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2493

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

strong quality, fair valuation.

2 active signals
252d high Revenue ≥20%
This page refreshes daily after the close. Add 揚博 to your watchlist to track signal changes on your next visit.
Valuation 23Quality 82Growth 69Momentum 95Chips 73

Is 揚博 a buy? Fundamentals and valuation first

  • Top-tier profitability.Operating margin beats ~80% of the market. Latest quarterly ROE ≈ 5.2%.

  • Valuation is neutral.PE is in the 80th market percentile; within its own history, PE is around the 100th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 3.8% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 24.9%, above the 20% growth threshold.

  • Signals are active now.On the latest data, signals such as 252-day price high, Revenue YoY ≥ 20% are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.92
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 國票-安和 holds 1,213 lots
  • sellers have 1,597 lots left, ~53 sessions to clear

Window from 2026-01-17 · Price +107% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 國票-安和 has accumulated 1,213 lots since the start (sold 12%), still adding.
  • Main distributor 美商高盛 peaked at 2,042 lots, has sold 29%, 1,444 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +4.40pp, mid holders +9, retail -7.28pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -403 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
國票-安和永豐金證券兆豐證券摩根大通統一-南京美林
Distributing
美商高盛兆豐-民生富邦證券群益金鼎-大安台灣摩根士丹利台新
Desks
own scale
元大-楊梅香港上海匯豐凱基-站前凱基-中山
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 國票-安和 +1,213
    sold 12%· still adding
  • 永豐金證券 +1,099
    sold 0%· still adding
  • 兆豐證券 +1,057
    sold 0%· still adding
  • 摩根大通 +933
    sold 0%· still adding
  • 統一-南京 +797
    sold 0%
  • 美林 +553
    sold 0%· still adding

Distributing

  • 美商高盛 1,444 left
    sold 29%· paused recently
  • 兆豐-民生 583 left
    sold 55%· ~10 sessions to clear
  • 富邦證券 470 left
    sold 57%· paused recently
  • 群益金鼎-大安 125 left
    sold 88%· paused recently
  • 台灣摩根士丹利 347 left
    sold 60%· paused recently
  • 台新 323 left
    sold 57%· ~48 sessions to clear

Desks

  • 元大-楊梅 -1,562
    unclassified
  • 香港上海匯豐 -814
    hedge desk · will cover
  • 凱基-站前 -361
    unclassified
  • 凱基-中山 -353
    unclassified
Still selling 1,597 lots ~53 sessions to bottom at most
Recent buy/sell force +8,975 absorbed / -1,006 sold buyers slightly ahead
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.

252-day price high (breakout)

Active

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

46 historical occurrences (since 2009-08-04)
Average forward return after 252-day price high (breakout)。20-day: Win 62.2%, Sample 45, Median +2.66%, Excess +2.51%, Beat mkt rate 64.4%；60-day: Win 56.8%, Sample 44, Median +3.78%, Excess +2.55%, Beat mkt rate 54.5%；120-day: Win 75%, Sample 44, Median +6.64%, Excess +3.61%, Beat mkt rate 52.3%

120 days after: historical avg +11.55%

20-day +3.92%
60-day +6.83%
120-day +11.55%
20-day
60-day
120-day
Win
62.2%
56.8%
75%
Sample
45
44
44
Median
+2.66%
+3.78%
+6.64%
Excess
+2.51%
+2.55%
+3.61%
Beat mkt rate
64.4%
54.5%
52.3%

Over 44 occurrences, 120-day forward avg gained 11.55%, beat the market by 3.61 pts; win rate 75%.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 24.9%

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

45 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 59%, Sample 39, Median +1.19%, Excess -0.45%, Beat mkt rate 46.2%；60-day: Win 61.5%, Sample 39, Median +2.74%, Excess +1.94%, Beat mkt rate 48.7%；120-day: Win 79.5%, Sample 39, Median +6.34%, Excess +3.79%, Beat mkt rate 59%

120 days after: historical avg +6.83%

20-day +0.64%
60-day +5.28%
120-day +6.83%
20-day
60-day
120-day
Win
59%
61.5%
79.5%
Sample
39
39
39
Median
+1.19%
+2.74%
+6.34%
Excess
-0.45%
+1.94%
+3.79%
Beat mkt rate
46.2%
48.7%
59%

Over 39 occurrences, 120-day forward avg gained 6.83%, beat the market by 3.79 pts; win rate 79.5%.

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 94+48.2% +45.2% 100% +32.2%
20-40 194+38.1% +22.5% 100% +17.7%
40-60 504+34.4% +24.8% 91.1% +17.4%
60-80 974+18.9% +20.5% 77.5% +4.1%
80-100 You are here1115+21.6% +19% 89.3% +4.4%

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 ≈ 58.87, at the 100.0th 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
+31.7%
Win rate 100% Excess +20.9%
99d
+12.2%
Win rate 80.2% Excess +4.9%
519d
Now
+7.8%
Win rate 75.2% Excess -0.6%
1450d
60-day momentum down
+26.7%
Win rate 88.4% Excess +21.4%
95d
+11.7%
Win rate 71% Excess +3.9%
269d
+18.2%
Win rate 92.6% Excess +7.7%
569d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 1450 historical days, 120-day forward avg gained 7.8%, win rate 75.2%, lagged the market by 0.6%.

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.

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.

61 times historically; 60-day forward avg +6.5%, win rate 68.3%, beating the market by +3.01 pts on average.

What does 揚博 do? Company profile

電子零組件業；PCB與半導體製程設備、材料與耗材供應商 台灣證券交易所上市

Overview

2493 為台灣證券交易所上市普通股，證券簡稱「揚博」。公司英文簡稱 AMPOC，統一編號 30929883，成立日為 1980/11/01，上市日為 2002/01/23，總部登記地址為台北市信義區松德路171號17樓；董事長與總經理均為蘇勝義，發言人為蘇勝義，代理發言人為鄭斐文。依 TWSE OpenAPI 115/06/16 資料，實收資本額為新台幣1,267,966,290元，已發行普通股126,796,629股，特別股0股，私募股數0股，簽證會計師事務所為資誠聯合會計師事務所。104人力銀行揭露員工人數280人，並描述公司約300人、台北總公司、中壢辦公室與兩座中壢工業區工廠；另有法說會整理資料稱約350人，員工規模需以公司正式申報為準。董監與大股東方面，公開資料顯示蘇勝義、朋億股份有限公司、聖暉工程科技、揚陞投資、志聖等曾列為重要持股或關係股東；最新持股仍應以公開資訊觀測站與集保資料為準。

Business

揚博以PCB、半導體晶圓製造、半導體封裝測試、LCD/FPD與其他電子產業所需之製程設備、材料、檢測儀器、自動化設備為主。主要營業項目包含印刷電路板PCB製程與檢測設備及製程用化學藥水、液晶顯示器LCD製程與檢測設備、半導體製程與檢測設備、材料及製程用化學品。MoneyDJ資料指出，公司主要產品分為機器設備與代理耗材兩項，2024年營收比重約為機器設備59%、代理耗材38%，其餘為其他；自製PCB濕製程設備以高階機種為主，主要應用於蝕刻、去膜、清洗等濕製程，耗材主要應用在PCB、半導體與燃料電池製程。2024年產品銷售內銷約38%、外銷約62%，自製PCB濕製程設備銷售區域包含日本、中國大陸與東南亞。商業模式為自製高階濕製程與自動化設備、代理國外半導體與PCB製程材料耗材、提供設備裝機維修與客戶技術支援。公開資料列示主要客戶或終端認證對象包含Amkor、力成、台星科、台積電、聯電、Micron、中芯國際等；公司亦服務台系、中系、日系PCB與封測、晶圓製造客戶。

Outlook 2025–2028

2025至2028年主要成長動能來自AI伺服器、高速運算、5G、高階載板、HDI、軟板、車用電子與先進封裝對高階PCB與載板製程設備的需求提升。2025/09/24法人說明會相關報導指出，揚博自製設備發展方向朝厚大板、高階載板及未來玻璃載板製程設備，以滿足高階產品市場製程需求；代理產品則聚焦半導體先進封裝與黃光製程材料。公司已設立泰國子公司以服務赴泰國與越南等東南亞投資的PCB廠，符合台廠供應鏈外移與客戶就近服務趨勢。2026/01報導指出，揚博與韓國DCT Material成立合資公司「艾思麥創新材料」，韓方出資70%、揚博出資30%，切入半導體先進製程黃光材料，包含SOC、SOD、CMP漿料等開發、製造、銷售與技術支援，若認證進展順利，2026至2028年有機會提高材料業務附加價值。風險包括：PCB設備需求具資本支出循環性；代理產品比重上升可能稀釋毛利率；2025上半年曾因產品組合與匯兌因素影響獲利，報導稱新台幣兌美元每升值1%約影響稅前盈餘850至870萬元；半導體材料需經長時間客戶認證，量產時程不確定；高階載板、玻璃載板與先進封裝設備競爭加劇；中國、日本及台灣同業價格與技術競爭；海外服務據點擴張帶來管理與成本風險。

Supply Chain

Upstream
  • Ishihara 日本化學品供應商；MoneyDJ資料指出揚博主要代理Ishihara化學品，應用於PCB、半導體與相關製程耗材。
  • DCT Material 韓國半導體材料公司；揚博與其合作超過8年，2026年成立合資公司艾思麥創新材料，切入半導體黃光材料如SOC、SOD、CMP漿料等；非台股掛牌。
  • 艾思麥創新材料 揚博與韓國DCT Material合資公司，韓方70%、揚博30%；定位為半導體先進製程材料開發、製造、銷售及技術支援平台；新設公司，非台股掛牌。
  • 設備零組件與自動控制供應商 自製PCB濕製程設備需使用機構件、泵浦、管路、電控、PLC、伺服、影像與自動化零組件；公開資料未確認特定台股供應商，故不填具體股票代號。
Downstream
  • 台積電 2330 半導體晶圓製造與先進封裝客戶或認證對象；公開資料列為揚博主要客戶之一。
  • 聯電 2303 半導體晶圓製造客戶或認證對象；公開資料列為揚博主要客戶之一。
  • 力成 6239 半導體封測客戶或終端應用客戶；公開資料列為揚博主要客戶之一。
  • 台星科 3265 半導體封測客戶或終端應用客戶；公開資料列為揚博主要客戶之一。
  • 日月光投控 3711 半導體封測與先進封裝應用客戶；部分投資研究與法說整理列為先進封裝相關客戶，需以公司正式揭露為準。
  • 穩懋 3105 化合物半導體與先進封裝相關設備或材料應用客戶；來源主要為投資研究整理，需以公司正式揭露為準。
  • Amkor Technology 美國NASDAQ上市封測公司，股票代號AMKR；公開資料列為揚博主要客戶之一，非台股掛牌。
  • 中芯國際 香港與上海上市晶圓代工公司；公開資料列為揚博主要客戶之一，非台股掛牌。
  • Micron 美國NASDAQ上市記憶體公司，股票代號MU；公開資料列為揚博主要客戶之一，非台股掛牌。
  • 日本、中國大陸、東南亞PCB廠 揚博自製PCB濕製程設備外銷市場，包含日本、中國大陸與東南亞；未能逐一確認公司名與上市狀態。

Competitors

  • 志聖 2467 國內PCB濕製程、LCD/LED與半導體相關設備競爭者；MoneyDJ列為揚博主要國內競爭廠商之一。
  • 萬潤 6187 LCD/LED設備與自動化設備競爭者；MoneyDJ列為LCD/LED設備競爭者之一。
  • 弘塑 3131 半導體濕製程設備與材料相關代理業務競爭者；MoneyDJ列為代理設備材料競爭者之一。
  • 崇越 5434 半導體與電子材料通路商，與揚博代理材料業務存在競爭；櫃買中心上櫃公司。
  • 華立 3010 電子與半導體材料通路商，與揚博代理材料業務存在競爭。
  • 日系PCB濕製程設備廠 MoneyDJ指出PCB濕製程設備主要競爭者包含日商；未確認具體公司與台股代號。
  • 辛耘 3583 半導體設備與製程服務供應商，與揚博在部分半導體設備、材料與先進封裝供應鏈題材上具可比性；非MoneyDJ直接列名競爭者，屬產業可比公司。
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.