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2324

仁寶 Computer & Peripherals As of 2026-06-17 Updated daily after market close

quality needs a look, fair valuation.

1 active signal

Revenue ≥20%

This page refreshes daily after the close. Add 仁寶 to your watchlist to track signal changes on your next visit.

Is 仁寶 a buy? Fundamentals and valuation first

Weak profitability.Operating margin is in the 31th market percentile. Latest quarterly ROE ≈ 1.6%.
Valuation is neutral.PE is in the 59th market percentile; within its own history, PE is around the 97th percentile.
Foreign investors are net buying.Foreign 20-day net flow ≈ 0.5% of volume (net buy).
Strong revenue growth.Latest monthly revenue YoY ≈ 22.3%, 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 -0.38

BearishNeutralBullish

Distribution to retail — bearish

Distribution to retail — bearish
美商高盛 holds 121,693 lots
sellers have 20,579 lots left, ~55 sessions to clear

Window from 2026-01-17 · Price +16% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 美商高盛 has accumulated 121,693 lots since the start (sold 22%), now trimming.
Main distributor 新加坡商瑞銀 peaked at 51,012 lots, has sold 68%, 16,184 left, ~10 sessions to clear at the recent pace.
TDCC big holders (absolute) >1000-lot holders -5.40pp, mid holders -108, retail +5.94pp — drifting down to retail.
Foreign hedge-desk net short Net short -100,490 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

美商高盛富邦-南京凱基-台北凱基-站前合庫證券國泰-敦南

Distributing

新加坡商瑞銀國票-安和新光元大-忠孝兆豐-台中富邦-板橋

Desks

own scale

摩根大通元大證券凱基富邦證券

Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline

Branch details Unit: lots

Accumulating

美商高盛 +121,693

sold 22%
富邦-南京 +69,090

sold 0%· still adding
凱基-台北 +64,905

sold 19%
凱基-站前 +28,758

sold 1%
合庫證券 +24,854

sold 1%
國泰-敦南 +17,399

sold 2%· still adding

Distributing

新加坡商瑞銀 16,184 left

sold 68%· ~10 sessions to clear
國票-安和 1,596 left

sold 56%· ~24 sessions to clear
新光 448 left

sold 85%· ~7 sessions to clear
元大-忠孝 1,367 left

sold 35%· paused recently
兆豐-台中 947 left

sold 51%· ~10 sessions to clear
富邦-板橋 1,116 left

sold 40%· paused recently

Desks

摩根大通 -58,728

hedge desk · will cover
元大證券 -54,454

unclassified
凱基 -51,511

unclassified
富邦證券 -46,412

unclassified

Still selling 20,579 lots ~55 sessions to bottom at most

Recent buy/sell force +68,118 absorbed / -20,125 sold buyers slightly ahead

Hedge-desk net short -100,140 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 22.27%

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

64 historical occurrences (since 2007-04-23)

120 days after: historical avg +8.35%

20-day +3.27%

60-day +6.58%

120-day +8.35%

20-day

60-day

120-day

Win

64.7%

68.6%

60.8%

Sample

Median

+2.22%

+7.4%

+5.52%

Excess

+0.67%

+1.14%

+0.79%

Beat mkt rate

47.1%

54.9%

41.2%

Over 51 occurrences, 120-day forward avg gained 8.35%, beat the market by 0.79 pts; win rate 60.8%.

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.

0-20 +17.8%

20-40 +7.5%

40-60 +22.7%

60-80 +13.2%

80-100 +4.9% Now

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	230	+17.8%	+12.6%	80.9%	+14.6%
20-40	653	+7.5%	+5.5%	79.9%	-2.3%
40-60	550	+22.7%	+18.6%	94.4%	-8.7%
60-80	519	+13.2%	+13.1%	77.3%	-5.1%
80-100 You are here	964	+4.9%	+2%	53.5%	-12%

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 ≈ 28.05, at the 96.7th 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

+1.7%

Win rate 58.6% Excess +1.1%

326d

+8.6%

Win rate 71.8% Excess -1.5%

556d

Now

+1.4%

Win rate 50.4% Excess -9.6%

925d

60-day momentum down

+6.4%

Win rate 74.7% Excess +3.2%

427d

+12.9%

Win rate 88.6% Excess -5.8%

298d

+9.7%

Win rate 64.2% Excess +2.1%

503d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 925 historical days, 120-day forward avg gained 1.4%, win rate 50.4%, lagged the market by 9.6%.

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.

27 times historically; 60-day forward avg +1.86%, win rate 50%, beating the market by -2.77 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.

68 times historically; 60-day forward avg +0.02%, win rate 55.2%, beating the market by -2.73 pts on average.

What does 仁寶 do? Company profile

電腦及週邊設備業；電子製造服務、電腦與週邊、智慧裝置、伺服器、車用電子、通訊與醫療科技台灣證券交易所上市

Overview

2324 對應仁寶電腦工業股份有限公司，英文名稱 Compal Electronics, Inc.，為台灣證券交易所上市普通股，產業類別為電腦及週邊設備業。公司成立於 1984 年 6 月 1 日，公開發行日為 1990 年 4 月 18 日，上市日期為 1992 年 2 月 18 日。總部位於台北市內湖區瑞光路 581 號及 581 之 1 號。董事長為陳瑞聰，總經理為 Anthony Peter Bonadero，發言人為王正強。實收資本額為新台幣 44,071,466,250 元，已發行普通股 4,407,146,625 股，每股面額新台幣 10 元。2024 年底全球員工數約 36,122 人，其中台灣約 8,246 人、中國約 15,797 人、越南約 11,236 人，另有巴西、美國、墨西哥等據點。公司屬金仁寶集團核心成員；年報揭露董事席次與法人股東關係中可見金寶電子工業股份有限公司、台灣創業投資股份有限公司、斌寶投資股份有限公司等法人董事，惟本研究未能以官方公開資料完整確認 2026 年即時前十大股東名單。

Business

仁寶核心商業模式為 OEM/ODM/EMS，替全球品牌客戶提供產品規劃、研發設計、工程驗證、製造、供應鏈管理與售後服務。官方主要經營業務為 5C 電子產品之研發、設計、產製及銷售。產品涵蓋筆記型電腦、電競筆電、2-in-1 筆電、一體式電腦、平板電腦、智慧型手機、智慧穿戴、智慧耳機、智慧顯示、AR/VR、智慧家庭、5G 模組與 CPE、小基站、O-RAN、企業專網、車用電子、伺服器、智慧醫療與醫療 AI 系統。2024 年年報揭露主要產品營業比重為 5C 電子產品 99.6%、其他 0.4%；2024 年主要銷售地區為美洲 43.6%、歐洲 21.3%、亞洲含台灣 32.3%、其他 2.8%。另依公開產業資料，2024 年 PC 營收約占 75%、非 PC 約占 25%；2025 年非 PC 約提升至 29%；2026 年第 1 季 PC 約 65%、非 PC 約 35%。主要客戶依公開產業資料包括 Acer、Dell、Lenovo、Asus、HP、Google、Sony、Mercedes-Benz、BMW、Amazon、Apple 等；車用電子主要面向國際一階汽車供應商與車廠，伺服器業務面向企業、資料中心與雲端服務供應商。公司轉型重點為降低傳統筆電代工依賴，提高 AI 伺服器、基礎設施、車用電子、5G 通訊、醫療科技與工業應用占比。

Outlook 2025–2028

2025 至 2028 年展望重點在產品組合轉型與全球產能重配置。PC 與筆電方面，Windows 10 支援終止、商用換機、AI PC 與生成式 AI 終端升級提供中期需求，但消費市場復甦、記憶體價格與供應、品牌庫存調整仍是波動來源。伺服器與 AI 基礎設施是最大成長動能：仁寶公開表示 2026 年全年伺服器營收占比有望超過 10%，其中 AI 伺服器約占伺服器業務 80%；公司與 AMD、NVIDIA 合作開發新一代機櫃級解決方案，產品組裝層級由 L10 往 L11 推進。2026 年公司規劃資本支出較前一年大幅增加，投資台灣研發中心、越南組裝線、美國產能與台灣總部；美國德州新廠預計 2026 年下半年完成客戶驗證並導入伺服器 L10/L11 業務，桃園大溪新廠與越南板卡製造也將補強在地化與供應韌性。管理層受訪表示 2027 年非 PC 營收占比有機會達 50%，伺服器占比中期目標曾被市場報導為 2027 年挑戰 20%。車用電子方面，公司已具備 IATF16949、ISO 26262，產品包括 Telematics、IVI、ADAS，並在美國、墨西哥、波蘭布局以服務北美與歐洲客戶；年報提及波蘭車用電子新廠預計 2025 年第二季完工，目標由 Tier 2 往 Tier 1 能力提升。醫療與智慧照護方面，仁寶已有 TFDA 核准的冠狀動脈血管攝影 AI 輔助偵測系統，並開發 PACS、智慧手術影像、呼吸器脫離評估等醫療 AI。主要風險包括 AI 伺服器新客戶驗證與量產良率不確定、伺服器 ODM 競爭激烈、GPU/CPU/記憶體供應與價格波動、美中關稅與地緣政治、匯率、筆電需求疲弱、低毛利代工業務占比、車用電子認證週期長、資本支出增加造成折舊與現金流壓力。2028 年可觀察重點為 AI 伺服器是否由專案型訂單轉為穩定平台型收入、非 PC 占比是否維持在 50% 附近、車用電子與醫療是否能形成有意義獲利貢獻。

Supply Chain

Upstream

英特爾 Intel 美國上市公司；仁寶筆電、伺服器與邊緣運算產品的重要 CPU、平台與技術生態系供應商之一，年報明列筆電導入 Intel 最新處理器。
超微 AMD 美國上市公司；仁寶筆電與 AI 伺服器平台重要處理器供應商之一，公開報導指出仁寶與 AMD 合作開發機櫃級解決方案。
輝達 NVIDIA 美國上市公司；AI 伺服器 GPU、網通與加速運算生態系核心供應商，公開報導指出仁寶與 NVIDIA 合作開發新一代機櫃級解決方案。
高通 Qualcomm 美國上市公司；仁寶筆電與 5G 終端產品相關處理器、通訊晶片與平台供應商之一，年報明列筆電導入 Qualcomm 最新處理器。
友達光電 2409 台股上市公司；筆電、顯示器與車用顯示相關面板供應鏈代表，未確認為仁寶特定年度主要供應商。
群創光電 3481 台股上市公司；筆電與顯示產品面板供應鏈代表，未確認為仁寶特定年度主要供應商。
南亞科技 2408 台股上市公司；DRAM 與記憶體供應鏈代表，伺服器與 PC 產品需使用記憶體，未確認為仁寶特定年度主要供應商。
華邦電子 2344 台股上市公司；記憶體與利基型記憶體供應鏈代表，未確認為仁寶特定年度主要供應商。
欣興電子 3037 台股上市公司；PCB、載板供應鏈代表，PC、伺服器與通訊產品均需 PCB，未確認為仁寶特定年度主要供應商。
華通電腦 2313 台股上市公司；PCB 供應鏈代表，未確認為仁寶特定年度主要供應商。
台達電子 2308 台股上市公司；電源、散熱、資料中心電源與自動化供應鏈代表，與 PC/伺服器/車用供應鏈相關，未確認為仁寶特定年度主要供應商。
雙鴻科技 3324 台股上市櫃公司；散熱模組供應鏈代表，AI PC 與 AI 伺服器熱管理需求上升，未確認為仁寶特定年度主要供應商。

Downstream

宏碁 2353 台股上市公司；公開產業資料列為仁寶 NB 產品主要客戶之一。
華碩 2357 台股上市公司；公開產業資料列為仁寶 NB 產品主要客戶之一。
Dell Technologies 美國上市公司；公開產業資料列為仁寶 NB 產品主要客戶之一，市場亦關注其 AI 伺服器訂單可能性。
Lenovo 香港上市公司；公開產業資料列為仁寶 NB 產品主要客戶之一。
HP Inc. 美國上市公司；公開產業資料列為仁寶 NB 產品主要客戶之一。
Google 美國 Alphabet 旗下業務；公開產業資料列為仁寶 NB、手機或智慧裝置相關客戶之一。
Sony 日本上市公司；公開產業資料列為仁寶手機產品主要客戶之一。
Mercedes-Benz 德國上市公司；公開產業資料列為仁寶車用電子主要客戶之一。
BMW 德國上市公司；公開產業資料列為仁寶車用電子主要客戶之一。
Amazon 美國上市公司；公開產業資料列為仁寶其他消費性電子產品主要客戶之一，亦可能屬智慧家庭與消費裝置應用。
Apple 美國上市公司；公開產業資料列為仁寶其他消費性電子產品主要客戶之一。
國際雲端服務供應商與企業資料中心客戶年報與 2026 年公開報導指出仁寶伺服器業務面向企業、資料中心與雲端服務商；特定客戶名單多未由公司完整揭露。

Competitors

廣達 2382 台股上市公司；筆電 ODM 與 AI 伺服器主要競爭者。
緯創 3231 台股上市公司；筆電、伺服器與電子代工競爭者。
英業達 2356 台股上市公司；筆電、伺服器與企業系統 ODM 競爭者。
和碩 4938 台股上市公司；PC、消費電子與電子代工競爭者。
鴻海 2317 台股上市公司；全球 EMS、伺服器、消費電子與車用電子競爭者。
神達 3706 台股上市公司；伺服器、資料中心與工業電腦相關競爭者。
緯穎 6669 台股上市公司；雲端資料中心與 AI 伺服器設計製造競爭者，與仁寶伺服器轉型方向部分重疊。
仁寶國際同業與中國 ODM/EMS 廠非單一台股掛牌公司；包括國際 EMS、ODM 與中國系統組裝廠，於筆電、伺服器、消費電子及車用電子領域競爭。

Sources（12）

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.