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7743.TWO TPEx Food Processing

7743.Two

$19,40
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Mcap
P/E
EV / Rev
Div yield
7,04 %
Op margin
5,3 %
ROE
3,1 %
Net margin
3,0 %
Debt / equity
0,34
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the food processing industry, manufacturing and distributing processed food products, primarily generating revenue through the sale of packaged goods to retail and wholesale customers.

Business. The company operates in the food processing industry, manufacturing and distributing processed food products, primarily generating revenue through the sale of packaged goods to retail and wholesale customers.

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
3,1 %
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 7743.
  • 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 7743.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 food processing industry, manufacturing and distributing processed food products, primarily generating revenue through the sale of packaged goods to retail and wholesale customers.

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

    The company maintains a strong liquidity position, with a current ratio of 4.32, indicating that it holds significantly more current assets than current liabilities. Its cash and equivalents amount to TWD 411.2 million, which is a substantial portion of its total assets of TWD 1.07 billion. The debt-to-equity ratio of 0.34 suggests a conservative capital structure, with total liabilities of TWD 421.5 million compared to total equity of TWD 646.2 million.

    Profitability metrics show a return on equity (ROE) of 3.15% and a return on assets (ROA) of 1.91%, which are below the industry median for Food Processing companies. The net income of TWD 20.35 million is derived from a gross profit of TWD 194.23 million, with operating income of TWD 36.17 million. These figures suggest that the company is generating modest returns relative to its asset base and equity.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification may expose the company to regional economic or regulatory risks. The absence of segment or geographic breakdown in the financial data limits the ability to assess exposure to different markets or product lines.

    Looking ahead, the company is expected to maintain a stable revenue trajectory, with no significant growth or decline projected in the next fiscal year. The capital expenditure of TWD 62.03 million in the latest period indicates ongoing investment in operations, but the free cash flow of -TWD 58.45 million suggests that the company is currently reinvesting more than it is generating in operating cash flow.

    The risk assessment indicates a low probability of liquidity or dilution issues in the near term. The company has not issued any recent at-the-market (ATM) or shelf offerings, and there are no filing-based flags suggesting imminent dilution. The low dilution risk is supported by the fact that the number of diluted shares is equal to the number of basic shares, indicating no dilutive instruments are currently outstanding.

    No recent filings or transcripts have been identified that would suggest material changes in the company's operations or strategy. The company appears to be operating within a stable regulatory and market environment, with no disclosed events that would significantly impact its financial performance in the near term.

    Key takeaways
    • The company maintains a strong liquidity position with a current ratio of 4.32 and TWD 411.2 million in cash and equivalents.
    • Profitability metrics are below the industry median, with ROE of 3.15% and ROA of 1.91%.
    • The company's revenue is concentrated in a single business segment, with no geographic diversification disclosed.
    • Free cash flow is negative at -TWD 58.45 million, indicating reinvestment in operations.
    • The company is not currently facing material liquidity or dilution risks.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $19,40
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $646.2M
    Net cash
    $188.5M
    Current ratio
    4.3
    Debt / equity
    0.3
    ROA
    1.9%
    ROE
    3.1%
    Cash conversion
    118.0%
    CapEx / revenue
    -9.1%
    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 Margin5,3 %Below median
    Net Margin3,0 %Below median
    ROE3,1 %Below median
    Capex / Rev-9,1 %Bottom quartile
    D/E0,34Below median
    Cash Conv1,18Above 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
    • 7743.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
    7743.TWOCanonical
    TPEx · USD

    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