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4442

竣邦-KY Textiles As of 2026-06-17 Updated daily after market close

steady quality, discounted valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 竣邦-KY to your watchlist to track signal changes on your next visit.
Valuation 75Quality 71Growth 85Momentum 41Chips 0

Is 竣邦-KY a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 62th market percentile. Latest quarterly ROE ≈ 4.2%.

  • Valuation is low.PE is in the 15th market percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -39.4% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 55.3%, 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

Bullish +0.81
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 國泰證券 holds 918 lots
  • sellers have 19 lots left, ~40 sessions to clear

Window from 2026-01-17 · Price -4% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 國泰證券 has accumulated 918 lots since the start (sold 0%), holding.
  • Main distributor 元大-八德 peaked at 159 lots, has sold 46%, 86 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +2.52pp, mid holders +1, retail -1.42pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -12 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
國泰證券國泰-松江元大-中崙群益金鼎-瑞豐元大-蘆洲中正群益金鼎-新竹
Distributing
元大-八德國泰-敦南凱基-台北國泰-台南中國信託-嘉義永豐金-古亭
Desks
own scale
美商高盛元大-南京永豐金-萬盛德信
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 國泰證券 +918
    sold 0%
  • 國泰-松江 +112
    sold 7%· still adding
  • 元大-中崙 +95
    sold 4%· still adding
  • 群益金鼎-瑞豐 +54
    sold 0%· still adding
  • 元大-蘆洲中正 +40
    sold 0%
  • 群益金鼎-新竹 +34
    sold 0%· still adding

Distributing

  • 元大-八德 86 left
    sold 46%· paused recently
  • 國泰-敦南 19 left
    sold 54%· paused recently
  • 凱基-台北 7 left
    sold 79%· paused recently
  • 國泰-台南 5 left
    sold 79%· ~3 sessions to clear
  • 中國信託-嘉義 4 left
    sold 83%· ~2 sessions to clear
  • 永豐金-古亭 13 left
    sold 38%· paused recently

Desks

  • 美商高盛 -244
    hedge desk · will cover
  • 元大-南京 -151
    unclassified
  • 永豐金-萬盛 -134
    unclassified
  • 德信 -121
    unclassified
Still selling 19 lots ~40 sessions to bottom at most
Recent buy/sell force +166 absorbed / -45 sold buyers slightly ahead
Hedge-desk net short -8 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 55.33%

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

16 historical occurrences (since 2024-04-10)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 66.7%, Sample 15, Median +4.34%, Excess +2.91%, Beat mkt rate 46.7%；60-day: Win 66.7%, Sample 15, Median +5.72%, Excess +0.03%, Beat mkt rate 46.7%；120-day: Win 85.7%, Sample 14, Median +28.3%, Excess +9.54%, Beat mkt rate 50%

120 days after: historical avg +32.82%

20-day +5.96%
60-day +12.37%
120-day +32.82%
20-day
60-day
120-day
Win
66.7%
66.7%
85.7%
Sample
15
15
14
Median
+4.34%
+5.72%
+28.3%
Excess
+2.91%
+0.03%
+9.54%
Beat mkt rate
46.7%
46.7%
50%

Over 14 occurrences, 120-day forward avg gained 32.82%, beat the market by 9.54 pts; win rate 85.7%.

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.

6 times historically; 60-day forward avg -4.35%, win rate 33.3%, beating the market by -12.81 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.

What does 竣邦-KY do? Company profile

紡織纖維 櫃買中心上櫃

Overview

4442 對應證券為竣邦-KY，係櫃買中心上櫃股票，英文名稱 J&B International Inc.，中文全名為英屬開曼群島商竣邦國際股份有限公司。公開資料顯示，上市櫃主體成立於 2021 年 7 月 27 日，集團營運沿革則可追溯至 1999 年；註冊地為英屬開曼群島，台灣營運地址為新北市中和區建一路186號14樓之4/H棟。董事長為 Kao's Holding Co., Ltd. 代表人高振芳，總經理為蕭志偉，發言人為張兆民。公司於 2023 年 11 月 29 日初次上櫃買賣。公開資料截至 2026 年附近顯示實收資本額約新台幣 3.23 億元、已發行普通股約 3,231 萬股；部分資料庫仍顯示增資前股本約 2.77 億元，故股本數字以最新可見公開資訊為準但需再以公開資訊觀測站最新公司基本資料核對。主要股東與董監持股公開資料顯示，Kao's Holding Co., Ltd. 為最大股東，代表人高振芳；Rich Climes Ltd. 為大股東，代表人蕭志偉；GROW JOINT CO., LTD. 亦為法人董事股東。員工規模在可檢索公開頁面未見明確一致數字，104人力銀行與公司簡介僅揭露招聘與公司介紹，未能確認全集團員工人數。2025 年全年合併營收約新台幣 16.7 億元、年增 29.61%，稅後淨利約 1.52 億元，EPS 5.23 元；2025 年股東會通過每股現金股利 3.5 元，為歷年配息新高。

Business

竣邦-KY為高機能性布料設計研發與供應鏈整合商，主要業務為成衣服裝機能性布料之開發、設計、生產及銷售。公司本身定位較接近布料解決方案與供應鏈管理平台，核心能力在紗線、織造、染整、後加工參數設定、布料結構設計、品管與品牌共同開發，而非單純大規模代工。產品包含平織布、針織布、無紡布與其他創新機能布；2024 年產品營收比重公開資料顯示平織布約 87%、針織布約 4%，其餘為無紡布與其他。應用領域包含運動、瑜珈、戶外、滑雪、衝浪、運動休閒、工裝、裝備與防護相關布料，功能訴求包括高強力耐磨、防水透氣、防風潑水、吸濕快乾、四面彈、抗菌除臭、抗 UV、反光、高可視度、環保再生聚酯與高強度耐磨尼龍布等。2025 年全年應用領域營收比重，公開新聞引述公司說法為運動 58%、戶外 22%、滑雪衝浪 11%、其他 9%。主要客戶多為國際品牌或其指定成衣廠，公開資料列示客戶包括 Nike、Lululemon、Canada Goose、Burton、Boardriders 旗下 Roxy/Quiksilver/Billabong、Vuori、Alo Yoga、Under Armour、Athleta、Gap、Oakley、Aritzia、Carhartt 等；其中部分為品牌客戶，部分可能透過品牌指定成衣廠下單。營運總部、研發與全球銷售中心在台灣；中國大陸設供應鏈生產管理中心與產品開發中心；越南設自有生產基地，並於 2025 年啟動越南織染一貫廠建置計畫。商業模式上，公司接受國際品牌需求與指定，進行研發、設計、開發、品管，並整合織造、染整、加工與交貨；公司法說資料亦提到 J&B Digital Fabrics Library，可透過雲端布料資料、樣品比對與 3D 模擬服裝縮短開發溝通時間。

Outlook 2025–2028

2025 年竣邦-KY營收與獲利創高，主因運動領域主力客戶深化合作、新品牌客戶拓展、戶外客戶恢復下單節奏，以及高附加價值產品組合提升。2026 年公司公開說法維持審慎樂觀，預期整體營運動能逐步增強，尤其運動領域出貨提升、專業工裝與袋包材等多元應用拓展，將支撐下半年動能；2025 年 11 月法說會亦提到訂單能見度至 2026 年第 1 季，2026 年營收挑戰雙位數增長，主要動能來自運動領域。中期至 2028 年可觀察四項成長動能：第一，Athleisure 運動休閒趨勢與大型國際賽事帶動品牌機能服飾開發需求；第二，從高端機能布料延伸至中高端、長銷核心系列產品，有機會放大訂單量與產品生命週期；第三，越南產能與織染一貫廠布局可因應品牌供應鏈分散、關稅與地緣政治風險，強化接單彈性；第四，GRS、GOTS、Bluesign、生質材料、有機棉、Nylon 56、成衣回收紗等永續材料與認證，可受惠國際品牌環保供應鏈要求。主要風險包括：國際品牌庫存循環與消費景氣波動、客戶集中度與品牌訂單轉移風險、美元及人民幣/越南盾匯率波動、越南新廠建置與稼動率不如預期、原料價格與染整加工成本波動、ESG與化學品法規要求提高、國際貿易關稅與供應鏈地緣政治變化，以及公司規模仍小、流動性與資訊透明度相對大型紡織股較低。2027 至 2028 年尚無公司正式量化財測，以上為依公開法說、新聞與產業趨勢做出的情境推估。

Supply Chain

Upstream
  • 遠東新 1402 上游纖維、聚酯、紗線、織布與一貫紡織供應鏈代表廠；公開資料未確認其為竣邦-KY直接供應商，列為可能供應鏈類型與同產業上游參照。
  • 新纖 1409 上游聚酯、纖維與紡織原料代表廠；公開資料未確認其為直接供應商。
  • 力鵬 1447 尼龍絲、加工絲、織布與染整相關上游代表廠；公開資料未確認其為直接供應商。
  • 台塑 1301 石化與塑膠原料上游代表企業，可對應尼龍、聚酯等化纖產業鏈上游原料；公開資料未確認其為直接供應商。
  • 南亞 1303 聚酯、塑膠與化工材料上游代表企業；公開資料未確認其為直接供應商。
  • 未具名紗線、胚布、染整、貼合與後加工供應商 公司公開資料明確指出重要原物料為各式紗線、針織及平織胚布，以及染整、貼合等後加工物料；實際供應商名稱未完整公開。
Downstream
  • Nike 美國上市國際運動品牌，公開法說與新聞列為運動領域主要品牌客戶之一；台股無掛牌代號。
  • Lululemon 美國上市瑜珈與運動休閒品牌，公開資料列為客戶之一；台股無掛牌代號。
  • Canada Goose 加拿大/美國上市高端戶外服飾品牌，公開資料列為戶外領域主要客戶；台股無掛牌代號。
  • Under Armour 美國上市運動品牌，公開法說摘要列為新增或拓展客戶；台股無掛牌代號。
  • Vuori 美國未上市運動休閒品牌，公開法說摘要列為運動領域客戶；台股無掛牌代號。
  • Alo Yoga 美國未上市瑜珈/運動休閒品牌，公開法說摘要列為客戶；台股無掛牌代號。
  • Burton 美國未上市滑雪品牌，公開資料列為滑雪領域客戶；台股無掛牌代號。
  • Boardriders / Roxy / Quiksilver / Billabong 國際衝浪滑板與極限運動品牌體系，公開資料列為滑雪衝浪領域客戶；非台股掛牌。
  • Gap / Athleta Gap 為美國上市服飾集團，Athleta 為旗下運動休閒品牌，公開法說資料列為客戶資源；台股無掛牌代號。
  • Aritzia 加拿大上市時尚服飾品牌，公開法說資料列為運動休閒應用客戶；台股無掛牌代號。
  • Carhartt 美國未上市工裝品牌，公開法說資料列為工裝應用客戶；台股無掛牌代號。
  • 品牌指定成衣廠 公司銷售客戶多屬品牌商配合之成衣廠；具體成衣廠名單未完整公開。

Competitors

  • 宏遠 1460 MoneyDJ列示為竣邦-KY產品同業；台灣上市紡織廠，具布料、染整與成衣相關能力。
  • 冠星-KY 4439 MoneyDJ列示為竣邦-KY產品同業；台股掛牌紡織服飾相關公司。
  • 得力 1464 MoneyDJ列示為竣邦-KY產品同業；台灣上市織布、染整與機能性布料相關廠商。
  • 儒鴻 1476 大型台灣上市機能性布料與成衣整合廠，雖規模與商業模式較竣邦-KY更偏一貫製造，但在國際運動服飾供應鏈具競爭關係。
  • 聚陽 1477 台灣上市成衣代工大廠，主要競爭面在國際服飾品牌供應鏈與機能服飾開發，但與竣邦-KY部分屬上下游/合作式競合。
  • 遠東新 1402 大型一貫化紡織與化纖集團，具機能布、紗線與終端品牌供應鏈資源；與竣邦-KY在部分機能布料客戶與產品上可能競爭。
Sources（14）

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.