share as image

Fair value as of: Jul 23, 2026

From 3 valuation models · updated 18 days ago

Share price −13.0% over the past month.

Below-average quality, and screening another 47% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (8.77 TWD). The favourable scenario is already priced in.
  • Weak quality (43/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
  • A fairly wide model range (4.39 TWD to 8.77 TWD) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

18.00 TWD 5.83 TWD Fair Value 5.88 TWD Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 23, 2026.

How to read this chart

60‑month range 5.83 TWD – 18.00 TWD · fair‑value band 4.39 TWD – 8.77 TWD · the 11.00 TWD price screens above the 5.88 TWD fair value. Dashed = 300-day average. As of Jul 23, 2026.

Full chart & analysis →

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Analysis

HannsTouch Holdings (3049) currently trades at 11.00 TWD, while our model-based Fair Value estimate is 5.88 TWD, implying the stock looks roughly 46.6% overvalued today. The Quality Score stands at 43/100 (below-average quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: low).

Over the trailing twelve months, HannsTouch Holdings generated revenue of 1.5B TWD at a net margin of -23.8%. Revenue declined 70.4% year over year. It earns a return on equity of -3.1%. Net debt stands at 3.7B TWD. Fundamentals as of Jul 23, 2026

Our scenario range runs from 4.39 TWD (bear case) to 8.77 TWD (bull case); at 11.00 TWD, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 39% below its 52-week high and 104% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -73% fair-value upside, at -47%, 3049 screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Gordon GGM 3.09 TWD 3.37 TWD 3.79 TWD 70
DDM Multi-Stage 3.09 TWD 3.82 TWD 4.82 TWD 61
NCAV (Graham) 4.39 TWD 5.88 TWD 8.77 TWD 50
All 3 models by family
Dividend Discount
Gordon GGM 3.09 TWD 3.37 TWD 3.79 TWD 70
DDM Multi-Stage 3.09 TWD 3.82 TWD 4.82 TWD 61
Asset-Based
NCAV (Graham) 4.39 TWD 5.88 TWD 8.77 TWD 50

Widest divergence: Asset-Based (5.88 TWD) versus Dividend Discount (3.37 TWD). Highest evidence: Gordon GGM (70).

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Key figures & financial health

Revenue (TTM) 1.5B TWD
Revenue growth (YoY) +6.4%
Net margin -23.8%
Return on equity -3.1%
Free cash flow −289M TWD FY2025
Operating margin 7.2%
More key figures
EPS (TTM) -0.6400 TWD
EPS growth (YoY) +200%
Net debt 3.7B TWD FY2025

Figures from reported company fundamentals · as of Jul 23, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 43/100

Of which business quality 39 · Market factors (momentum, volatility) 60

Profitability 1
Margins and returns on capital today
Quality Growth 60
Are margins and returns improving?
Cashflow 0
Earnings quality: real cash, not paper profit
Fin. Strength 47
Balance sheet, leverage, solvency risk
Investment 88
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 60
Price trend over the last 3–12 months (market factor)
52W Momentum 72
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

HannsTouch Holdings Company manufactures and sells touch sensors in Taiwan, South Korea, China, and Vietnam. The company offers AMOLED touch sensors for smartphones, wearable consumer products, tablets, laptops, and other IT products; E-paper display TFT backplane for electronic shelf labels, E-readers, digital signage, credit cards and smart cards, …

Full company description

HannsTouch Holdings Company manufactures and sells touch sensors in Taiwan, South Korea, China, and Vietnam. The company offers AMOLED touch sensors for smartphones, wearable consumer products, tablets, laptops, and other IT products; E-paper display TFT backplane for electronic shelf labels, E-readers, digital signage, credit cards and smart cards, logistics labels, smart luggage tags, smart forms, healthcare technology, and sports devices; and flexible touch sensors for smartphones, wearable consumer products, IT products, wearable health monitoring devices, and smart phone products. It also provides industrial application touch sensors for medical display instruments, automotive operating systems, education interactive whiteboards, entertainment gaming facilities, military high-spec devices, and industrial control panels; and fingerprint on display backplane for mobile fingerprint recognition, airport security screening, physiological detection, automated item monitoring, and vein recognition. Further, it offers integrated, and segmental foundary services. The company was formerly known as HannsTouch Solution Incorporated and changed its name to HannsTouch Holdings Company in June 2023. HannsTouch Holdings Company was incorporated in 1999 and is based in Tainan City, Taiwan.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

HannsTouch Holdings reported revenue of 1.5B TWD in FY2025 versus 3.8B TWD in FY2021, a compound −20.8%/yr. Reported net income was −514M TWD in FY2025.

Growth Quality 6/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
1.5B TWD
Latest YoY
+1.2%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−14.9%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−13.6%
Avg. growth/yr (23Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−3.9%
Revenue −20.8%/yr
FY21 3.8B TWD
FY22 2.4B TWD
FY23 1.3B TWD
FY24 1.5B TWD
FY25 1.5B TWD
Net income
FY21 1.0B TWD
FY22 24.8M TWD
FY23 −900M TWD
FY24 −878M TWD
FY25 −514M TWD

3049 screens 47% overvalued. Compare with Delta Electronics, Inc →

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Cite: Fair Value Calculator (2026). "HannsTouch Holdings Fair Value". https://www.fairvalue-calculator.com/stock/3049

Peer Group

Electronic Components · 625 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 43 · Bottom 25%
Fair Value upside −47% · Below median
Return on assets -3% · Bottom 25%
Net margin (TTM) -24% · Bottom 25%
Operating margin (TTM) 7% · Above median
Revenue growth 6% · Above median
Debt / equity 0.49× · Higher than 75% of peers

Valuation Multiples vs Electronic Components median · lower = cheaper

P/S (TTM) 0.19× · Cheaper than 75% of peers

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 0
FUTURE 32 · sector 32
PAST 0 · sector 24
HEALTH 75 · sector 95
DIVIDEND 0 · sector 25

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Electronic Components stocks, each showing price versus our Fair Value estimate (as of Jul 23, 2026).

Stock Price Fair Value vs Fair Value
Delta Electronics, Inc 2308 1,880 TWD 515.23 TWD -73%
Hon Hai Precision Industry Co 2317 242.50 TWD 270.47 TWD +12%
Luxshare Precision Industry Co 002475 ¥62.14 ¥38.44 -38%
Samsung Electro-Mechanics Co 009150 1,260,000 KRW 166,421 KRW -87%
Elite Material Co 2383 4,990 TWD 714.36 TWD -86%
Yageo Corporation 2327 699.00 TWD 216.55 TWD -69%
Shengyi Technology Co 600183 ¥132.29 ¥27.45 -79%
Shennan Circuits Co 002916 ¥364.00 ¥93.50 -74%
Victory Giant Technology (HuiZhou) Co 2476 HK$297.00 HK$103.98 -65%
Wus Printed Circuit (Kunshan) Co 002463 ¥127.80 ¥31.95 -75%

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Frequently asked questions

Is HannsTouch Holdings (3049) overvalued or undervalued?
As of Jul 23, 2026, our model estimates a fair value of 5.88 TWD versus a price of 11.00 TWD, about −47% (overvalued).
What is the fair value of 3049?
Our model-based fair value for HannsTouch Holdings is 5.88 TWD (as of Jul 23, 2026), built from audited fundamentals. The current price is 11.00 TWD.
What is the quality score of 3049?
HannsTouch Holdings has a Quality Score of 43/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of HannsTouch Holdings (3049)?
HannsTouch Holdings reported trailing-twelve-month revenue of about 1.5B TWD (latest available figure, as of Jul 23, 2026).
What is the net profit margin of 3049?
The net profit margin of HannsTouch Holdings is about -23.8%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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