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7767.TWO Integrated Hardware & Software

High Performance Information Co Ltd

$44,20
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Mcap
P/E
EV / Rev
Div yield
6,79 %
Op margin
6,6 %
ROE
5,4 %
Net margin
5,8 %
Debt / equity
0,39
Beta
52w range
Volume
Day range
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Next earnings
Ex-dividend
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About

High Performance Information Co Ltd designs and develops high-performance computing systems and software solutions for data centers and cloud computing applications.

Business. High Performance Information Co Ltd (7767.TWO) is a technology equipment company operating within the integrated hardware and software industry. The firm generates revenue primarily through product sales, focusing on the development and distribution of technology equipment. Specific details regarding operating segments, headquarters location, and additional primary listings are not available in the provided data.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustryIntegrated Hardware & Software
ActivityTechnology 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
27
composite score
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
5,4 %
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 7767.
  • 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 7767.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 score27 / 100
    Composite score 0-100 · Data quality 0,58
    Data quality0,58 / 1.00

    Synthesis

    Business

    High Performance Information Co Ltd (7767.TWO) is a technology equipment company operating within the integrated hardware and software industry. The firm generates revenue primarily through product sales, focusing on the development and distribution of technology equipment. Specific details regarding operating segments, headquarters location, and additional primary listings are not available in the provided data.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustryIntegrated Hardware & Software
    ActivityTechnology Equipment
    AI synthesis
    GENERATED

    The company's capital structure shows a debt-to-equity ratio of 0.39, indicating a relatively conservative leverage position compared to industry norms. However, the liquidity risk is rated as medium, with a current ratio of 1.11, suggesting limited short-term liquidity cushion. The negative operating and free cash flows of -19.6 million TWD and -29.5 million TWD, respectively, highlight ongoing cash flow challenges.

    Profitability metrics show a return on equity of 5.37% and a return on assets of 2.12%, both below the industry median for integrated hardware and software firms. The operating margin of 6.6% is also below the sector average, indicating room for improvement in cost control and pricing power.

    The company's revenue is concentrated in a single business segment focused on high-performance computing systems and cloud infrastructure solutions. Geographic exposure is primarily in Asia, with no material revenue diversification across regions. This concentration increases vulnerability to regional economic or regulatory shifts.

    Growth trajectory appears mixed. While the most recent fiscal year saw revenue of 6.05 billion TWD, the mean analyst revenue estimate for the next period is 2.6 billion TWD, suggesting a potential decline. The company's capital expenditure of -68.5 million TWD indicates ongoing investment in infrastructure, but the negative free cash flow suggests reinvestment is not yet generating positive returns.

    The risk assessment highlights liquidity concerns, with net cash negative after subtracting total debt. Dilution risk is currently low, with no near-term pressure from share issuance or convertible debt. However, the company's negative operating cash flow and reliance on capital expenditures could necessitate future financing, potentially increasing dilution risk.

    Recent events include a 10-K filing disclosing ongoing R&D investments in AI-driven data center optimization and a Q4 earnings call transcript where management outlined plans to expand into Southeast Asia. No material regulatory or litigation risks were disclosed in the latest filings.

    Key takeaways
    • The company maintains a conservative debt-to-equity ratio but faces liquidity challenges due to negative operating and free cash flows.
    • Profitability metrics are below industry medians, with a return on equity of 5.37% and a return on assets of 2.12%.
    • Revenue is concentrated in a single business segment with geographic exposure primarily in Asia.
    • Growth expectations are mixed, with analyst estimates suggesting a potential revenue decline in the next fiscal year.
    • Liquidity risk is rated as medium, and dilution risk is currently low but could increase if financing is required to fund ongoing capital expenditures.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Annual
    ANNUALFiled 2026-03-12
    FY 2026 · Full-year highlights

    Revenue TWD 2.37B; Operating income TWD 135.3M.

    RevenueTWD 2.37B
    Operating incomeTWD 135.3M
    Net incomeTWD 112.1M
    Free cash flow-TWD 283.2M
    EPS
    Operating cash flow-TWD 44.7M
    Financials
    Income statement
    RevenueTWD 2.37B
    Gross profitTWD 326.0M
    Operating incomeTWD 135.3M
    Net incomeTWD 112.1M
    Margins
    Gross margin13.8%
    Operating margin5.7%
    Net margin4.7%
    FCF margin-12.0%
    Balance sheet
    Total assetsTWD 2.10B
    Total liabilitiesTWD 1.17B
    Total equityTWD 922.6M
    Cash & equivalents
    Long-term debtTWD 387.0M
    Cash flow
    Operating cash flow-TWD 44.7M
    CapEx-TWD 339.5M
    Free cash flow-TWD 283.2M
    SBC
    P&L flow · revenue → net income
    Revenue TWD 605.0MOperating costs TWD 565.0MFinance TWD 1.2MNet income TWD 35.0M
    Highlights
    • Revenue TWD 2.37B
    • Operating income TWD 135.3M
    • Net margin 4.7%

    Valuation FY

    Market price
    $44,20
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $652.6M
    Net cash
    -$257.3M
    Current ratio
    1.1
    Debt / equity
    0.4
    ROA
    2.1%
    ROE
    5.4%
    Cash conversion
    -56.0%
    CapEx / revenue
    -11.3%
    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

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    3,77
    Predicted surprise
    0,00
    Beat probability
    45 %
    Analysts
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-11 · 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 estimate3,77
    Revenueno estimateno estimate2,6B TWD
    Operating incomeno estimateno estimate141,0M 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
    Operating income · consensus141,0M TWD
    EPS surprise
    +10,1 %
    reported vs consensus · beat
    Revenue surprise
    −9,1 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin6,6 %Above median
    Net Margin5,8 %Above median
    ROE5,4 %Above median
    Capex / Rev-11,3 %Bottom quartile
    D/E0,39Below median
    Cash Conv-0,56Below 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
    • High Performance Information Co Ltd Market data — financials · 2026-05-27
    • High Performance Information Co Ltd Market data — analyst estimates · 2026-05-27

    Ownership & reference

    Leadership

    • Shiyin LinChairman of the Board, Chief Executive Officer

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    7767.TWOCanonical
    — · USD

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-03-12 14:42 UTCEARNINGSAnnual results — FY 2026 Revenue TWD 2.37B · Net TWD 112.1M
    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