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5410

國眾 Information Services As of 2026-06-17 Updated daily after market close

steady quality, discounted valuation.

2 active signals

252d high Revenue ≥20%

This page refreshes daily after the close. Add 國眾 to your watchlist to track signal changes on your next visit.

Is 國眾 a buy? Fundamentals and valuation first

Above-average profitability.Operating margin is in the 63th market percentile. Latest quarterly ROE ≈ 8.4%.
Valuation is low.PE is in the 22th market percentile; within its own history, PE is around the 81th percentile.
Foreign investors are net buying.Foreign 20-day net flow ≈ 5.8% of volume (net buy).
Strong revenue growth.Latest monthly revenue YoY ≈ 199.2%, 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 +0.81

BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

Single-sided accumulation, concentration rising — bullish
新加坡商瑞銀 holds 956 lots
sellers have 765 lots left, ~140 sessions to clear

Window from 2026-01-17 · Price +45% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 新加坡商瑞銀 has accumulated 956 lots since the start (sold 3%), still adding.
Main distributor 元大-中崙 peaked at 581 lots, has sold 49%, 299 left, ~25 sessions to clear at the recent pace.
TDCC big holders (absolute) >1000-lot holders +0.73pp, mid holders +4, retail -3.24pp — concentration shifting upward.
Foreign hedge-desk net short Net short -344 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

新加坡商瑞銀台灣摩根士丹利摩根大通(牛牛牛)亞-鑫豐康和-嘉義凱基-內湖

Distributing

元大-中崙群益金鼎-丹鳳永豐金-中正兆豐-大安玉山-嘉義統一-台中

Desks

own scale

統一-敦南富邦-板橋高橋-中壢群益金鼎-桃園

Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline

Branch details Unit: lots

Accumulating

新加坡商瑞銀 +956

sold 3%· still adding
台灣摩根士丹利 +894

sold 5%· still adding
摩根大通 +569

sold 11%· still adding
(牛牛牛)亞-鑫豐 +535

sold 5%
康和-嘉義 +467

sold 0%
凱基-內湖 +464

sold 7%· still adding

Distributing

元大-中崙 299 left

sold 49%· ~25 sessions to clear
群益金鼎-丹鳳 83 left

sold 69%· ~13 sessions to clear
永豐金-中正 48 left

sold 49%· ~15 sessions to clear
兆豐-大安 21 left

sold 78%· ~105 sessions to clear
玉山-嘉義 63 left

sold 29%· ~24 sessions to clear
統一-台中 16 left

sold 81%· ~2 sessions to clear

Desks

統一-敦南 -778

unclassified
富邦-板橋 -456

unclassified
高橋-中壢 -415

unclassified
群益金鼎-桃園 -260

unclassified

Still selling 765 lots ~140 sessions to bottom at most

Recent buy/sell force +4,591 absorbed / -513 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.

30 historical occurrences (since 2009-09-09)

120 days after: historical avg +16.66%

20-day +10.55%

60-day +12.27%

120-day +16.66%

20-day

60-day

120-day

Win

62.1%

69%

65.5%

Sample

Median

+3.27%

+3.1%

+3.65%

Excess

+8.66%

+8.16%

+8.95%

Beat mkt rate

44.8%

41.4%

48.3%

Over 29 occurrences, 120-day forward avg gained 16.66%, beat the market by 8.95 pts; win rate 65.5%.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 199.22%

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

89 historical occurrences (since 2007-04-23)

120 days after: historical avg +4.36%

20-day +2%

60-day +4.14%

120-day +4.36%

20-day

60-day

120-day

Win

58.6%

52.9%

55.4%

Sample

Median

+1.58%

+1.05%

+3.68%

Excess

+1.49%

+2.34%

-0.22%

Beat mkt rate

58.6%

41.2%

37.3%

Over 83 occurrences, 120-day forward avg gained 4.36%, lagged the market by 0.22 pts; win rate 55.4%.

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.

0-20 +19.6%

20-40 +20.1%

40-60 +17.1%

60-80 +19.2%

80-100 +4.1% Now

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	367	+19.6%	+17.2%	100%	-2.8%
20-40	643	+20.1%	+19.3%	99.1%	+2.4%
40-60	821	+17.1%	+15.7%	90.7%	+3.3%
60-80	647	+19.2%	+13%	82.5%	+13.2%
80-100 You are here	485	+4.1%	+0.6%	54%	-25.4%

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 ≈ 14.13, at the 81.4th 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

+8%

Win rate 90.8% Excess +0.2%

404d

+6.8%

Win rate 73.1% Excess -0.1%

931d

Now

+3.1%

Win rate 48.4% Excess -6.4%

667d

60-day momentum down

+15.2%

Win rate 93.4% Excess +3.8%

394d

+10.2%

Win rate 84.4% Excess +5.3%

327d

+9.4%

Win rate 58.3% Excess -2.1%

360d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 667 historical days, 120-day forward avg gained 3.1%, win rate 48.4%, lagged the market by 6.4%.

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.

56 times historically; 60-day forward avg +4.54%, win rate 57.4%, beating the market by -0.92 pts on average.

What does 國眾 do? Company profile

資訊服務業、系統整合、電子資訊通路上櫃

Overview

5410 對應國眾電腦股份有限公司，為櫃買中心上櫃普通股，非 ETF/ETN/權證/特別股。公司成立於1985年9月13日，1999年11月26日股票正式上櫃，總部位於台北市內湖區陽光街298號3樓。2026年法說會資料列示公司登記地為台北市內湖區、資本額新台幣920,561仟元、截至2025年3月31日員工402人、董事長王超群、總經理温健良；第三方股市基本資料於2026年6月附近列示實收資本額約9.23億元、已發行普通股約9,228萬股，推測差異可能來自員工認股權轉換等股本更新。2024年年報列示2025年3月29日前十大股東包括財團法人王楊嬌愛主社會福利慈善基金會7.90%、眾晶科技3.69%、王雪紅3.26%、徐偉倫2.93%、慧聚投資2.73%、李岳霖2.64%、陳褔興2.42%、奇新投資2.22%、大眾全球投資控股1.96%、大學創業投資1.07%。公司曾於2008年合併岱昇科技、眾電系統、超網路科技；2021年通過資訊服務機構服務能量與人工智慧技術服務機構能量登錄，2023年取得資安能量登錄、資通自主產品服務能量證書與 AI 人工智慧技術服務機構服務能量證書。

Business

國眾為大型系統整合與資訊服務商，主要服務為各領域客戶資訊化規劃、建置、產品代理經銷、系統整合、專案管理、維護服務、顧問諮詢、教育訓練、網路整合行銷及 AIoT/雲端應用開發。2024年合併營收3,896,185仟元，產品別比重為個人電腦60.47%、系統整合產品3.26%、自動化事務性設備3.61%、其他32.66%；2025年法說會列示2025年營收4,385,375仟元、EPS 2.35元，較2024年EPS 1.61元改善。第三方券商頁面列示2025年營收比重為資訊軟硬體與電腦硬體維護服務85.65%、維護服務8.02%、佣金6.30%、其他0.03%，此分類與年報產品分類不同。主要商品服務包括 PC/NB/平板/列印與週邊設備、網路系統設備、伺服器與主機系統、資訊安全產品與服務、雲端運算整合、5G企業專網與 AIoT 物聯網平台、智慧教室、智慧醫療、金融自動化設備與軟體、紅利集點平台、資訊設備委外維修、公益彩券投注機裝置與維修、Google Ads 等數位行銷服務及政府專案。商業模式以專案型系統整合、品牌軟硬體代理/經銷、維護保固與委外服務、自行開發應用軟體/平台、金融與彩券設備長約維護、數位廣告代理及政府/教育標案為主；年報明示公司不從事生產，採訂單式採購以控制存貨。主要終端客戶涵蓋政府機構、軍公警政、各級學校、民營企業集團、公民營銀行、保險、醫療、製造、服務業與電信業；2024年有一名匿名 A 客戶占銷貨13.76%，2023年無單一客戶超過10%。

Outlook 2025–2028

2025-2026已可由公司年報與2026年法說會較高把握觀察：國眾把經營方針放在提高客戶價值與效率、發展全方位資通訊基礎架構、雲端服務、AI 領域智慧整合服務，並延續5G、IoT、AIoT、智慧醫療、系統整合、資安與金融應用。公司2026年法說會明示未來展望包括 B5G/次世代通訊與 AIoT、研發 LEO DDA 數據決策支援 AIoT 平台、成立 AI 研發團隊並開發產業生成式 AI 系統、智慧醫療 AI 輔助機器人與4K會議室手術轉播、培養 AI 與應用軟體人力並擴展製造、金融、智慧醫療等大型企業市場；產品藍圖列示 Rosetta BOX 落地型 AI 系統、LEO KM-GPT 產業 AI 技術平台、GPT ATM 智慧金融 AI 設備、LeoQ AI Agent 多模態 AI 平台、LEO AI Genie 社群互動技術平台等。成長動能包括企業與政府資安投資、雲端/虛擬化/異地備援汰換、教育數位學習與智慧教室、銀行自動化設備汰舊換新及循環式 ATM、公益彩券投注設備維護長約、智慧醫療與行動醫療、製造業 AIoT/IIoT 與 ESG 碳管理需求。2027-2028屬推估：若企業級生成式 AI、Edge AI/Edge Security、智慧醫療、金融 AI 設備與高端伺服器/儲存/網路整合專案持續落地，服務與軟體比重有機會改善毛利結構；但傳統 PC/NB 與硬體經銷仍占營收大宗，毛利率、專案驗收時點與政府/教育標案波動會造成獲利起伏。主要風險包括系統整合競爭激烈、硬體銷售毛利偏低、政府與公營事業標案執行難度升高、AI/區塊鏈/資安等軟體人才短缺、原廠政策與供應鏈交期變動、資通訊產品供給不穩、單一大型專案使單季營收與應收帳款波動，以及資安事件或專案履約風險。

Supply Chain

Upstream

精技電腦 2414 年報列為2023年與2024年主要供應商之一，屬台股上市資訊通路商，供應資訊軟硬體與通路產品。
聯強國際 2347 年報列為2023年主要供應商之一，屬台股上市資訊通路商。
技鋼科技年報列為2024年最大供應商；技鋼科技為技嘉集團伺服器相關公司，資料顯示截至本研究日尚非台股掛牌公司，曾見申請上櫃相關公告。
宏碁 2353 公司簡介列為策略聯盟/主要供貨品牌之一，供應 PC、端末與資訊設備。
華碩 2357 公司簡介列為策略聯盟/主要供貨品牌之一，供應 PC、伺服器或資訊設備。
Cisco 美國上市公司，國眾官網與年報列為策略聯盟/經銷品牌之一，主要與網路、資安、醫療網路等解決方案相關。
Dell / Dell EMC 美國上市公司/外商品牌，國眾官網列為策略聯盟供應商之一，供應伺服器、儲存與企業資訊設備。
HPE / HP Inc. 美國上市外商品牌，國眾官網列為策略聯盟供應商之一，供應企業伺服器、PC與周邊設備。
Lenovo 香港上市外商品牌，國眾官網列為策略聯盟供應商之一，供應 PC、NB、伺服器等資訊設備。
Microsoft / Oracle / VMware 外商軟體與雲端/虛擬化供應商，國眾官網列為策略聯盟供應商，用於系統整合、資料庫、雲端與虛擬化方案。
GLORY、OKI、JCM、Fujitsu、Hyosung TNS、KAL 金融自動化設備與平台外商供應商；國眾官網列示代理 GLORY、OKI、JCM、Fujitsu 掌靜脈、韓國 Hyosung TNS ATM、英國 KAL WOSA 平台等。

Downstream

政府機關、軍公警政與公用事業單位年報與官網列為主要客群，採資訊系統整合、資安、設備採購、維護及政府專案模式，非單一掛牌公司。
教育部、縣市教育局處、各級學校智慧教室、行動學習、數位學習精進方案與校園資訊設備整合客戶群，屬政府/學校單位。
公民營銀行與金融機構金融自動化設備、ATM/入金機/整鈔機、銀行稽核、徵審流程、紅利平台與客製化金融軟體客戶群；年報未揭露具名銀行客戶。
台灣彩券及彩券經銷體系國眾承攬第3、4、5屆公益彩券投注設備服務，期間涵蓋2007年至2033年；台灣彩券本身非台股掛牌公司。
醫療院所與長庚醫療體系年報提及多年深耕長庚醫療體系網路系統，並推智慧醫療、行動醫療、AI 預防醫學與醫療自助繳費相關方案；醫療體系非台股掛牌公司。
大型製造業、石化業、企業集團與電信業者 AIoT、IIoT、5G企業專網、弱電/安防、網路系統、資料中心、資安與智慧工廠解決方案客戶群；年報未揭露具名客戶。

Competitors

精誠資訊 6214 年報以2024年資訊服務/系統整合同業營收占比列為同業比較公司，為台股上市資訊服務龍頭。
敦陽科技 2480 年報列為同業比較公司，業務包含系統整合、資訊服務與維護。
凌群電腦 2453 年報列為同業比較公司，業務包含系統整合、軟體與政府/企業資訊專案。
晉泰科技 6221 年報列為同業比較公司，為上櫃資訊服務/系統整合業者。
大綜電腦 3147 年報列為同業比較公司，為上櫃系統整合與資訊服務業者。
三商電腦 2427 年報列為同業比較公司，且在銀行自動化設備項目列為 HITACHI 相關競爭者之一。
大同世界科技 8099 年報列為同業比較公司，為上櫃資訊服務與系統整合業者。
資通電腦 2471 年報列為同業比較公司，業務包含企業軟體、系統整合與資訊服務。
Diebold Nixdorf 外商 ATM/金融自動化設備競爭者，非台股掛牌；年報在銀行自動化設備競爭情形中列名。
NCR 外商 ATM/金融自動化設備競爭者，非台股掛牌；年報在銀行自動化設備競爭情形中列名。

Sources（11）

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.