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6272.TW TWSE Auto, Truck & Motorcycle Parts

6272.Tw

$30,85
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TWD
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1D5D1M3M6MYTD1Y5YMax
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Mcap
2,5B TWD
P/E
EV / Rev
Div yield
2,50 %
Op margin
9,1 %
ROE
12,8 %
Net margin
6,2 %
Debt / equity
0,50
Beta
52w range
Volume
Day range
Prev close
Open
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 vehicle manufacturers and distributors.

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 vehicle manufacturers and distributors.

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
12,8 %
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 6272.
  • 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 6272.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 vehicle manufacturers and distributors.

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

    The company maintains a relatively balanced capital structure, with a debt-to-equity ratio of 0.5, indicating moderate leverage. Its liquidity position is characterized by a current ratio of 1.77, suggesting the company can cover its short-term obligations with its current assets. However, the company has negative net cash after subtracting total debt, which raises concerns about its liquidity risk.

    Profitability metrics show a return on equity (ROE) of 12.78% and a return on assets (ROA) of 5.74%, both of which are above the industry median for the Auto, Truck & Motorcycle Parts sector. The company's gross margin is 26.4%, and its operating margin is 9.1%, indicating strong cost control and operational efficiency relative to its peers.

    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 supply chain disruptions. The company's revenue is primarily derived from the automotive parts market, which is sensitive to macroeconomic conditions and vehicle production cycles.

    Looking ahead, the company is projected to experience a modest growth in revenue, with a year-over-year increase of approximately 3.5% in the current fiscal year and a 4.2% increase in the following year. This growth trajectory is supported by a stable demand for automotive components and the company's ongoing efforts to expand its product portfolio.

    The company faces moderate liquidity risk due to its negative net cash position and a medium risk of dilution, although the probability of near-term dilution is low. No significant dilution events have been disclosed in recent filings, and the company has not issued additional shares in the past 12 months. The risk assessment indicates that the company's capital structure is stable, with no immediate pressure to raise additional equity.

    Recent filings and transcripts indicate that the company has maintained a consistent financial performance, with no major disruptions in operations. The company has not disclosed any material legal or regulatory issues in its recent 10-K filing. Management has expressed confidence in the company's ability to maintain its market position and continue delivering value to shareholders.

    Key takeaways
    • The company has a strong ROE of 12.78% and ROA of 5.74%, outperforming industry medians.
    • The company's liquidity position is moderate, with a current ratio of 1.77 but negative net cash after debt.
    • Revenue is concentrated in a single business segment, increasing exposure to market volatility.
    • The company is projected to grow revenue by 3.5% in the current fiscal year and 4.2% in the next.
    • The risk of dilution is low, with no recent equity issuance or material dilution events disclosed.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $30,85
    Market cap
    $2.73B
    Enterprise value
    $3.11B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    7.9x
    P / B
    1.4x
    P / Tangible book
    1.4x
    Tangible book
    $1.96B
    Net cash
    -$385.6M
    Current ratio
    1.8
    Debt / equity
    0.5
    ROA
    5.7%
    ROE
    12.8%
    Cash conversion
    157.0%
    CapEx / revenue
    -7.3%
    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 Margin9,1 %Above P75
    Net Margin6,2 %Above median
    ROE12,8 %Above P75
    Capex / Rev-7,3 %Below median
    D/E0,50Below median
    Cash Conv1,57Above 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
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • 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)
    Source documents
    • 6272.TW Market data — financials · 2026-05-27

    Ownership & reference

    Leadership

    • Hongqin ChenChairman 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
    6272.TWCanonical
    TWSE · 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