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3236.TWO — TWO Electronic Equipment & Parts

3236.Two

$57,50
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Mcap
6,0B TWD
P/E
—
EV / Rev
—
Div yield
1,18 %
Op margin
4,6 %
ROE
2,1 %
Net margin
1,6 %
Debt / equity
0,66
Beta
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52w range
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Volume
—
Day range
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Prev close
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Open
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Next earnings
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Ex-dividend
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TR 1Y
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About

3236.TWO is a technology company specializing in electronic equipment and parts, generating revenue primarily through the design, manufacturing, and sale of electronic components and systems.

Business. 3236.TWO is a technology company specializing in electronic equipment and parts, generating revenue primarily through the design, manufacturing, and sale of electronic components and systems.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustryElectronic Equipment & Parts
ActivityTechnology Equipment
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→
68
composite score
Valuation
—
valuation pending
Analysts
—
not yet wired
Ownership
—
not yet wired
Profitability→
2,1 %
return on equity
Quality→
55
quality score (0-100)

News & coverage

0
  • No recent newsroom coverage mentioning 3236.

    • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,1 %+0,7 %+2,5 %
    Energy+1,1 %+5,5 %+1,5 %
    Health Care+0,6 %−0,4 %+1,0 %
    Consumer Discretionary+0,4 %+5,7 %+0,8 %
    Information Technology · THIS SECTOR−0,3 %+4,8 %+0,1 %
    Financials−0,5 %−3,5 %−0,1 %
    Real Estate−0,7 %+10,8 %−0,3 %
    Consumer Staples−0,8 %+4,5 %−0,4 %
    Utilities−1,5 %−21,2 %−1,1 %
    Industrials−1,7 %−2,4 %−1,3 %
    Communication Services———

    Developing storylines

    No tracked sagas currently linked to 3236.TWO. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-06-25 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-06-25 · SE
    • 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
    • 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 score68 / 100
    Composite score 0-100 · Data quality 0,55
    Data quality0,55 / 1.00

    Synthesis

    Business

    3236.TWO is a technology company specializing in electronic equipment and parts, generating revenue primarily through the design, manufacturing, and sale of electronic components and systems.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustryElectronic Equipment & Parts
    ActivityTechnology Equipment
    AI synthesis
    GENERATED

    3236.TWO maintains a capital structure with a debt-to-equity ratio of 0.66, indicating a moderate reliance on debt financing. The company's liquidity position is characterized by a current ratio of 1.7, suggesting it has sufficient short-term assets to cover its short-term liabilities. However, the company's net cash position is negative after subtracting total debt, which raises concerns about its liquidity risk.

    In terms of profitability, 3236.TWO reports a return on equity (ROE) of 2.12% and a return on assets (ROA) of 1.08%, both of which are below the industry median for electronic equipment and parts. The company's net income of TWD 33.76 million is relatively low compared to its revenue of TWD 2.07 billion, indicating a net margin of approximately 1.63%. This margin is also below the industry median, suggesting that the company may be facing cost pressures or pricing challenges.

    The company's revenue is concentrated in a single business segment, as disclosed in its financial statements, with no significant geographic diversification reported. This lack of diversification increases the company's exposure to regional economic fluctuations and market-specific risks.

    Looking at the growth trajectory, 3236.TWO's revenue has shown a modest increase in the current fiscal year, but the outlook for the next fiscal year is uncertain. The company's capital expenditure of TWD -135.58 million indicates a reduction in investment, which may signal a strategic shift or financial constraints.

    The risk assessment for 3236.TWO highlights a medium liquidity risk and a low dilution risk. The company's net cash position is negative after subtracting total debt, which could impact its ability to meet short-term obligations. Additionally, the company has not indicated any significant dilution sources in the near term, such as recent equity issuances or shelf registration activities.

    Recent events, as disclosed in the company's filings, include a reduction in capital expenditures and a focus on cost management. These actions suggest that the company is responding to market conditions and aiming to improve its financial stability. However, the absence of significant new product launches or market expansion initiatives in the latest filings indicates a conservative approach to growth.

    Key takeaways
    • 3236.TWO has a moderate debt-to-equity ratio of 0.66, indicating a balanced capital structure.
    • The company's ROE of 2.12% and ROA of 1.08% are below the industry median, suggesting lower profitability.
    • The company's revenue is concentrated in a single business segment, increasing its exposure to market-specific risks.
    • The company's liquidity position is medium risk, with a negative net cash position after subtracting total debt.
    • The company has not indicated any significant dilution sources in the near term.
    • The company's recent focus on cost management and reduced capital expenditures suggests a conservative approach to growth.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $57,50
    Market cap
    $6.11B
    Enterprise valueⓘ
    $6.48B
    P/Eⓘ
    —
    Non-GAAP P/Eⓘ
    —
    EV / Revenueⓘ
    —
    EV / Op incomeⓘ
    —
    EV / OCFⓘ
    38.5x
    P / Bⓘ
    3.9x
    P / Tangible bookⓘ
    3.9x
    Tangible book
    $1.59B
    Net cashⓘ
    -$365.1M
    Current ratioⓘ
    1.7
    Debt / equityⓘ
    0.7
    ROAⓘ
    1.1%
    ROEⓘ
    2.1%
    Cash conversionⓘ
    498.0%
    CapEx / revenueⓘ
    -6.6%
    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

    Forward curve

    — missing data

    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

    — missing data

    Benchmarks vs cohort

    Op Margin4,6 %Above median
    Net Margin1,6 %Below median
    ROE2,1 %Below median
    Capex / Rev-6,6 %Below median
    D/E0,66Below median
    Cash Conv4,98Best in class

    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
    • 3236.TWO Market data — financials · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    3236.TWOCanonical
    TWO · TWD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-06-25 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage