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Companies Consumer Cyclicals 5364.TWO
53
5364.TWO TPEx Hotels, Motels & Cruise Lines

5364.Two

$9,21
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Mcap
588,1M TWD
P/E
EV / Rev
Div yield
0,00 %
Op margin
-11,1 %
ROE
-6,8 %
Net margin
-15,9 %
Debt / equity
0,43
Beta
52w range
Volume
Day range
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Next earnings
Ex-dividend
TR 1Y
About

5364.TWO operates in the hotels, motels, and cruise lines industry, generating revenue primarily through accommodation and related services.

Business. 5364.TWO operates in the hotels, motels, and cruise lines industry, generating revenue primarily through accommodation and related services.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Services
IndustryHotels, Motels & Cruise Lines
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
-6,8 %
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 5364.
  • 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 5364.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

    5364.TWO operates in the hotels, motels, and cruise lines industry, generating revenue primarily through accommodation and related services.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorCyclical Consumer Services
    IndustryHotels, Motels & Cruise Lines
    AI synthesis
    GENERATED

    5364.TWO has a market price of TWD 8.69, with a market capitalization of TWD 554.86 million, and a price-to-book ratio of 0.76, indicating that the company is trading below its book value. The company's liquidity position is characterized by a current ratio of 0.48, suggesting limited short-term liquidity, and a negative net cash position after subtracting total debt. The company's debt-to-equity ratio of 0.43 indicates a relatively conservative capital structure, with total liabilities of TWD 458.90 million and total equity of TWD 731.42 million.

    The company's profitability is weak, with a return on equity of -6.75% and a return on assets of -4.15%, both significantly below the industry median for hotels and motels. Operating income is negative at TWD -34.43 million, and net income is also negative at TWD -49.40 million, reflecting a challenging operating environment. Gross profit of TWD 42.00 million is insufficient to cover operating expenses, contributing to the negative operating income.

    Geographically, the company's revenue is concentrated in a single jurisdiction, with no disclosed segment or geographic breakdown in the latest financial data. This lack of diversification increases exposure to local economic and regulatory conditions. The company's operating cash flow is negative at TWD -54.23 million, and free cash flow is also negative at TWD -11.86 million, indicating that the company is not generating sufficient cash from operations to fund its capital expenditures.

    The company's growth trajectory is uncertain, with no disclosed revenue growth or decline in the latest financial data. The negative operating and net income suggest that the company is not currently expanding its operations or improving its profitability. The company's capital expenditure of TWD -1.28 million is minimal, indicating limited investment in growth or asset renewal.

    The company faces medium liquidity risk, with a current ratio of 0.48 and negative net cash after subtracting total debt. The risk of dilution is low, with no significant changes in shares outstanding between basic and diluted shares. The company's risk assessment highlights the need for improved liquidity and profitability to support long-term sustainability.

    No recent events or filings have been disclosed in the latest financial data, and there are no transcripts or additional disclosures available to provide further insight into the company's operations or strategic direction.

    Key takeaways
    • 5364.TWO is trading below book value with a price-to-book ratio of 0.76.
    • The company has a weak profitability profile, with a negative return on equity of -6.75%.
    • The company's liquidity position is weak, with a current ratio of 0.48 and negative net cash after subtracting total debt.
    • The company is not generating positive operating or net income, indicating a challenging operating environment.
    • The company's capital expenditures are minimal, suggesting limited investment in growth or asset renewal.
    • The company's revenue is concentrated in a single jurisdiction, increasing exposure to local economic and regulatory conditions.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $9,21
    Market cap
    $554.9M
    Enterprise value
    $767.7M
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    0.8x
    P / Tangible book
    0.8x
    Tangible book
    $731.4M
    Net cash
    -$212.8M
    Current ratio
    0.5
    Debt / equity
    0.4
    ROA
    -4.2%
    ROE
    -6.8%
    Cash conversion
    110.0%
    CapEx / revenue
    -0.4%
    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 Margin-11,1 %Bottom quartile
    Net Margin-15,8 %Bottom quartile
    ROE-6,8 %Bottom quartile
    Capex / Rev-0,4 %Above P75
    D/E0,43Below median
    Cash Conv1,10Above 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
    • Return On Equity
      net_income / total_equity
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    • Ev To Revenue
      enterprise_value / revenue
    Source documents
    • 5364.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
    5364.TWOCanonical
    TPEx · TWD

    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