Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
6201.TW
HOLDREMOVEYa Horng Electronic Co., Ltd. · Consumer Cyclical · Taiwan · $136M · Avg Vol: $91K/d
Ya Horng is a low-margin consumer electronics OEM/ODM that lacks a durable economic moat or pricing power. It does not align with any of our high-conviction macro themes and fails the Terry Smith quality filter.
COMPANY DESCRIPTION
Ya Horng Electronic Co., Ltd. manufactures consumer electronics, audio equipment, and small household appliances. The company is a leading OEM/ODM manufacturer of high-fidelity vinyl turntables, supplying major global audio brands. It operates as a niche consumer electronics manufacturer with highly specialized electro-acoustic engineering capabilities.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 95.0M | 107.6M | 104.8M | 105.1M | 3.4% |
| EPS | 0.11 | 0.12 | 0.15 | 0.15 | — | 11.5% |
| Shares | — | 89.2M | 89.2M | 89.2M | 89.2M | 0.0% |
| Debt | — | 1.4M | 0.8M | 1.3M | 1.6M | 4.8% |
| Equity | — | 83.4M | 87.1M | 90.4M | 89.0M | 2.2% |
| Op CF | — | 9.6M | 24.9M | 15.6M | 10.1M | 1.7% |
| Inv CF | — | -4.5M | -11.4M | -10.5M | -67,490 | — |
| Fin CF | — | -10.8M | -9.8M | -11.6M | -12.1M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 6201.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 6201.TW | Ya Horng Electronic Co., Ltd.(you) | $136M | 52 | HOLD |
| 2491.TW | Fortune Oriental Company Limited | $114M | 54 | HOLD |
| 1611.TW | China Electric Mfg. Corporation | $137M | 40 | HOLD |
| 9935.TW | Ching Feng Home Fashions Co.,Ltd | $107M | 68 | BUY |
| 1614.TW | Taiwan Sanyo Electric Co.,Ltd. | $260M | 38 | HOLD |
| 1604.TW | Sampo Corporation | $273M | 34 | SELL |
| 6957.TW | HORIZON FIXTURE GROUP CO LTD | $329M | 36 | HOLD |
| 1558.TW | Zeng Hsing Industrial Co., Ltd. | $186M | 80 | BUY |
| 1810.TW | Hocheng Corporation | $204M | 23 | SELL |
| 4564.TW | Mosa Industrial Corporation | $116M | 6 | STRONG SELL |
Peer medians: ROE 7.3% · P/E 17.1x · Gross margin 23.0%