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5306.TW TWSE Recreational Products

5306.Tw

$85,10
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1D5D1M3M6MYTD1Y5YMax
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Mcap
P/E
EV / Rev
Div yield
4,64 %
Op margin
21,9 %
ROE
10,9 %
Net margin
20,6 %
Debt / equity
0,35
Beta
52w range
Volume
Day range
Prev close
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Next earnings
Ex-dividend
TR 1Y
About

5306.TW is a manufacturer and distributor of recreational products, primarily generating revenue through the sale of consumer goods in the leisure and outdoor activity sectors.

Business. 5306.TW is a manufacturer and distributor of recreational products, primarily generating revenue through the sale of consumer goods in the leisure and outdoor activity sectors.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Products
IndustryRecreational Products
Generated · model-assisted
Sell-side consensus
BUY2 analysts
1 buy1 hold0 sell
Avg 12m price target114,50

Analyst recommendations

2 analysts · consensus Buy
Buy1
Hold1
Sell0
12-month price target
114,50
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
2 analysts · indicative
Ownership
not yet wired
Profitability
10,9 %
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 5306.
  • 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 5306.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

    5306.TW is a manufacturer and distributor of recreational products, primarily generating revenue through the sale of consumer goods in the leisure and outdoor activity sectors.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorCyclical Consumer Products
    IndustryRecreational Products
    AI synthesis
    GENERATED

    The company maintains a relatively strong liquidity position, with a current ratio of 1.87, indicating that it has sufficient current assets to cover its current liabilities. However, its liquidity risk is assessed as medium, and it is worth noting that the company's net cash is negative after subtracting total debt, which could pose a challenge in the event of a liquidity crunch.

    In terms of profitability, the company's return on equity (ROE) is 10.86%, and its return on assets (ROA) is 6.97%. These figures are in line with the industry's preferred metrics, suggesting that the company is effectively utilizing its equity and assets to generate returns. The operating income margin is 21.90%, and the net profit margin is 20.64%, both of which are strong indicators of the company's ability to convert revenue into profit.

    The company's revenue is primarily concentrated in the recreational products segment, with no disclosed geographic breakdown. This concentration may expose the company to risks associated with market saturation or shifts in consumer preferences within the leisure products category. The company's capital expenditures for the period were -365,532,000 TWD, indicating a reduction in capital spending, which may reflect a strategic decision to preserve cash or a slowdown in expansion plans.

    Looking ahead, the company's growth trajectory is expected to remain stable, with no significant changes in revenue forecasted for the current fiscal year. The company's free cash flow of 358,912,000 TWD provides flexibility for reinvestment or shareholder returns, although the absence of a detailed outlook for the next fiscal year suggests some uncertainty in the company's growth plans.

    The company's risk profile is characterized by a low dilution potential and a medium liquidity risk. The risk assessment indicates that the company is not currently facing significant dilution pressures, and its debt-to-equity ratio of 0.35 suggests a conservative capital structure. However, the negative net cash position after subtracting total debt is a key flag that investors should monitor.

    Recent events, including analyst estimates and price targets, suggest a generally neutral to slightly positive sentiment among analysts. The mean price target is 114.50 TWD, with a median of 114.50 TWD, and the recommendation mean is 2.50, indicating a balanced outlook with no strong buy recommendations.

    Key takeaways
    • The company has a strong ROE of 10.86% and ROA of 6.97%, indicating effective use of equity and assets.
    • The current ratio of 1.87 suggests a solid liquidity position, but the negative net cash after debt is a concern.
    • The company's revenue is concentrated in the recreational products segment, which may pose concentration risks.
    • Analysts have a balanced outlook, with a mean price target of 114.50 TWD and a recommendation mean of 2.50.
    • The company's capital expenditures have decreased, which may reflect a strategic decision to preserve cash.
    • The debt-to-equity ratio of 0.35 indicates a conservative capital structure with low dilution risk.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $85,10
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $8.89B
    Net cash
    -$1.81B
    Current ratio
    1.9
    Debt / equity
    0.3
    ROA
    7.0%
    ROE
    10.9%
    Cash conversion
    121.0%
    CapEx / revenue
    -7.8%
    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

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    7,89
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    2
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-04 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate7,89
    Revenueno estimateno estimate5,3B TWD
    Operating incomeno estimateno estimate1,2B TWD
    Full-year consensus mean (period as reported by source) · consensus in TWD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution2 analysts
    Strong buy0
    Buy1
    Hold1
    Sell0
    Strong sell0
    12-month price target$114,50 · Median $114,50
    Low $106,00High $123,00
    Operating income · consensus1,2B TWD
    EPS surprise
    −7,3 %
    reported vs consensus · miss
    Revenue surprise
    −12,0 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$106,00
    Mean$114,50
    Median$114,50
    High$123,00
    Spot$85,10
    +34.5 %implied to mean12-month sell-side price targets · ▲ spot

    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 Margin21,9 %Best in class
    Net Margin20,6 %Best in class
    ROE10,9 %Above P75
    Capex / Rev-7,8 %Bottom quartile
    D/E0,35Below median
    Cash Conv1,21Above 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
    • 5306.TW Market data — financials · 2026-05-26
    • KMC Kuei Meng International Inc Market data — analyst estimates · 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
    5306.TWCanonical
    TWSE · USD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    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
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    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