According to Tsingyi Investment and Keji Investment reports released today (November 11), Taiwan's two panel makers received divergent analyst outlooks. Tsingyi Investment projects Innolux (2409) to post earnings per share of -0.56 yuan in 2026, citing component cost pressures suppressing notebook and display demand, with AI-related revenue contributions still 2-3 years away. The firm maintains a "neutral" rating with a 30-yuan target price. Keji Investment set a lower 23.6-yuan target for Innolux, implying a 16.75% downside from today's high of 28.35 yuan. In contrast, Keji Investment expects AU Optronics (3481) to show modest profit recovery with 2026 EPS of 0.99 yuan, setting a 43-yuan target price.

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