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2855

統一證 Finance & Insurance As of 2026-06-17 Updated daily after market close

strong quality, discounted valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 統一證 to your watchlist to track signal changes on your next visit.
Valuation 70Quality 92Growth 98Momentum 91Chips 1

Is 統一證 a buy? Fundamentals and valuation first

  • Top-tier profitability.Operating margin beats ~96% of the market. Latest quarterly ROE ≈ 5.7%.

  • Valuation is low.PE is in the 12th market percentile; within its own history, PE is around the 40th percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -25.4% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 428.4%, 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 +0.78
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 群益金鼎 holds 30,252 lots
  • sellers have 2,792 lots left, ~41 sessions to clear

Window from 2026-01-17 · Price +82% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 群益金鼎 has accumulated 30,252 lots since the start (sold 0%), still adding.
  • Main distributor 中國信託 peaked at 3,913 lots, has sold 86%, 557 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +1.31pp, mid holders -3, retail -1.31pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -45,393 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
群益金鼎富邦證券永豐金證券玉山證券凱基凱基-三重
Distributing
中國信託花旗環球港商麥格理永豐金-內湖華南永昌台新-新營
Desks
own scale
美商高盛台灣摩根士丹利凱基-台北美林
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 群益金鼎 +30,252
    sold 0%· still adding
  • 富邦證券 +18,459
    sold 0%· still adding
  • 永豐金證券 +11,128
    sold 0%· still adding
  • 玉山證券 +7,862
    sold 0%· still adding
  • 凱基 +5,912
    sold 14%· still adding
  • 凱基-三重 +2,648
    sold 0%

Distributing

  • 中國信託 557 left
    sold 86%· paused recently
  • 花旗環球 1,948 left
    sold 41%· ~14 sessions to clear
  • 港商麥格理 594 left
    sold 69%· paused recently
  • 永豐金-內湖 791 left
    sold 26%· paused recently
  • 華南永昌 335 left
    sold 63%· ~26 sessions to clear
  • 台新-新營 483 left
    sold 33%· paused recently

Desks

  • 美商高盛 -16,085
    hedge desk · will cover
  • 台灣摩根士丹利 -14,004
    hedge desk · will cover
  • 凱基-台北 -7,585
    day-trade · selling pressure
  • 美林 -7,487
    hedge desk · will cover
Still selling 2,792 lots ~41 sessions to bottom at most
Recent buy/sell force +71,423 absorbed / -2,008 sold buyers slightly ahead
Hedge-desk net short -37,448 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 428.43%

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

114 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 59.8%, Sample 102, Median +1.66%, Excess +0.51%, Beat mkt rate 42.2%；60-day: Win 60.4%, Sample 101, Median +2.21%, Excess +0.3%, Beat mkt rate 40.6%；120-day: Win 54.1%, Sample 98, Median +2.16%, Excess -1.35%, Beat mkt rate 38.8%

120 days after: historical avg +4.7%

20-day +2.1%
60-day +4.42%
120-day +4.7%
20-day
60-day
120-day
Win
59.8%
60.4%
54.1%
Sample
102
101
98
Median
+1.66%
+2.21%
+2.16%
Excess
+0.51%
+0.3%
-1.35%
Beat mkt rate
42.2%
40.6%
38.8%

Over 98 occurrences, 120-day forward avg gained 4.7%, lagged the market by 1.35 pts; win rate 54.1%.

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 1147+8.1% +0.9% 52.4% -5.1%
20-40 822+12.9% +10% 63.7% -0.3%
40-60 You are here310+22.3% +8.5% 69% -1.1%
60-80 232+12.4% +1.4% 56.9% -6.7%
80-100 499+30% +18.2% 88.2% +5.3%

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 ≈ 11.54, at the 40.3th percentile of its own history (40-60 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
+6.5%
Win rate 50.5% Excess +0.5%
986d
Now
+5.6%
Win rate 50.2% Excess -2.7%
424d
+14.9%
Win rate 78% Excess 0%
437d
60-day momentum down
+7%
Win rate 55.2% Excess +0.5%
866d
+6.5%
Win rate 65.6% Excess -6%
160d
+6.3%
Win rate 67.7% Excess -5.3%
257d

Currently in “Mid × 60-day momentum up”: across 424 historical days, 120-day forward avg gained 5.6%, win rate 50.2%, lagged the market by 2.7%.

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.

35 times historically; 60-day forward avg +5.49%, win rate 55.9%, beating the market by -0.08 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.

69 times historically; 60-day forward avg +2.69%, win rate 57.4%, beating the market by -0.69 pts on average.

What does 統一證 do? Company profile

金融業／證券業 TWSE上市

Overview

2855 對應證券為統一綜合證券股份有限公司，證券簡稱「統一證」，為台灣證券交易所上市普通股，不是 ETF、ETN、特別股或權證。公司成立於 1988 年 12 月 17 日，總部位於台北市東興路 8 號 1 樓，英文名稱 President Securities Corporation，英文簡稱 PSC。官網基本資料列示資本額新台幣 16,014,144,780 元、員工人數 1,685 人、營業據點 31 個含總公司營業部、轉投資事業本地 5 家及海外 2 家；管理階層為董事長林寬成、總經理楊凱智。Yahoo 股市與第三方基本資料列示掛牌日期為 2002/09/16；部分資料庫同時列出 1999/02/15 或 1999/05/06 為上櫃或初次上市櫃日期，本文以公司與 Yahoo 的上市日期 2002/09/16 為上市時間。2025 年報揭露 2025 年全年營業收入 12,515,267 仟元、營業成本 2,325,139 仟元、營業費用 6,458,251 仟元、營業外淨收入 1,415,141 仟元、稅前淨利 5,147,018 仟元、稅後淨利 4,804,426 仟元、每股稅後淨利 3.00 元，獲利創高；2026 年 3 月自有資本適足率為 347%，高於證券商多項業務承作門檻 200%。2025 年報中法人股東資料顯示，凱南投資股份有限公司由統一企業股份有限公司 100% 持有；另揭露高權投資、會統投資、健勤投資等法人股東的主要股東。年報揭露之統一企業前十大股東包含高權投資、元大台灣高股息基金專戶、法國巴黎銀行香港分行投資專戶、國泰人壽等，顯示統一證屬統一集團相關證券公司。

Business

統一證為綜合證券商，主要服務項目包含經紀、承銷、自營、債券、計量交易、金融商品、股務代理、財富管理暨信託業務。經紀部門服務包括受託買賣上市櫃股票與債券、集中保管、融資融券、有價證券借貸、證券業務借貸款項、不限用途款項借貸、複委託外國有價證券、期貨交易輔助、電子交易與客服；金融商品部門從事權證發行與避險、結構型商品、股權衍生性商品、ETN 發行與避險、策略交易、股票造市等；自營部門以自有資金投資集中與店頭市場證券、期貨與選擇權及海外現貨／期貨；債券部門買賣國內外公債、公司債、附買回／附賣回、可轉債，並銷售公司債與金融債、設計自有結構型商品與債券型 ETN；資本市場承銷部門協助企業公開發行、上市櫃、現增、私募轉公發、公司債、併購與財務顧問；計量交易部門從事期貨與選擇權造市、ETF 套利與造市、期現貨套利、結構型商品發行交易及跨市場價差／波動套利；股務代理與財富管理暨信託部門提供股務、資產配置、基金、外國債券、結構型商品、債券附買回、金錢信託、有價證券信託出借、員工福利信託及高資產客戶財管服務。2025 年報表示，經紀業務是長期穩定核心獲利來源，2025 年經紀市佔約 2.68% 至 2.69%，國內本土券商排名第八；承銷業務 2025 年完成主辦案 22 件、協辦案 30 件，承銷總金額 84.37 億元，業界排名第八。自營、債券自營、期貨自營與金融商品業務對獲利波動影響大，2025 年受台股價量活絡、AI 供應鏈趨勢、降息循環與類股輪動帶動。主要客戶包括一般散戶、法人與外資客戶、高資產客戶、企業籌資客戶、股務代理客戶、衍生性商品與財富管理客戶；終端應用為證券交易、資本市場籌資、資產配置、風險管理、信託與金融商品投資。

Outlook 2025–2028

2025 年已實現動能包括台股價量齊揚、AI 供應鏈帶動風險偏好、經紀市佔提升、信用業務餘額成長、承銷案件增加、債券自營受惠美國降息循環、金融商品與權證／結構型商品需求提升。公司 2025 年報展望 2026 年指出，全球經濟將受美國關稅政策、地緣政治與貨幣政策交織影響，但 AI 應用與基礎建設投資仍可支撐科技產業與資本市場活絡；公司策略是以客戶資產存量經營為核心，整合集團證券、投顧、期貨、投信等研究與產品量能，擴大存量型業務及經常性收益；投入數位金融轉型，優化自有 APP 與 OPENPOINT 生態圈串聯；強化即時監控、備援、系統更新與突發演練；配合主管機關打造亞洲資產管理中心，升級財富管理與資產管理，服務高資產至一般大眾客戶。2027 至 2028 年公司未提供明確量化財測，合理推估主軸仍將延續財富管理、複委託、借券、信用交易、外幣債券、結構型商品、ETN、權證、量化交易、ETF 造市與海外市場交易等方向；若台股成交量、AI 資本市場題材、IPO/增資與高資產財管制度持續擴張，統一證可受惠經紀、承銷、財管與金融商品收入成長。主要風險為台股成交量下滑、股債匯價格反轉造成自營或金融商品評價損失、利率與匯率波動、法規放寬或緊縮、券商手續費競爭、資安與交易系統穩定、承銷案件品質與包銷風險、衍生性商品模型與避險風險、信用／流動性／作業風險。上述 2027-2028 屬產業與公司策略延伸推估，非公司正式財測。

Supply Chain

Upstream
  • 臺灣證券交易所 上市證券集中交易市場與資訊揭露基礎設施；非台股掛牌公司。
  • 證券櫃檯買賣中心 上櫃、興櫃、債券與店頭市場交易基礎設施；非台股掛牌公司。
  • 臺灣期貨交易所 期貨與選擇權交易、造市與避險相關市場基礎設施；非台股掛牌公司。
  • 臺灣集中保管結算所 證券集中保管、交割結算與股務相關基礎設施；非台股掛牌公司。
  • 統一期貨股份有限公司 統一證轉投資子公司，提供期貨經紀及自營相關業務協同；未上市櫃。
  • 統一證券投資信託股份有限公司 統一證 2026 年公告取得實質控制力之投信平台，可補強資產管理與產品供給；未上市櫃。
  • 統一企業股份有限公司 1216 統一集團核心上市公司，透過凱南投資 100% 持有關係與統一證具集團資源連結。
Downstream
  • 一般自然人投資人 台股、複委託、融資融券、借貸款項、基金與財富管理服務客戶；非公司。
  • 法人與外資投資人 經紀、研究服務、借券、債券、衍生性商品、結構型商品與交易服務客戶；包含非台股掛牌機構。
  • 高資產與專業投資人客戶 財富管理、信託、外幣債券、境外商品、結構型商品及資產配置服務客群；非公司。
  • 公開發行與上市櫃籌資企業 承銷、上市櫃輔導、現金增資、公司債、私募轉公發、併購與財務顧問服務客戶，包含多家台股上市櫃公司但非單一公司。
  • 股務代理客戶 委託統一證辦理股務、股東會、除權息、稅單與股東查詢之公開發行或上市櫃公司；非單一公司。

Competitors

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.