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Companies Consumer Cyclicals 2758.TWO
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2758.TWO TPEx Restaurants & Bars

2758.Two

$67,60
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Mcap
P/E
EV / Rev
Div yield
2,55 %
Op margin
6,4 %
ROE
16,3 %
Net margin
4,0 %
Debt / equity
3,72
Beta
52w range
Volume
Day range
Prev close
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Next earnings
Ex-dividend
TR 1Y
About

2758.TWO operates in the Restaurants & Bars industry, generating revenue primarily through food and beverage sales to consumers.

Business. 2758.TWO operates in the Restaurants & Bars industry, generating revenue primarily through food and beverage sales to consumers.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Services
IndustryRestaurants & Bars
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
16,3 %
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 2758.
  • 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 2758.TWO. 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

    2758.TWO operates in the Restaurants & Bars industry, generating revenue primarily through food and beverage sales to consumers.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorCyclical Consumer Services
    IndustryRestaurants & Bars
    AI synthesis
    GENERATED

    2758.TWO has a debt-to-equity ratio of 3.72, indicating a capital structure heavily reliant on debt financing. The company's liquidity position is assessed as medium, with a current ratio of 0.57, suggesting limited short-term liquidity to cover immediate liabilities. The company's free cash flow of 227.47 million TWD supports operational flexibility, but its cash and equivalents of 2.38 million TWD are minimal relative to its total liabilities of 2.63 billion TWD.

    Profitability metrics show a return on equity of 16.26%, which is strong, but the return on assets of 2.96% is relatively low, indicating that the company is not efficiently utilizing its assets to generate returns. The operating margin, calculated as operating income of 153.14 million TWD divided by revenue of 2.39 billion TWD, is approximately 6.4%, which is below the median for the Restaurants & Bars industry.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to regional economic fluctuations and regulatory changes. The company's revenue concentration in a single segment also limits its ability to offset performance declines in one area with growth in another.

    The company's growth trajectory is modest, with no significant revenue growth reported in the latest financial period. The operating cash flow of 312.98 million TWD and free cash flow of 227.47 million TWD indicate some capacity for reinvestment or debt reduction, but the capital expenditure of -225.52 million TWD suggests ongoing investment in operations. The company's outlook for the current fiscal year is neutral, with no material changes expected in the near term.

    The company's risk profile includes a medium liquidity risk due to its low current ratio and high debt levels. The dilution risk is assessed as low, with no significant dilution expected in the near term. The company's capital structure is heavily leveraged, with long-term debt of 2.17 billion TWD, which could increase financial risk if interest rates rise or if the company's cash flow is insufficient to service the debt.

    Recent events include the company's latest financial filing, which disclosed the financial snapshot and valuation metrics. No significant regulatory or operational events were reported in the latest filings. The company's recent capital expenditures and operating cash flow suggest a focus on maintaining and expanding its current operations.

    Key takeaways
    • 2758.TWO has a strong return on equity but a weak return on assets, indicating inefficiencies in asset utilization.
    • The company's liquidity position is medium, with a current ratio of 0.57 and minimal cash reserves.
    • The company's revenue is concentrated in a single segment, increasing exposure to market and regulatory risks.
    • The company's capital structure is heavily leveraged, with a debt-to-equity ratio of 3.72.
    • The company's growth trajectory is modest, with no significant revenue growth reported in the latest financial period.
    • The company's dilution risk is low, with no significant dilution expected in the near term.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $67,60
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $584.4M
    Net cash
    -$2.17B
    Current ratio
    0.6
    Debt / equity
    3.7
    ROA
    3.0%
    ROE
    16.3%
    Cash conversion
    329.0%
    CapEx / revenue
    -9.4%
    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 Margin6,4 %Above median
    Net Margin4,0 %Above median
    ROE16,3 %Above P75
    Capex / Rev-9,4 %Bottom quartile
    D/E3,72Bottom quartile
    Cash Conv3,29Above P75

    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
    • 2758.TWO 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
    2758.TWOCanonical
    TPEx · 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
    — 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