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6464.TW TWSE Broadcasting

6464.Tw

$77,60
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Mcap
10,0B TWD
P/E
EV / Rev
Div yield
4,23 %
Op margin
22,9 %
ROE
6,7 %
Net margin
12,2 %
Debt / equity
0,91
Beta
52w range
Volume
Day range
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Open
Next earnings
Ex-dividend
TR 1Y
About

6464.TW operates in the broadcasting industry, generating revenue primarily through advertising and content distribution.

Business. 6464.TW operates in the broadcasting industry, generating revenue primarily through advertising and content distribution.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Services
IndustryBroadcasting
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
6,7 %
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 6464.
  • 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 6464.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

    6464.TW operates in the broadcasting industry, generating revenue primarily through advertising and content distribution.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorCyclical Consumer Services
    IndustryBroadcasting
    AI synthesis
    GENERATED

    The company maintains a debt-to-equity ratio of 0.91, indicating a moderate reliance on debt financing, while its current ratio of 0.86 suggests potential liquidity constraints. The price-to-book ratio of 1.24 and a tangible book value of 1.24 indicate that the company is trading at a slight premium to its book value, but not significantly so. Free cash flow is minimal at 4.22 million TWD, which may limit the company's ability to reinvest or return capital to shareholders.

    Profitability metrics show a return on equity of 6.66% and a return on assets of 2.97%, both of which are below the industry median for broadcasting firms. The operating margin is 22.95% (calculated from operating income of 1.02 billion TWD on revenue of 4.45 billion TWD), which is relatively strong but may not be sufficient to outperform industry peers in a competitive market.

    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 absence of segment or geographic breakdown in the financial data suggests a need for further transparency.

    Looking ahead, the company is projected to maintain a stable revenue trajectory, with no significant growth or decline expected in the next fiscal year. The current fiscal year's revenue of 4.45 billion TWD is expected to remain relatively flat, with a marginal change in operating income. The company's capital expenditure of -633.78 million TWD indicates a reduction in investment, which may signal a shift in strategic focus or financial constraints.

    The company faces moderate liquidity risk due to a current ratio below 1 and a negative net cash position after subtracting total debt. While dilution risk is currently low, the company's capital structure and potential need for additional financing could introduce dilution pressure in the future. The risk assessment highlights the importance of monitoring the company's liquidity position and capital structure.

    Recent filings and transcripts do not indicate any material events or strategic shifts. The company's last actual EPS was 5.12 TWD, which aligns with analyst estimates. There are no disclosed upcoming events or regulatory actions that would significantly impact the company's operations or valuation.

    Key takeaways
    • The company has a moderate debt load and a current ratio below 1, indicating potential liquidity constraints.
    • Return on equity and return on assets are below industry medians, suggesting limited profitability.
    • Revenue is concentrated in a single segment with no geographic diversification, increasing exposure to regional risks.
    • Free cash flow is minimal, limiting the company's ability to reinvest or return capital to shareholders.
    • The company is projected to maintain a stable revenue trajectory with no significant growth or decline expected.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $77,60
    Market cap
    $10.04B
    Enterprise value
    $17.12B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    13.0x
    P / B
    1.2x
    P / Tangible book
    1.2x
    Tangible book
    $8.13B
    Net cash
    -$7.08B
    Current ratio
    0.9
    Debt / equity
    0.9
    ROA
    3.0%
    ROE
    6.7%
    Cash conversion
    243.0%
    CapEx / revenue
    -14.2%
    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 Margin22,9 %Above P75
    Net Margin12,2 %Above P75
    ROE6,7 %Above median
    Capex / Rev-14,2 %Bottom quartile
    D/E0,91Below median
    Cash Conv2,43Above 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
    • 6464.TW Market data — financials · 2026-05-27
    • Taiwan Optical Platform Co Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    6464.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
    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