Franbo Lines Corp
Franbo Lines Corp operates in the Marine Freight & Logistics industry, providing transportation services and generating revenue primarily through freight and logistics operations.
Business. Franbo Lines Corp (2641.TWO) is a transportation company operating within the Marine Freight & Logistics industry. The firm is headquartered in Taiwan and is primarily listed on the Taiwan Premium Exchange (TPEx). Specific details regarding its operating segments and geographic revenue mix are not available.
Analyst recommendations
1 analysts · consensus BuyAt a glance
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- 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
Signals & dispatch
Composite-score breakdown
Synthesis
Franbo Lines Corp (2641.TWO) is a transportation company operating within the Marine Freight & Logistics industry. The firm is headquartered in Taiwan and is primarily listed on the Taiwan Premium Exchange (TPEx). Specific details regarding its operating segments and geographic revenue mix are not available.
Franbo Lines Corp has a market price of 17.85 TWD and a market capitalization of 5,896,087,050 TWD, with a price-to-earnings ratio of 50.34 and a price-to-book ratio of 0.85. The company's liquidity is assessed as medium, with a current ratio of 2.45 and cash and equivalents of 243,357,000 TWD. However, the company has a negative net cash position after subtracting total debt, indicating potential liquidity constraints.
In terms of profitability, Franbo Lines Corp has a return on equity of 1.68% and a return on assets of 1.09%, which are below the typical thresholds for strong performance in the Marine Freight & Logistics industry. The company's operating income of 162,937,000 TWD and net income of 117,117,000 TWD reflect a gross profit margin of 46.8% and an operating margin of 41.4%. These figures suggest that the company is generating profits but may face challenges in sustaining them given the industry's competitive landscape.
Franbo Lines Corp's revenue is concentrated in the Marine Freight & Logistics segment, with no disclosed geographic diversification in the provided data. The company's exposure to a single business segment increases its vulnerability to market fluctuations and operational risks specific to the transportation industry.
Looking ahead, the company's revenue is expected to grow, supported by a positive outlook in the industry. However, the free cash flow of -1,337,537,000 TWD and capital expenditure of -1,627,034,000 TWD indicate significant investment in infrastructure and operations, which may impact short-term profitability. The company's debt-to-equity ratio of 0.43 suggests a moderate level of leverage, which is generally acceptable for the industry.
The risk assessment for Franbo Lines Corp highlights medium liquidity risk and low dilution risk. The company's negative net cash position after subtracting total debt is a key flag, indicating potential challenges in meeting short-term obligations. Analysts have provided a mean recommendation of 2.00, with one buy rating and no strong buy or sell ratings, suggesting a cautious but not overly negative outlook.
Recent events and filings do not indicate any major operational or financial disruptions for Franbo Lines Corp. The company's financial performance and strategic direction appear to be aligned with industry trends, although the high price-to-earnings ratio suggests that the market may be valuing the company based on future growth expectations rather than current earnings.
- Franbo Lines Corp has a high price-to-earnings ratio of 50.34, indicating that the market is valuing the company based on future growth expectations.
- The company's return on equity of 1.68% and return on assets of 1.09% are below typical thresholds for strong performance in the Marine Freight & Logistics industry.
- Franbo Lines Corp has a negative net cash position after subtracting total debt, which could pose liquidity challenges.
- The company's revenue is concentrated in the Marine Freight & Logistics segment, increasing its vulnerability to market fluctuations.
- Analysts have provided a mean recommendation of 2.00, with one buy rating and no strong buy or sell ratings, suggesting a cautious but not overly negative outlook.
Bull / Bear case
Generated · model-assistedRevenue grew 23.7% year-over-year, demonstrating strong top-line expansion momentum in the latest period.
Net income surged 37.8% year-over-year, indicating robust profitability growth relative to revenue increases.
Cash conversion of 2.76 exceeds the cohort median of 1.65, suggesting efficient working capital management.
Free cash flow deteriorated to negative TWD 3.5 billion, reflecting severe cash generation challenges.
The company carries a high credit risk flag, signaling potential difficulties in meeting debt obligations.
Long-term debt increased to TWD 5.9 billion, nearly tripling from TWD 2.3 billion four years ago.
Return on equity of 1.68% lags the cohort median of 4.51%, indicating poor capital efficiency.
Capex intensity of -4.13 times revenue is in the bottom quartile, implying unsustainable investment levels.
In focus — financials by report
Revenue TWD 606.5M, +20,0% YoY.
- ▍Revenue TWD 606.5M, +20,0% YoY
Revenue TWD 597.4M, +34,4% YoY; Operating income +31,1% YoY.
- ▍Revenue TWD 597.4M, +34,4% YoY
- ▍Operating income +31,1% YoY
- ▍Net income +18,5% YoY
- ▍Free cash flow +114,5% YoY
- ▍Net margin 25.3%
Revenue TWD 714.7M, +67,7% YoY; Operating income +57,6% YoY.
- ▍Revenue TWD 714.7M, +67,7% YoY
- ▍Operating income +57,6% YoY
- ▍Net income +7,8% YoY
- ▍Free cash flow +69,1% YoY
- ▍Net margin 28.2%
Revenue TWD 550.1M, +39,7% YoY; Operating income +27,2% YoY.
- ▍Revenue TWD 550.1M, +39,7% YoY
- ▍Operating income +27,2% YoY
- ▍Net income +75,1% YoY
- ▍Free cash flow +11,1% YoY
- ▍Net margin 37.3%
Revenue TWD 505.6M; Operating income TWD 135.6M.
- ▍Revenue TWD 505.6M
- ▍Operating income TWD 135.6M
- ▍Net margin 17.4%
Revenue TWD 2.37B, +43,1% YoY; Operating income +25,8% YoY.
- ▍Revenue TWD 2.37B, +43,1% YoY
- ▍Operating income +25,8% YoY
- ▍Net income +10,5% YoY
- ▍Free cash flow −32,6% YoY
- ▍Net margin 27.3%
Valuation TTM
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Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 1,87 |
| Revenue | —no estimate | —no estimate | 2,4B TWD |
| Operating income | —no estimate | —no estimate | 885,0M TWD |
Options
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consensus EPS · 26-week trendSell-side observations
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Risk factors
- Net cash is negative after subtracting total debt.
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Physical assets
7 tracked| Asset | Type | Commodity | Country | Role |
|---|---|---|---|---|
| FRANBO ACE | Vessel | Corn / Maize | East Coast Central America Bulker Zone, Caribbean Sea, Panama Canal Waypoint | Manager |
| HAI LIAN 62 | Vessel | — | West Indian Ocean | Manager |
| HG HOUSTON | Vessel | — | East Coast South America Bulker Zone, South Atlantic Ocean | Manager |
| MERGANSER | Vessel | — | Far East Bulker Zone, East China Sea, South Korea | Manager |
| NORVIC SINGAPORE | Vessel | Corn / Maize | West Med Bulker Zone, West Med, Algeria | Manager |
| PACIFIC WEALTH | Vessel | — | South East Asia Bulker Zone, Sulawesi Sea | Manager |
| WEALTH ATHENA | Vessel | — | Far East Bulker Zone, East China Sea | Manager |
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- Franbo Lines Corp Market data — financials · 2026-05-26
- Franbo Lines Corp Market data — analyst estimates · 2026-05-26