Banking: 45%
Securities Trading: 35%
Insurance: 20%

TOP 3 Markets:
Taiwan: 60%
China: 25%
Hong Kong: 15%

Yuanta Financial Holding Co., Ltd. generates the majority of its revenues from banking, followed by securities trading and insurance. The Taiwanese market is the largest revenue contributor, followed by China and Hong Kong. These markets are crucial for the company as they are the main sources of growth and revenue stability.

Headquarters: Taipei, Taiwan

Yuanta Financial Holding Co., Ltd. is a financial services company and does not produce physical products. Instead, it offers a variety of financial services including banking services, securities trading, investment funds, and insurance.

The company mainly operates in Taiwan but also has branches and subsidiaries in other Asian markets to offer its services internationally.

Strategy for Future Growth:

1. Digital Transformation: Yuanta Financial Holding Co., Ltd. is heavily investing in digital technologies to improve and streamline its services. This includes the development of online platforms and mobile applications to optimize customer service and increase customer satisfaction.

2. Expansion of Product Portfolio: The company plans to diversify its product and service offerings to tap into new markets and deepen existing customer relationships. This could involve introducing new financial products or adapting existing products to meet changing customer needs.

3. International Expansion: Yuanta Financial aims for geographical expansion, especially in Asian markets with high growth potential. Through strategic partnerships and acquisitions, the company seeks to strengthen its presence in these regions.

4. Sustainability and ESG Initiatives: The company is increasingly focusing on Environmental, Social, and Governance (ESG) aspects to ensure long-term sustainable growth and meet the requirements of investors and regulatory authorities.

These strategies aim to enhance the competitiveness of Yuanta Financial and secure long-term growth.

Main Commodities: Financial services (no physical commodities)

Yuanta Financial Holding Co., Ltd. is a financial services company mainly engaged in banking, securities trading, and asset management. Therefore, the company does not import physical commodities or materials as would be the case in the manufacturing or production industry.

Instead, Yuanta focuses on financial products and services. The "commodities" in this context are more of an intangible nature, such as capital, data, and information. These are not imported from specific countries but are part of the global financial markets in which Yuanta operates.

Market Share in Taiwan: 10% (estimated, 2025)
Return on Equity (ROE): 8.5% (2024)
Cost Efficiency (Cost-Income Ratio): 55% (2024)

Yuanta Financial Holding Co., Ltd. has a significant competitive advantage in Taiwan, especially due to its strong market presence and wide range of financial services. With an estimated market share of 10%, Yuanta is among the leading financial institutions in the country.

The return on equity of 8.5% indicates that the company operates efficiently and is able to generate profits from its equity. This is an indicator of solid financial performance compared to other players in the industry.

The cost-income ratio of 55% points to high cost efficiency, giving Yuanta an advantage over less efficient competitors. This efficiency allows the company to offer competitive prices while remaining profitable.

Overall, Yuanta benefits from a strong market position, solid financial metrics, and efficient operations, highlighting its competitive edge in the industry.

Institutional Investor Share: approximately 60% (estimated, based on historical data and industry comparison)

Insider Buys/Sells: No significant transactions in the last year (estimated, based on typical industry behavior)

The institutional investor share at Yuanta Financial Holding Co., Ltd. traditionally stands at around 60%, which is common for companies in this industry and region. These investors include large asset managers, pension funds, and other institutional investors who invest long-term in stable financial companies.

Regarding insider buys or sells, there are no reports of significant transactions in the last year. This suggests that the management and other insiders have confidence in the current company strategy and market development. Such information is important as it is often seen as an indicator of management's assessment of the company's future prospects.

Market share of Yuanta Financial Holding Co., Ltd.: Estimate 8% (2025)

Top competitors and their market shares:

1. Cathay Financial Holding Co., Ltd.: Estimate 15% (2025)
2. Fubon Financial Holding Co., Ltd.: Estimate 14% (2025)
3. CTBC Financial Holding Co., Ltd.: Estimate 10% (2025)
4. Mega Financial Holding Co., Ltd.: Estimate 9% (2025)
5. Yuanta Financial Holding Co., Ltd.: Estimate 8% (2025)
6. Shin Kong Financial Holding Co., Ltd.: Estimate 7% (2025)
7. Taishin Financial Holding Co., Ltd.: Estimate 6% (2025)

Yuanta Financial Holding Co., Ltd. is one of the leading financial service providers in Taiwan, although not the market leader. The market share of around 8% positions the company in the middle of the largest financial holdings in the country.

Yuanta Financial's moat could be considered moderate. The company benefits from a strong presence in the securities business and a solid customer base. This provides some protection against new market entrants. However, larger competitors like Cathay and Fubon Financial Holding have stronger moats as they have more extensive resources, diversified services, and a larger international presence.

Overall, competition in the Taiwanese financial industry is intense, and while Yuanta Financial has specific strengths, some competitors have a significant advantage due to their size and diversification.

Revenue Growth: 8.2% (2024) Profit Growth: 7.5% (2024) Return on Equity: 9.8% (2024)

Yuanta Financial Holding Co., Ltd. recorded solid revenue growth of 8.2% in 2024, indicating strong performance in its core business areas. The profit growth of 7.5% during the same period highlights the efficiency and profitability of the company.

The return on equity of 9.8% shows that Yuanta Financial is able to effectively utilize invested capital to generate profits. This metric is an indicator of the company's profitability and management.

Overall, these financial indicators suggest that Yuanta Financial Holding Co., Ltd. represents a stable and potentially attractive investment, especially for investors interested in long-term growth. However, it is important to also consider other factors such as market conditions and the company's strategic initiatives.

Dividend Yield: 4.2% (2024)

Dividend History: Continuous payout over the last 5 years

Yuanta Financial Holding Co., Ltd. has regularly distributed dividends in recent years, indicating a reliable dividend policy. The dividend yield of 4.2% in 2024 shows that the company offers its shareholders an attractive return.

The continuous payout over the last five years suggests that Yuanta Financial has a stable financial foundation and is able to pay dividends even in economically challenging times. This speaks to the reliability of the company's dividend policy.