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1711.TW TWSE Unclassified

Everlight Chemical Industrial Corp

$50,70
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Mcap
27,8B TWD
P/E
EV / Rev
3,5x
Div yield
0,00 %
Op margin
2,4 %
ROE
3,1 %
Net margin
3,1 %
Debt / equity
0,36
Beta
52w range
Volume
Day range
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About

Everlight Chemical Industrial Corp operates in the chemicals industry within the materials sector, generating revenue through chemical manufacturing activities.

Business. Everlight Chemical Industrial Corp operates in the chemicals industry within the materials sector, generating revenue through chemical manufacturing activities.

Classification20 %
SectorUnclassified
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
3,1 %
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 1711.
  • 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+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 1711.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.

    • 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

    Everlight Chemical Industrial Corp operates in the chemicals industry within the materials sector, generating revenue through chemical manufacturing activities.

    Classification20 %
    SectorUnclassified
    AI synthesis
    GENERATED

    Everlight Chemical Industrial Corp maintains a conservative capital structure with a debt-to-equity ratio of 0.36 and a current ratio of 1.99, indicating adequate short-term liquidity coverage. The company holds TWD 74.8 million in cash and equivalents against TWD 2.95 billion in long-term debt, resulting in a negative net cash position. Despite this, operating cash flow remains positive at TWD 837.8 million, providing a buffer against the negative free cash flow of TWD -445.6 million driven by capital expenditures of TWD -793.9 million. The market capitalization stands at TWD 23.7 billion, reflecting a price-to-book ratio of 2.9.

    Profitability metrics indicate significant pressure, with the company reporting an operating loss of TWD -196.0 million and a net loss of TWD -117.2 million on revenue of TWD 7.57 billion. The gross profit of TWD 1.44 billion suggests a gross margin of approximately 19%, but operating leverage has turned negative. Return on equity is minimal at 3.07%, and return on assets stands at 1.96%, both indicating inefficient capital deployment relative to the asset base of TWD 12.8 billion. The high EV/EBITDA multiple of 133.78 reflects the depressed earnings base rather than premium growth expectations.

    Key takeaways
    • The company reports a net loss of TWD -117.2 million, driven by operating losses despite positive gross profits.
    • Liquidity is supported by a current ratio of 1.99, but net cash is negative due to TWD 2.95 billion in long-term debt.
    • Free cash flow is negative at TWD -445.6 million, primarily due to high capital expenditures of TWD -793.9 million.
    • Dilution risk is low with no difference between basic and diluted share counts.
    • Valuation multiples are elevated, with an EV/EBITDA of 133.78, reflecting depressed earnings.

    Bull / Bear case

    Generated · model-assisted
    BULL CASE · 5

    Free cash flow surged 804.3% year-over-year to TWD 757.6 million, demonstrating exceptional cash generation capability.

    Net income expanded 450.8% to TWD 473.0 million, signaling a robust recovery in profitability from prior periods.

    Cash conversion ratio of 3.4 ranks best-in-class, significantly outperforming the cohort median of 1.2.

    Operating income jumped 515.8% to TWD 552.8 million, highlighting strong operational leverage and margin expansion.

    Debt-to-equity ratio of 0.36 is below the cohort median of 0.4, indicating a conservative capital structure.

    BEAR CASE · 3

    The company faces a high credit risk flag, suggesting potential difficulties in meeting financial obligations.

    Net margin of 3.1% remains below the cohort median of 5.3%, reflecting weaker profitability than peers.

    Revenue growth CAGR of only 0.9% over four years indicates stagnant top-line expansion potential.

    In focus — financials by report

    Annual
    ANNUALFiled 2023-03-16
    FY 2023 · Full-year highlights

    Revenue TWD 8.89B, −3,4% YoY; Operating income −37,1% YoY.

    RevenueTWD 8.89B−3,4 % YoY
    Operating incomeTWD 347.9M−37,1 % YoY
    Net incomeTWD 374.4M−20,8 % YoY
    Free cash flowTWD 359.2M−52,6 % YoY
    EPS
    Operating cash flowTWD 853.2M+12,7 % YoY
    Financials
    Income statement
    RevenueTWD 8.89B
    Gross profitTWD 2.00B
    Operating incomeTWD 347.9M
    Net incomeTWD 374.4M
    Margins
    Gross margin22.4%
    Operating margin3.9%
    Net margin4.2%
    FCF margin4.0%
    Balance sheet
    Total assetsTWD 13.13B
    Total liabilitiesTWD 4.68B
    Total equityTWD 8.46B
    Cash & equivalentsTWD 92.6M
    Long-term debtTWD 3.03B
    Cash flow
    Operating cash flowTWD 853.2M
    CapEx-TWD 432.2M
    Free cash flowTWD 359.2M
    SBC
    P&L flow · revenue → net income
    Revenue TWD 7.57BOperating costs TWD 7.76BFinance TWD 72.0MNet income TWD 117.2M
    Highlights
    • Revenue TWD 8.89B, −3,4% YoY
    • Operating income −37,1% YoY
    • Net income −20,8% YoY
    • Free cash flow −52,6% YoY
    • Net margin 4.2%

    Valuation FY

    Market price
    $50,70
    Market cap
    $23.72B
    Enterprise value
    $26.59B
    P/E
    Non-GAAP P/E
    EV / Revenue
    3.5x
    EV / Op income
    EV / OCF
    31.2x
    P / B
    2.9x
    P / Tangible book
    2.9x
    Tangible book
    $8.18B
    Net cash
    -$2.87B
    Current ratio
    2.0
    Debt / equity
    0.4
    ROA
    2.0%
    ROE
    3.1%
    Cash conversion
    340.0%
    CapEx / revenue
    -5.3%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Performance Chemicals
    low · llm_fanout_v2
    Specialty Chemicals & Products
    low · llm_fanout_v2

    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 Margin2,4 %Below median
    Net Margin3,1 %Below median
    ROE3,1 %Below median
    Capex / Rev-5,3 %Below median
    D/E0,36Above median
    Cash Conv3,40Best in class

    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
    • Reference data
    How metrics are computed
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    • Market Cap
      market_price * shares_outstanding_diluted
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Price To Tangible Book
      market_price / (tangible_book_value / shares_outstanding_diluted)
    • Ev To Operating Income
      enterprise_value / operating_income
    Source documents
    • Everlight Chemical Industrial Corp Market data — financials · 2026-07-08

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    1711.TWCanonical
    TWSE · 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
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2023-03-16 12:12 UTCEARNINGSAnnual results — FY 2023 Revenue TWD 8.89B · Net TWD 374.4M
    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 · Reference data Premium coverage