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8349.TWO — TPEx Auto, Truck & Motorcycle Parts

8349.Two

$41,40
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TWD
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Mcap
8,6B TWD
P/E
—
EV / Rev
—
Div yield
4,02 %
Op margin
5,1 %
ROE
5,5 %
Net margin
3,6 %
Debt / equity
1,55
Beta
—
52w range
—
Volume
—
Day range
—
Prev close
—
Open
—
Next earnings
—
Ex-dividend
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TR 1Y
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About

The company operates in the Auto, Truck & Motorcycle Parts industry, manufacturing and supplying components for automotive and motorcycle vehicles, generating revenue primarily through the sale of these parts to original equipment manufacturers and aftermarket distributors.

Business. The company operates in the Auto, Truck & Motorcycle Parts industry, manufacturing and supplying components for automotive and motorcycle vehicles, generating revenue primarily through the sale of these parts to original equipment manufacturers and aftermarket distributors.

Classification92 %
SectorConsumer Cyclicals
Business sectorAutomobiles & Auto Parts
IndustryAuto, Truck & Motorcycle Parts
Generated · model-assisted
Sell-side consensus
HOLD1 analysts
0 buy1 hold0 sell
Avg 12m price target—

Analyst recommendations

1 analysts · consensus Hold
Buy0
Hold1
Sell0
12-month price target
—
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
—
not yet scored
Valuation
—
valuation pending
Analysts→
Hold
1 analysts · indicative
Ownership
—
not yet wired
Profitability→
5,5 %
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 8349.

    • 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 8349.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

    The company operates in the Auto, Truck & Motorcycle Parts industry, manufacturing and supplying components for automotive and motorcycle vehicles, generating revenue primarily through the sale of these parts to original equipment manufacturers and aftermarket distributors.

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

    The company's capital structure is characterized by a debt-to-equity ratio of 1.55, indicating a relatively high reliance on debt financing. Its liquidity position is assessed as medium, with a current ratio of 1.26, suggesting limited short-term liquidity cushion. Free cash flow is negative at -1,599,759,000 TWD, which may signal pressure on cash reserves and the need for external financing or operational efficiency improvements.

    Profitability metrics show a return on equity (ROE) of 5.52% and a return on assets (ROA) of 1.78%, both below the typical thresholds for strong performance in the industry. The company's gross profit margin is 19.91% (2,279,929,000 TWD / 11,451,195,000 TWD), and its operating margin is 5.06% (579,046,000 TWD / 11,451,195,000 TWD), which are in line with the industry's median but suggest limited room for margin expansion.

    The company's revenue is not segmented by geographic region or product line in the available data, making it difficult to assess geographic or product concentration risk. However, the absence of disclosed diversification strategies may imply a concentration in a single market or product category, which could expose the company to regional or sector-specific downturns.

    Looking ahead, the company's revenue is expected to grow, though the exact rate is not specified. Analysts have provided a mean EPS estimate of 2.13 TWD for the upcoming period, compared to the last actual EPS of 1.93 TWD, indicating a potential earnings improvement. However, the company's capital expenditure of -2,361,044,000 TWD suggests ongoing investment in infrastructure or expansion, which could impact short-term profitability.

    The company faces a medium liquidity risk due to its negative net cash position after subtracting total debt. The risk of dilution is assessed as low, with no significant dilution sources identified in the available data. However, the company's reliance on debt financing and negative free cash flow may necessitate future equity or debt offerings, which could introduce dilution risk.

    Recent events, including analyst estimates and financial performance, indicate a cautious outlook from the market. The mean recommendation from analysts is a "Hold," with no strong buy or buy ratings, suggesting limited upside potential in the near term.

    Key takeaways
    • The company has a debt-to-equity ratio of 1.55, indicating a high reliance on debt financing.
    • Return on equity is 5.52%, and return on assets is 1.78%, both below strong performance benchmarks.
    • Free cash flow is negative at -1,599,759,000 TWD, signaling potential liquidity constraints.
    • Analysts have assigned a "Hold" rating, with no strong buy or buy recommendations.
    • The company's capital expenditure of -2,361,044,000 TWD suggests ongoing investment in growth.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $41,40
    Market cap
    $8.48B
    Enterprise valueⓘ
    $20.17B
    P/Eⓘ
    —
    Non-GAAP P/Eⓘ
    —
    EV / Revenueⓘ
    —
    EV / Op incomeⓘ
    —
    EV / OCFⓘ
    16.3x
    P / Bⓘ
    1.1x
    P / Tangible bookⓘ
    1.1x
    Tangible book
    $7.52B
    Net cashⓘ
    -$11.69B
    Current ratioⓘ
    1.3
    Debt / equityⓘ
    1.6
    ROAⓘ
    1.8%
    ROEⓘ
    5.5%
    Cash conversionⓘ
    298.0%
    CapEx / revenueⓘ
    -20.6%
    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
    2,13
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    1
    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
    EPS—no estimate—no estimate2,13
    Revenue—no estimate—no estimate12,2B TWD
    Operating income—no estimate—no estimate575,0M 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 distribution1 analysts
    Strong buy0
    Buy0
    Hold1
    Sell0
    Strong sell0
    Operating income · consensus575,0M TWD
    EPS surprise
    −9,4 %
    reported vs consensus · miss
    Revenue surprise
    −6,2 %
    reported vs consensus · miss

    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 Margin5,1 %Above median
    Net Margin3,6 %Above median
    ROE5,5 %Above median
    Capex / Rev-20,6 %Bottom quartile
    D/E1,55Bottom quartile
    Cash Conv2,98Above 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
    • 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
    • 8349.TWO Market data — financials · 2026-05-27
    • QST International Corp 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
    8349.TWOCanonical
    TPEx · TWD

    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)
    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