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Companies Basic Materials 4741.TWO
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4741.TWO TPEx Specialty Chemicals

4741.Two

$58,20
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Mcap
P/E
EV / Rev
Div yield
2,15 %
Op margin
1,1 %
ROE
1,1 %
Net margin
2,1 %
Debt / equity
0,11
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

4741.TWO is a specialty chemicals company that produces and sells chemical products, primarily generating revenue through the sale of these products to industrial and commercial customers.

Business. 4741.TWO is a specialty chemicals company that produces and sells chemical products, primarily generating revenue through the sale of these products to industrial and commercial customers.

Classification92 %
SectorBasic Materials
Business sectorChemicals
IndustrySpecialty Chemicals
ActivityChemicals
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
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
1,1 %
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

0
  • No recent newsroom coverage mentioning 4741.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials · THIS SECTOR+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+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 4741.TWO. 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.

    • 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

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    4741.TWO is a specialty chemicals company that produces and sells chemical products, primarily generating revenue through the sale of these products to industrial and commercial customers.

    Classification92 %
    SectorBasic Materials
    Business sectorChemicals
    IndustrySpecialty Chemicals
    ActivityChemicals
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with a current ratio of 2.84, indicating that it has more than twice the current assets to cover its current liabilities. Its cash and equivalents amount to TWD 260.75 million, which is a significant portion of its total assets of TWD 11.15 billion. However, the company reported negative free cash flow of TWD -11.37 million, driven by capital expenditures of TWD -27.43 million, suggesting that it is investing in long-term growth.

    Profitability metrics show that the company is underperforming relative to typical industry benchmarks. Return on equity (ROE) is 1.11%, and return on assets (ROA) is 0.91%, both of which are below the median for the specialty chemicals industry. Operating income of TWD 5.54 million and net income of TWD 10.11 million indicate that the company is generating modest profits relative to its asset base.

    The company's revenue is concentrated in a single business segment, as no segmental breakdown is provided in the available data. There is no indication of geographic diversification, and the company's exposure to regional markets is not disclosed. This lack of segmental and geographic detail limits the ability to assess concentration risk.

    Looking ahead, the company's growth trajectory is uncertain. No specific revenue growth rates or outlooks are provided in the available data. However, the capital expenditures suggest a focus on long-term infrastructure or capacity expansion, which could support future revenue growth.

    The company's risk profile is relatively low, with no immediate liquidity or dilution flags detected. The debt-to-equity ratio is 0.11, indicating a conservative capital structure with minimal leverage. The company has not issued additional shares recently, and there is no indication of near-term dilution pressure.

    No recent filings or transcripts are available in the provided data to inform on strategic developments or operational changes. The company's financial performance and capital structure suggest a stable but low-growth business model.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 2.84 and TWD 260.75 million in cash and equivalents.
    • Profitability is weak, with ROE and ROA below industry norms at 1.11% and 0.91%, respectively.
    • The company is investing in capital expenditures, with TWD -27.43 million spent in the latest period, indicating a focus on long-term growth.
    • There is no immediate liquidity or dilution risk, with a low debt-to-equity ratio of 0.11 and no recent share issuance.
    • The company's business and geographic concentration is unclear due to the lack of segmental and geographic data.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $58,20
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $910.5M
    Net cash
    $163.3M
    Current ratio
    2.8
    Debt / equity
    0.1
    ROA
    0.9%
    ROE
    1.1%
    Cash conversion
    339.0%
    CapEx / revenue
    -5.7%
    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

    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

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin1,1 %Below median
    Net Margin2,1 %Below median
    ROE1,1 %Below median
    Capex / Rev-5,7 %Above median
    D/E0,11Above median
    Cash Conv3,39Above P75

    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
    • 4741.TWO Market data — financials · 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
    4741.TWOCanonical
    TPEx · USD

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    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