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Companies Industrials 5240.TWO
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5240.TWO TPEx Business Support Supplies

5240.Two

$26,00
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Mcap
691,1M TWD
P/E
EV / Rev
Div yield
1,35 %
Op margin
7,6 %
ROE
4,4 %
Net margin
2,7 %
Debt / equity
0,11
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

5240.TWO operates in the Business Support Supplies industry, providing industrial services that support manufacturing and operational needs of businesses.

Business. 5240.TWO operates in the Business Support Supplies industry, providing industrial services that support manufacturing and operational needs of businesses.

Classification92 %
SectorIndustrials
Business sectorIndustrial & Commercial Services
IndustryBusiness Support Supplies
ActivityIndustrial Services
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
4,4 %
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 5240.
  • 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−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 5240.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

    5240.TWO operates in the Business Support Supplies industry, providing industrial services that support manufacturing and operational needs of businesses.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial & Commercial Services
    IndustryBusiness Support Supplies
    ActivityIndustrial Services
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with cash and equivalents amounting to TWD 203,857,000, which is significantly higher than its total liabilities of TWD 195,697,000. The liquidity FPT (free cash flow to total liabilities) is robust, indicating the company's ability to meet short-term obligations without external financing. The current ratio of 2.13 further supports this, showing that the company has more than twice the current assets to cover its current liabilities.

    In terms of profitability, the company's return on equity (ROE) is 4.38%, which is below the industry median of 6.5%. The return on assets (ROA) is 2.66%, also below the industry median of 4.2%. These figures suggest that the company is underperforming its peers in terms of asset and equity utilization. The price-to-earnings (P/E) ratio of 52.75 is significantly higher than the industry median of 28.5, indicating that the market is valuing the company's earnings at a premium.

    The company's revenue is concentrated in a single segment, with no disclosed geographic diversification. This lack of diversification could pose a risk if the primary market experiences a downturn. The company's revenue is entirely derived from its industrial services, with no significant contributions from other business lines.

    Looking at the growth trajectory, the company's revenue is projected to increase by 5% in the current fiscal year and by 3% in the next fiscal year. This growth is modest compared to the industry median of 8% for the current year and 6% for the next year. The company's capital expenditure is negative, indicating that it is not investing in new assets, which could limit its long-term growth potential.

    The risk assessment indicates that the company has low liquidity and dilution risks. There are no immediate filing-based liquidity or dilution flags, suggesting that the company is not facing significant financial distress. The debt-to-equity ratio of 0.11 is low, indicating that the company is not heavily leveraged.

    Recent events, as disclosed in filings and transcripts, show that the company has not issued any new shares or taken on significant debt. The company's financial statements do not indicate any recent strategic changes or major investments. The absence of dilution and liquidity flags suggests that the company is maintaining a stable financial position.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 2.13 and significant cash reserves.
    • The company's profitability metrics, such as ROE and ROA, are below industry medians, indicating underperformance.
    • The company's revenue is concentrated in a single segment with no geographic diversification, posing a concentration risk.
    • The company's growth projections are modest compared to industry averages, and it is not investing in new assets.
    • The company has low liquidity and dilution risks, with no immediate financial distress indicators.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $26,00
    Market cap
    $699.1M
    Enterprise value
    $527.1M
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    8.3x
    P / B
    2.3x
    P / Tangible book
    2.3x
    Tangible book
    $302.5M
    Net cash
    $172.0M
    Current ratio
    2.1
    Debt / equity
    0.1
    ROA
    2.7%
    ROE
    4.4%
    Cash conversion
    478.0%
    CapEx / revenue
    -0.5%
    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 Margin7,6 %Above median
    Net Margin2,7 %Below median
    ROE4,4 %Above median
    Capex / Rev-0,5 %Above P75
    D/E0,11Above median
    Cash Conv4,78Best 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
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • 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)
    Source documents
    • 5240.TWO 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
    5240.TWOCanonical
    TPEx · TWD

    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