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1423.TW TWSE Textiles & Leather Goods

1423.Tw

$40,20
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Mcap
P/E
EV / Rev
Div yield
1,92 %
Op margin
-76,6 %
ROE
11,8 %
Net margin
508,2 %
Debt / equity
0,00
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

1423.TW operates in the Textiles & Leather Goods industry, manufacturing and selling textile and leather products, primarily generating revenue through product sales.

Business. 1423.TW operates in the Textiles & Leather Goods industry, manufacturing and selling textile and leather products, primarily generating revenue through product sales.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Products
IndustryTextiles & Leather Goods
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
11,8 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 1423.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 1423.TW. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    1423.TW operates in the Textiles & Leather Goods industry, manufacturing and selling textile and leather products, primarily generating revenue through product sales.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorCyclical Consumer Products
    IndustryTextiles & Leather Goods
    AI synthesis
    GENERATED

    1423.TW maintains a strong liquidity position, with a current ratio of 27.68, indicating a significant excess of current assets over current liabilities. The company has no long-term debt, and its cash and equivalents amount to 33,895,000 TWD, supporting its liquidity profile. Free cash flow stands at 362,669,000 TWD, reflecting robust cash generation from operations.

    Profitability metrics show a return on equity (ROE) of 11.82% and a return on assets (ROA) of 11.08%, both exceeding typical thresholds for the Textiles & Leather Goods industry. Despite a negative gross profit of -11,562,000 TWD and an operating loss of -65,419,000 TWD, the company reported a net income of 433,968,000 TWD, suggesting strong non-operating income or asset-related gains.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification in the provided data. This lack of segmental or geographic breakdown limits visibility into potential revenue concentration risks.

    Looking ahead, the company's revenue trajectory is not explicitly outlined in the provided data, but the positive free cash flow and high ROE suggest a stable financial position. The absence of capital expenditures and the lack of long-term debt indicate a conservative capital structure.

    Risk factors for 1423.TW are currently low, with no immediate liquidity or dilution flags detected. The company has no long-term debt, and its equity base is substantial at 3,670,005,000 TWD, reducing the likelihood of near-term dilution. No recent filings or transcripts were provided to indicate material changes in the company's risk profile.

    Key takeaways
    • 1423.TW has a strong liquidity position with a current ratio of 27.68 and no long-term debt.
    • The company's ROE of 11.82% and ROA of 11.08% indicate strong profitability despite a negative operating income.
    • Revenue concentration and lack of geographic diversification data suggest potential exposure to market-specific risks.
    • The company's conservative capital structure and positive free cash flow support financial stability.
    • "margin_outlook_rationale": "The company's net income of 433,968,000 TWD suggests strong non-operating income or asset-related gains, but the negative gross profit and operating income indicate potential margin pressures.",

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $40,20
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $3.67B
    Net cash
    $33.9M
    Current ratio
    27.7
    Debt / equity
    0.0
    ROA
    11.1%
    ROE
    11.8%
    Cash conversion
    34.0%
    CapEx / revenue
    -1.1%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin-76,6 %Bottom quartile
    Net Margin508,2 %Best in class
    ROE11,8 %Above P75
    Capex / Rev-1,1 %Above P75
    D/E0,00Above P75
    Cash Conv0,34Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • 1423.TW Market data — financials · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    1423.TWCanonical
    TWSE · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage