5222.TW
Fallen FavouriteTranscom, Inc. · Technology · Taiwan · $281M cap · $647K/day traded
TWD 82.40 -1.7% · close 12 Nov · scored 13 Nov
Fallen Favourite: A good business, still expensive, and its momentum is weak.
As of 13 Nov 2026, the MoatMap Score for Transcom, Inc. (5222.TW) is 35/100, ranked against 25,000+ stocks in 38 markets (Quality 51, Value 31, Momentum 44, each scored against its sector).
Does the score work? Each tenth of the ranking, tracked monthly. See the record →
ABOUT TRANSCOM, INC.
Read
Transcom, Inc. designs and manufactures GaAs/GaN microwave integrated circuits (MMICs) and solid-state power amplifiers (SSPAs). The company serves as a critical supplier to Taiwan's defense industry and global aerospace sectors, requiring stringent military-grade certifications. It is a niche semiconductor manufacturer specializing in high-frequency, high-power RF components for defense and satellite communications.
FINANCIAL SUMMARY (TWD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | 1.0B | 1.3B | 1.3B | 954.3M | -2.7% | 876.5M |
| EPS (TWD) | 3.04 | 2.79 | 4.86 | 4.40 | 2.51 | -4.6% | 1.74 |
| Shares | — | 82.1M | 82.0M | 90.0M | 90.9M | +10.8% | 100.2M |
| Debt | — | 155.0M | 133.8M | 201.9M | 253.5M | 17.8% | 316.1M |
| Equity | — | 2.0B | 2.3B | 2.5B | 2.5B | 7.5% | — |
| Op CF | — | 223.5M | 453.2M | 554.8M | 305.3M | 11.0% | 335.3M |
| Inv CF | — | -597.2M | 318.1M | -859.6M | -275.0M | — | — |
| Fin CF | — | -228.3M | -205.4M | -253.2M | -298.9M | — | — |
Made a new 52-week low 4 trading days ago, 41% below its 52-week high. The fall has not stopped yet.
Calmer than 53% of stocks we rank over the past year (volatility 41% a year).
How this is worked out
The Price check reads only the chart, the price side of the Momentum score in words; it is not the MoatMap Score.
- Still falling (this stock): It set a new 52-week low in the last two weeks, after a deep fall.
- Finding a floor: It fell hard, but has set no new low for more than two weeks.
- Turning up: It has climbed off its low and is back above a rising 50-day average.
- In an uptrend: It is near its 52-week high and above its 200-day average.
- No clear trend: None of the above: no recent deep fall and no steady climb.
- No read yet: Not enough price history yet: it needs a year of trading.
In past US falls, waiting for Turning up cut the chance of another 20% drop from 42% to 33%. Returns were no better, and 33% of turns failed.
The exact rules
Still falling is a new 52-week low in the last two weeks, at least 25% below the high, with the low set after the high. Finding a floor is the same fall with no new low in the last two weeks. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average, with the 50-day average above the 200-day, and within 15% of the high. No clear trend is everything else. No read yet is under 252 trading days of history, or missing data. A new state shows once it has held for three trading days.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn (the Turning up rule above) cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: how much the price moved day to day over the past year, scaled to a yearly figure (annualised volatility) and ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of 5222.TW are excluded.
| Ticker | Company | Mkt Cap | Score |
|---|---|---|---|
| 5222.TW | Transcom, Inc.(you) | $281M | 35 |
| 6658.TW | SynPower Co., Ltd. | $224M | 29 |
| 6937.TW | Skytech Inc. | $550M | 34 |
| 2369.TW | Lingsen Precision Industries, Ltd. | $331M | 22 |
| 6533.TW | Andes Technology Corporation | $451M | 26 |
| 5443.TWO | Gallant Precision Machining Co., Ltd. | $492M | 44 |
| 2338.TW | Taiwan Mask Corporation | $459M | 25 |
| 6425.TWO | Easy Field Corporation | $114M | 32 |
| 4760.TWO | Ample Electronic Technology Co.,Ltd. | $327M | 57 |
| 6640.TWO | Gallant Micro. Machining Co., LTD. | $816M | 32 |
Peer medians: ROE 10.7% · P/E 19.6x · Gross margin 25.9%
Company Deep Dive
A 10,000-word report: the business and its segments, what management promised on earnings calls and whether it delivered, the competition, and how things could turn out.