Tehmag Foods

TWO:1264 Taiwan Packaged Foods
Market Cap
$316.92 Million
NT$10.49 Billion TWD
Market Cap Rank
#14503 Global
#495 in Taiwan
Share Price
NT$283.00
Change (1 day)
+0.35%
52-Week Range
NT$277.50 - NT$324.50
All Time High
NT$337.50
About

Tehmag Foods Corporation operates in the baking industry in Taiwan. The company offers bread products, including margarine flour sheets, flours, flour milling products, instant yeasts, bread improvers, luctor/custido/carlex sprays, bread mixes, flavor powders and series, bread fillings, bread decorations, and sugars; dairy products, such as milk products, beurre, fléchard sas, cheese, non-dairy w… Read more

Tehmag Foods (1264) - Net Assets

Latest net assets as of September 2025: NT$4.21 Billion TWD

Based on the latest financial reports, Tehmag Foods (1264) has net assets worth NT$4.21 Billion TWD as of September 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (NT$5.61 Billion) and total liabilities (NT$1.40 Billion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets NT$4.21 Billion
% of Total Assets 75.12%
Annual Growth Rate 7.17%
5-Year Change 34.74%
10-Year Change N/A
Growth Volatility 1.58

Tehmag Foods - Net Assets Trend (2015–2024)

This chart illustrates how Tehmag Foods's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Tehmag Foods (2015–2024)

The table below shows the annual net assets of Tehmag Foods from 2015 to 2024.

Year Net Assets Change
2024-12-31 NT$4.26 Billion +10.17%
2023-12-31 NT$3.87 Billion +6.17%
2022-12-31 NT$3.64 Billion +7.95%
2021-12-31 NT$3.37 Billion +6.72%
2020-12-31 NT$3.16 Billion +9.12%
2019-12-31 NT$2.90 Billion +5.60%
2018-12-31 NT$2.74 Billion +6.38%
2017-12-31 NT$2.58 Billion +7.56%
2016-12-31 NT$2.40 Billion +5.02%
2015-12-31 NT$2.28 Billion --

Equity Component Analysis

This analysis shows how different components contribute to Tehmag Foods's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 89.9% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (December 2024)

Component Amount Percentage
Retained Earnings NT$1.77 Billion 51.39%
Other Components NT$1.68 Billion 48.61%
Total Equity NT$3.45 Billion 100.00%

Tehmag Foods Competitors by Market Cap

The table below lists competitors of Tehmag Foods ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Tehmag Foods's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2023 to 2024, total equity changed from 3,151,008,000 to 3,452,966,000, a change of 301,958,000 (9.6%).
  • Net income of 761,405,000 contributed positively to equity growth.
  • Dividend payments of 518,733,000 reduced retained earnings.
  • Other factors increased equity by 59,286,000.

Equity Change Factors (2023 to 2024)

Factor Impact Contribution
Net Income NT$761.40 Million +22.05%
Dividends Paid NT$518.73 Million -15.02%
Other Changes NT$59.29 Million +1.72%
Total Change NT$- 9.58%

Book Value vs Market Value Analysis

This analysis compares Tehmag Foods's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 3.04x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has decreased from 4.36x to 3.04x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2017-12-31 NT$64.89 NT$283.00 x
2018-12-31 NT$67.63 NT$283.00 x
2019-12-31 NT$70.08 NT$283.00 x
2020-12-31 NT$68.08 NT$283.00 x
2021-12-31 NT$72.94 NT$283.00 x
2022-12-31 NT$79.04 NT$283.00 x
2023-12-31 NT$84.88 NT$283.00 x
2024-12-31 NT$93.19 NT$283.00 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Tehmag Foods utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 22.05%
  • The company demonstrates strong efficiency in generating profits from shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 11.19%
  • • Asset Turnover: 1.21x
  • • Equity Multiplier: 1.62x
  • Recent ROE (22.05%) is above the historical average (21.08%), indicating improving capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2015 20.16% 10.26% 1.32x 1.49x NT$201.17 Million
2016 21.74% 11.74% 1.30x 1.42x NT$240.62 Million
2017 20.66% 12.29% 1.19x 1.41x NT$233.04 Million
2018 19.62% 11.30% 1.21x 1.44x NT$219.15 Million
2019 20.01% 11.59% 1.16x 1.49x NT$236.43 Million
2020 21.33% 12.32% 1.09x 1.59x NT$286.34 Million
2021 22.15% 12.12% 1.16x 1.57x NT$329.03 Million
2022 21.58% 11.86% 1.13x 1.60x NT$339.75 Million
2023 21.45% 11.57% 1.22x 1.52x NT$360.66 Million
2024 22.05% 11.19% 1.21x 1.62x NT$416.11 Million

Industry Comparison

This section compares Tehmag Foods's net assets metrics with peer companies in the Packaged Foods industry.

Industry Context

  • Industry: Packaged Foods
  • Average net assets among peers: $16,781,260,000
  • Average return on equity (ROE) among peers: 7.03%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Tehmag Foods (1264) NT$4.21 Billion 20.16% 0.33x $221.83 Million
Wei Chuan Foods Corp (1201) $4.90 Billion 10.75% 1.13x $126.06 Million
Ve Wong Corp (1203) $5.17 Billion 5.16% 0.62x $76.18 Million
Great Wall Enterprise Co Ltd (1210) $20.18 Billion 10.20% 0.88x $873.30 Million
Charoen Pokphand Enterprise Taiwan Co Ltd (1215) $2.23 Billion 0.00% 1.05x $847.97 Million
Uni-President Enterprises Corp (1216) $119.00 Billion 7.94% 1.70x $9.88 Billion
AGV Products Corp (1217) $3.66 Billion 4.18% 1.11x $116.99 Million
Taisun Enterprise Co Ltd (1218) $3.41 Billion 3.63% 1.28x $108.34 Million
Fwusow Industry Co Ltd (1219) $4.01 Billion 13.76% 0.64x $99.99 Million
Tai Roun Products Co Ltd (1220) $2.67 Billion 7.78% 0.30x $37.76 Million
Formosa Oilseed Processing Co Ltd (1225) $2.59 Billion 6.93% 1.56x $52.18 Million