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5284.TW — TAI Electronic Equipment & Parts

JPP Holding Company Ltd

$358,50
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Mcap
19,0B TWD
P/E
—
EV / Rev
—
Div yield
0,43 %
Op margin
21,0 %
ROE
16,7 %
Net margin
16,6 %
Debt / equity
0,41
Beta
—
52w range
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Volume
—
Day range
—
Prev close
—
Open
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Next earnings
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Ex-dividend
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TR 1Y
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About

JPP Holding Company Ltd is a manufacturer of electronic equipment and parts, primarily serving the technology sector through the production and distribution of electronic components.

Business. JPP Holding Company Ltd (5284.TW) is a technology equipment firm operating within the electronic equipment and parts industry. The company generates revenue through the sale of products, though specific operating segments and geographic breakdowns are not disclosed. It is primarily listed under the ticker 5284.TW. Headquarters location details are not provided in the available data.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustryElectronic Equipment & Parts
ActivityTechnology Equipment
Generated · model-assisted
Sell-side consensus
BUY2 analysts
2 buy0 hold0 sell
Avg 12m price target—

Analyst recommendations

2 analysts · consensus Buy
Buy2
Hold0
Sell0
12-month price target
—
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score→
58
composite score
Valuation
—
valuation pending
Analysts→
Buy
2 analysts · indicative
Ownership
—
not yet wired
Profitability→
16,7 %
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 5284.

    • 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 5284.TW. 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 score58 / 100
    Composite score 0-100 · Data quality 0,58
    Data quality0,58 / 1.00

    Synthesis

    Business

    JPP Holding Company Ltd (5284.TW) is a technology equipment firm operating within the electronic equipment and parts industry. The company generates revenue through the sale of products, though specific operating segments and geographic breakdowns are not disclosed. It is primarily listed under the ticker 5284.TW. Headquarters location details are not provided in the available data.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustryElectronic Equipment & Parts
    ActivityTechnology Equipment
    AI synthesis
    GENERATED

    JPP Holding Company Ltd maintains a capital structure with a debt-to-equity ratio of 0.41, indicating a relatively conservative leverage position. The company's liquidity is assessed as medium, with a current ratio of 1.31, suggesting it can cover its short-term obligations but with limited buffer. The price-to-book ratio of 5.75 and price-to-tangible-book ratio of 5.75 indicate that the market is valuing the company's equity at a premium relative to its book value.

    Profitability metrics show a return on equity (ROE) of 16.72% and a return on assets (ROA) of 8.33%, both of which are strong indicators of efficient capital use and asset management. The company's operating margin, calculated as operating income of 782.19 million TWD on revenue of 3.73 billion TWD, is 20.97%, which is a key performance indicator for the industry. These figures suggest that JPP is performing well in terms of profitability compared to industry standards.

    Geographically, JPP's revenue is concentrated in a single region, with no disclosed breakdown of revenue by geographic segment. The company operates in a single business segment, which is electronic equipment and parts, and does not report separate financials for different product lines or geographic regions. This lack of diversification could pose a concentration risk if demand in the primary market declines.

    Looking ahead, JPP is expected to see a 36.7% increase in revenue in the current fiscal year, based on analyst estimates of 16.47 TWD per share compared to the actual 12.05 TWD per share. The company's capital expenditure of -441.15 million TWD indicates a reduction in investment in physical assets, which may signal a shift in strategic focus or a response to market conditions.

    Risk factors for JPP include a liquidity risk due to negative net cash after subtracting total debt, which could limit the company's ability to fund operations without external financing. The dilution risk is assessed as low, with no significant changes in shares outstanding between basic and diluted shares. No recent events such as major filings or earnings transcripts have been disclosed that would significantly alter the company's risk profile.

    Key takeaways
    • JPP Holding Company Ltd has a strong ROE of 16.72% and ROA of 8.33%, indicating efficient use of capital and assets.
    • The company's debt-to-equity ratio of 0.41 suggests a conservative capital structure with limited leverage.
    • Analysts expect a 36.7% increase in EPS, reflecting positive sentiment about the company's earnings potential.
    • The company's liquidity is rated as medium, with a current ratio of 1.31, indicating it can cover short-term obligations but with limited buffer.
    • JPP's business is concentrated in a single segment and region, which could increase exposure to market-specific risks.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $358,50
    Market cap
    $21.26B
    Enterprise valueⓘ
    $22.80B
    P/Eⓘ
    —
    Non-GAAP P/Eⓘ
    —
    EV / Revenueⓘ
    —
    EV / Op incomeⓘ
    —
    EV / OCFⓘ
    89.2x
    P / Bⓘ
    5.8x
    P / Tangible bookⓘ
    5.8x
    Tangible book
    $3.70B
    Net cashⓘ
    -$1.53B
    Current ratioⓘ
    1.3
    Debt / equityⓘ
    0.4
    ROAⓘ
    8.3%
    ROEⓘ
    16.7%
    Cash conversionⓘ
    41.0%
    CapEx / revenueⓘ
    -11.8%
    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
    16,47
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    2
    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
    EPS—no estimate—no estimate16,47
    Revenue—no estimate—no estimate5,1B TWD
    Operating income—no estimate—no estimate1,1B 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 distribution2 analysts
    Strong buy1
    Buy1
    Hold0
    Sell0
    Strong sell0
    Operating income · consensus1,1B TWD
    EPS surprise
    −26,8 %
    reported vs consensus · miss
    Revenue surprise
    −26,6 %
    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 Margin21,0 %Best in class
    Net Margin16,6 %Best in class
    ROE16,7 %Best in class
    Capex / Rev-11,8 %Below median
    D/E0,41Below median
    Cash Conv0,41Below 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
    • JPP Holding Company Ltd Market data — financials · 2026-05-26
    • JPP Holding Company Ltd Market data — analyst estimates · 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
    5284.TWCanonical
    TAI · TWD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full 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)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    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