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2115.TW TWSE Auto, Truck & Motorcycle Parts

2115.Tw

$20,00
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1D5D1M3M6MYTD1Y5YMax
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Mcap
P/E
EV / Rev
Div yield
7,08 %
Op margin
8,5 %
ROE
5,1 %
Net margin
5,5 %
Debt / equity
0,27
Beta
52w range
Volume
Day range
Prev close
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Next earnings
Ex-dividend
TR 1Y
About

The company operates in the Auto, Truck & Motorcycle Parts industry, manufacturing and supplying components for the automotive sector, primarily generating revenue through the sale of these parts to original equipment manufacturers and aftermarket channels.

Business. The company operates in the Auto, Truck & Motorcycle Parts industry, manufacturing and supplying components for the automotive sector, primarily generating revenue through the sale of these parts to original equipment manufacturers and aftermarket channels.

Classification92 %
SectorConsumer Cyclicals
Business sectorAutomobiles & Auto Parts
IndustryAuto, Truck & Motorcycle Parts
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
5,1 %
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 2115.
  • 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 2115.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

    The company operates in the Auto, Truck & Motorcycle Parts industry, manufacturing and supplying components for the automotive sector, primarily generating revenue through the sale of these parts to original equipment manufacturers and aftermarket channels.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorAutomobiles & Auto Parts
    IndustryAuto, Truck & Motorcycle Parts
    AI synthesis
    GENERATED

    The company maintains a relatively strong liquidity position, with a current ratio of 3.17, indicating that it has more than three times the current assets to cover its current liabilities. However, the liquidity risk is assessed as medium, primarily due to the negative net cash position after subtracting total debt. The company's cash and equivalents amount to TWD 525.11 million, while its long-term debt stands at TWD 862.73 million, resulting in a net cash outflow of TWD 337.62 million.

    Profitability metrics show a return on equity (ROE) of 5.13% and a return on assets (ROA) of 3.56%, which are below the industry median for ROE and ROA in the Auto, Truck & Motorcycle Parts sector. The company's operating margin is 8.55% (calculated as operating income of TWD 254.68 million divided by revenue of TWD 2.98 billion), which is also below the industry median for operating margins.

    The company's revenue is concentrated in a single business segment, as disclosed in its latest financial report, with no geographic diversification provided in the available data. This lack of segment and geographic diversification increases the company's exposure to sector-specific and regional economic risks.

    The company's growth trajectory is expected to remain stable, with no significant revenue growth projected in the current or next fiscal year. Historical revenue data shows a relatively flat trend, with the most recent fiscal year reporting revenue of TWD 2.98 billion. The outlook for the next fiscal year does not indicate a material change in revenue direction.

    The company's risk profile is characterized by a low dilution potential, with no recent evidence of share issuance or dilutive events. However, the risk assessment highlights a key flag: the company's net cash position is negative after subtracting total debt, which could impact its ability to fund operations without external financing. No adjustments have been applied to the valuation metrics, indicating that the company's financial structure is within acceptable parameters.

    Recent events, as disclosed in the latest financial filing, include no material changes in the company's operations or financial strategy. The company has not issued any new debt or equity in the recent period, and there are no significant regulatory or legal proceedings disclosed in the available data.

    Key takeaways
    • The company has a strong current ratio of 3.17, but its net cash position is negative after subtracting long-term debt.
    • ROE and ROA are below the industry median, indicating weaker profitability relative to peers.
    • The company operates in a single business segment with no geographic diversification, increasing exposure to sector-specific risks.
    • No significant revenue growth is expected in the near term, with a stable outlook for the current and next fiscal year.
    • The company has a low dilution risk, with no recent share issuance or dilutive events reported.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $20,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $3.22B
    Net cash
    -$337.6M
    Current ratio
    3.2
    Debt / equity
    0.3
    ROA
    3.6%
    ROE
    5.1%
    Cash conversion
    212.0%
    CapEx / revenue
    -6.5%
    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 riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin8,6 %Above P75
    Net Margin5,5 %Above median
    ROE5,1 %Above median
    Capex / Rev-6,5 %Below median
    D/E0,27Above median
    Cash Conv2,12Above 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
    • 2115.TW Market data — financials · 2026-05-26

    Ownership & reference

    Leadership

    • Lien-Kai HsuChairman of the Board, Chief Executive Officer

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    2115.TWCanonical
    TWSE · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    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