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1231.TW

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Lian Hwa Foods Corporation · Consumer Defensive · Taiwan · $816M · Avg Vol: $960K/d

13
StockRank
Q
45
V
19
M
30
P/E (TTM)
22.9x
ROE
18.4%
D/E
0.8x
Dividend %
1.7%
Director Trades · 180d
None in 180d →
Buybacks · 180d
None in 180d →
AI CONVICTION THESIS

A food manufacturer facing margin compression from rising raw agricultural commodity prices and global shipping costs, with no pricing power to offset these pressures.

COMPANY DESCRIPTION

Lian Hwa Foods Corporation is a leading Taiwanese snack food and convenience food manufacturer, famous for its proprietary snack brands and fresh food supply to major convenience store chains. The company's competitive advantage lies in its strategic partnership as a primary fresh food supplier to 7-Eleven Taiwan, ensuring high-volume, recurring revenue. Its strong brand portfolio and automated production facilities support stable operating margins.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGR
Revenue—338.3M340.8M383.2M404.1M6.1%
EPS0.090.090.100.12—12.1%
Shares—271.3M271.3M271.3M298.5M+10.0%
Debt—103.4M147.5M164.9M168.9M17.8%
Equity—161.8M180.9M205.4M227.7M12.1%
Op CF—24.4M45.4M28.3M26.8M3.2%
Inv CF—-35.4M-56.8M-38.5M-20.7M—
Fin CF—10.9M29.0M2.3M-10.6M—
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PRICE (1Y)+1.9%
2.662.692.732.762.80May 15Jun 5Jun 26
SMA 50SMA 200
Close
$2.74
RSI (14)
40.8
52W High
$4.43
From 52W High
0.6%

SCORE BREAKDOWN

Quality
45
ROIC
13.2%66.1
ROE
18.4%79.3
GP/Assets
18.3%28.6
Op. Margin
9.5%59.8
FCF/Assets
1.3%24.8
Piotroski
411.0
Int. Cover
25.3x62.8
D/E Ratio
0.77x30.6
Current Ratio
1.42x44.3
Value
19
P/E (TTM)
22.9x30.3
EV/EBITDA
19.9x15.0
P/FCF
132.4x5.4
P/B
3.4x19.1
P/S
2.0x25.7
Div Yield
1.7%22.4
Momentum
30
52W High %
62%25.2
RS 6M
-70%10.9
SMA 50/200
0.88x19.2
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
140%91.3

FUNDAMENTALS

Market Cap
$816M
P/E (Forward)
—
Gross Margin
20.9%

SECTOR PEERS

Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 1231.TW are excluded.

TickerCompanyMkt CapStockRankSignal
1231.TWLian Hwa Foods Corporation(you)$816M13STRONG SELL
7780.TWDaiken Biomedical Co., Ltd.$453M8STRONG SELL
1201.TWWei Chuan Foods Corporation$194M13STRONG SELL
1215.TWCharoen Pokphand Enterprise (Taiwan) Co., Ltd.$1.1B37HOLD
4128.TWOMicrobio Co., Ltd.$286M3STRONG SELL
1702.TWNamchow Holdings Co., Ltd.$243M21SELL
1217.TWAGV Products Corporation$152M14STRONG SELL
1227.TWStandard Foods Corporation$829M50HOLD
1271.TWOSunWay Biotech Co., LTD.$115M14STRONG SELL
1210.TWGreat Wall Enterprise Co., Ltd.$1.5B45HOLD

Peer medians: ROE 8.3% · P/E 17.7x · Gross margin 30.4%

Lian Hwa Foods Corporation (1231.TW) — Stock Score Summary

Lian Hwa Foods Corporation (1231.TW) has a MoatMap StockRank of 13/100 based on Quality (45/100), Value (19/100), and Momentum (30/100) factor scores. The current signal is STRONG SELL. A food manufacturer facing margin compression from rising raw agricultural commodity prices and global shipping costs, with no pricing power to offset these pressures.

Lian Hwa Foods Corporation is a leading Taiwanese snack food and convenience food manufacturer, famous for its proprietary snack brands and fresh food supply to major convenience store chains. The company's competitive advantage lies in its strategic partnership as a primary fresh food supplier to 7-Eleven Taiwan, ensuring high-volume, recurring revenue. Its strong brand portfolio and automated production facilities support stable operating margins.

Key Financial Metrics

Price$2.74
Market Cap$816M
P/E (TTM)22.86
Price/Book3.44
Return on Equity18.4%
Return on Invested Capital13.2%
Debt/Equity77.46
Gross Margin20.9%
Operating Margin9.5%
Revenue Growth7.1%
Dividend Yield1.7%
Free Cash Flow$6M

Lian Hwa Foods Corporation operates in the Packaged Foods industry, part of the Consumer Defensive sector (Taiwan).

Frequently Asked Questions

What is Lian Hwa Foods Corporation’s (1231.TW) StockRank?
MoatMap’s StockRank for Lian Hwa Foods Corporation (1231.TW) is 13/100, with a Strong Sell signal. It is a composite of Quality (45), Value (19), and Momentum (30) factor ranks across MoatMap’s 20,000+ stock universe.
Does Lian Hwa Foods Corporation have an economic moat?
Lian Hwa Foods Corporation (1231.TW) has a Quality factor score of 45/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Lian Hwa Foods Corporation a buy, hold, or sell?
MoatMap’s current signal for Lian Hwa Foods Corporation (1231.TW) is Strong Sell, based on a StockRank of 13/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Lian Hwa Foods Corporation in?
Lian Hwa Foods Corporation (1231.TW) operates in the Consumer Defensive sector, specifically the Packaged Foods industry (Taiwan).
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