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168360.KQ Semiconductor Equipment & Testing

168360.Kq

$24 100,00
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Mcap
P/E
EV / Rev
Div yield
0,19 %
Op margin
3,5 %
ROE
-14,8 %
Net margin
-5,4 %
Debt / equity
1,32
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company designs and manufactures semiconductor equipment and testing solutions, primarily serving the technology equipment sector.

Business. The company designs and manufactures semiconductor equipment and testing solutions, primarily serving the technology equipment sector.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustrySemiconductor Equipment & Testing
ActivitySemiconductors
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
12
composite score
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
-14,8 %
return on equity
Quality
60
quality score (0-100)

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 168360.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,2 %+1,6 %+2,4 %
    Energy+1,2 %+5,3 %+1,4 %
    Real Estate+0,7 %+4,1 %+0,8 %
    Health Care+0,7 %−0,5 %+0,8 %
    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,6 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
    Consumer Staples−1,0 %+3,0 %−0,8 %
    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to 168360.KQ. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Peers
    • EarningsQ2 2026 earnings (expected)2026-07-23 · estimated · Intel (INTC)
    • EarningsQ2 2026 earnings (expected)2026-08-26 · estimated · NVIDIA (NVDA)
    • EarningsQ3 2026 earnings (expected)2026-09-28 · estimated · Broadcom (AVGO)
    • Macro
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • 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

    Composite score12 / 100
    Composite score 0-100 · Data quality 0,60
    Data quality0,60 / 1.00

    Synthesis

    Business

    The company designs and manufactures semiconductor equipment and testing solutions, primarily serving the technology equipment sector.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustrySemiconductor Equipment & Testing
    ActivitySemiconductors
    AI synthesis
    GENERATED

    The company's capital structure is characterized by a high debt-to-equity ratio of 1.32, indicating a significant reliance on debt financing. Its liquidity position is weak, with a current ratio of 0.72, suggesting that the company may struggle to meet its short-term obligations. The negative net cash position, after subtracting total debt, further highlights the company's liquidity challenges.

    Profitability metrics show a deteriorating performance, with a return on equity of -14.84% and a return on assets of -3.56%. These figures are below the industry median for semiconductor equipment and testing firms, indicating that the company is underperforming its peers in terms of generating returns for shareholders and utilizing its assets efficiently.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases the company's exposure to market-specific risks, particularly in the semiconductor equipment and testing industry, where demand can be volatile.

    The company's growth trajectory is uncertain, with a significant decline in net income and negative operating and free cash flows. Analyst estimates suggest a potential recovery in revenue and EBIT, but the current financial performance does not support these optimistic projections. The company's capital expenditure of -4.86 billion KRW indicates a reduction in investment, which may affect its long-term growth prospects.

    The company faces several risk factors, including liquidity constraints and the potential for dilution. The risk assessment indicates a medium liquidity risk, primarily due to the negative net cash position. While the dilution risk is currently low, the company's financial performance and capital structure may necessitate future equity issuances, which could dilute existing shareholders' equity.

    Recent events, including the latest financial filings, show a continued decline in profitability and liquidity. The company's negative operating cash flow and free cash flow suggest that it is not generating sufficient cash to sustain operations or fund growth initiatives. The discrepancy between analyst estimates and actual performance highlights the uncertainty surrounding the company's future financial health.

    Key takeaways
    • The company has a high debt-to-equity ratio, indicating a significant reliance on debt financing.
    • The company's profitability metrics are below industry medians, suggesting underperformance relative to peers.
    • The company's revenue is concentrated in a single business segment, increasing its exposure to market-specific risks.
    • The company's liquidity position is weak, with a current ratio of 0.72 and a negative net cash position.
    • Analyst estimates suggest potential recovery in revenue and EBIT, but current financial performance does not support these projections.
    • The company's capital expenditure is negative, indicating a reduction in investment that may affect long-term growth.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $24 100,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $25.56B
    Net cash
    -$30.38B
    Current ratio
    0.7
    Debt / equity
    1.3
    ROA
    -3.6%
    ROE
    -14.8%
    Cash conversion
    151.0%
    CapEx / revenue
    -7.0%
    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

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    1 621,50
    Predicted surprise
    0,00
    Beat probability
    45 %
    Analysts
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-04 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate1 621,50
    Revenueno estimateno estimate844,1B KRW
    Operating incomeno estimateno estimate243,5B KRW
    Full-year consensus mean (period as reported by source) · consensus in KRW. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-07-07

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Operating income · consensus243,5B KRW
    EPS surprise
    −111,1 %
    reported vs consensus · miss
    Revenue surprise
    −91,7 %
    reported vs consensus · miss

    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 Margin3,5 %Below median
    Net Margin-5,4 %Bottom quartile
    ROE-14,8 %Bottom quartile
    Capex / Rev-7,0 %Above median
    D/E1,32Bottom quartile
    Cash Conv1,51Above 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
    • 168360.KQ Market data — financials · 2026-05-26
    • Pemtron 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
    168360.KQCanonical
    — · USD

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.
    Relationship graph
    168360NVDAINTCAVGOSemiconductor
    This companyPeerSector

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage