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4979.TWO TWO Communications & Networking

LuxNet Corp

$473,00
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Mcap
66,7B TWD
P/E
122,9x
EV / Rev
20,9x
Div yield
0,25 %
Op margin
15,5 %
ROE
4,6 %
Net margin
17,4 %
Debt / equity
0,00
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

LuxNet Corp designs and sells communications and networking equipment, generating revenue primarily through product sales and related services.

Business. LuxNet Corp (4979.TWO) is a technology company operating in the Communications & Networking industry within the Technology Equipment sector. The firm primarily engages in communications and networking activities, generating revenue through product sales. Specific details regarding operating segments, headquarters location, and additional exchange listings are not available in the provided data.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustryCommunications & Networking
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target250,00

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
250,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
62
composite score
Valuation
122,9x
P/E
Analysts
Buy
1 analysts · indicative
Ownership
not yet wired
Profitability
4,6 %
return on equity
Quality
58
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 4979.
  • 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 4979.TWO. 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.

    • 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 0,58
    Data quality0,58 / 1.00

    Synthesis

    Business

    LuxNet Corp (4979.TWO) is a technology company operating in the Communications & Networking industry within the Technology Equipment sector. The firm primarily engages in communications and networking activities, generating revenue through product sales. Specific details regarding operating segments, headquarters location, and additional exchange listings are not available in the provided data.

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

    LuxNet Corp maintains a strong liquidity position with $1.57 billion in cash and equivalents, representing 43% of total assets, and no long-term debt, resulting in a debt-to-equity ratio of 0.0. The company's current ratio of 4.89 indicates robust short-term liquidity, supported by a free cash flow of $155.83 million and operating cash flow of $289.72 million.

    Profitability metrics show a return on equity (ROE) of 4.58% and return on assets (ROA) of 3.83%, both below the industry median for Communications & Networking firms. Gross margin of 19.81% (158.77 million / 801.27 million revenue) is in line with sector norms, but operating margin of 15.45% (123.85 million / 801.27 million revenue) suggests moderate efficiency in cost control.

    The company operates as a single business segment, with all revenue derived from the Communications & Networking industry. Geographic exposure is not disclosed in the provided data, but revenue concentration in a single segment increases operational risk if demand for networking equipment declines.

    Outlook for the current fiscal year shows no significant revenue growth, with historical revenue of $801.27 million and no disclosed growth trajectory. Analysts have assigned a mean price target of 250.00 TWD, significantly below the current market price of 680.00 TWD, indicating a bearish sentiment.

    Risk assessment identifies low liquidity and dilution risk, with no filing-based flags detected. The absence of long-term debt and high cash reserves mitigate financial risk. However, the price-to-earnings ratio of 687.99 and price-to-book ratio of 31.48 suggest the stock is overvalued relative to fundamentals.

    Recent events include a lack of strong buy recommendations from analysts, with only one "buy" rating and no "strong buy" ratings. The mean recommendation of 2.00 (on a 1-5 scale) reflects a cautious outlook, with no significant earnings surprises or capital structure changes reported in the latest filings.

    Key takeaways
    • LuxNet Corp has a strong liquidity position with no long-term debt and $1.57 billion in cash and equivalents.
    • Profitability metrics (ROE 4.58%, ROA 3.83%) are below industry medians, indicating room for improvement in returns.
    • The company operates as a single segment, increasing exposure to demand fluctuations in the Communications & Networking industry.
    • Analysts are bearish, with a mean price target of 250.00 TWD versus a current market price of 680.00 TWD.
    • The stock is overvalued based on price-to-earnings (687.99) and price-to-book (31.48) ratios.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 3

    Revenue grew at a 50% CAGR over four years, demonstrating strong top-line expansion momentum.

    Net income surged 43.3% year-over-year in FY2026, indicating accelerating profitability trends.

    Cash conversion ratio of 2.08 significantly outperforms the cohort median of 0.76.

    BEAR CASE · 2

    Long-term debt increased to 724.5 million TWD in FY2026 from zero in FY2024.

    Return on equity of 4.58% remains modest despite significant revenue growth and margin expansion.

    In focus — financials by report

    Quarterly
    Annual
    QUARTERLYFiled 2026-05-12
    Q1 2026 · Quarter highlights

    Revenue TWD 1.19B, +11,9% YoY; Operating income +27,2% YoY.

    RevenueTWD 1.19B+11,9 % YoY
    Operating incomeTWD 250.8M+27,2 % YoY
    Net incomeTWD 229.7M+7,6 % YoY
    Free cash flowTWD 196.6M+338,9 % YoY
    EPS
    Operating cash flowTWD 296.0M+108,5 % YoY
    Financials
    Income statement
    RevenueTWD 1.19B
    Gross profitTWD 303.4M
    Operating incomeTWD 250.8M
    Net incomeTWD 229.7M
    Margins
    Gross margin25.4%
    Operating margin21.0%
    Net margin19.2%
    FCF margin16.5%
    Balance sheet
    Total assetsTWD 5.83B
    Total liabilitiesTWD 1.70B
    Total equityTWD 4.13B
    Cash & equivalentsTWD 1.86B
    Long-term debtTWD 500.7M
    Cash flow
    Operating cash flowTWD 296.0M
    CapEx-TWD 55.0M
    Free cash flowTWD 196.6M
    SBC
    P&L flow · revenue → net income
    Revenue TWD 1.19BOperating costs TWD 942.7MTax TWD 21.1MNet income TWD 229.7M
    Highlights
    • Revenue TWD 1.19B, +11,9% YoY
    • Operating income +27,2% YoY
    • Net income +7,6% YoY
    • Free cash flow +338,9% YoY
    • Net margin 19.2%

    Valuation TTM

    Market price
    $473,00
    Market cap
    $95.92B
    Enterprise value
    $94.35B
    P/E
    122.9x
    Non-GAAP P/E
    EV / Revenue
    20.9x
    EV / Op income
    118.6x
    EV / OCF
    325.7x
    P / B
    31.5x
    P / Tangible book
    31.5x
    Tangible book
    $3.05B
    Net cash
    $1.57B
    Current ratio
    4.9
    Debt / equity
    0.0
    ROA
    3.8%
    ROE
    4.6%
    Cash conversion
    208.0%
    CapEx / revenue
    -0.3%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Networking Equipment
    low · llm_fanout_v2
    Routing & Switching Equipment
    low · llm_fanout_v2

    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
    7,22
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    1
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-25 · 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 estimate7,22
    Revenueno estimateno estimate6,4B TWD
    Operating incomeno estimateno estimate1,2B TWD
    Full-year consensus mean (period as reported by source) · consensus in TWD. 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
    Recommendation distribution1 analysts
    Strong buy0
    Buy1
    Hold0
    Sell0
    Strong sell0
    12-month price target$250,00 · Median $250,00
    Low $250,00High $250,00
    Operating income · consensus1,2B TWD
    EPS surprise
    −26,5 %
    reported vs consensus · miss
    Revenue surprise
    −31,4 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$250,00
    Mean$250,00
    Median$250,00
    High$250,00
    Spot$473,00
    −47.1 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin15,5 %Above P75
    Net Margin17,4 %Best in class
    ROE4,6 %Above median
    Capex / Rev-0,3 %Above P75
    D/E0,00Above P75
    Cash Conv2,08Above 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
    • 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
    • LuxNet Corp Market data — financials · 2026-05-26
    • LuxNet Corp Market data — analyst estimates · 2026-05-26
    • LuxNet Corp Market data — ESG · 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
    4979.TWOCanonical
    TWO · TWD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-05-12 15:31 UTCEARNINGSQuarterly results — Q1 2026 Revenue TWD 1.19B · Net TWD 229.7M
    2026-03-24 14:39 UTCEARNINGSQuarterly results — Q4 2025 Revenue TWD 1.15B · Net TWD 238.5M
    2026-03-24 14:39 UTCEARNINGSAnnual results — FY 2026 Revenue TWD 4.38B · Net TWD 764.2M
    2025-11-06 15:13 UTCEARNINGSQuarterly results — Q3 2025 Revenue TWD 1.08B · Net TWD 217.7M
    2025-08-07 15:01 UTCEARNINGSQuarterly results — Q2 2025 Revenue TWD 1.09B · Net TWD 94.6M
    2025-05-08 15:48 UTCEARNINGSQuarterly results — Q1 2025 Revenue TWD 1.07B · Net TWD 213.4M
    2025-03-13 16:04 UTCEARNINGSQuarterly results — Q4 2024 Revenue TWD 1.05B · Net TWD 151.9M
    2025-03-13 16:04 UTCEARNINGSAnnual results — FY 2025 Revenue TWD 3.45B · Net TWD 533.3M
    2024-11-07 15:39 UTCEARNINGSQuarterly results — Q3 2024 Revenue TWD 945.6M · Net TWD 137.9M
    2024-08-08 16:02 UTCEARNINGSQuarterly results — Q2 2024 Revenue TWD 801.3M · Net TWD 139.4M
    2024-03-08 15:46 UTCEARNINGSAnnual results — FY 2024 Revenue TWD 2.96B · Net TWD 442.4M
    2023-03-16 15:45 UTCEARNINGSAnnual results — FY 2023 Revenue TWD 1.32B · Net TWD 270.8M
    2022-03-17 14:49 UTCEARNINGSAnnual results — FY 2022 Revenue TWD 866.0M · Net TWD -285.0M
    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