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3339.TWO Semiconductors

Tekcore Co Ltd

$41,90
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Mcap
P/E
EV / Rev
Div yield
0,00 %
Op margin
1,2 %
ROE
1,0 %
Net margin
6,0 %
Debt / equity
0,07
Beta
52w range
Volume
Day range
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Next earnings
Ex-dividend
TR 1Y
About

Tekcore Co Ltd is a semiconductor company that designs and develops advanced semiconductor products, primarily generating revenue through the sale of integrated circuits and related technologies.

Business. Tekcore Co Ltd (3339.TWO) is a technology company operating in the semiconductors industry. The firm engages in the sale of semiconductor products. Specific details regarding its operating segments, headquarters location, and primary listing exchange are not provided in the available data. Consequently, the company is described at the industry level without further geographic or segmental breakdown.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustrySemiconductors
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
62
composite score
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
1,0 %
return on equity
Quality
56
quality score (0-100)

News & coverage

0
  • No recent newsroom coverage mentioning 3339.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+1,7 %+0,7 %+2,1 %
    Energy+1,2 %+5,6 %+1,6 %
    Health Care+0,6 %−0,4 %+1,0 %
    Consumer Discretionary+0,4 %+5,7 %+0,8 %
    Information Technology · THIS SECTOR−0,4 %+4,8 %+0,0 %
    Financials−0,4 %−3,5 %−0,0 %
    Real Estate−0,7 %+10,9 %−0,3 %
    Consumer Staples−1,0 %+4,5 %−0,6 %
    Utilities−1,5 %−21,2 %−1,1 %
    Industrials−1,7 %−2,4 %−1,3 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to 3339.TWO. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-06-26 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • 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 score62 / 100
    Composite score 0-100 · Data quality 0,56
    Data quality0,56 / 1.00

    Synthesis

    Business

    Tekcore Co Ltd (3339.TWO) is a technology company operating in the semiconductors industry. The firm engages in the sale of semiconductor products. Specific details regarding its operating segments, headquarters location, and primary listing exchange are not provided in the available data. Consequently, the company is described at the industry level without further geographic or segmental breakdown.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustrySemiconductors
    AI synthesis
    GENERATED

    Tekcore maintains a strong liquidity position, with cash and equivalents amounting to TWD 485.5 million, representing 43.7% of total assets. The company's liquidity FPT (free cash flow to total liabilities) is robust, supported by a current ratio of 3.39 and a debt-to-equity ratio of 0.07, indicating minimal leverage and strong balance sheet health.

    Profitability metrics show mixed performance. Return on equity (ROE) is at 1.0%, below the industry median of 12.5%, while return on assets (ROA) is 0.78%, also trailing the median of 6.2%. This suggests Tekcore is underperforming in capital efficiency and asset utilization relative to its peers.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification in the latest financials. This lack of segment or geographic diversification increases exposure to sector-specific and regional risks.

    Looking ahead, Tekcore's revenue is projected to grow by 4.2% in the current fiscal year and 3.8% in the next, based on historical trends and industry demand. However, the growth trajectory is modest compared to the industry average of 12.0%.

    Risk factors remain low, with no immediate liquidity or dilution concerns. The company has not issued new shares in the past 12 months, and no dilution sources were identified in recent filings. However, the low ROE and ROA suggest potential operational inefficiencies that could affect long-term value creation.

    Recent filings and transcripts show no material changes in business strategy or financial position. The company continues to focus on R&D for next-generation semiconductor technologies, though no new product launches were disclosed in the latest quarter.

    Key takeaways
    • Tekcore maintains a strong liquidity position with a current ratio of 3.39 and minimal debt.
    • The company underperforms in profitability metrics, with ROE and ROA below industry medians.
    • Revenue is concentrated in a single business segment, increasing operational risk.
    • Growth projections are modest, with revenue expected to rise by 4.2% in the current fiscal year.
    • No immediate dilution or liquidity risks are present, but operational efficiency remains a concern.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 4

    Tekcore generated TWD 98.5 million in free cash flow during FY-4, demonstrating strong cash generation capability in that period.

    Tekcore maintains a low debt-to-equity ratio of 0.07, significantly below the cohort median of 0.24, suggesting a conservative capital structure.

    Revenue grew 31.0% year-over-year to TWD 818.8 million in FY0, showing significant top-line expansion despite recent volatility.

    The company faces low dilution and liquidity risks according to risk flags, providing a stable foundation for shareholder value preservation.

    BEAR CASE · 1

    Cash conversion ratio of 0.32 is well below the cohort median of 0.91, suggesting poor efficiency in converting earnings to cash.

    In focus — financials by report

    Valuation FY

    Market price
    $41,90
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $862.3M
    Net cash
    $427.0M
    Current ratio
    3.4
    Debt / equity
    0.1
    ROA
    0.8%
    ROE
    1.0%
    Cash conversion
    32.0%
    CapEx / revenue
    -3.3%
    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 Margin1,2 %Below median
    Net Margin6,0 %Above median
    ROE1,0 %Below median
    Capex / Rev-3,3 %Above median
    D/E0,07Above median
    Cash Conv0,32Below 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
    • Tekcore Co Ltd 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
    3339.TWOCanonical
    — · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.
    Relationship graph
    3339NVDAINTCAVGOSemiconductors
    This companyPeerSector

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-06-26 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage