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1815

富喬 Electronic Components As of 2026-06-17 Updated daily after market close

strong quality, fair valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 富喬 to your watchlist to track signal changes on your next visit.
Valuation 27Quality 79Growth 84Momentum 54Chips 55

Is 富喬 a buy? Fundamentals and valuation first

  • Top-tier profitability.Operating margin beats ~85% of the market. Latest quarterly ROE ≈ 3.5%.

  • Valuation is neutral.PE is in the 75th market percentile; within its own history, PE is around the 81th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 1.0% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 49.9%, above the 20% growth threshold.

  • Signals are active now.On the latest data, signals such as Revenue YoY ≥ 20% are active — see the historical forward returns after each occurrence below.

Chip flow

Bearish -0.55
BearishNeutralBullish

Distribution to retail — bearish

  • Distribution to retail — bearish
  • 第一金-大稻埕 holds 1,772 lots
  • sellers have 8,666 lots left, ~65 sessions to clear

Window from 2026-01-17 · Price -12% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 第一金-大稻埕 has accumulated 1,772 lots since the start (sold 0%), holding.
  • Main distributor 富邦-新店 peaked at 16,580 lots, has sold 40%, 9,947 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders -6.89pp, mid holders -6, retail +6.93pp — drifting down to retail.
  • Foreign hedge-desk net short Net short -31,781 lots (inferred from branch profile, mostly hedging — not necessarily bearish, not case-confirmed).
Branch inventory reconstruction
Accumulating holders Branches that accumulated shares during the window and still hold positive inventory; they are the absorbing side.
Distributing sellers Branches that built inventory earlier and have been selling it down; the remaining number estimates what has not cleared.
Net-short desks Trading-desk branches with negative inventory or net selling, often hedge, offsetting, or short-term flow. It is not automatically a bearish view.
Accumulating
第一金-大稻埕法銀巴黎群益金鼎-彰化兆豐-南京永豐金-匯立台新-台南
Distributing
富邦-新店宏遠證券花旗環球華南永昌兆豐證券國泰證券
Desks
own scale
美商高盛國票-安和台新-台北美林
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 第一金-大稻埕 +1,772
    sold 0%
  • 法銀巴黎 +1,476
    sold 0%
  • 群益金鼎-彰化 +1,309
    sold 0%· still adding
  • 兆豐-南京 +1,277
    sold 0%· still adding
  • 永豐金-匯立 +1,000
    sold 0%
  • 台新-台南 +893
    sold 0%· still adding

Distributing

  • 富邦-新店 9,947 left
    sold 40%· paused recently
  • 宏遠證券 3,580 left
    sold 57%· ~54 sessions to clear
  • 花旗環球 4,911 left
    sold 37%· paused recently
  • 華南永昌 1,534 left
    sold 78%· ~30 sessions to clear
  • 兆豐證券 2,703 left
    sold 60%· paused recently
  • 國泰證券 2,395 left
    sold 37%· paused recently

Desks

  • 美商高盛 -10,533
    hedge desk · will cover
  • 國票-安和 -7,924
    unclassified
  • 台新-台北 -7,402
    unclassified
  • 美林 -6,915
    hedge desk · will cover
Still selling 8,666 lots ~65 sessions to bottom at most
Recent buy/sell force +4,391 absorbed / -3,363 sold buyers slightly ahead
Hedge-desk net short -26,219 lots potential cover-buying, not selling pressure
TDCC big holders · absolute-holding cross-check
>1000-lot holder share Retail (<400 lots) share Price (right axis)

Weak direction: big-holder share fell while retail share rose.

Describes chip flow, not investment advice. Branch data discloses only high-volume branches with ~1-day lag; TDCC is weekly. Inventory is a relative reconstruction from the window start, not absolute holdings.

Historical evidence

Signals active now

These signals are true on the latest data, with this stock's own historical forward-return stats after each occurrence.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 49.9%

Monthly revenue YoY ≥ 20%; event date is the first trading day after the filing deadline (no look-ahead).

87 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 53.2%, Sample 77, Median +1.21%, Excess +2.66%, Beat mkt rate 48.1%；60-day: Win 62.7%, Sample 75, Median +8.18%, Excess +6.14%, Beat mkt rate 57.3%；120-day: Win 59.5%, Sample 74, Median +11.84%, Excess +13.98%, Beat mkt rate 51.4%

120 days after: historical avg +22.53%

20-day +4.87%
60-day +11.49%
120-day +22.53%
20-day
60-day
120-day
Win
53.2%
62.7%
59.5%
Sample
77
75
74
Median
+1.21%
+8.18%
+11.84%
Excess
+2.66%
+6.14%
+13.98%
Beat mkt rate
48.1%
57.3%
51.4%

Over 74 occurrences, 120-day forward avg gained 22.53%, beat the market by 13.98 pts; win rate 59.5%.

Valuation regime and subsequent returns

Each day's PE is converted to its own-history percentile (as of that day), then we look at adjusted-close returns over the next 240 trading days by valuation regime.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 158+173.8% +150.8% 80.4% +128%
20-40 318+38.4% +29.4% 92.5% +19.6%
40-60 257+17.3% +18.6% 67.3% +5.9%
60-80 465+72% +6.2% 55.1% +42.5%
80-100 You are here346+148.3% +4.5% 59.2% +81.2%

Percentiles use an expanding own-history window (no look-ahead); forward return is 240 trading days on adjusted close. Sample days overlap; distribution is indicative only.

Current PE ≈ 48.72, at the 81.3th percentile of its own history (80-100 band).

Valuation × momentum historical grid

Every day in its own history is bucketed by valuation tercile (own-history PE) and 60-day momentum sign into six cells; we show adjusted-close returns over the next 120 trading days per cell.

Valuation
Momentum
Cheap (own-history bottom 1/3)
Mid
Expensive (own-history top 1/3)
60-day momentum up
+11.8%
Win rate 67.7% Excess +3.8%
161d
+6.6%
Win rate 68.4% Excess +1.6%
247d
+54.4%
Win rate 61.3% Excess +26.5%
400d
60-day momentum down
+14.6%
Win rate 75.2% Excess +9.3%
218d
+8.7%
Win rate 64% Excess +6.5%
278d
Now
+60.7%
Win rate 61.1% Excess +28.3%
360d

Currently in “Expensive (own-history top 1/3) × 60-day momentum down”: across 360 historical days, 120-day forward avg gained 60.7%, win rate 61.1%, beat the market by 28.3%.

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Does this signal hold up across the market

Over the past 242 months, on average ~404 stocks per month met “monthly revenue YoY ≥ 20%”; their adjusted-close return over the next 60 trading days averaged 6.94% (equal-weighted), beating the market by 2.37 points on average, and outperformed the TAIEX total-return index in 64.5% of months.

Each month, equal-weighted 60-day forward adjusted return of all signal-matching stocks, then averaged across months; excess vs the TAIEX total-return index.

Signals not active (historical stats for reference)

These are not occurring now; historical samples shown for comparison.

252-day price high (breakout)

Pending

Adjusted close makes a new 252-day high; repeats within 20 days counted once.

29 times historically; 60-day forward avg +12.72%, win rate 64.3%, beating the market by +6.93 pts on average.

Foreign net buying for 5 straight days

Pending

Foreign net flow (ex-dealer) positive for 5 straight days; event on day 5; repeats within 20 days counted once.

47 times historically; 60-day forward avg +2.87%, win rate 46.8%, beating the market by -0.81 pts on average.

What does 富喬 do? Company profile

電子零組件業；電子級玻璃纖維紗、玻璃纖維布與PCB上游材料 上櫃（櫃買中心）

Overview

1815 對應證券為富喬工業股份有限公司，為櫃買中心上櫃普通股，非ETF、ETN或權證。公司成立於1999年，2004年8月30日興櫃，2006年1月23日上櫃；總部/主要地址為雲林縣斗六市榴南里斗工十六路8號。公司法說資料列示董事長為張元賓、總經理為陳壁程、實收資本約新台幣58億元、集團員工約1200人；Goodinfo資料列示資本額約58.55億元，董事長張元賓，另一資料版本列總經理張晉碩，故總經理欄位以2025年12月法說會較新資訊陳壁程為主。主要股東名單（114年4月15日）包括達泰投資股份有限公司持股11.66%、愛地雅工業股份有限公司2.27%、謝宜萱1.53%、謝宜曄1.45%、張元賓0.86%、黃奕穎0.81%、德隆倉儲裝卸股份有限公司0.66%、商領投資股份有限公司0.63%、施宣卉0.58%、永豐金證券自辦信用專戶0.56%；達泰投資之主要股東為燿華電子股份有限公司100%。公司據點包含台灣斗六玻紗一廠、虎尾玻紗二廠、斗六玻布一廠、東莞玻布二廠，並於2023年11月董事會決議投資設立泰國子公司。

Business

富喬為台灣PCB上游玻纖材料廠，主要產品為電子級玻璃纖維紗、電子級玻璃纖維布，以及部分工業與電子級玻纖紗。公司商業模式為以高嶺土、石灰石、矽砂、硼酸鈣等原料經高溫熔爐與抽絲製成玻纖紗，再織造成玻纖布；玻纖布經處理後供應銅箔基板（CCL）廠，進一步成為印刷電路板（PCB）與IC載板材料。富喬的核心優勢是玻纖紗與玻纖布垂直整合、客製化布種與材料處理能力、電子級與工業級產品組合，以及Low Dk/Df、Low CTE等高階產品開發。2025年前三季合併營收為4,337,661仟元，營收應用結構由2024年前三季電子級53%、工業級47%，提升至2025年前三季電子級69%、工業級31%；2025年前三季銷售區域占比為台灣/東南亞/東亞49%、中國大陸22%、北美18%、歐洲11%。終端應用包括智慧型手機、伺服器、AI應用、電動車、消費性3C、5G通訊、高階交換器、低軌衛星、IC載板、建築、汽車、航太、生醫、環保與防火隔熱材料。

Outlook 2025–2028

2025至2028年展望偏向AI伺服器與高階PCB材料升級驅動。公司2025年前三季營收年增46.55%，毛利率約27%，EPS 0.81元，顯示電子級與高階產品比重提升帶動獲利修復；2026年第一季公開新聞資料顯示營收18.81億元、毛利率接近36%、EPS 0.79元，高階產品占營收比重已提升至5成以上。成長動能主要包括：1. AI伺服器、高階交換器、5G通訊、低軌衛星與高階車用對高頻高速、低損耗材料需求上升，帶動FLD1/FLD2（Low Dk）玻纖紗布持續增產；2. 先進封裝與IC載板需求推升FLE（Low CTE）玻纖產品，公司稱2025年第4季已少量出貨並擴大認證，預期2026年出貨逐季推升；3. PCB產業研究資料顯示全球PCB產值2025年、2026年、2027年、2028年仍有成長預估，AI Server出貨量與CSP資本支出為高階材料需求支撐；4. 台灣布廠轉向高階產品、東莞廠承接中高階訂單、泰國子公司布局可配合下游CCL/PCB供應鏈東南亞化。潛在風險包括：AI伺服器需求若低於預期導致高階材料拉貨放緩；Low Dk/Low CTE認證時程、良率與客戶導入不確定；中國大陸玻纖紗布價格波動與低階品競爭；原料、能源、熔爐冷修與設備投資造成成本壓力；匯率、地緣政治、泰國廠建置進度、環保與工安法規；主要客戶集中且公司未完整公開終端客戶名單。2027至2028年較多為產業趨勢推估，能見度低於2025至2026年。

Supply Chain

Upstream
  • 高嶺土、石灰石、矽砂、硼酸鈣等礦物原料供應商 富喬玻纖紗製程原料；公司官網揭露此類原料，但未公開逐一供應商名稱。
  • 白金抽絲盒與玻纖熔爐設備供應商 玻纖紗抽絲與熔爐製程關鍵設備/耗材；公開資料未確認具名供應商。
  • 矽烷偶合劑、環氧樹脂與玻纖布表面處理化學品供應商 玻纖布含浸性、耐熱性與CCL貼合性能所需材料；公開資料未確認具名供應商。
  • 南亞塑膠工業股份有限公司 1303 台股上市化工與電子材料公司，同時為PCB材料鏈與玻纖布競爭者；是否為富喬直接原料供應商未能由公開資料確認。
Downstream

Competitors

  • 台灣玻璃工業股份有限公司 1802 台股上市玻璃與玻纖布/玻纖材料廠，為台灣玻纖布主要競爭者。
  • 南亞塑膠工業股份有限公司 1303 台股上市塑化與電子材料大廠，旗下材料體系涵蓋PCB上游材料，與富喬在玻纖/電子材料鏈有競爭關係。
  • 建榮工業材料股份有限公司 5340 台股上櫃玻纖布/PCB材料鏈公司，為玻纖布同業。
  • 德宏工業股份有限公司 5475 台股上櫃玻璃纖維布與材料公司，為玻纖布同業。
  • 日東紡績株式會社（Nittobo） 日本上市公司，為高階玻璃纖維布與特殊玻纖材料國際競爭者，非台股掛牌。
  • 中國巨石股份有限公司 中國A股玻璃纖維大廠，非台股掛牌；在玻纖原料與部分產品市場構成國際競爭。
  • 泰山玻璃纖維有限公司 中國玻纖企業，非台股掛牌；在電子級與工業級玻纖材料市場具競爭壓力。
Sources（15）

This company profile is compiled from public sources (annual reports, filings, news and analyst reports), not finlab backtest data; the 2025–2028 outlook contains forward-looking estimates and is for reference only.

Method and limitations

  • All returns use adjusted close (etl:adj_close), already adjusted for dividends and splits.
  • Excess return is measured against the TAIEX total-return index (dividends included).
  • Valuation regime and percentile stats use an expanding own-history window (no future data).
  • Revenue-signal event dates align to the first trading day after the filing deadline, avoiding look-ahead.
  • Event samples may overlap in time; stats describe historical distribution only and are less reliable when samples are few.

This page is historical statistics for educational purposes and is not investment advice. Investing involves risk; past performance does not indicate future results. Assess and bear the risk yourself before trading.