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5222.TW TWSE Semiconductors

Transcom Inc

$112,50
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Mcap
10,2B TWD
P/E
EV / Rev
Div yield
1,90 %
Op margin
25,7 %
ROE
9,0 %
Net margin
23,6 %
Debt / equity
0,10
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Transcom Inc is a semiconductor company that designs and develops integrated circuits, primarily serving the technology equipment sector.

Business. Transcom Inc (5222.TW) is a semiconductor company listed on the Taiwan Stock Exchange. The firm operates within the Technology Equipment sector, focusing on semiconductor activities. Specific details regarding its operating segments, headquarters location, and geographic revenue mix are not available in the provided data. Consequently, the company is described at the industry level as a participant in the semiconductor product-sale market.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustrySemiconductors
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target190,00

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
190,00
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
1 analysts · indicative
Ownership
not yet wired
Profitability
9,0 %
return on equity
Quality
not yet scored

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

3
  • MARKETSIFIC Bank holds 49th AGM in Dhaka2026-07-01
  • MARKETSIFIC Bank partners with Transcom Electronics to offer client discounts2026-06-25
  • NEWSU.S. State Department Did Not Seek TRANSCOM Aid for Evacuating Civilians from Middle East Amid Iran War2026-05-28
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology · THIS SECTOR+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 5222.TW. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Peers
    • EarningsQ2 2026 earnings (expected)2026-08-26 · estimated · NVIDIA (NVDA)
    • EarningsQ3 2026 earnings (expected)2026-09-28 · estimated · Broadcom (AVGO)
    • EarningsQ3 2026 earnings (expected)2026-10-22 · estimated · Intel (INTC)
    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    Briefing · model-assisted

    Transcom Inc (5222.TW) is currently undergoing its first formal analysis, meaning there is no prior basis for computing material changes or deltas in its financial profile. Consequently, no specific operational shifts, earnings surprises, or strategic pivots can be identified from recent data streams, as the MATERIAL_CHANGES log is empty and no WATCHER_SIGNALS have been triggered. The company’s current visibility in the market is minimal, characterized by a complete absence of analyst coverage, index membership, and disclosed top holders. With zero officers listed in the current dataset, the corporate governance structure remains opaque in this snapshot, limiting the ability to assess leadership-driven strategic direction or institutional interest. Activity surrounding the ticker has been sporadic and low-volume over the recent 30-day window. Dispatches were recorded only on June 25, 2026, and July 1, 2026, with no further mentions through mid-July. The lack of sentiment data associated with these sparse dispatches further underscores the limited market attention or news flow regarding Transcom Inc during this period. Given the lack of historical data for comparison and the absence of active analyst estimates or financial disclosures in the current view, the significance of any potential future changes cannot yet be contextualized. Investors and observers should note that this baseline analysis serves as an initial entry point, with future updates required to establish trends in performance, valuation, or market perception.

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Transcom Inc (5222.TW) is a semiconductor company listed on the Taiwan Stock Exchange. The firm operates within the Technology Equipment sector, focusing on semiconductor activities. Specific details regarding its operating segments, headquarters location, and geographic revenue mix are not available in the provided data. Consequently, the company is described at the industry level as a participant in the semiconductor product-sale market.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustrySemiconductors
    AI synthesis
    GENERATED

    Transcom Inc maintains a strong capital structure with a debt-to-equity ratio of 0.1, indicating a low reliance on debt financing. The company's liquidity position is characterized as medium, with a current ratio of 2.88, suggesting it can cover its short-term obligations but has limited cash reserves. However, the company's free cash flow is negative at -207.24 million TWD, which may signal reinvestment in operations or capital expenditures.

    In terms of profitability, Transcom Inc reports a return on equity (ROE) of 9.02% and a return on assets (ROA) of 7.58%, both of which are positive but should be compared to industry benchmarks to assess relative performance. The company's gross profit margin is 52.33%, and its operating margin is 25.68%, indicating efficient cost management and strong operational performance.

    Geographically, Transcom Inc's revenue is concentrated in a single segment, with no disclosed geographic breakdown. This lack of diversification may expose the company to regional economic fluctuations. The company's revenue for the latest period is 954.33 million TWD, and its growth trajectory is expected to remain stable, with no significant changes in revenue forecasted for the next fiscal year.

    The company's risk assessment indicates a medium liquidity risk and a low dilution risk. The key flag of negative net cash after subtracting total debt suggests potential liquidity constraints. Analysts have provided a strong buy recommendation, with a mean price target of 190.00 TWD, indicating positive sentiment towards the stock.

    Recent events, including filings and transcripts, have not been disclosed in the provided data. However, the company's financial performance and analyst recommendations suggest a favorable outlook for the near term.

    Transcom Inc (5222.TW) is currently undergoing its first formal analysis, meaning there is no prior basis for computing material changes or deltas in its financial profile. Consequently, no specific operational shifts, earnings surprises, or strategic pivots can be identified from recent data streams, as the MATERIAL_CHANGES log is empty and no WATCHER_SIGNALS have been triggered. The company’s current visibility in the market is minimal, characterized by a complete absence of analyst coverage, index membership, and disclosed top holders. With zero officers listed in the current dataset, the corporate governance structure remains opaque in this snapshot, limiting the ability to assess leadership-driven strategic direction or institutional interest. Activity surrounding the ticker has been sporadic and low-volume over the recent 30-day window. Dispatches were recorded only on June 25, 2026, and July 1, 2026, with no further mentions through mid-July. The lack of sentiment data associated with these sparse dispatches further underscores the limited market attention or news flow regarding Transcom Inc during this period. Given the lack of historical data for comparison and the absence of active analyst estimates or financial disclosures in the current view, the significance of any potential future changes cannot yet be contextualized. Investors and observers should note that this baseline analysis serves as an initial entry point, with future updates required to establish trends in performance, valuation, or market perception.

    Key takeaways
    • Transcom Inc has a strong capital structure with a low debt-to-equity ratio.
    • The company's profitability metrics, including ROE and ROA, are positive but should be benchmarked against industry standards.
    • The company's revenue is concentrated in a single segment, which may increase exposure to regional economic risks.
    • Analysts have provided a strong buy recommendation with a mean price target of 190.00 TWD.
    • The company's liquidity position is medium, and it has a low dilution risk.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $112,50
    Market cap
    $11.37B
    Enterprise value
    $11.62B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    38.1x
    P / B
    4.6x
    P / Tangible book
    4.6x
    Tangible book
    $2.49B
    Net cash
    -$253.0M
    Current ratio
    2.9
    Debt / equity
    0.1
    ROA
    7.6%
    ROE
    9.0%
    Cash conversion
    136.0%
    CapEx / revenue
    -19.5%
    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
    4,71
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    1
    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
    EPSno estimateno estimate4,71
    Revenueno estimateno estimateno estimate
    Operating incomeno estimateno estimateno estimate
    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 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy1
    Buy0
    Hold0
    Sell0
    Strong sell0
    12-month price target$190,00 · Median $190,00
    Low $190,00High $190,00
    EPS surprise
    −46,9 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$190,00
    Mean$190,00
    Median$190,00
    High$190,00
    Spot$112,50
    +68.9 %implied to mean12-month sell-side price targets · ▲ spot

    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 Margin25,7 %Best in class
    Net Margin23,6 %Best in class
    ROE9,0 %Above P75
    Capex / Rev-19,5 %Bottom quartile
    D/E0,10Above median
    Cash Conv1,36Above 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
    • Transcom Inc Market data — financials · 2026-05-26
    • Transcom Inc 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
    5222.TWCanonical
    TWSE · 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.
    Relationship graph
    5222NVDAINTCAVGOSemiconductors
    This companyPeerSector

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    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 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage