Taiwan Mobile Raises 91APP Stake to 6.52% in Retail SaaS Push
91APP is a Taiwanese retail SaaS and online-merge-offline (OMO) omnichannel service provider that helps brands connect online stores, physical outlets, membership programs and data-driven marketing. Taiwan Mobile’s increased stake is aimed at combining its telecom data and AI marketing capabilities with 91APP’s retail technology to expand its digital ecosystem. The move also reflects telecom operators’ push into enterprise software services.
Taiwan Mobile’s board approved the purchase of additional 91APP shares through a block trade on March 13, 2026. A supplemental disclosure on March 16 said it bought 4.97 million shares at an average NT$58.23 each for NT$289.4094 million. The transaction brought its total holdings to 7.47 million shares, representing an aggregate investment of NT$501.9094 million and a 6.52% stake.
All Coverage
1 original reportsThe Backstory
The history behind this eventTaiwan Mobile Launches Bid for Control of SYSTEX in AI Push
Taiwan Mobile already owned 11.86% of SYSTEX after investing about NT$3.97 billion in 2024, and the planned acquisition would give the telecom operator control of one of Taiwan’s leading information-services providers. The strategic rationale extends beyond ownership: Taiwan Mobile aims to combine its AI data centers, telecom and cloud infrastructure with SYSTEX’s systems-integration expertise and enterprise client base, pursuing growth through cross-selling, artificial intelligence services and regional expansion across the corporate ICT market.
Taiwan Mobile said on Aug. 12 that its wholly owned unit would seek 39% to 58% of SYSTEX through a tender offer running from Aug. 18 to Oct. 6, 2026. Each SYSTEX share tendered would receive 0.84 Taiwan Mobile share plus NT$92.50 in cash, worth about NT$184.50 and representing a 29.5% premium. The transaction is valued at NT$19.58 billion to NT$29.13 billion; meeting the minimum would lift Taiwan Mobile’s holding to 50.86%, subject to antitrust clearance, with revenue consolidation targeted by year-end.
Subscribe to Mark Radar Weekly
Every Friday, the week's strongest signals in your inbox. Unsubscribe anytime.
If you search news on Google, you can set Mark Radar as a preferred source—our coverage will show up more often in your results. Set as preferred source on Google →