Chailease, KYG202881093

Simply Wall St raised fair value for Chailease stock to TWD 130.60

Published on 10/19/2026 at 09:28 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fair value rose from TWD 128.00 to TWD 130.60 on October 11, 2026. Chailease stock reported TWD 8.19 billion September revenue.

Valuation and operating signals

Simply Wall St lifted fair value to TWD 130.60 on October 11, 2026.
September 2026 revenue reached TWD 8.19 billion, up 3.00 percent year over year.
Chailease reported a TWD 185.9 billion market capitalization as of October 19, 2026.

Chailease, KYG202881093, Illustration mit AI erstellt.

Chailease Holding Company (KYG202881093) received a higher fair value of TWD 130.60, up from TWD 128.00, in a Simply Wall St update dated October 11, 2026. The revision puts valuation and credit quality at the center of the stock story, while the latest company figures show September revenue growth.

According to Simply Wall St, the revised fair value reflected a review of asset quality, solar exposure and ASEAN growth. The update also cited a 12.00 percent to 13.00 percent decline in new delinquencies in China, a TWD 74.0 billion solar asset base and a TWD 123.0 billion ASEAN credit portfolio.

September revenue turns positive

Chailease's September 2026 consolidated revenue reached TWD 8,192 million, 3.00 percent above the year-earlier month. The January to September total stood at TWD 73,119 million, unchanged from the comparable period, according to the Chailease Holding investor-relations page.

Profit data add a second signal. September net profit reached TWD 1,687 million, lifting net profit attributable to owners to TWD 15,875 million for the first nine months of 2026; year-to-date earnings per share were TWD 8.73. The figures suggest that revenue momentum improved late in the third quarter, although the accumulated revenue line remained flat.

What does the valuation mean?

The valuation case depends on whether asset quality can offset softer revenue growth. Simply Wall St highlighted ASEAN revenue growth of 9.00 percent and net profit growth of 18.00 percent in the first quarter of 2026, while its update also lowered the modeled net profit margin assumption from 15.22 percent to 14.81 percent. That combination gives investors a balanced picture: regional expansion supports earnings, but profitability remains sensitive to credit costs.

Three dated company signals

On October 11, 2026, Simply Wall St lifted its fair value from TWD 128.00 to TWD 130.60. In September 2026, Chailease reported consolidated revenue of TWD 8,192 million, up 3.00 percent year over year. For the second quarter of 2026, consolidated revenue was TWD 24,222.89 million and net income was TWD 5,255.15 million, based on the company's listed quarterly financial information.

Stock facts and valuation

Chailease Holding operates in leasing, installment sales, factoring and lending across Taiwan, China and ASEAN markets. Its market capitalization was TWD 185.9 billion as of October 19, 2026, while the 52-week range was TWD 95.20 to TWD 124.50. The next investor-relevant reporting window is the company's continuing monthly revenue and profit disclosures.