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3473.TWO Communications & Networking

3473.Two

$94,70
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Mcap
P/E
EV / Rev
Div yield
0,00 %
Op margin
-14,0 %
ROE
-6,5 %
Net margin
-9,6 %
Debt / equity
0,17
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

3473.TWO is a communications and networking equipment company that generates revenue primarily through the sale of hardware and related services.

Business. 3473.TWO is a communications and networking equipment company that generates revenue primarily through the sale of hardware and related services.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustryCommunications & Networking
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
24
composite score
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
-6,5 %
return on equity
Quality
55
quality score (0-100)

News & coverage

0
  • No recent newsroom coverage mentioning 3473.
  • 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 3473.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 score24 / 100
    Composite score 0-100 · Data quality 0,55
    Data quality0,55 / 1.00

    Synthesis

    Business

    3473.TWO is a communications and networking equipment company that generates revenue primarily through the sale of hardware and related services.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustryCommunications & Networking
    AI synthesis
    GENERATED

    The company's capital structure is characterized by a debt-to-equity ratio of 0.17, indicating a relatively low level of leverage. However, its liquidity position is assessed as medium, with a current ratio of 3.54, suggesting the company has sufficient short-term assets to cover its liabilities, but with some room for improvement. The company's cash and equivalents amount to 79,927,000 TWD, while its long-term debt stands at 83,421,000 TWD, resulting in a net cash position that is negative after subtracting total debt.

    Profitability metrics show a challenging performance, with a return on equity of -6.47% and a return on assets of -4.85%, both significantly below the industry median for communications and networking equipment firms. The company reported a net loss of 32,132,000 TWD and an operating loss of 46,739,000 TWD, indicating a need for operational improvements to restore profitability.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification in the latest financial report. This lack of diversification may expose the company to higher risks if demand in its primary market fluctuates or if it faces supply chain disruptions.

    Looking ahead, the company's growth trajectory is uncertain, with no specific numeric deltas provided for the current or next fiscal year. The company's operating cash flow is negative at -117,120,000 TWD, and its free cash flow is also negative at -27,680,000 TWD, which may limit its ability to invest in growth opportunities or return value to shareholders.

    Risk factors include the company's negative net cash position and the potential for operational losses to continue, which could affect its ability to meet short-term obligations. The dilution risk is assessed as low, with no significant dilution expected in the near term, as the number of shares outstanding remains unchanged between basic and diluted shares.

    Recent events, as reflected in the latest financial filing, show a continued decline in profitability and liquidity, with the company reporting a net loss and negative cash flows from operations. No specific events such as new product launches or strategic partnerships are disclosed in the latest available data.

    Key takeaways
    • The company is operating at a net loss and has negative operating and free cash flows, indicating a need for cost control and revenue growth.
    • The debt-to-equity ratio is low, but the company's net cash position is negative after subtracting total debt, which could affect its liquidity.
    • The company's return on equity and return on assets are significantly below the industry median, suggesting poor capital efficiency.
    • The company's revenue is concentrated in a single segment, increasing its exposure to market-specific risks.
    • The company's growth trajectory is uncertain, with no specific numeric guidance provided for the current or next fiscal year.
    • The dilution risk is low, with no significant changes in the number of shares outstanding.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $94,70
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $496.9M
    Net cash
    -$3.5M
    Current ratio
    3.5
    Debt / equity
    0.2
    ROA
    -4.9%
    ROE
    -6.5%
    Cash conversion
    364.0%
    CapEx / revenue
    -9.0%
    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

    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 Margin-14,0 %Bottom quartile
    Net Margin-9,6 %Below median
    ROE-6,5 %Bottom quartile
    Capex / Rev-9,0 %Bottom quartile
    D/E0,17Above median
    Cash Conv3,64Best 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
    • 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
    • 3473.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
    3473.TWOCanonical
    — · USD

    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