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Companies Industrials 5398.TWO
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5398.TWO TPEx Electrical Components & Equipment

5398.Two

$19,90
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Mcap
984,4M TWD
P/E
EV / Rev
Div yield
0,00 %
Op margin
4,3 %
ROE
3,3 %
Net margin
7,6 %
Debt / equity
0,02
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

5398.TWO is an industrial goods company specializing in electrical components and equipment, generating revenue primarily through the production and sale of electrical infrastructure and related products.

Business. 5398.TWO is an industrial goods company specializing in electrical components and equipment, generating revenue primarily through the production and sale of electrical infrastructure and related products.

Classification92 %
SectorIndustrials
Business sectorIndustrial Goods
IndustryElectrical Components & Equipment
ActivityIndustrial Goods
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
3,3 %
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 5398.
  • 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 5398.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

    5398.TWO is an industrial goods company specializing in electrical components and equipment, generating revenue primarily through the production and sale of electrical infrastructure and related products.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial Goods
    IndustryElectrical Components & Equipment
    ActivityIndustrial Goods
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with a current ratio of 4.36 and cash and equivalents amounting to 59,569,000 TWD, indicating a robust ability to meet short-term obligations. The debt-to-equity ratio is 0.02, suggesting a conservative capital structure with minimal reliance on debt financing. The price-to-book ratio of 1.58 and price-to-tangible-book ratio of 1.58 indicate that the company is trading at a moderate premium to its book value.

    Profitability metrics show a return on equity (ROE) of 3.27% and a return on assets (ROA) of 2.89%, which are below the industry median for electrical components and equipment firms. The company's operating margin is 4.28% (9,829,000 TWD / 229,849,000 TWD), and its net margin is 7.55% (17,357,000 TWD / 229,849,000 TWD), both of which are in line with the industry average.

    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 fluctuations and regulatory changes. The company's free cash flow of 27,990,000 TWD and operating cash flow of 9,142,000 TWD indicate a positive cash flow generation, supporting its operational and capital needs.

    The company's revenue growth is expected to remain stable, with no significant changes in the near term. The company's capital expenditure of -1,733,000 TWD suggests a reduction in investment in physical assets, which may indicate a focus on cost optimization or a shift in strategic priorities. The company's diluted and basic shares outstanding are equal at 49,465,000, indicating no immediate dilution pressure.

    The company's risk assessment indicates low liquidity and dilution risk, with no immediate filing-based flags detected. The company's conservative debt structure and strong cash reserves contribute to its low liquidity risk. The absence of dilution risk is supported by the equality of basic and diluted shares outstanding.

    Recent financial filings and transcripts do not indicate any material events or strategic shifts. The company's last actual EPS was 0.08 TWD, and its last actual revenue was 279,327,000 TWD, both of which are in line with its historical performance.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 4.36 and a conservative debt-to-equity ratio of 0.02.
    • Profitability metrics such as ROE and ROA are below the industry median, indicating room for improvement in asset utilization and return generation.
    • The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification, increasing exposure to regional risks.
    • Free cash flow and operating cash flow are positive, supporting the company's operational and capital needs.
    • The company's risk assessment indicates low liquidity and dilution risk, with no immediate filing-based flags detected.
    • The company's capital expenditure is negative, suggesting a reduction in investment in physical assets.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $19,90
    Market cap
    $840.9M
    Enterprise value
    $793.9M
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    86.8x
    P / B
    1.6x
    P / Tangible book
    1.6x
    Tangible book
    $530.6M
    Net cash
    $47.0M
    Current ratio
    4.4
    Debt / equity
    0.0
    ROA
    2.9%
    ROE
    3.3%
    Cash conversion
    53.0%
    CapEx / revenue
    -0.8%
    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 Margin4,3 %Below median
    Net Margin7,5 %Above median
    ROE3,3 %Below median
    Capex / Rev-0,8 %Above P75
    D/E0,02Above P75
    Cash Conv0,53Below 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
    • 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
    • 5398.TWO Market data — financials · 2026-05-26
    • Mediera Corp Market data — analyst estimates · 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
    5398.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