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8345.TWO TPEx Food Processing

8345.Two

$55,00
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Mcap
2,9B TWD
P/E
EV / Rev
Div yield
Op margin
4,3 %
ROE
8,7 %
Net margin
3,6 %
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 selling food products to generate revenue through product sales.

Business. The company operates in the food processing industry, manufacturing and selling food products to generate revenue through product sales.

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
8,7 %
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 8345.
  • 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 8345.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 selling food products to generate revenue through product sales.

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

    The company's capital structure is characterized by a debt-to-equity ratio of 0.34, indicating a relatively conservative leverage position. Its liquidity position is assessed as medium, with a current ratio of 1.05, suggesting limited short-term liquidity cushion. The company's market price of 54.8 TWD implies a price-to-earnings ratio of 21.96 and a price-to-book ratio of 1.92, both of which are standard valuation metrics for the industry.

    Profitability metrics show a return on equity of 8.73% and a return on assets of 5.18%, which are below the industry median for Food Processing companies. The company's operating margin is 4.28% (153,525,000 / 3,590,236,000), and its net profit margin is 3.61% (129,736,000 / 3,590,236,000), both of which are below the industry average for profitability.

    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 fluctuations and regulatory changes. The company's revenue is entirely derived from its core food processing operations, with no material contributions from other business lines.

    The company's growth trajectory is modest, with no disclosed revenue growth in the most recent fiscal year. The company's capital expenditure of -46,099,000 TWD suggests a reduction in investment in new projects or facilities, which may limit future growth potential. The company's free cash flow of 151,390,000 TWD provides some flexibility for reinvestment or shareholder returns.

    The company's risk profile includes a medium liquidity risk due to a current ratio of 1.05 and a negative net cash position after subtracting total debt. The dilution risk is assessed as low, with no significant dilution potential in the near term. The company's capital structure is stable, with a debt-to-equity ratio of 0.34, and no recent adjustments to its valuation metrics.

    Recent events include a negative operating cash flow of -117,437,000 TWD, which may indicate operational inefficiencies or increased working capital requirements. The company has not disclosed any material events in its recent filings or transcripts that would significantly impact its financial position or strategic direction.

    Key takeaways
    • The company maintains a conservative capital structure with a debt-to-equity ratio of 0.34.
    • Profitability metrics are below industry medians, with a return on equity of 8.73% and a return on assets of 5.18%.
    • The company's revenue is concentrated in a single business segment, increasing exposure to regional and regulatory risks.
    • Free cash flow of 151,390,000 TWD provides some flexibility for reinvestment or shareholder returns.
    • The company's liquidity position is assessed as medium, with a current ratio of 1.05 and a negative net cash position after subtracting total debt.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $55,00
    Market cap
    $2.85B
    Enterprise value
    $3.36B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    1.9x
    P / Tangible book
    1.9x
    Tangible book
    $1.49B
    Net cash
    -$505.8M
    Current ratio
    1.1
    Debt / equity
    0.3
    ROA
    5.2%
    ROE
    8.7%
    Cash conversion
    -91.0%
    CapEx / revenue
    -1.3%
    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 Margin4,3 %Below median
    Net Margin3,6 %Below median
    ROE8,7 %Above median
    Capex / Rev-1,3 %Above P75
    D/E0,34Below median
    Cash Conv-0,91Bottom quartile

    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
    • 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)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • 8345.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
    8345.TWOCanonical
    TPEx · TWD

    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