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5490

同亨 Computer & Peripherals 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 同亨 to your watchlist to track signal changes on your next visit.
Valuation 65Quality 81Growth 68Momentum 45Chips 82

Is 同亨 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 79th market percentile. Latest quarterly ROE ≈ 4.7%.

  • Valuation is neutral.PE is in the 39th market percentile; within its own history, PE is around the 68th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 6.4% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 23.9%, 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

Neutral +0.12
BearishNeutralBullish

Institutional rotation, concentration steady — neutral

  • Institutional rotation, concentration steady — neutral
  • 群益金鼎-台南 holds 235 lots
  • sellers have 627 lots left, ~180 sessions to clear

Window from 2026-01-17 · Price +9% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 群益金鼎-台南 has accumulated 235 lots since the start (sold 0%), holding.
  • Main distributor 台新-桃園 peaked at 152 lots, has sold 53%, 72 left, ~180 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +0.16pp, mid holders -1, retail +0.49pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -962 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-台南台新證券摩根大通中農元大-善化富邦-建國
Distributing
台新-桃園美林凱基-台北新光合庫-彰化華南永昌-苗栗
Desks
own scale
台新-佳里美商高盛新加坡商瑞銀富邦-新竹
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 群益金鼎-台南 +235
    sold 0%
  • 台新證券 +225
    sold 3%
  • 摩根大通 +216
    sold 13%· still adding
  • 中農 +163
    sold 14%
  • 元大-善化 +148
    sold 0%· still adding
  • 富邦-建國 +129
    sold 16%· still adding

Distributing

  • 台新-桃園 72 left
    sold 53%· ~180 sessions to clear
  • 美林 86 left
    sold 42%· ~18 sessions to clear
  • 凱基-台北 79 left
    sold 45%· paused recently
  • 新光 68 left
    sold 38%· ~62 sessions to clear
  • 合庫-彰化 61 left
    sold 40%· ~31 sessions to clear
  • 華南永昌-苗栗 57 left
    sold 30%· ~57 sessions to clear

Desks

  • 台新-佳里 -782
    unclassified
  • 美商高盛 -327
    hedge desk · will cover
  • 新加坡商瑞銀 -281
    hedge desk · will cover
  • 富邦-新竹 -212
    unclassified
Still selling 627 lots ~180 sessions to bottom at most
Recent buy/sell force +657 absorbed / -310 sold buyers slightly ahead
Hedge-desk net short -745 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 23.94%

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

93 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 44.6%, Sample 83, Median -1.85%, Excess -0.12%, Beat mkt rate 41%；60-day: Win 45.1%, Sample 82, Median -2.09%, Excess +1.31%, Beat mkt rate 42.7%；120-day: Win 51.2%, Sample 82, Median +0.73%, Excess -0.97%, Beat mkt rate 40.2%

120 days after: historical avg +5.23%

20-day +0.34%
60-day +4.06%
120-day +5.23%
20-day
60-day
120-day
Win
44.6%
45.1%
51.2%
Sample
83
82
82
Median
-1.85%
-2.09%
+0.73%
Excess
-0.12%
+1.31%
-0.97%
Beat mkt rate
41%
42.7%
40.2%

Over 82 occurrences, 120-day forward avg gained 5.23%, lagged the market by 0.97 pts; win rate 51.2%.

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)
0-20 248+12.8% +11.1% 89.9% -26.7%
20-40 326-5.1% -2.6% 42.3% -16.8%
40-60 377+6.1% -16.7% 40.6% -5.2%
60-80 You are here594+22.9% +12.6% 68% -13.6%
80-100 745+9.7% +5% 55.8% -7.9%

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 ≈ 18.31, at the 67.5th percentile of its own history (60-80 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
+1.9%
Win rate 66.4% Excess -20%
146d
-7.9%
Win rate 34.8% Excess -16%
230d
Now
+12.7%
Win rate 56.8% Excess +3.8%
932d
60-day momentum down
-0.9%
Win rate 68% Excess -16.3%
225d
-0.4%
Win rate 52.5% Excess -6.2%
491d
+14.2%
Win rate 75.9% Excess -5.3%
386d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 932 historical days, 120-day forward avg gained 12.7%, win rate 56.8%, beat the market by 3.8%.

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.

23 times historically; 60-day forward avg +5.7%, win rate 56.5%, beating the market by +0.64 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.

61 times historically; 60-day forward avg +1.23%, win rate 49.2%, beating the market by -2.77 pts on average.

What does 同亨 do? Company profile

電腦及週邊設備業；金融支付終端設備、POS與安全交易設備 櫃買中心上櫃

Overview

5490 對應同亨科技股份有限公司，為櫃買中心上櫃普通股，英文名稱 XAC Automation Corp.，英文簡稱 XAC。公司成立於 1997/04/08，2001/05/14 上櫃，總部位於新竹科學園區工業東九路30號4樓；官網亦以 Hsinchu Science-Based Industrial Park 地址揭露。董事長為張永銘，總經理為胡鉉宗，發言人徐壬謙。實收資本額依公開資料約新台幣 961,522,010 元，已發行普通股約 96,152,201 股。2024 年報揭露 2025/03/31 從業員工合計 360 人；2024 年報同時揭露台灣母公司負責集團策略、研發、行銷與銷售，蘇州廠為製造基地、品質中心及系統開發/營運中心，美國 ZAKUS 為前端技術研發、支付軟體與解決方案核心技術、商情調查與客戶關係維繫據點。主要股東依 2025/04/20 年報名單包括張瑞敏 4.90%、亨利投資 4.81%、張永銘 3.55%、公司庫藏股專戶 3.12%、余美玲 2.92%、富禮投資 2.13%、滕萬生 1.92%、戴誠志 1.65%、沅慶投資 1.49%、邱泰傑 1.02%；公司官網英文主要股東頁則列示 HENG LI Investment、CHANG YENG MING、庫藏股專戶等主要持股。

Business

同亨主要從事金融電子交易終端機、交易資料安全保護設備、多功能智慧卡讀/寫卡機、支付軟硬體與商業自動化解決方案之研發、製造與銷售。MoneyDJ 資料列示 2024 年營收結構約為電子金融交易終端機及週邊設備 59%、其他產品 18%、交易資料安全保護設備 15%、讀/寫卡機 8%；2024 年產品銷售地區比重約美洲 70%、歐洲 16%、亞洲 14%。公司官網產品線包括手持與桌上型支付終端、無人/戶外支付終端、ECR POS 與客戶面向裝置、SoftPOS、NFC/SCRP 模組、PIN Pad、Secure Hybrid Reader、NFC Payment Module、SCRP Module、Docking Base 等；解決方案包括 Terminal Management System、Remote Key Injection、Remote Diagnosis、Payment Application、SoftPOS。商業模式以支付終端硬體 ODM/OEM 與自有核心模組、支付應用程式、雲端終端管理、遠端金鑰與遠端診斷等軟硬體整合方案為主，客戶包含支付服務供應商、系統整合商、獨立軟體供應商、加值經銷商及大型企業/營運商。年報顯示公司與 Fiserv、DFS(Dover Fueling Solutions)、Toshiba 等合作開發或供應產品；年報對單一大客戶以保密代號揭露，2024 年客戶 B/C/E 佔銷貨淨額分別約 32%、22%、11%，2025 年第一季截至年報刊印日前客戶 B 佔比升至 58%，顯示客戶集中度仍高。

Outlook 2025–2028

2025 年：公司 2024 年報指出歐美主要客戶需求仍強，多項新產品及新客戶產品於 2025 年年中陸續量產上市，預期帶動整體銷售穩定成長；2024 法說會亦指出新一代 Android 12 智能 POS、NFC 模組/讀卡機、雲端終端機管理、遠端金鑰安裝、遠端偵錯與 MPoC 行動裝置非接觸式付款解決方案為發展重點。2026 年：截至 2026/05，公開營收資料顯示 2026 年前 5 月累計營收約新台幣 7.1978 億元、年增 12.73%，單月 2026/05 營收約 1.39102 億元、年增 23.94%，顯示新產品/客戶與歐美需求仍有支撐；但仍需觀察大客戶拉貨節奏。2027-2028 年：未見公司提供正式財測，以下為依年報趨勢推估。中長期成長動能來自雲端 POS、Omni-channel 商業自動化、SoftPOS/CPoC/MPoC、PCI/EMV 安全認證更新、NFC/QR/行動支付普及、戶外自助支付與電動車充電樁支付模組。公司官網歷史頁揭露 2025 年透過墨西哥與越南 EMS 夥伴擴大製造布局，有助於因應關稅、地緣政治與客戶要求的區域製造彈性。主要風險包括客戶集中度高、部分零組件如磁頭需仰賴進口、PCI/EMV 等認證迭代與各國支付規格差異造成研發成本、國際競爭者 Verifone/Ingenico/PAX/NCR/Toshiba 等壓力、美元匯率與中美關稅、終端換機週期波動、以及支付硬體逐步軟體化後對毛利與商業模式的挑戰。

Supply Chain

Upstream
  • 無線通訊模組供應商 年報揭露主要原物料之一為 Wireless Module，供應情形良好；未揭露具名供應商。
  • 塑膠件供應商 年報揭露主要原物料之一為塑膠件，供應情形良好；未揭露具名供應商。
  • LCM/液晶顯示器供應商 年報揭露主要原物料之一為 LCM，供應情形良好；未揭露具名供應商。
  • 磁頭、IC、PCB、控制鍵盤與機構零組件供應商 年報說明上游零組件包含磁頭、積體電路、印刷電路板、液晶顯示器、控制鍵盤及相關零組件；部分磁頭供應掌握於日本，未揭露具名供應商。
  • 高通 Qualcomm 法說會提到高通新平台產品量產導入；Qualcomm 為美國上市公司，非台股掛牌。
Downstream
  • Fiserv 年報與 MoneyDJ 皆提及同亨為 Fiserv 供應商，並與其在支付系統與解決方案策略聯盟；Fiserv 為美國上市公司，非台股掛牌。
  • Toshiba 年報與 MoneyDJ 提及同亨為 Toshiba 供應商之一；Toshiba 為日本企業，已非台股掛牌。
  • Dover Fueling Solutions 年報提及同亨在 Payment POS 與 DFS 合作開發新產品，亦曾切入北美加油站設備龍頭 Wayne 供應支付模組；DFS 隸屬 Dover，非台股掛牌。
  • 支付服務供應商 PSP 年報揭露同亨除固守支付服務供應商客戶外，也拓展 SI/ISV；PSP 客戶多未具名揭露。
  • 系統整合商 SI 與獨立軟體供應商 ISV 公司 2025 發展策略鎖定 SI 與 ISV 以拓展更廣產品銷售通路；多數客戶未具名。
  • 銀行、商店、加油站、零售、餐飲、無人/自助交易與電動車充電樁營運者 年報說明終端應用於銀行交易系統、商店收銀系統、自動販賣機、網路交易、自助交易、戶外支付與充電樁等；多為終端應用場景而非直接揭露之掛牌客戶。

Competitors

  • Verifone 年報列為 Payment POS 與信用卡終端設備國際競爭者；非台股掛牌。
  • Ingenico 年報列為 Payment POS 與信用卡終端設備國際競爭者；現屬國際支付終端品牌，非台股掛牌。
  • PAX Global Technology 全球 POS/支付終端競爭者，香港上市，非台股掛牌；此為產業競爭推估補充。
  • NCR Voyix 年報在大賣場金流物流系統整合商中列及 NCR；美國上市/國際企業，非台股掛牌。
  • Toshiba 年報將 Toshiba 列為大賣場金流物流系統整合商之一，同時也是同亨供應對象；日本企業，非台股掛牌。
  • 振樺電 8114 台股上市 POS、零售與餐飲端點設備廠，與同亨在 POS/商用終端部分應用場景重疊，但支付安全終端產品定位不完全相同。
  • 伍豐 8076 台股上櫃 POS、Kiosk、自助服務與博弈/商用終端設備廠，部分終端設備與自助應用場景重疊。
  • 飛捷 6206 台股上市 POS、Panel PC、Kiosk 與零售/餐飲設備廠，部分商用 POS 終端市場重疊。
Sources（15）

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.