Handelsavisen
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TH
THW.ASE Brewers

Daniel Thwaites Public Limited Company

$87,50
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Mcap
P/E
EV / Rev
Div yield
3,89 %
Op margin
10,1 %
ROE
3,0 %
Net margin
6,3 %
Debt / equity
0,29
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

THW.ASE is a brewer operating in the Food & Beverages industry, generating revenue primarily through the production and sale of alcoholic beverages.

Business. THW.ASE is a brewer operating within the Food & Beverages industry of the Consumer Non-Cyclicals sector. The company generates revenue through the sale of products, with key performance indicators including organic revenue growth, volume growth, and pricing growth. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not available in the provided data.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Beverages
IndustryBrewers
ActivityFood & Beverages
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
3,0 %
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 THW.
  • 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 THW.ASE. 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

    THW.ASE is a brewer operating within the Food & Beverages industry of the Consumer Non-Cyclicals sector. The company generates revenue through the sale of products, with key performance indicators including organic revenue growth, volume growth, and pricing growth. Specific details regarding operating segments, headquarters location, and primary stock exchange listings are not available in the provided data.

    Classification92 %
    SectorConsumer Non-Cyclicals
    Business sectorFood & Beverages
    IndustryBrewers
    ActivityFood & Beverages
    AI synthesis
    GENERATED

    THW.ASE has a debt-to-equity ratio of 0.29, indicating a relatively conservative capital structure with limited leverage. However, the company's current ratio of 0.2 suggests a liquidity risk, as current assets are significantly lower than current liabilities. The negative free cash flow of -£2.4 million, despite positive operating cash flow of £19 million, highlights the impact of capital expenditures, which amounted to £14.7 million in the period.

    In terms of profitability, THW.ASE's return on equity (ROE) of 3% and return on assets (ROA) of 2.29% are below the typical thresholds for strong performance in the Brewers industry. These figures suggest that the company is generating modest returns relative to its equity and asset base. Gross profit of £26.7 million and operating income of £12.2 million indicate a relatively narrow margin structure, which may limit the company's ability to absorb cost increases or invest in growth initiatives.

    The company's revenue is concentrated in a single business segment, as disclosed in its financial reporting, with no geographic diversification provided in the available data. This lack of segment and geographic detail limits the ability to assess exposure to regional market risks or opportunities.

    THW.ASE's growth trajectory is not clearly defined in the available data, as no forward-looking revenue guidance or historical growth rates are provided. The absence of a detailed outlook makes it difficult to assess the company's potential for expansion or contraction in the near term.

    The company faces a medium liquidity risk due to its low current ratio and negative net cash position after subtracting total debt. While dilution risk is currently assessed as low, the company's capital structure and financing activities should be monitored for any changes that could affect shareholder value. No recent events, such as filings or transcripts, are available to provide additional context on the company's strategic direction or operational performance.

    Key takeaways
    • THW.ASE maintains a conservative capital structure with a debt-to-equity ratio of 0.29.
    • The company's liquidity position is weak, as evidenced by a current ratio of 0.2 and negative free cash flow.
    • ROE and ROA are below typical performance benchmarks for the Brewers industry.
    • Revenue and geographic diversification data are not available, limiting the assessment of market exposure.
    • Growth trajectory and forward-looking guidance are not provided in the available data.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $87,50
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $253.4M
    Net cash
    -$74.0M
    Current ratio
    0.2
    Debt / equity
    0.3
    ROA
    2.3%
    ROE
    3.0%
    Cash conversion
    250.0%
    CapEx / revenue
    -12.2%
    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 Margin10,1 %Below median
    Net Margin6,3 %Below median
    ROE3,0 %Below median
    Capex / Rev-12,2 %Bottom quartile
    D/E0,29Below median
    Cash Conv2,50Above 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
    • THW.ASE Market data — financials · 2026-05-29

    Ownership & reference

    Leadership

    • Rick A. J. BaileyExecutive Chairman of the Board

    Insider activity

    — missing data

    Short positioning

    177.9Kshares short+85.6% vs prior
    1.09days to cover
    51.2%short of daily vol
    1.8Kfails-to-deliver
    as of 2026-07-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    THW.ASECanonical
    — · 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
    2026-06-22 12:16 UTCNEWSTHW Kiel dismisses head coach Filip Jicha with immediate effect → The German handball club's sudden move ends Jicha's tenure just months after his appointment, triggering a search for a new leader.
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    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