Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
3339.TWO
STRONG SELLREMOVETekcore Co., Ltd · Technology · Taiwan · $97M · Avg Vol: $4M/d
Tekcore is a Taiwanese LED wafer manufacturer. It operates in a highly commoditized, cyclical industry with persistent oversupply from Chinese competitors, failing our quality and moat requirements.
COMPANY DESCRIPTION
Tekcore Co., Ltd. designs and manufactures high-brightness LED epitaxial wafers and chips, focusing on gallium nitride (GaN) technology. The company serves as a niche player in the optoelectronics market, targeting specialty applications such as automotive lighting, backlighting, and industrial displays. Its competitive position relies on proprietary chemical vapor deposition processes and customized product engineering.
FINANCIAL SUMMARY
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 19M | 16M | 20M | 26M | 10.5% |
| EPS | 0.06 | -0.01 | 0.01 | 0.01 | — | -47.9% |
| Shares | — | 52M | 52M | 67M | 67M | +28.9% |
| Debt | — | 9M | 9M | 306,165 | 7M | -8.1% |
| Equity | — | 19M | 20M | 30M | 22M | 4.6% |
| Op CF | — | 2M | 1M | 902,438 | -2M | -32.6% |
| Inv CF | — | 836,801 | 2M | -4M | -6M | — |
| Fin CF | — | -5,162 | -4,939 | -37,598 | 2M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 3339.TWO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 3339.TWO | Tekcore Co., Ltd(you) | $97M | 19 | STRONG SELL |
| 6552.TW | JMC Electronics Co., Ltd. | $92M | 16 | STRONG SELL |
| 6588.TWO | East Tender Optoelectronics Corporation | $124M | 16 | STRONG SELL |
| 6129.TWO | Princeton Technology Corporation | $96M | 27 | SELL |
| 6786.TWO | iSTART-TEK INC. | $89M | 31 | SELL |
| 3437.TW | Advanced Optoelectronic Technology Inc. | $110M | 31 | SELL |
| 3712.TW | FIT Holding Co., Ltd. | $143M | 9 | STRONG SELL |
| 3346.TW | Laster Tech Co., Ltd. | $82M | 34 | SELL |
| 6921.TW | LeRain Technology Co., Ltd. | $77M | 3 | STRONG SELL |
| 3438.TWO | Advanced Analog Technology, Inc. | $107M | 38 | HOLD |
Peer medians: ROE 7.5% · P/E 34.1x · Gross margin 24.0%