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Companies Consumer Cyclicals 8933.TWO
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8933.TWO TPEx Recreational Products

8933.Two

$5,54
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Mcap
P/E
EV / Rev
Div yield
0,00 %
Op margin
-19,7 %
ROE
-26,8 %
Net margin
-20,6 %
Debt / equity
1,01
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

8933.TWO operates in the recreational products industry, manufacturing and selling consumer goods for leisure and outdoor activities.

Business. 8933.TWO operates in the recreational products industry, manufacturing and selling consumer goods for leisure and outdoor activities.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Products
IndustryRecreational Products
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
-26,8 %
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 8933.
  • 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 8933.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

    8933.TWO operates in the recreational products industry, manufacturing and selling consumer goods for leisure and outdoor activities.

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

    The company's capital structure is marked by a debt-to-equity ratio of 1.01, indicating a balanced but leveraged position. Liquidity is assessed as medium, with a current ratio of 1.57, suggesting the company can cover its short-term obligations but with limited buffer. Free cash flow is negative at -413.744 million TWD, and operating cash flow is also negative at -49.644 million TWD, signaling cash flow constraints.

    Profitability is severely challenged, with a return on equity of -26.76% and a return on assets of -11.71%, both significantly below the industry median for recreational products. The company reported a net loss of 452.687 million TWD, with operating income also in the red at -433.147 million TWD. These figures indicate a company in distress, with no clear path to profitability in the near term.

    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 downturns and shifts in consumer demand. The absence of segment-specific data limits the ability to assess the performance of individual product lines or markets.

    Growth trajectory is negative, with the company reporting a net loss and declining cash flow. No forward-looking guidance is provided in the outlook, but the current financial performance suggests a continuation of the downward trend. The company's capital expenditure of -17.904 million TWD indicates a reduction in investment, which may further hinder future growth.

    Risk factors include liquidity constraints and a high debt load, with long-term debt of 1.716 billion TWD and total liabilities of 2.175 billion TWD. The risk assessment indicates a medium liquidity risk and a low dilution risk, with no immediate pressure for equity issuance. The company's negative net cash position after subtracting total debt is a key flag, signaling potential refinancing challenges.

    Recent events include a significant decline in profitability and cash flow, as reflected in the latest financial statements. No recent filings or transcripts are available to provide additional context on the company's strategic direction or operational changes.

    Key takeaways
    • The company is operating at a significant loss, with negative returns on both equity and assets.
    • Liquidity is constrained, with a current ratio of 1.57 and negative free cash flow.
    • The company's capital structure is highly leveraged, with a debt-to-equity ratio of 1.01.
    • There is no geographic or segment diversification, increasing exposure to regional and product-specific risks.
    • Growth is not evident, with declining cash flow and no forward-looking guidance provided.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $5,54
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $1.69B
    Net cash
    -$1.72B
    Current ratio
    1.6
    Debt / equity
    1.0
    ROA
    -11.7%
    ROE
    -26.8%
    Cash conversion
    11.0%
    CapEx / revenue
    -0.8%
    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

    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-19,7 %Bottom quartile
    Net Margin-20,6 %Bottom quartile
    ROE-26,8 %Bottom quartile
    Capex / Rev-0,8 %Above P75
    D/E1,01Bottom quartile
    Cash Conv0,11Below 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
    • 8933.TWO Market data — financials · 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
    8933.TWOCanonical
    TPEx · USD

    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