Taiwan Speciality Chemicals Corp
Taiwan Speciality Chemicals Corp is a semiconductor manufacturer that produces specialty chemicals used in the fabrication of integrated circuits.
Business. Taiwan Speciality Chemicals Corp (4772.TWO) is a semiconductor company headquartered in Taiwan. The firm operates within the Technology Equipment sector, focusing on the design and sale of semiconductor products. Specific details regarding its operating segments and geographic revenue mix are not available. The company is primarily listed under the ticker 4772.TWO.
Analyst recommendations
5 analysts · consensus BuyAt a glance
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- Peers
- EarningsQ2 2026 earnings (expected)2026-07-23 · estimated · Intel (INTC)
- EarningsQ2 2026 earnings (expected)2026-08-26 · estimated · NVIDIA (NVDA)
- EarningsQ3 2026 earnings (expected)2026-09-28 · estimated · Broadcom (AVGO)
- 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
Signals & dispatch
Composite-score breakdown
Synthesis
Taiwan Speciality Chemicals Corp (4772.TWO) is a semiconductor company headquartered in Taiwan. The firm operates within the Technology Equipment sector, focusing on the design and sale of semiconductor products. Specific details regarding its operating segments and geographic revenue mix are not available. The company is primarily listed under the ticker 4772.TWO.
The company maintains a strong liquidity position, with a current ratio of 4.3 and cash and equivalents of TWD 772.03 million. However, its net cash position is negative after subtracting total debt, indicating potential liquidity risk. The price-to-book ratio is 12.03, and the price-to-tangible-book ratio is also 12.03, suggesting a premium valuation relative to its book value.
Profitability metrics show a return on equity (ROE) of 16.67% and a return on assets (ROA) of 8.59%, both above the industry median for specialty chemical producers. The company's operating margin is 42.5%, and its net margin is 31.1%, indicating strong profitability relative to its peers.
The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification in the latest financial report. This lack of diversification may expose the company to regional economic or regulatory risks.
Outlook for the current fiscal year shows a projected revenue growth of 12.3% year-over-year, driven by increased demand for semiconductor materials in the AI and automotive sectors. Capital expenditures are expected to remain negative, indicating continued investment in production capacity.
The company faces moderate liquidity risk due to its high debt-to-equity ratio of 0.56 and a negative net cash position. Dilution risk is currently low, with no significant share issuance expected in the near term.
Recent filings and transcripts indicate that the company is expanding its production capacity to meet growing demand in the semiconductor industry. Analysts have a generally positive outlook, with a mean price target of TWD 373.33 and a median price target of TWD 350.00.
- The company has strong profitability metrics, with ROE of 16.67% and ROA of 8.59%.
- Liquidity is robust, with a current ratio of 4.3, but net cash is negative after subtracting total debt.
- Revenue is concentrated in a single business segment, increasing exposure to sector-specific risks.
- Analysts project a mean price target of TWD 373.33, indicating a positive outlook.
- Capital expenditures are expected to remain negative, signaling continued investment in production capacity.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Valuation
Revenue by segment
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Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 7,29 |
| Revenue | —no estimate | —no estimate | 3,8B TWD |
| Operating income | —no estimate | —no estimate | 1,6B TWD |
Options
Short squeeze
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Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- Net cash is negative after subtracting total debt.
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- Taiwan Speciality Chemicals Corp Market data — financials · 2026-05-26
- Taiwan Speciality Chemicals Corp Market data — analyst estimates · 2026-05-26