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2440

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

quality needs a look, premium valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 太空梭 to your watchlist to track signal changes on your next visit.
Valuation 31Quality 38Growth 82Momentum 66Chips 66

Is 太空梭 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 36th market percentile. Latest quarterly ROE ≈ 1.1%.

  • Valuation is high.PE is in the 97th market percentile; within its own history, PE is around the 89th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 2.6% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 44.9%, 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

Bullish +0.48
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 第一金 holds 1,631 lots
  • sellers have 525 lots left, ~78 sessions to clear

Window from 2026-01-17 · Price +5% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 第一金 has accumulated 1,631 lots since the start (sold 19%), now trimming.
  • Main distributor 新加坡商瑞銀 peaked at 439 lots, has sold 42%, 256 left, ~14 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +0.09pp, mid holders +3, retail -1.59pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -113 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
第一金台灣摩根士丹利摩根大通美商高盛統一-彰化元大-小港
Distributing
新加坡商瑞銀永豐金證券元大-蘆洲群益金鼎統一富邦-樹林
Desks
own scale
國票-北高雄台新新光新光-桃園
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 第一金 +1,631
    sold 19%
  • 台灣摩根士丹利 +793
    sold 20%
  • 摩根大通 +473
    sold 2%· still adding
  • 美商高盛 +336
    sold 0%· still adding
  • 統一-彰化 +319
    sold 0%· still adding
  • 元大-小港 +235
    sold 0%

Distributing

  • 新加坡商瑞銀 256 left
    sold 42%· ~14 sessions to clear
  • 永豐金證券 69 left
    sold 75%· ~29 sessions to clear
  • 元大-蘆洲 78 left
    sold 59%· paused recently
  • 群益金鼎 25 left
    sold 86%· paused recently
  • 統一 19 left
    sold 86%· ~15 sessions to clear
  • 富邦-樹林 63 left
    sold 40%· paused recently

Desks

  • 國票-北高雄 -1,300
    unclassified
  • 台新 -327
    unclassified
  • 新光 -278
    unclassified
  • 新光-桃園 -255
    unclassified
Still selling 525 lots ~78 sessions to bottom at most
Recent buy/sell force +2,028 absorbed / -382 sold buyers slightly ahead
Hedge-desk net short -28 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)

Direction matches: big-holder share rose while retail share fell.

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 44.92%

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

65 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 46.3%, Sample 54, Median -0.46%, Excess +0.52%, Beat mkt rate 40.7%；60-day: Win 48.1%, Sample 54, Median -0.48%, Excess -1.51%, Beat mkt rate 35.2%；120-day: Win 45.3%, Sample 53, Median -3.69%, Excess -8.15%, Beat mkt rate 32.1%

120 days after: historical avg +0.28%

20-day +1.77%
60-day +3.12%
120-day +0.28%
20-day
60-day
120-day
Win
46.3%
48.1%
45.3%
Sample
54
54
53
Median
-0.46%
-0.48%
-3.69%
Excess
+0.52%
-1.51%
-8.15%
Beat mkt rate
40.7%
35.2%
32.1%

Over 53 occurrences, 120-day forward avg gained 0.28%, lagged the market by 8.15 pts; win rate 45.3%.

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)
0-20 347+27.9% +9.3% 57.1% +1.1%
20-40 65+23.9% +27.4% 83.1% -6.1%
40-60 12Insufficient data
60-80 0Insufficient data
80-100 You are here0Insufficient data

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 ≈ 110.91, at the 88.7th 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
+18.3%
Win rate 54.6% Excess +5.8%
218d
-11.3%
Win rate 28% Excess -10.3%
82d
Insufficient data
(0d)
60-day momentum down
+16%
Win rate 59.5% Excess -5.5%
200d
-14%
Win rate 0% Excess +2%
44d
Now
Insufficient data
(0d)

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.

24 times historically; 60-day forward avg +6.24%, win rate 68.2%, beating the market by +0.23 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.

37 times historically; 60-day forward avg +2.65%, win rate 48.6%, beating the market by -3.59 pts on average.

What does 太空梭 do? Company profile

電子零組件業；連接線材、資訊傳輸線材與銅材二次加工 台灣證券交易所上市

Overview

2440 對應證券為太空梭高傳真資訊科技股份有限公司，屬台灣證券交易所上市普通股，非 ETF、ETN、權證或特別股。公司創立於 1985/10/16，2000/11/10 上市，總部位於新竹縣竹北市環科一路23號9樓之2；董事長王玄輝，總經理王建成。官方上市公司基本資料列示實收資本額新台幣1,391,172,710元，已發行普通股139,117,271股，其中私募股數35,452,938股，特別股0股，統一編號01887370。2024 年永續報告書揭露員工人數408人，資本額1,391,173仟元，2024年營收3,984,935仟元；營運據點含台灣總公司、中國廣東省東莞市厚街鎮溪頭西村溪頭東路23號之東太廠，以及中國廣東省東莞市常平鎮橋梓路55號之紅翔廠。主要股東與董監持股方面，公開資料顯示王坤鈿為最大內部人股東，2026年5月約持有32,570,685股、23.41%；駱秋香約11,100,801股、7.98%；董事長王玄輝約6,896,000股、約4.96%至5.00%。

Business

太空梭主要從事電腦、通訊與消費性電子產品周邊用線、資訊傳輸線材、連接線組裝及銅材二次加工之生產與銷售，屬電子工業重要零組件中游廠。2024年產品營收結構為銅材3,655,779仟元、占91.74%；3C產品用線329,012仟元、占8.26%；3C連接組裝產品144仟元、占約0.00%；合計3,984,935仟元。主要產品包含鍍錫銅絞線、銅絞線、鍍錫銅單線、銅單線、CAT-5/CAT-6/CAT-7 Cable、HDMI Cable、USB Type-C、RG Type Cable、LVDS Cable、DisplayPort Cable等。商業模式以中國東莞製造基地量產銅材導體與裸線，銷售給連接器與線材加工客戶，再由下游客戶加工成 HDMI、USB、DP、Cable 等電子資訊產品間連接線；同時也直接或間接服務電腦、通訊、消費電子、汽車、工業、醫療等終端應用。2024年永續報告書指出產品遍佈美國、日本等地，並列舉 Microsoft、Sony、JAE、Black Box、Philips、HP 等知名公司與集團有合作關係。公司取得或維持 ISO9001、ISO14001、IATF16949、UL、CSA、F-MARK、CCC 等認證，並自2004年起獲 Sony Green Partner 認證。

Outlook 2025–2028

2025至2028年展望以中性偏審慎看待。成長動能包括：一、2024年營收年增至39.849億元，且2026年5月官方月營收395,634仟元、年增44.93%，2026年前5月累計營收1,799,365仟元、年增17.72%，顯示近期銅材與線材需求較前期改善；二、產品應用由傳統3C逐步延伸至物聯網、車聯網、穿戴裝置、雲端伺服器連接線、伺服器DDR4高頻線、高功率/高頻I/O連接線、自動倉儲機器人線束、RF連接線等，若能取得高頻高速或工控/汽車/醫療認證訂單，產品組合可望改善；三、USB Type-C、USB4、Thunderbolt、高速資料傳輸、AI伺服器與資料中心內部線纜需求為產業長期方向，台灣連接元件族群亦受AI、低軌衛星、高速傳輸議題帶動。公司2024年報告書也明確表示將在3C消費電子持續深化，並於工控、拖鏈、汽車、醫療產業推動。風險與挑戰包括：銅材占營收逾九成，毛利率受銅價、加工費、庫存跌價與匯率影響大；2024年毛利率約3.66%，全年稅後虧損59,496仟元，顯示獲利體質仍偏薄；主要生產基地與銷售活動高度集中於中國大陸，受中美貿易、科技限制、關稅、地緣政治與中國內需放緩影響；連接線材競爭者眾多，若未能切入高階高速線束、車用或醫療等較高門檻應用，傳統3C與銅材加工可能持續面臨價格競爭。2025至2028年的成長性高度取決於銅價週期、東莞兩廠稼動率、產品是否由銅材加工升級到高頻高速線束模組，以及是否能分散中國與傳統3C曝險。

Supply Chain

Upstream
  • 江西銅業 MoneyDJ資料列為太空梭銅材主要供應商之一；非台股上市櫃公司，屬中國/香港資本市場相關銅業公司。
  • 金田銅業 MoneyDJ資料列為銅材主要供應商之一；非台股上市櫃公司，為中國銅加工供應商。
  • 科城精銅 MoneyDJ資料列為銅材主要供應商之一；未確認為台股掛牌公司。
  • PVC、PE膠粒、鋁箔、連接器與遮蔽材料供應商 公司產品主要原料包含銅材、PVC膠粒、鋁箔、連接器；永續報告書另說明裸線原料包含導體、膠粒與遮蔽材料。具體供應商多未揭露，未確認台股掛牌。
Downstream
  • Microsoft 2024年永續報告書列舉與太空梭集團有密切合作關係之世界知名公司；美國上市公司，非台股。
  • Sony 2024年永續報告書列舉合作關係公司；日本上市公司，非台股；太空梭亦自2004年起獲 Sony Green Partner 認證。
  • JAE 2024年永續報告書列舉合作關係公司；日本航空電子工業，非台股。
  • Black Box 2024年永續報告書列舉合作關係公司；非台股掛牌。
  • Philips 2024年永續報告書列舉合作關係公司；海外公司，非台股。
  • HP 2024年永續報告書列舉合作關係公司；美國上市公司，非台股。
  • 連接器與線材加工客戶 永續報告書說明東太廠客戶主要為連接器廠商，購入裸線後加工成 HDMI、USB、DP、Cable 等電子資訊產品間連接線；具體客戶名單未完整揭露。

Competitors

  • Amphenol MoneyDJ列為連接線材國外主要競爭對手；美國上市公司，非台股。
  • Hirose MoneyDJ列為連接線材國外主要競爭對手；日本上市公司，非台股。
  • JAE MoneyDJ列為連接線材競爭對手之一；日本上市公司，非台股；同時也被太空梭永續報告書列為合作關係公司。
  • 良得電 2462 MoneyDJ列為連接線材國內競爭對手；台股上市櫃公司。
  • 松普 5488 MoneyDJ列為連接線材國內競爭對手；上櫃電子零組件公司，主要經營3C產品用線。
  • 泓淋科技／泓淋電力 MoneyDJ列為競爭對手；相關公司在香港或中國市場掛牌，非台股。
  • 金橋 6133 MoneyDJ列為連接線材國內競爭對手；台股公司。
  • 振維 3520 MoneyDJ列為連接線材國內競爭對手；台股。
  • 貿聯-KY 3665 MoneyDJ列為競爭對手；台股上市高速連接線與線束大廠。
  • 萬泰科 6190 MoneyDJ列為競爭對手；台股上市櫃連接元件/線材公司。
  • 萬旭 6134 MoneyDJ列為競爭對手；台股連接元件公司。
  • 維翰 MoneyDJ列為競爭對手；未確認為台股上市櫃公司。
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.