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Companies Industrials 8401.TWO
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8401.TWO TPEx Commercial Printing Services

8401.Two

$23,95
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Mcap
P/E
EV / Rev
Div yield
4,91 %
Op margin
13,0 %
ROE
15,3 %
Net margin
12,0 %
Debt / equity
0,14
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

8401.TWO operates in the Commercial Printing Services industry, providing industrial services that generate revenue primarily through the production and distribution of printed materials.

Business. 8401.TWO operates in the Commercial Printing Services industry, providing industrial services that generate revenue primarily through the production and distribution of printed materials.

Classification92 %
SectorIndustrials
Business sectorIndustrial & Commercial Services
IndustryCommercial Printing Services
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
15,3 %
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 8401.
  • 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 8401.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

    8401.TWO operates in the Commercial Printing Services industry, providing industrial services that generate revenue primarily through the production and distribution of printed materials.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial & Commercial Services
    IndustryCommercial Printing Services
    ActivityIndustrial Services
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position with a current ratio of 2.5, indicating that it has sufficient short-term assets to cover its short-term liabilities. However, the free cash flow is negative at -77,248,000 TWD, which suggests that the company is spending more on capital expenditures than it is generating in operating cash flow. The debt-to-equity ratio is 0.14, showing that the company is not heavily leveraged and has a relatively low amount of debt compared to its equity.

    In terms of profitability, the company has a return on equity of 15.3% and a return on assets of 11.13%, which are both positive indicators of efficient use of equity and assets to generate profit. The operating income of 200,188,000 TWD and net income of 185,676,000 TWD reflect the company's ability to generate earnings from its operations. These figures should be compared against the industry medians to determine if the company is outperforming or underperforming its peers.

    The company's revenue is concentrated in a single segment, as disclosed in the financial snapshot, with no specific geographic breakdown provided. This lack of diversification could pose a risk if the company's primary market experiences a downturn. The absence of detailed segment and geographic data limits the ability to assess the company's exposure to different markets and potential for growth in new regions.

    The company's growth trajectory is not explicitly detailed in the provided data, but the negative free cash flow and capital expenditure of -273,080,000 TWD suggest that the company is investing in its operations. The outlook for the current and next fiscal years would provide more insight into the expected direction of revenue and profitability. The company's risk assessment indicates a medium liquidity risk and a low dilution risk, with the key flag being the negative net cash after subtracting total debt.

    Recent events, such as filings and transcripts, are not detailed in the provided data. However, the company's financial snapshot and valuation metrics can be used to infer potential risks and opportunities. The company's capital structure and liquidity position should be monitored for any changes that could affect its financial stability.

    Key takeaways
    • The company has a strong current ratio of 2.5, indicating good short-term liquidity.
    • The company's return on equity and return on assets are both positive, suggesting efficient use of equity and assets.
    • The company is not heavily leveraged, with a debt-to-equity ratio of 0.14.
    • The company has a negative free cash flow, indicating that it is spending more on capital expenditures than it is generating in operating cash flow.
    • The company's revenue is concentrated in a single segment, which could pose a risk if the primary market experiences a downturn.
    • **margin_outlook_rationale**: The company's gross profit margin is 30.6%, which is a key indicator of its ability to maintain profitability in the face of cost fluctuations.
    • **rd_outlook_rationale**: The company's research and development outlook is not explicitly detailed in the provided data, but the capital expenditure suggests ongoing investment in operations.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $23,95
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $1.21B
    Net cash
    -$167.0M
    Current ratio
    2.5
    Debt / equity
    0.1
    ROA
    11.1%
    ROE
    15.3%
    Cash conversion
    162.0%
    CapEx / revenue
    -17.7%
    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 Margin13,0 %Above P75
    Net Margin12,0 %Above P75
    ROE15,3 %Best in class
    Capex / Rev-17,7 %Bottom quartile
    D/E0,14Above median
    Cash Conv1,62Above 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
    • 8401.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
    8401.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