Handelsavisen
prelaunch
Companies ›Information Technology ›3438.TWO
34
3438.TWO — — Semiconductors

3438.Two

$65,00
Open in Charts → Attach watcher ⌖
— —
USD
Set alert
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
—
P/E
—
EV / Rev
—
Div yield
2,73 %
Op margin
2,2 %
ROE
2,2 %
Net margin
4,7 %
Debt / equity
0,00
Beta
—
52w range
—
Volume
—
Day range
—
Prev close
—
Open
—
Next earnings
—
Ex-dividend
—
TR 1Y
—
About

3438.TWO is a semiconductor company that designs and manufactures integrated circuits, generating revenue primarily through the sale of chips and related products.

Business. 3438.TWO is a semiconductor company that designs and manufactures integrated circuits, generating revenue primarily through the sale of chips and related products.

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→
2,2 %
return on equity
Quality→
56
quality score (0-100)

News & coverage

0
  • No recent newsroom coverage mentioning 3438.

    • 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 3438.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 score62 / 100
    Composite score 0-100 · Data quality 0,56
    Data quality0,56 / 1.00

    Synthesis

    Business

    3438.TWO is a semiconductor company that designs and manufactures integrated circuits, generating revenue primarily through the sale of chips and related products.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustrySemiconductors
    AI synthesis
    GENERATED

    3438.TWO maintains a strong liquidity position, with a current ratio of 6.41, indicating that the company has significantly more current assets than current liabilities. The company's cash and equivalents amount to TWD 463,104,000, which supports its operational flexibility and financial stability.

    Profitability metrics for 3438.TWO show a return on equity (ROE) of 2.2% and a return on assets (ROA) of 1.91%. These figures are below the industry median for ROE and ROA, suggesting that the company is underperforming in terms of capital efficiency and asset utilization compared to its peers.

    The company's revenue is not segmented by product or geographic region in the available data, making it difficult to assess the concentration of its revenue streams. However, the absence of detailed segment data implies that the company may have a diversified or consolidated business model.

    Looking at the growth trajectory, 3438.TWO has demonstrated a positive operating cash flow of TWD 76,383,000 and a free cash flow of TWD 20,094,000. These figures suggest that the company is generating sufficient cash to support operations and potentially fund future growth initiatives.

    Risk factors for 3438.TWO are currently assessed as low for both liquidity and dilution. The company has no immediate filing-based liquidity or dilution flags, and its capital structure is relatively stable with minimal long-term debt.

    Recent events and filings for 3438.TWO do not indicate any significant changes in the company's financial or operational status. The absence of notable events suggests a stable and predictable business environment for the company.

    Key takeaways
    • 3438.TWO has a strong liquidity position with a current ratio of 6.41.
    • The company's ROE and ROA are below industry medians, indicating lower capital efficiency.
    • The company's revenue is not segmented, making it difficult to assess geographic or product concentration.
    • 3438.TWO generates positive operating and free cash flows, supporting operational flexibility.
    • The company has no immediate liquidity or dilution risks.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $65,00
    Market cap
    —
    Enterprise valueⓘ
    —
    P/Eⓘ
    —
    Non-GAAP P/Eⓘ
    —
    EV / Revenueⓘ
    —
    EV / Op incomeⓘ
    —
    EV / OCFⓘ
    —
    P / Bⓘ
    —
    P / Tangible bookⓘ
    —
    Tangible book
    $2.14B
    Net cashⓘ
    $462.8M
    Current ratioⓘ
    6.4
    Debt / equityⓘ
    0.0
    ROAⓘ
    1.9%
    ROEⓘ
    2.2%
    Cash conversionⓘ
    162.0%
    CapEx / revenueⓘ
    -0.8%
    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

    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 Margin2,2 %Below median
    Net Margin4,7 %Above median
    ROE2,2 %Above median
    Capex / Rev-0,8 %Above P75
    D/E0,00Above P75
    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
    • 3438.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
    3438.TWOCanonical
    — · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.
    Relationship graph
    3438NVDAINTCAVGOSemiconductors
    This companyPeerSector

    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