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5353

台林 Communications & Internet As of 2026-06-17 Updated daily after market close

steady quality, fair valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 台林 to your watchlist to track signal changes on your next visit.
Valuation 55Quality 58Growth 76Momentum 69Chips 36

Is 台林 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 54th market percentile. Latest quarterly ROE ≈ 2.7%.

  • Valuation is neutral.PE is in the 51th market percentile; within its own history, PE is around the 55th percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -0.5% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 33.6%, 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 +0.32
BearishNeutralBullish

Institutional rotation, concentration steady — bullish

  • Institutional rotation, concentration steady — bullish
  • 元大-桃興 holds 287 lots
  • sellers have 254 lots left, ~80 sessions to clear

Window from 2026-01-17 · Price +15% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 元大-桃興 has accumulated 287 lots since the start (sold 0%), still adding.
  • Main distributor 凱基-羅東 peaked at 167 lots, has sold 49%, 86 left, ~57 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders -0.15pp, mid holders +1, retail -0.76pp — little change.
  • Foreign hedge-desk net short Net short -196 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
元大-桃興(牛牛牛)亞證券台新-成功臺銀-金山台新-緯城新光-新竹
Distributing
凱基-羅東康和-嘉義永豐金-南投國泰-敦南元大-斗信台新-新營
Desks
own scale
凱基-長庚凱基-台北富邦-南京永豐金-古亭
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 元大-桃興 +287
    sold 0%· still adding
  • (牛牛牛)亞證券 +276
    sold 0%· still adding
  • 台新-成功 +200
    sold 0%
  • 臺銀-金山 +148
    sold 0%· still adding
  • 台新-緯城 +104
    sold 0%· still adding
  • 新光-新竹 +93
    sold 0%· still adding

Distributing

  • 凱基-羅東 86 left
    sold 49%· ~57 sessions to clear
  • 康和-嘉義 9 left
    sold 89%· paused recently
  • 永豐金-南投 13 left
    sold 84%· ~2 sessions to clear
  • 國泰-敦南 48 left
    sold 36%· ~80 sessions to clear
  • 元大-斗信 9 left
    sold 87%· ~2 sessions to clear
  • 台新-新營 31 left
    sold 38%· ~52 sessions to clear

Desks

  • 凱基-長庚 -269
    unclassified
  • 凱基-台北 -117
    day-trade · selling pressure
  • 富邦-南京 -101
    unclassified
  • 永豐金-古亭 -80
    unclassified
Still selling 254 lots ~80 sessions to bottom at most
Recent buy/sell force +1,069 absorbed / -228 sold buyers slightly ahead
Hedge-desk net short -31 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)

Mixed direction: big-holder and retail changes are not aligned.

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 33.57%

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

74 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 63.1%, Sample 65, Median +1.47%, Excess +2.69%, Beat mkt rate 53.8%；60-day: Win 64.6%, Sample 65, Median +5.26%, Excess +6.17%, Beat mkt rate 53.8%；120-day: Win 70.8%, Sample 65, Median +11.49%, Excess +8.88%, Beat mkt rate 58.5%

120 days after: historical avg +14%

20-day +3.98%
60-day +9.56%
120-day +14%
20-day
60-day
120-day
Win
63.1%
64.6%
70.8%
Sample
65
65
65
Median
+1.47%
+5.26%
+11.49%
Excess
+2.69%
+6.17%
+8.88%
Beat mkt rate
53.8%
53.8%
58.5%

Over 65 occurrences, 120-day forward avg gained 14%, beat the market by 8.88 pts; win rate 70.8%.

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.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 854+7.1% +2% 56.2% -24.5%
20-40 1229+18.1% +12.6% 56.6% +6%
40-60 You are here534+18.3% +14.5% 76.4% +12.5%
60-80 261+15% +13.7% 76.6% +0.3%
80-100 148+34.7% +40.8% 100% +25.3%

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 ≈ 23.58, at the 55.4th 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
+4.1%
Win rate 59.1% Excess -4.6%
859d
Now
+6.1%
Win rate 59.8% Excess +3.5%
671d
+11.3%
Win rate 86% Excess +4.2%
272d
60-day momentum down
+10%
Win rate 60.4% Excess -5.1%
973d
+11%
Win rate 71.9% Excess +8.6%
313d
+0.7%
Win rate 56.9% Excess -2%
58d

Currently in “Mid × 60-day momentum up”: across 671 historical days, 120-day forward avg gained 6.1%, win rate 59.8%, beat the market by 3.5%.

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.

26 times historically; 60-day forward avg +2.14%, win rate 48%, beating the market by -0.1 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.

24 times historically; 60-day forward avg -2.5%, win rate 41.7%, beating the market by -6.46 pts on average.

What does 台林 do? Company profile

通信網路業 上櫃（櫃買中心）

Overview

台林為台林電通股份有限公司，屬櫃買中心掛牌之普通股營運公司。公司成立於1980年4月，前身為台林通信股份有限公司，2013年6月更名為台林電通股份有限公司；總部及主要生產基地位於桃園市蘆竹區榮安路10號。董事長與總經理均為陳俊廷，發言人為陳建村。公司於1998年成為上櫃公司，公開資料顯示掛牌日為1998/05/18；櫃買中心市場訊息中心揭露實收資本額為新台幣757,650,000元，2026年限制員工權利新股掛牌公告顯示增資後普通股股數為75,765,000股。主要經營業務為網路通訊設備及工業應用產品之設計、製造、相關服務與銷售。可查之董監事與法人持股包含好德科技、煇宏投資、弘泰投資、董事長陳俊廷等；完整前十大股東名冊未能在本次公開網頁搜尋中完整交叉確認。員工規模未在可查來源中取得可靠數字。

Business

台林商業模式以專業電子製造服務（EMS）、產品設計製造服務（ODM）與部分聯合設計製造（JDM）為主，聚焦工業應用而非消費性網通。主要產品與服務涵蓋工業網通、工業電腦、車用電子與半導體設備四大領域，包括工業及商業寬溫乙太網路交換器、工業級與商業級無線區域網路設備、LTE/5G閘道器與路由器、TSN時效性網路設備、工業單板電腦、電動車電子與馬達控制器相關製造加工，以及半導體前段製程設備、後段測試設備相關研發、製造、模組、維護與工程服務。MoneyDJ整理之2024年營收比重為通信網路產品34%、電腦及週邊設備18%、其他電子產品46%、其他2%；另2025/2026法說整理指出2025年工業電腦與工業網通合計約占65%至70%，車用電子與半導體設備合計約占30%至40%，兩者口徑可能因產品分類不同而有差異。銷售區域方面，2024年台灣約54%、美洲29%、亞洲8%、歐洲9%；2025年法說整理稱台灣與美洲各約37%、亞洲約15%，反映美洲工業網通成長與台灣車用業務下滑。終端應用包括軌道交通、智慧工廠、智慧城市、電力通信、5G專網、電動二輪車、半導體設備維護與模組化解決方案；客戶多為尖端製程設備製造商、工業設備商、系統整合商、電信營運商及電動車相關業者，部分客戶名稱未公開。

Outlook 2025–2028

2025年已知營運表現承壓：法說整理顯示全年營收約新台幣18.31億元、年減1.8%，毛利率約23.7%，稅後淨利約1.03億元，EPS約1.38元，主要受匯率波動與車用電子市場萎縮影響；但公司仍聚焦AI邊緣運算、工業網通、電力通信、半導體設備服務與海外市場。2026年主要成長動能來自AI導入網通產品、AI Switch、TSN、5G專網、IEC 61850電力通訊交換器、工業電腦與半導體設備工程服務；電力基礎建設數位化、關鍵基礎設施資安、智慧工廠與智慧交通需求可望支撐中期訂單，但關稅、匯率、國際局勢與客戶投資時程仍是不確定因素。2027年公開報導指出蘆竹總部擴建計畫預計2027年Q2完成，樓層使用面積增加約三成、生產空間最多增加約三分之一；法說整理另稱越南廠若順利預計2027年下半年啟用，有助分散供應鏈、回應短鏈化與客戶在地化要求。2028年未查得公司量化財測，合理展望是擴產與海外布局進入效益驗證期，若AI邊緣設備、工業網通、全光網、電力通訊與半導體設備本地化服務放量，營收結構可能更偏向工業網通與半導體設備服務；主要風險包括車用電子需求不如預期、半導體設備導入週期長、5G/O-RAN硬體價格下滑、資安與工業認證門檻、匯率與關稅、國際競爭廠價格壓力、關鍵IC與被動元件供應波動。

Supply Chain

Upstream
  • Broadcom 法說整理提及之主要晶片供應商之一，為美國上市公司，非台股掛牌；台林依客戶指定晶片平台進行ODM/JDM開發。
  • 瑞昱半導體 2379 法說整理提及之主要晶片供應商之一，提供網通相關晶片平台；為台股上市公司。
  • Texas Instruments CIO Taiwan報導提及台林與TI串接資訊提升供應鏈效率；為美國上市公司，非台股掛牌。
  • IC、PCB、電晶體、機構件、電源模組、被動元件供應商 MoneyDJ整理之主要原物料類別；具體供應商未公開，因此stock_id設為null。
Downstream
  • Gogoro 工商時報/Yahoo報導指出台林曾為Gogoro電動機車製造高難度馬達控制器（MCU）；Gogoro為海外上市/非台股掛牌公司。
  • 國際尖端製程設備製造商 104公司介紹稱主要客戶為尖端製程設備製造商，台林提供設備內模組化解決方案、研發設計到生產服務；客戶未具名。
  • 半導體設備供應商 東森財經/財訊快報報導指出台林針對半導體設備供應商提供設計、維護、製造、部分採購與舊設備優化服務；具體客戶未公開。
  • 系統整合商（SI）與工業垂直市場客戶 財訊快報報導指出台林透過ODM、EMS及SI合作拓展工業網通、工業電腦、車用電子、半導體設備市場；多數客戶未公開。
  • 電信營運商與企業網路客戶 法說整理提及全光網趨勢來自電信營運商與企業客戶對高頻寬、長距離傳輸需求，尤其日本市場積極；具體客戶未公開。

Competitors

  • 明泰科技 3380 MoneyDJ列為網路交換器競爭廠商；台股上市網通設備公司。
  • 啟碁科技 6285 MoneyDJ列為網路交換器競爭廠商；台股上市網通與通訊設備公司。
  • 智邦科技 2345 MoneyDJ列為網路交換器競爭廠商；台股上市網通交換器與資料中心網通設備公司。
  • 中磊電子 5388 MoneyDJ列為無線網路設備競爭廠商；台股上櫃網通設備公司。
  • 合勤投控 3704 MoneyDJ與媒體報導均提及合勤為網通相關同業；台股上市。
  • 建漢科技 3062 MoneyDJ列為無線網路設備競爭廠商；台股上市。
  • 訊舟科技 3047 MoneyDJ列為無線網路設備競爭廠商；台股上市。
  • 友訊科技 2332 與台林在交換器、企業/工業網通部分產品存在競爭；台股上市。
  • 研華 2395 工業電腦與邊緣運算領域大型同業，與台林工業電腦業務部分重疊；台股上市。
  • 其陽科技 3564 工業電腦與網通平台同業，與台林工業應用設備領域部分重疊；台股上櫃。
  • 立端科技 6245 工業電腦、網路安全與邊緣設備同業；台股上櫃。
  • 四零四科技（Moxa） 工業網通與工業乙太網路設備全球同業，未上市櫃。
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.