Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
2108.TW
Strong BuyFull HouseFLAGNANTEX Industry Co., Ltd. · Basic Materials · Taiwan · $474M · Avg Vol: $923K/d
The company passes the quantitative eligibility test with all legs above 60; however, there is no in-house regulatory signal or clear catalyst to override the absence of management conviction evidence.
COMPANY DESCRIPTION
NANTEX Industry Co., Ltd. is a Taiwanese manufacturer specializing in synthetic rubber and latex products, primarily Styrene Butadiene Rubber (SBR) latex, used in various industrial applications such as paper coating, textiles, and construction. The company's competitive moat is built on its specialized chemical engineering expertise, consistent product quality, and established relationships with industrial clients across Asia. It serves as a key supplier of essential chemical intermediates.
FINANCIAL SUMMARY (TWD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|
| Revenue | 11.7B | 8.9B | 11.4B | 9.5B | -6.5% | 10.7B |
| EPS (TWD) | 2.42 | 1.45 | 1.14 | 0.83 | -30.0% | 1.77 |
| Shares | 492.4M | 492.4M | 492.4M | 492.4M | 0.0% | 492.4M |
| Debt | 315.6M | 414.7M | 318.6M | 243.4M | -8.3% | 309.0M |
| Equity | 14.4B | 14.1B | 14.8B | 14.4B | 0.0% | — |
| Op CF | 313.7M | 1.3B | 845.6M | 1.5B | 67.2% | 1.8B |
| Inv CF | -776.0M | 629.1M | 1.4B | -1.7B | — | — |
| Fin CF | -3.3B | -1.1B | -680.1M | -157.9M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of 2108.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 2108.TW | NANTEX Industry Co., Ltd.(you) | $474M | 96 | Strong Buy |
| 1726.TW | Yung Chi Paint & Varnish Mfg.Co.,Ltd | $397M | 95 | Strong Buy |
| 6509.TWO | Taiwan Hopax Chemicals Manufacturing Co., Ltd. | $290M | 94 | Strong Buy |
| 2107.TW | Formosan Rubber Group Inc. | $258M | 95 | Strong Buy |
| 3388.TWO | Topco Technologies Corp. | $226M | 90 | Strong Buy |
| 4766.TW | Nan Pao Resins Chemical Co., Ltd. | $1.3B | 89 | Strong Buy |
| 1725.TW | Yuan Jen Enterprises Co.,Ltd. | $183M | 85 | Strong Buy |
| 6585.TW | DingZing Advanced Materials Inc. | $261M | 76 | Buy |
| 2103.TW | TSRC Corporation | $736M | 71 | Buy |
| 6151.TWO | Ginar Technology Co.,Ltd. | $63M | 93 | Strong Buy |
Peer medians: ROE 6.1% · P/E 17.3x · Gross margin 14.5%