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5251.TWO TWO Communications & Networking

5251.Two

$27,00
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1D5D1M3M6MYTD1Y5YMax
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Mcap
910,8M TWD
P/E
EV / Rev
Div yield
0,00 %
Op margin
-4,0 %
ROE
0,2 %
Net margin
0,3 %
Debt / equity
0,03
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company designs and manufactures communications equipment, primarily serving the technology sector through the production of networking and electronic instruments.

Business. The company designs and manufactures communications equipment, primarily serving the technology sector through the production of networking and electronic instruments.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustryCommunications & Networking
ActivityCommunications 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
50
composite score
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
0,2 %
return on equity
Quality
55
quality score (0-100)

News & coverage

0
  • No recent newsroom coverage mentioning 5251.
  • 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 5251.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 score50 / 100
    Composite score 0-100 · Data quality 0,55
    Data quality0,55 / 1.00

    Synthesis

    Business

    The company designs and manufactures communications equipment, primarily serving the technology sector through the production of networking and electronic instruments.

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

    The company maintains a strong liquidity position, with cash and equivalents amounting to TWD 203,671,000, which is 42.97% of total assets. The current ratio of 6.48 indicates a robust ability to meet short-term obligations. The price-to-book ratio of 2.32 suggests the market values the company at a moderate premium to its book value. However, the price-to-earnings ratio of 923.04 is extremely high, reflecting either a speculative market view or a very low earnings base.

    Profitability metrics are weak, with a net income of TWD 1,005,000 and a return on equity of 0.25%. The operating loss of TWD 12,290,000 indicates significant operational challenges. The company's return on assets of 0.21% is far below typical industry benchmarks, suggesting underutilization of assets or poor cost control.

    The company operates as a single business segment, with no disclosed geographic revenue breakdown. This lack of diversification may expose the company to regional economic or regulatory risks. The absence of segment or geographic data limits the ability to assess exposure to specific markets or product lines.

    The company's revenue for the latest period was TWD 305,379,000, with a gross profit of TWD 121,055,000. The operating cash flow is negative at TWD -13,930,000, and free cash flow is TWD 5,675,000. The capital expenditure of TWD -3,539,000 suggests some investment in long-term assets, but the overall cash flow position remains constrained.

    The risk assessment indicates low liquidity and dilution risk, with no immediate filing-based flags detected. The debt-to-equity ratio of 0.03 is very low, suggesting minimal leverage. However, the high price-to-earnings ratio and weak profitability metrics may signal underlying financial instability or market overvaluation.

    Recent filings and transcripts do not indicate any major events or strategic shifts. The company appears to be in a holding pattern, with limited guidance on future growth or operational improvements. The absence of recent strategic announcements or significant financial developments suggests a lack of momentum.

    Key takeaways
    • The company has a strong liquidity position with a high current ratio and significant cash reserves.
    • Profitability is weak, with a net income of TWD 1,005,000 and a return on equity of 0.25%.
    • The company operates as a single segment with no geographic diversification, increasing exposure to regional risks.
    • The price-to-earnings ratio is extremely high, indicating potential overvaluation or speculative market sentiment.
    • The company has low debt and no immediate liquidity or dilution risks, but operational performance is a concern.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $27,00
    Market cap
    $927.7M
    Enterprise value
    $734.1M
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    2.3x
    P / Tangible book
    2.3x
    Tangible book
    $400.6M
    Net cash
    $193.5M
    Current ratio
    6.5
    Debt / equity
    0.0
    ROA
    0.2%
    ROE
    0.2%
    Cash conversion
    -1386.0%
    CapEx / revenue
    -1.2%
    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-4,0 %Below median
    Net Margin0,3 %Below median
    ROE0,2 %Below median
    Capex / Rev-1,2 %Above median
    D/E0,03Above median
    Cash Conv-13,86Bottom quartile

    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
    • 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)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • 5251.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
    5251.TWOCanonical
    TWO · TWD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    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