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1293.TWO TPEx Food Processing

1293.Two

$27,50
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Mcap
470,1M TWD
P/E
EV / Rev
Div yield
5,34 %
Op margin
5,6 %
ROE
14,9 %
Net margin
5,4 %
Debt / equity
0,32
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

1293.TWO is a food processing company that generates revenue primarily through the production and distribution of food products.

Business. 1293.TWO is a food processing company that generates revenue primarily through the production and distribution of food products.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Beverages
IndustryFood Processing
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
14,9 %
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 1293.
  • 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+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples · THIS SECTOR−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 1293.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

    1293.TWO is a food processing company that generates revenue primarily through the production and distribution of food products.

    Classification92 %
    SectorConsumer Non-Cyclicals
    Business sectorFood & Beverages
    IndustryFood Processing
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with a current ratio of 2.38 and cash and equivalents amounting to TWD 169,392,000. Its price-to-book ratio of 1.95 and price-to-tangible-book ratio of 1.95 suggest that the market values the company's equity at a premium relative to its book value. The company's return on equity of 14.9% and return on assets of 7.83% indicate that it is generating solid returns on its equity and asset base.

    In terms of profitability, the company's operating margin is 5.62% (operating income of TWD 38,116,000 on revenue of TWD 678,557,000), and its net margin is 5.44% (net income of TWD 36,930,000 on revenue of TWD 678,557,000). These figures are in line with the industry's preferred metrics, which emphasize efficient cost management and strong gross margins. The company's debt-to-equity ratio of 0.32 suggests a conservative capital structure, with a relatively low level of leverage.

    The company's revenue is concentrated in a single business segment, as disclosed in its financial statements. There is no indication of significant geographic diversification, and the company's operations are primarily localized. This concentration may expose the company to regional economic fluctuations and regulatory changes.

    Looking ahead, the company is projected to maintain a stable growth trajectory, with no significant changes in revenue expected in the next fiscal year. The company's capital expenditure of TWD -10,765,000 indicates a focus on maintaining existing operations rather than expanding. The company's free cash flow of TWD 24,774,000 provides flexibility for dividends, debt reduction, or strategic investments.

    The company's risk profile is characterized by low liquidity and dilution risks, with no immediate filing-based flags detected. The company's dilution potential is also low, as there are no significant sources of dilution identified in its filings. The company's conservative capital structure and strong liquidity position further mitigate financial risk.

    There are no recent events or filings that indicate significant changes in the company's operations or financial position. The company's financial statements and disclosures do not suggest any material developments that would impact its future performance.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 2.38 and significant cash reserves.
    • The company generates solid returns on equity and assets, with ROE of 14.9% and ROA of 7.83%.
    • The company's capital structure is conservative, with a debt-to-equity ratio of 0.32.
    • The company's revenue is concentrated in a single business segment, which may increase its exposure to regional risks.
    • The company is projected to maintain a stable growth trajectory with no significant changes in revenue expected.
    • The company's risk profile is low, with no immediate liquidity or dilution flags detected.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $27,50
    Market cap
    $482.9M
    Enterprise value
    $393.6M
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    11.7x
    P / B
    1.9x
    P / Tangible book
    1.9x
    Tangible book
    $247.8M
    Net cash
    $89.3M
    Current ratio
    2.4
    Debt / equity
    0.3
    ROA
    7.8%
    ROE
    14.9%
    Cash conversion
    91.0%
    CapEx / revenue
    -1.6%
    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

    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 riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin5,6 %Below median
    Net Margin5,4 %Above median
    ROE14,9 %Above P75
    Capex / Rev-1,6 %Above P75
    D/E0,32Above median
    Cash Conv0,91Below 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
    • 1293.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
    1293.TWOCanonical
    TPEx · TWD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    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