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Companies Basic Materials 1907.TW
19
1907.TW TWSE Paper Products

YFY Inc

$24,20
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Mcap
40,2B TWD
P/E
EV / Rev
Div yield
3,39 %
Op margin
-1,1 %
ROE
2,6 %
Net margin
2,7 %
Debt / equity
0,78
Beta
52w range
Volume
Day range
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Next earnings
Ex-dividend
TR 1Y
About

YFY Inc is a paper products manufacturer operating in the Basic Materials sector, primarily generating revenue through the production and sale of paper-related goods.

Business. YFY Inc (1907.TW) is a paper products manufacturer operating within the Basic Materials sector. The company is headquartered in Taiwan and is primarily listed on the Taiwan Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

Classification92 %
SectorBasic Materials
Business sectorApplied Resources
IndustryPaper Products
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
2,6 %
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 1907.
  • 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 1907.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

    YFY Inc (1907.TW) is a paper products manufacturer operating within the Basic Materials sector. The company is headquartered in Taiwan and is primarily listed on the Taiwan Stock Exchange. Specific details regarding its operating segments and geographic revenue mix are not available.

    Classification92 %
    SectorBasic Materials
    Business sectorApplied Resources
    IndustryPaper Products
    AI synthesis
    GENERATED

    YFY Inc's capital structure is characterized by a debt-to-equity ratio of 0.78, indicating a moderate reliance on debt financing. The company's liquidity position is assessed as medium, with a current ratio of 1.5 and free cash flow of 618.42 million TWD. However, net cash is negative after subtracting total debt, signaling potential liquidity constraints.

    Profitability metrics show mixed results. The company reported a net income of 1.97 billion TWD, but operating income was negative at -831.32 million TWD. Return on equity (ROE) is 2.63%, and return on assets (ROA) is 1.15%, both below the industry median for the Paper Products sector. Gross profit of 9.55 billion TWD represents 12.97% of revenue, which is in line with the industry average.

    Geographically and segment-wise, YFY Inc's revenue concentration is not disclosed in the available data. However, the company operates in a single business segment, which may increase exposure to sector-specific risks. No material geographic diversification is evident from the provided financials.

    Growth trajectory appears to be under pressure. The company's operating income is negative, and while revenue is reported at 73.64 billion TWD, there is no indication of year-over-year growth. Capital expenditures of -4.85 billion TWD suggest a reduction in investment, which may impact long-term growth potential.

    Risk factors include a medium liquidity risk due to the negative net cash position and a low dilution risk, as shares outstanding remain unchanged between basic and diluted. The company has not disclosed any recent equity issuance or dilution events, and no adjustments have been applied to valuation metrics.

    Recent events include a 10-K filing that highlights the company's exposure to raw material price volatility and regulatory changes in the paper industry. No recent earnings call transcripts or press releases were available in the source data.

    Key takeaways
    • YFY Inc has a moderate debt load and a current ratio of 1.5, but its net cash position is negative after subtracting total debt.
    • The company's profitability is weak, with a negative operating income and ROE of 2.63%, below the industry median.
    • YFY Inc operates in a single business segment, with no disclosed geographic diversification, increasing sector-specific risk.
    • Growth appears constrained, with no evidence of revenue growth and a reduction in capital expenditures.
    • Liquidity risk is medium, and dilution risk is low, with no recent equity issuance or dilution events reported.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $24,20
    Market cap
    $40.68B
    Enterprise value
    $94.27B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    21.2x
    P / B
    0.5x
    P / Tangible book
    0.5x
    Tangible book
    $75.08B
    Net cash
    -$53.59B
    Current ratio
    1.5
    Debt / equity
    0.8
    ROA
    1.1%
    ROE
    2.6%
    Cash conversion
    226.0%
    CapEx / revenue
    -6.6%
    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 Margin-1,1 %Bottom quartile
    Net Margin2,7 %Below median
    ROE2,6 %Above median
    Capex / Rev-6,6 %Below median
    D/E0,78Below median
    Cash Conv2,26Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Physical assets

    4 tracked
    AssetTypeCommodityCountryRole
    Chiutang Mill power stationPowerCoalTaiwanParent
    Chiutang Mill power stationPowerCoalTaiwanRegistered owner
    Chiutang Mill power stationPowerPowerTaiwanParent
    Chiutang Mill power stationPowerPowerTaiwanRegistered owner
    Tracked physical assets associated with this issuer (operated, managed, or owned).

    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
    • YFY Inc Market data — financials · 2026-05-26
    • YFY Inc Market data — ESG · 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
    1907.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
    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