CHT July Sales Up 7.9% to NT$19.18B; YTD EPS NT$2.99
Rhea-AI Filing Summary
Chunghwa Telecom reported unaudited consolidated operating results for July 2025: July revenue was approximately NT$19.18 billion, operating income about NT$4.10 billion, net income attributable to parent roughly NT$3.20 billion, EBITDA about NT$7.43 billion and EPS NT$0.42. For the seven months ended July 31, 2025, revenue was approximately NT$131.72 billion, operating income NT$29.17 billion, net income attributable NT$23.17 billion, EBITDA NT$52.54 billion and EPS NT$2.99.
Sales increased 7.92% year‑over‑year in July and 3.85% for Jan–Jul. The company reported no funds lent to related parties and no countermeasures. Subsidiary endorsements show an accumulated amount of NT$500,000 against a limited amount of NT$3,065,341. Reported forward contracts carry negative fair values with recognized unrealized losses of NT$341 (non‑hedge) and NT$14,533 (hedge), plus settled realized amounts as disclosed.
Positive
- July net sales rose by 7.92% year‑over‑year to NT$19.18 billion
- Jan–Jul revenue increased by 3.85% to NT$131.72 billion
- Strong YTD profitability: net income attributable NT$23.17 billion and EBITDA NT$52.54 billion
- No funds lent to parent or subsidiaries reported, indicating limited related‑party lending exposure
Negative
- None.
Insights
TL;DR Solid YTD profitability with modest top‑line growth; July sales accelerated vs prior year.
Chunghwa Telecom's July and year‑to‑date figures show continued profitability: YTD net income attributable of NT$23.17 billion and YTD EBITDA of NT$52.54 billion indicate operating scale and margin support. Sales growth of 7.92% in July and 3.85% YTD demonstrates modest revenue momentum. EPS of NT$2.99 YTD and July EPS of NT$0.42 are consistent with profitability disclosure. Absent guidance or comparison to consensus, the data are positive but routine.
TL;DR Low counterparty lending risk; mark‑to‑market losses on forwards require monitoring.
Operational credit exposure appears limited: no funds lent to parent or subsidiaries were reported. Endorsements by subsidiaries show an accumulated amount of NT$500,000 within a limited cap of NT$3,065,341. Derivative disclosures show negative fair values: non‑hedge forwards fair value NT$-314 with unrealized loss NT$-341, and hedge accounting forwards fair value NT$-15,306 with unrealized loss NT$-14,533. These mark‑to‑market losses are disclosed but not shown as corrective actions; monitor for impact on comprehensive income.