Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
4205.TWO
HOLDREMOVEGet insider-trade alertsChung Hwa Food Industrial Co., Ltd. · Consumer Defensive · Taiwan · $224M · Avg Vol: $82K/d
Chung Hwa Food is a highly profitable, high-quality Taiwanese tofu manufacturer (Q: 73). While it possesses a strong defensive moat in its local market, it has zero alignment with our 18-month macro themes and lacks a long global reinvestment runway.
COMPANY DESCRIPTION
Chung Hwa Food Industrial Co., Ltd. is Taiwan's leading producer of packaged tofu and dessert products, operating the dominant 'Zhonghua Tofu' brand. The company commands a near-monopoly market share in Taiwan's retail tofu sector. Its competitive moat is anchored by exceptional brand loyalty, automated cold-chain logistics, and highly efficient production facilities.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 57.8M | 61.4M | 63.5M | 64.6M | 3.7% |
| EPS | 0.11 | 0.11 | 0.11 | 0.13 | — | 5.8% |
| Shares | — | 97.6M | 97.6M | 97.6M | 97.6M | -0.0% |
| Debt | — | 2.9M | 3.9M | 3.1M | 3.4M | 5.4% |
| Equity | — | 59.3M | 61.9M | 65.9M | 73.1M | 7.2% |
| Op CF | — | 11.1M | 12.1M | 12.9M | 14.4M | 9.1% |
| Inv CF | — | -6.2M | -5.3M | -3.9M | -3.3M | — |
| Fin CF | — | -8.2M | -8.1M | -8.4M | -5.6M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 4205.TWO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 4205.TWO | Chung Hwa Food Industrial Co., Ltd.(you) | $224M | 50 | HOLD |
| 1225.TW | Formosa Oilseed Processing Co., Ltd. | $224M | 60 | HOLD |
| 1203.TW | Ve Wong Corporation | $317M | 68 | BUY |
| 1227.TW | Standard Foods Corporation | $829M | 50 | HOLD |
| 7791.TW | Lucky Royal Co., Ltd. | $154M | 30 | SELL |
| 1219.TW | Fwusow Industry Co., Ltd. | $133M | 33 | SELL |
| 1218.TW | Taisun Enterprise Co., Ltd. | $271M | 74 | BUY |
| 1702.TW | Namchow Holdings Co., Ltd. | $243M | 21 | SELL |
| 1264.TWO | Tehmag Foods Corporation | $311M | 75 | BUY |
| 1201.TW | Wei Chuan Foods Corporation | $194M | 13 | STRONG SELL |
Peer medians: ROE 8.3% · P/E 17.9x · Gross margin 29.1%