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2945.TW TWSE Food Retail & Distribution

2945.Tw

$40,50
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1D5D1M3M6MYTD1Y5YMax
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Mcap
P/E
EV / Rev
Div yield
3,65 %
Op margin
1,2 %
ROE
7,2 %
Net margin
1,0 %
Debt / equity
1,02
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the food retail and distribution sector, generating revenue primarily through the sale of food and drug products to consumers.

Business. The company operates in the food retail and distribution sector, generating revenue primarily through the sale of food and drug products to consumers.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Drug Retailing
IndustryFood Retail & Distribution
ActivityFood & Drug Retailing
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
7,2 %
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 2945.
  • 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 2945.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 food retail and distribution sector, generating revenue primarily through the sale of food and drug products to consumers.

    Classification92 %
    SectorConsumer Non-Cyclicals
    Business sectorFood & Drug Retailing
    IndustryFood Retail & Distribution
    ActivityFood & Drug Retailing
    AI synthesis
    GENERATED

    The company's capital structure is characterized by a debt-to-equity ratio of 1.02, indicating a relatively balanced mix of debt and equity financing. However, the liquidity position is constrained, as evidenced by a current ratio of 0.92, suggesting that the company's current liabilities exceed its current assets. The company's cash and equivalents amount to 20,000,000 TWD, which is significantly lower than its long-term debt of 2,023,973,000 TWD, resulting in a negative net cash position.

    In terms of profitability, the company's return on equity (ROE) is 7.24%, which is a measure of how effectively the company is using shareholders' equity to generate profits. The return on assets (ROA) is 2.29%, indicating that the company is generating a relatively modest return on its total assets. These figures should be compared to the industry median to determine if the company is outperforming or underperforming its peers.

    The company's revenue is concentrated in a single business segment, as no specific segments are disclosed in the financial data. The geographic exposure is not explicitly detailed, but the company's operations are primarily based in Taiwan, given the ticker symbol 2945.TW. There is no indication of significant international operations or revenue diversification.

    The company's growth trajectory is reflected in its revenue of 14,803,779,000 TWD. While the financial data does not provide a historical revenue trend, the operating cash flow of 921,822,000 TWD and free cash flow of 295,122,000 TWD suggest that the company is generating positive cash from operations. The capital expenditure of -471,402,000 TWD indicates that the company is investing in its operations, which could support future growth.

    The risk assessment highlights a medium liquidity risk, primarily due to the company's negative net cash position after accounting for total debt. The dilution risk is assessed as low, with no immediate pressure for share issuance. The company's financial structure and cash flow position suggest that it is not currently facing significant dilution risks.

    Recent events and filings do not provide specific details on the company's operations or strategic initiatives. The financial data does not include recent transcripts or filings that would provide insight into management's guidance or operational performance. The company's risk factors and strategic direction are not explicitly detailed in the available data.

    Key takeaways
    • The company maintains a balanced capital structure with a debt-to-equity ratio of 1.02.
    • The company's liquidity position is constrained, with a current ratio of 0.92.
    • The company's return on equity is 7.24%, indicating a moderate level of profitability.
    • The company's revenue is concentrated in a single business segment, with no significant international operations.
    • The company's growth is supported by positive operating and free cash flows, with capital expenditures indicating investment in operations.
    • The company's risk assessment indicates a medium liquidity risk and a low dilution risk.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $40,50
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $1.99B
    Net cash
    -$2.00B
    Current ratio
    0.9
    Debt / equity
    1.0
    ROA
    2.3%
    ROE
    7.2%
    Cash conversion
    639.0%
    CapEx / revenue
    -3.2%
    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 Margin1,2 %Below median
    Net Margin1,0 %Below median
    ROE7,2 %Above median
    Capex / Rev-3,2 %Below median
    D/E1,02Below median
    Cash Conv6,39Best in class

    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
    • 2945.TW 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
    2945.TWCanonical
    TWSE · 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