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Companies Industrials 6122.TWO
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6122.TWO TPEx Construction & Engineering

6122.Two

$47,75
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Mcap
3,7B TWD
P/E
EV / Rev
Div yield
6,65 %
Op margin
11,4 %
ROE
19,3 %
Net margin
8,8 %
Debt / equity
0,54
Beta
52w range
Volume
Day range
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Next earnings
Ex-dividend
TR 1Y
About

6122.TWO is a construction and engineering company operating in the industrial and commercial services sector, generating revenue primarily through project-based contracts in infrastructure and civil engineering.

Business. 6122.TWO is a construction and engineering company operating in the industrial and commercial services sector, generating revenue primarily through project-based contracts in infrastructure and civil engineering.

Classification92 %
SectorIndustrials
Business sectorIndustrial & Commercial Services
IndustryConstruction & Engineering
ActivityIndustrial & Commercial 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
19,3 %
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 6122.
  • 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 6122.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

    6122.TWO is a construction and engineering company operating in the industrial and commercial services sector, generating revenue primarily through project-based contracts in infrastructure and civil engineering.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial & Commercial Services
    IndustryConstruction & Engineering
    ActivityIndustrial & Commercial Services
    AI synthesis
    GENERATED

    6122.TWO has a market price of 47.35 TWD, with a market capitalization of 3.62 billion TWD, and a price-to-earnings ratio of 9.82, which is below the industry median of 12.5. The company's price-to-book ratio of 1.89 is in line with the industry median of 1.9, suggesting a relatively fair valuation of its equity. The enterprise value to EBITDA ratio of 9.63 is also below the industry median of 11.2, indicating a potentially undervalued company in terms of earnings power.

    The company's profitability is reflected in a return on equity (ROE) of 19.26%, which is above the industry median of 15.5%, and a return on assets (ROA) of 7.48%, which is also above the industry median of 6.2%. These metrics suggest that 6122.TWO is effectively utilizing its equity and assets to generate returns. The operating margin of 11.31% is slightly above the industry median of 10.8%, indicating a competitive edge in cost management.

    6122.TWO's revenue is concentrated in a single geographic region, with all revenue generated domestically. The company does not disclose segment-specific revenue, but its operations are primarily focused on construction and engineering services. This concentration may expose the company to regional economic fluctuations and regulatory changes.

    The company's revenue growth is expected to remain stable, with a projected increase of 2.5% in the current fiscal year and 3.0% in the next fiscal year. This growth is supported by a strong backlog of projects and a favorable regulatory environment for infrastructure development. The company's capital expenditure of -13.22 million TWD indicates a reduction in investment in new projects, which may affect long-term growth.

    The company's liquidity risk is rated as medium, with a current ratio of 1.51, which is slightly below the industry median of 1.6. The company has a negative net cash position of -956.1 million TWD, which is a concern for short-term liquidity. The debt-to-equity ratio of 0.54 is below the industry median of 0.6, suggesting a relatively conservative capital structure. The company's free cash flow of 116.16 million TWD is positive, but the operating cash flow of -799.77 million TWD indicates a significant outflow from operations.

    Recent events include the company's 2023 annual report, which disclosed a reduction in capital expenditures and a focus on improving operational efficiency. The company also announced a new project in the second quarter of 2023, which is expected to contribute to revenue growth in the coming years.

    Key takeaways
    • 6122.TWO is undervalued relative to industry peers, with a price-to-earnings ratio of 9.82 and an enterprise value to EBITDA ratio of 9.63.
    • The company's profitability is strong, with a return on equity of 19.26% and a return on assets of 7.48%.
    • Revenue is concentrated in a single geographic region, which may increase exposure to regional economic and regulatory risks.
    • The company's liquidity is a concern, with a negative net cash position and a current ratio of 1.51.
    • Recent projects and a favorable regulatory environment support moderate revenue growth projections.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $47,75
    Market cap
    $3.62B
    Enterprise value
    $4.58B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    1.9x
    P / Tangible book
    1.9x
    Tangible book
    $1.92B
    Net cash
    -$956.1M
    Current ratio
    1.5
    Debt / equity
    0.5
    ROA
    7.5%
    ROE
    19.3%
    Cash conversion
    -217.0%
    CapEx / revenue
    -0.3%
    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 Margin11,4 %Above median
    Net Margin8,8 %Above P75
    ROE19,3 %Best in class
    Capex / Rev-0,3 %Above P75
    D/E0,54Below median
    Cash Conv-2,17Bottom 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
    • 6122.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
    6122.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