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1436.TW TWSE Real Estate Rental, Development & Operations

1436.Tw

$46,20
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Mcap
P/E
EV / Rev
Div yield
15,07 %
Op margin
37,0 %
ROE
15,0 %
Net margin
25,0 %
Debt / equity
2,03
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

1436.TW operates in the real estate rental, development, and operations sector, generating revenue primarily through property development and management.

Business. 1436.TW operates in the real estate rental, development, and operations sector, generating revenue primarily through property development and management.

Classification92 %
SectorReal Estate
IndustryReal Estate Rental, Development & Operations
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
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
15,0 %
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 1436.
  • 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 · THIS SECTOR−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 1436.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

    1436.TW operates in the real estate rental, development, and operations sector, generating revenue primarily through property development and management.

    Classification92 %
    SectorReal Estate
    IndustryReal Estate Rental, Development & Operations
    AI synthesis
    GENERATED

    The company maintains a debt-to-equity ratio of 2.03, indicating a relatively high leverage position. Its liquidity is assessed as medium, with a current ratio of 2.19, suggesting it can cover short-term obligations but with limited excess. The negative operating cash flow of -1.45 billion TWD and free cash flow of -331.41 million TWD highlight liquidity constraints, particularly when compared to the industry's typical cash flow generation.

    Profitability metrics show a return on equity (ROE) of 14.97% and a return on assets (ROA) of 4.49%, which are strong relative to the industry median for ROE but moderate for ROA. The company's operating income of 1.44 billion TWD and net income of 973.25 million TWD reflect solid performance, though the gross profit margin of 49.96% is in line with industry norms.

    The company's revenue is concentrated in its core real estate operations, with no disclosed geographic diversification or segment breakdown in the provided data. This lack of diversification may expose the company to regional market risks, particularly in the current economic climate.

    Looking ahead, the company is expected to maintain a stable revenue trajectory, with no significant growth or decline projected in the next fiscal year. The capital expenditure of -6.56 million TWD indicates minimal investment in new projects, which may limit future growth potential.

    The risk assessment highlights liquidity as a medium concern, with the company's net cash position being negative after accounting for total debt. The dilution risk is assessed as low, with no immediate pressure from share issuance or dilution events. The company's financial structure and operating cash flow suggest a need for careful monitoring of debt levels and liquidity management.

    Recent filings and transcripts do not indicate any major events or strategic shifts that would significantly impact the company's operations or financial performance. Analysts have provided a mean recommendation of 2.00, indicating a neutral stance, with one "buy" rating and no "strong buy" or "sell" ratings.

    Key takeaways
    • The company has a strong ROE of 14.97% but a moderate ROA of 4.49%.
    • The debt-to-equity ratio of 2.03 indicates a high leverage position.
    • The company's liquidity is medium, with a current ratio of 2.19.
    • The negative operating and free cash flows highlight liquidity constraints.
    • The company's revenue is concentrated in its core real estate operations.
    • Analysts have provided a neutral mean recommendation of 2.00.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $46,20
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $6.50B
    Net cash
    -$13.02B
    Current ratio
    2.2
    Debt / equity
    2.0
    ROA
    4.5%
    ROE
    15.0%
    Cash conversion
    -149.0%
    CapEx / revenue
    -0.2%
    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
    9,14
    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 2026-05-04 · 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 estimate9,14
    Revenueno estimateno estimate4,4B TWD
    Operating incomeno estimateno estimate2,5B TWD
    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 buy0
    Buy1
    Hold0
    Sell0
    Strong sell0
    Operating income · consensus2,5B TWD
    EPS surprise
    −47,7 %
    reported vs consensus · miss
    Revenue surprise
    −11,5 %
    reported vs consensus · miss

    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 Margin37,0 %Above median
    Net Margin25,0 %Above median
    ROE15,0 %Best in class
    Capex / Rev-0,2 %Above P75
    D/E2,03Bottom quartile
    Cash Conv-1,49Bottom quartile

    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
    • 1436.TW Market data — financials · 2026-05-26
    • Hua Yu Lien Development Co Ltd 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
    1436.TWCanonical
    TWSE · USD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    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
    2026-06-30 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