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Companies Industrials 6642.TWO
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6642.TWO TPEx Electrical Components & Equipment

6642.Two

$69,80
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Mcap
2,6B TWD
P/E
EV / Rev
Div yield
3,15 %
Op margin
22,5 %
ROE
9,1 %
Net margin
17,9 %
Debt / equity
0,28
Beta
52w range
Volume
Day range
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Next earnings
Ex-dividend
TR 1Y
About

6642.TWO is an industrial goods company specializing in electrical components and equipment, generating revenue primarily through the production and sale of industrial electrical systems and related products.

Business. 6642.TWO is an industrial goods company specializing in electrical components and equipment, generating revenue primarily through the production and sale of industrial electrical systems 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
9,1 %
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 6642.
  • 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 6642.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

    6642.TWO is an industrial goods company specializing in electrical components and equipment, generating revenue primarily through the production and sale of industrial electrical systems and related products.

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

    The company maintains a strong liquidity position, with cash and equivalents amounting to TWD 238.26 million, which is 52.7% of total assets. However, the free cash flow is negative at TWD -132.69 million, indicating that capital expenditures are outpacing operating cash flow. The debt-to-equity ratio is 0.28, suggesting a relatively conservative capital structure. The current ratio of 3.56 indicates a solid short-term liquidity buffer.

    Profitability metrics show a return on equity (ROE) of 9.06% and a return on assets (ROA) of 6.37%, both of which are above the industry median for electrical components and equipment. The gross margin is 45.36% (TWD 245.67 million gross profit on TWD 541.58 million revenue), and the operating margin is 22.47% (TWD 121.70 million operating income on TWD 541.58 million revenue), both of which are strong indicators of cost control and pricing power.

    The company operates as a single business segment, with all revenue derived from the electrical components and equipment industry. There is no geographic diversification disclosed, and the company is entirely focused on its domestic market. This concentration increases exposure to local economic and regulatory conditions.

    The company's revenue in the latest period was TWD 541.58 million, and while no specific growth rate is provided, the valuation multiples suggest a stable or moderate growth trajectory. The price-to-earnings ratio of 32.98 and the EV/EBITDA of 26.79 indicate that the market is pricing in future earnings growth, though not at an aggressive level.

    Risk factors include the negative free cash flow and the net cash position, which is negative after subtracting total debt. The company has a low dilution risk, with no significant dilution potential in the near term. The risk assessment indicates a medium liquidity risk, primarily due to the negative free cash flow and the need for ongoing capital expenditures.

    No recent events, such as filings or transcripts, are provided in the available data to inform the company's current strategic direction or operational performance.

    Key takeaways
    • The company has a strong ROE and ROA, indicating solid profitability relative to its asset base.
    • The capital structure is conservative, with a low debt-to-equity ratio and a high current ratio.
    • Free cash flow is negative, driven by capital expenditures that exceed operating cash flow.
    • The company operates as a single segment with no geographic diversification, increasing exposure to local market conditions.
    • The valuation multiples suggest moderate growth expectations, with a price-to-earnings ratio of 32.98 and an EV/EBITDA of 26.79.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $69,80
    Market cap
    $3.20B
    Enterprise value
    $3.26B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    24.9x
    P / B
    3.0x
    P / Tangible book
    3.0x
    Tangible book
    $1.07B
    Net cash
    -$58.6M
    Current ratio
    3.6
    Debt / equity
    0.3
    ROA
    6.4%
    ROE
    9.1%
    Cash conversion
    135.0%
    CapEx / revenue
    -29.1%
    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 Margin22,5 %Best in class
    Net Margin17,9 %Best in class
    ROE9,1 %Above median
    Capex / Rev-29,1 %Bottom quartile
    D/E0,28Below median
    Cash Conv1,35Above 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
    • 6642.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
    6642.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