Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
7786.TW
SELLDong Fang Offshore Co., Ltd. · Industrials · Taiwan · $688M · Avg Vol: $1M/d
COMPANY DESCRIPTION
Dong Fang Offshore Co., Ltd. is the leading marine contractor in Taiwan specializing in offshore wind farm construction, logistics, and maintenance services. The company operates a modern fleet of specialized vessels, including commissioning service operation vessels (CSOVs) and anchor handling tug supply (AHTS) vessels. Its competitive moat is secured by its local maritime expertise, high-barrier asset ownership, and long-term contracts with global wind developers.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 82.7M | 155.0M | 214.1M | 328.5M | 58.4% | 348.0M | 332.5M | 419.5M | 13.0% |
| EPS | 0.71 | 0.14 | 0.22 | 0.25 | 0.32 | -18.3% | 0.34 | 0.27 | 0.43 | 16.1% |
| Shares | — | 156.6M | 156.6M | 156.6M | 175.4M | +12.0% | 175.4M | — | — | — |
| Debt | — | 65.3M | 62.3M | 49.0M | 86.7M | 9.9% | 104.6M | — | — | — |
| Equity | — | 68.8M | 112.8M | 162.6M | 308.7M | 65.0% | — | — | — | — |
| Op CF | — | 19.5M | 39.0M | 57.5M | 68.4M | 52.0% | 79.8M | — | — | — |
| Inv CF | — | -67.2M | -11.4M | -42.2M | -185.4M | — | — | — | — | — |
| Fin CF | — | 50.7M | 8.7M | -6.0M | 116.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 7786.TW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 7786.TW | Dong Fang Offshore Co., Ltd.(you) | $688M | 26 | SELL |
| 5607.TW | Farglory Free Trade Zone Investment Holding Co., Ltd. | $584M | 57 | HOLD |
| 6183.TW | Trade-Van Information Services Co. | $419M | 80 | STRONG BUY |
| 6146.TWO | Sporton International Inc. | $608M | 94 | STRONG BUY |
| 2515.TW | BES Engineering Corporation | $654M | 29 | SELL |
| 2520.TW | Kindom Development Co., Ltd. | $631M | 30 | SELL |
| 8481.TW | Transart Graphics Co., Ltd. | $86M | 93 | STRONG BUY |
| 1609.TW | Ta Ya Electric Wire & Cable Co., Ltd. | $868M | 21 | SELL |
| 2464.TW | Mirle Automation Corporation | $1.0B | 28 | SELL |
| 2233.TW | TURVO International Co., Ltd. | $405M | 25 | SELL |
Peer medians: ROE 8.6% · P/E 21.3x · Gross margin 23.3%