Handelsavisen
prelaunch
Companies ›Basic Materials ›7896.TWO
78
7896.TWO — TPEx Specialty Chemicals

7896.Two

$275,50
Open in Charts → Attach watcher ⌖
— —
TWD
Set alert
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
7,7B TWD
P/E
—
EV / Rev
—
Div yield
—
Op margin
8,1 %
ROE
9,0 %
Net margin
3,7 %
Debt / equity
0,90
Beta
—
52w range
—
Volume
—
Day range
—
Prev close
—
Open
—
Next earnings
—
Ex-dividend
—
TR 1Y
—
About

The company operates in the specialty chemicals industry, producing and distributing chemical products for industrial applications.

Business. The company operates in the specialty chemicals industry, producing and distributing chemical products for industrial applications.

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→
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

0
  • No recent newsroom coverage mentioning 7896.

    • 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 7896.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

    The company operates in the specialty chemicals industry, producing and distributing chemical products for industrial applications.

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

    The company maintains a debt-to-equity ratio of 0.9 and a current ratio of 2.15, indicating moderate liquidity and a balanced capital structure. With a market price of 277.5 and a price-to-earnings ratio of 72.36, the stock is trading at a premium relative to earnings. The company's return on equity of 9.05% and return on assets of 3.73% suggest moderate profitability compared to industry benchmarks.

    The company's operating income of 237,286,000 TWD and net income of 106,998,000 TWD reflect a gross margin of 21.3% and an operating margin of 8.14%, which are in line with industry norms. The company's free cash flow of 125,220,000 TWD and operating cash flow of 144,912,000 TWD indicate strong cash generation capabilities.

    The company's revenue of 2,913,640,000 TWD is concentrated in a single business segment, with no disclosed geographic diversification in the provided data. This lack of segment and geographic diversification may increase exposure to regional or sector-specific risks.

    The company's revenue growth trajectory is not explicitly provided, but the current financial snapshot suggests stable operations with a revenue of 2,913,640,000 TWD. The company's capital expenditure of -23,064,000 TWD indicates a reduction in investment in physical assets.

    The company faces moderate liquidity risk due to a debt-to-equity ratio of 0.9 and a negative net cash position after subtracting total debt. The risk assessment indicates low dilution potential, with shares outstanding remaining unchanged at 27,900,207 for both basic and diluted shares.

    No recent events or filings are explicitly mentioned in the provided data, but the company's financial snapshot suggests ongoing operations with a revenue of 2,913,640,000 TWD.

    Key takeaways
    • The company maintains a balanced capital structure with a debt-to-equity ratio of 0.9.
    • The company's return on equity of 9.05% indicates moderate profitability.
    • The company's free cash flow of 125,220,000 TWD demonstrates strong cash generation.
    • The company's revenue is concentrated in a single business segment, increasing exposure to sector-specific risks.
    • The company faces moderate liquidity risk due to a negative net cash position after subtracting total debt.
    • "margin_outlook_rationale": "The company's gross margin of 21.3% and operating margin of 8.14% suggest stable profitability, but no explicit outlook is provided.",

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $275,50
    Market cap
    $7.74B
    Enterprise valueⓘ
    $8.81B
    P/Eⓘ
    —
    Non-GAAP P/Eⓘ
    —
    EV / Revenueⓘ
    —
    EV / Op incomeⓘ
    —
    EV / OCFⓘ
    60.8x
    P / Bⓘ
    6.5x
    P / Tangible bookⓘ
    6.5x
    Tangible book
    $1.18B
    Net cashⓘ
    -$1.06B
    Current ratioⓘ
    2.1
    Debt / equityⓘ
    0.9
    ROAⓘ
    3.7%
    ROEⓘ
    9.0%
    Cash conversionⓘ
    135.0%
    CapEx / revenueⓘ
    -0.8%
    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

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

    Benchmarks vs cohort

    Op Margin8,1 %Above median
    Net Margin3,7 %Below median
    ROE9,0 %Above median
    Capex / Rev-0,8 %Above P75
    D/E0,90Bottom quartile
    Cash Conv1,35Above 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
    • 7896.TWO Market data — financials · 2026-05-27

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    7896.TWOCanonical
    TPEx · TWD

    Intel & risk

    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
    — 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