Chailease Holding Co Ltd (TPE:5871A.PFD)
NT$ 102.5 -0.50 (-0.49%) Market Cap: - Enterprise Value: - PE Ratio: 10.09 PB Ratio: 1.21 GF Score: 68/100
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Q4 2024 Chailease Holding Company Ltd Earnings Call Transcript

Feb 25, 2025 / 09:30 AM GMT
Release Date Price: NT$99.8

Key Points

Positve
  • Chailease Holding Co Ltd (TPE:5871) achieved a 4% year-over-year growth in its consolidated credit portfolio, reaching $825 billion by the end of Q4 2024.
  • The company reported a record high consolidated revenue of $102.3 billion for the year, marking a 5% increase compared to the previous year.
  • ASEAN operations showed strong performance with a 6% year-over-year increase in credit portfolio, with Malaysia being a key growth driver.
  • Taiwan's solar net assets grew by 9% year-over-year, maintaining Chailease's number one market share in the solar sector.
  • The company expects improvement in funding costs as the interest rate hike cycle ends, which should enhance interest spreads moving forward.
Negative
  • Chailease Holding Co Ltd (TPE:5871) experienced a 32% quarter-over-quarter decline in net profit for Q4 2024, primarily due to increased expected credit losses in China.
  • The company's consolidated ROA decreased to 2.4% from 2.9% the previous year, reflecting a decline in net profit.
  • China's delinquency ratio increased by 0.6% to 5.1% in Q4 2024, indicating ongoing challenges in the region.
  • Taiwan's net profit decreased by 5% year-over-year, largely due to an increase in expected credit losses.
  • The company's consolidated ROE fell to 15% for 2024, impacted by lower leverage and decreased profitability.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

5871.TW - Chailease Holding Company Ltd
Q4 2024 Chailease Holding Company Ltd Earnings Call
Feb 25, 2025 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the Chinese 4th quarter of 2024 earnings release conference call.

At this time, all participants are in a listen-only mode. Following management's prepared remarks, there will be a question and answer session. Please follow the instructions given at the time if you would like to ask the question.

As a reminder, this conference has been recorded and for your information, the webcast replay will be available within an hour after the conference is finished.

And now I would like to turn the code over to Kimberly Lin, the project manager of the Chinese Holdings. Miss Lim, please go ahead.

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