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Companies Industrials 7893.TWO
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7893.TWO TPEx Electrical Components & Equipment

7893.Two

$204,50
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Mcap
P/E
EV / Rev
Div yield
Op margin
41,4 %
ROE
22,9 %
Net margin
35,7 %
Debt / equity
0,01
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

7893.TWO is an industrial goods company specializing in electrical components and equipment, generating revenue primarily through the production and sale of industrial machinery and systems.

Business. 7893.TWO is an industrial goods company specializing in electrical components and equipment, generating revenue primarily through the production and sale of industrial machinery and systems.

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
22,9 %
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 7893.
  • 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 7893.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

    7893.TWO is an industrial goods company specializing in electrical components and equipment, generating revenue primarily through the production and sale of industrial machinery and systems.

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

    The company maintains a strong capital structure with a low debt-to-equity ratio of 0.01, indicating minimal reliance on debt financing. Its liquidity position is characterized by a current ratio of 6.92, suggesting ample short-term assets to cover liabilities. However, the risk assessment notes a medium liquidity risk, with net cash being negative after subtracting total debt. This implies that the company may need to manage its cash flow carefully to maintain operational flexibility.

    Profitability metrics show a return on equity (ROE) of 22.89% and a return on assets (ROA) of 20.51%, both of which are strong indicators of efficient asset utilization and capital returns. These figures suggest that the company is generating substantial returns relative to its equity and asset base, which is favorable compared to typical industry benchmarks for electrical components and equipment.

    The company's revenue is concentrated in a single business segment, as disclosed in its financial reporting, with no geographic diversification provided in the available data. This lack of diversification may expose the company to regional economic fluctuations and market-specific risks, which could impact its overall performance.

    Looking ahead, the company is expected to maintain a stable growth trajectory, with no significant changes in revenue or operating performance projected in the next fiscal year. The capital expenditure of -133,394,000 TWD indicates a net outflow, which may be attributed to investments in new projects or asset replacements. This suggests a strategic focus on long-term growth and operational improvements.

    The risk assessment highlights a low dilution risk, with no immediate pressure for share issuance or dilution of ownership. However, the company's liquidity risk remains a concern due to the negative net cash position after accounting for total debt. This could affect its ability to meet short-term obligations without external financing.

    Recent events, as disclosed in the latest financial filings, include a significant operating cash flow of 193,561,000 TWD and a free cash flow of 97,850,000 TWD. These figures indicate a healthy cash generation capability, which supports the company's operational and investment activities. No major regulatory or geopolitical events have been reported in the available data that would significantly impact the company's operations.

    Key takeaways
    • The company has a strong profitability profile with ROE and ROA well above typical industry benchmarks.
    • It maintains a low debt-to-equity ratio, indicating a conservative capital structure.
    • The company's liquidity position is medium risk, with a current ratio of 6.92 but negative net cash after debt.
    • Revenue is concentrated in a single segment, which may increase exposure to market-specific risks.
    • The company is expected to maintain stable growth with no significant changes in revenue or operating performance projected.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $204,50
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $954.4M
    Net cash
    -$7.0M
    Current ratio
    6.9
    Debt / equity
    0.0
    ROA
    20.5%
    ROE
    22.9%
    Cash conversion
    89.0%
    CapEx / revenue
    -21.8%
    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 riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin41,4 %Best in class
    Net Margin35,7 %Best in class
    ROE22,9 %Best in class
    Capex / Rev-21,8 %Bottom quartile
    D/E0,01Above P75
    Cash Conv0,89Below 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
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • 7893.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
    7893.TWOCanonical
    TPEx · USD

    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