Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
2247.TW
SELLREMOVEPan German Universal Motors Ltd. · Consumer Cyclical · Taiwan · $598M · Avg Vol: $1M/d
Pan German Universal Motors distributes luxury vehicles (BMW/Porsche) in Taiwan. While it is a decent business, it is highly cyclical and does not benefit from our core structural macro themes over the next 18 months.
COMPANY DESCRIPTION
Pan German Universal Motors Ltd. is the exclusive distributor and dealer of BMW and MINI passenger cars in Taiwan, commanding a dominant position in the domestic luxury automotive market. The company operates a comprehensive network of flagship showrooms and highly profitable after-sales service centers across major Taiwanese cities. Its exclusive brand rights and high customer retention rates in the premium segment ensure resilient margins and strong cash flow generation.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 1.4B | 1.6B | 1.8B | 1.6B | 5.3% |
| EPS | 0.49 | 0.58 | 0.70 | 0.76 | — | 15.9% |
| Shares | — | 80.7M | 80.7M | 80.7M | 80.7M | 0.0% |
| Debt | — | 110.5M | 102.9M | 121.1M | 159.6M | 13.0% |
| Equity | — | 386.5M | 404.8M | 420.1M | 405.9M | 1.7% |
| Op CF | — | 165.9M | 88.9M | 16.9M | 81.6M | -21.1% |
| Inv CF | — | -63.3M | -68.8M | -92.6M | -71.8M | — |
| Fin CF | — | -42.4M | -50.3M | -37.6M | -18.7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 2247.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 2247.TW | Pan German Universal Motors Ltd.(you) | $598M | 30 | SELL |
| 2207.TW | Hotai Motor Co.,Ltd. | $8.5B | 40 | HOLD |
| 2101.TW | Nankang Rubber Tire Corp.,Ltd. | $730M | 30 | SELL |
| 9914.TW | Merida Industry Co., Ltd. | $693M | 32 | SELL |
| 2704.TW | The Ambassador Hotel,Ltd. | $534M | 25 | SELL |
| 2227.TW | Yulon Nissan Motor Co., Ltd | $467M | 26 | SELL |
| 9802.TW | Fulgent Sun International (Holding) Co., Ltd. | $481M | 35 | HOLD |
| 6768.TW | Sports Gear Co., Ltd. | $560M | 39 | HOLD |
| 2201.TW | Yulon Motor Company Ltd. | $927M | 26 | SELL |
| 9921.TW | Giant Manufacturing Co., Ltd. | $935M | 33 | SELL |
Peer medians: ROE 7.3% · P/E 17.1x · Gross margin 23.0%