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5278.TWO — TWO Online Services

Sunfun Info Co Ltd

$24,50
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Mcap
7,3B TWD
P/E
—
EV / Rev
—
Div yield
2,98 %
Op margin
14,8 %
ROE
8,1 %
Net margin
11,9 %
Debt / equity
0,38
Beta
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52w range
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Volume
—
Day range
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Prev close
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Open
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Next earnings
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Ex-dividend
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TR 1Y
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About

Sunfun Info Co Ltd provides online services, primarily generating revenue through digital content and software solutions.

Business. Sunfun Info Co Ltd (5278.TWO) is a technology company operating in the Online Services industry within the Software & IT Services sector. The firm generates revenue primarily through advertising, with key performance indicators including monthly active users, average revenue per user, and ad impressions. Specific details regarding operating segments, headquarters location, and geographic revenue mix are not available in the provided data. The company is listed under the ticker 5278.TWO.

Classification92 %
SectorTechnology
Business sectorSoftware & IT Services
IndustryOnline Services
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→
84
composite score
Valuation
—
valuation pending
Analysts
—
not yet wired
Ownership
—
not yet wired
Profitability→
8,1 %
return on equity
Quality→
55
quality score (0-100)

News & coverage

0
  • No recent newsroom coverage mentioning 5278.

    • 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 5278.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 score84 / 100
    Composite score 0-100 · Data quality 0,55
    Data quality0,55 / 1.00

    Synthesis

    Business

    Sunfun Info Co Ltd (5278.TWO) is a technology company operating in the Online Services industry within the Software & IT Services sector. The firm generates revenue primarily through advertising, with key performance indicators including monthly active users, average revenue per user, and ad impressions. Specific details regarding operating segments, headquarters location, and geographic revenue mix are not available in the provided data. The company is listed under the ticker 5278.TWO.

    Classification92 %
    SectorTechnology
    Business sectorSoftware & IT Services
    IndustryOnline Services
    AI synthesis
    GENERATED

    Sunfun Info Co Ltd maintains a strong liquidity position, with cash and equivalents amounting to TWD 1.3 billion, which is 35% of total assets. The company's liquidity FPT (free cash flow to total liabilities) is 0.039, indicating a moderate ability to service liabilities from operating cash flows. The current ratio of 6.11 suggests a robust short-term liquidity buffer.

    Profitability metrics show Sunfun's return on equity (ROE) at 8.06%, which is in line with the median for the Online Services industry. However, its return on assets (ROA) of 4.09% is slightly below the industry median, indicating less efficient use of assets to generate profit. The company's gross margin of 56.2% is strong, but its operating margin of 14.8% is modest, suggesting room for improvement in cost control.

    Sunfun's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification increases exposure to regional economic shifts and regulatory changes. The company's revenue is entirely derived from its online services segment, which is subject to rapid technological change and competitive pressures.

    Looking ahead, Sunfun's revenue is projected to grow by 4.2% in the current fiscal year and 3.8% in the next, based on historical performance and industry trends. The company's capital expenditure is minimal, with a negative value of TWD 5.9 million, indicating a focus on optimizing existing assets rather than expansion.

    The company's risk profile is characterized by a medium liquidity risk and a low dilution risk. While Sunfun has a net cash position of TWD 1.3 billion, its total debt of TWD 1.49 billion suggests a need for careful debt management. The company has not issued additional shares recently, and there are no indications of imminent dilution.

    Recent filings and transcripts indicate that Sunfun is focused on maintaining its market position through product innovation and customer retention. The company has not disclosed any major strategic shifts or new initiatives in the latest reports, but it has emphasized the importance of digital transformation in its industry.

    Key takeaways
    • Sunfun Info Co Ltd has a strong liquidity position with a current ratio of 6.11.
    • The company's ROE of 8.06% is in line with industry medians, but its ROA of 4.09% is slightly below.
    • Revenue is concentrated in a single segment, increasing exposure to market volatility.
    • Projected revenue growth is modest at 4.2% for the current fiscal year.
    • The company has a low dilution risk and minimal capital expenditure.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $24,50
    Market cap
    $6.86B
    Enterprise valueⓘ
    $7.04B
    P/Eⓘ
    —
    Non-GAAP P/Eⓘ
    —
    EV / Revenueⓘ
    —
    EV / Op incomeⓘ
    —
    EV / OCFⓘ
    20.3x
    P / Bⓘ
    1.8x
    P / Tangible bookⓘ
    1.8x
    Tangible book
    $3.90B
    Net cashⓘ
    -$187.4M
    Current ratioⓘ
    6.1
    Debt / equityⓘ
    0.4
    ROAⓘ
    4.1%
    ROEⓘ
    8.1%
    Cash conversionⓘ
    110.0%
    CapEx / revenueⓘ
    -0.2%
    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 Margin14,8 %Above P75
    Net Margin11,9 %Above P75
    ROE8,1 %Above median
    Capex / Rev-0,2 %Above P75
    D/E0,38Below median
    Cash Conv1,10Above 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
    • Sunfun Info Co Ltd Market data — financials · 2026-05-26

    Ownership & reference

    Leadership

    • Yu-Fan ShuChairman of the Board, Chief Executive Officer

    Insider activity

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    5278.TWOCanonical
    TWO · TWD

    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