Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
6464.TW
SELLREMOVETaiwan Optical Platform Co., Ltd. · Communication Services · Taiwan · $320M · Avg Vol: $146K/d
Taiwan Optical Platform is a legacy cable and telecom operator facing structural headwinds from cord-cutting and alternative digital media, with no clear macro tailwinds.
COMPANY DESCRIPTION
Taiwan Optical Platform Co., Ltd. provides cable television, broadband internet, and digital media services in Taiwan. The company is a dominant regional cable operator in central Taiwan, enjoying stable utility-like cash flows and high subscriber stickiness. It operates as a regional telecommunications and entertainment leader with a highly defensive business model and integrated fiber-optic network.
FINANCIAL SUMMARY
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 139M | 133M | 139M | 142M | 0.7% |
| EPS | 0.25 | 0.21 | 0.18 | 0.22 | — | -5.1% |
| Shares | — | 136M | 131M | 129M | 129M | -5.0% |
| Debt | — | 268M | 265M | 254M | 243M | -3.2% |
| Equity | — | 255M | 251M | 256M | 259M | 0.5% |
| Op CF | — | 41M | 44M | 41M | 42M | 0.8% |
| Inv CF | — | -4M | -13M | -21M | -18M | — |
| Fin CF | — | -60M | -21M | -40M | -29M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Communication Services, ranked by industry match, size, and score similarity. Cross-listings of 6464.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 6464.TW | Taiwan Optical Platform Co., Ltd.(you) | $320M | 31 | SELL |
| 6184.TW | Dafeng TV Ltd. | $223M | 46 | HOLD |
| 6596.TWO | Kuang Hong Arts Management Incorporation | $116M | 63 | HOLD |
| 7760.TW | Enjoy Warmth Co., Ltd. | $69M | 2 | STRONG SELL |
| 6625.TW | B'in Live Co., Ltd. | $136M | 78 | BUY |
| 8487.TW | ELTA Technology Co.,Ltd. | $68M | 78 | BUY |
| 3086.TWO | Wayi International Digital Entertainment Co., Ltd. | $267M | 35 | HOLD |
| 5278.TWO | Sunfun Info Co., Ltd. | $207M | 32 | SELL |
| 4994.TW | X-Legend Entertainment Co., Ltd. | $192M | 31 | SELL |
| 6163.TWO | HwaCom Systems Inc. | $249M | 16 | STRONG SELL |
Peer medians: ROE 10.8% · P/E 26.4x · Gross margin 36.7%