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Help me set up FinLab and analyze 5536 聖暉*. Please read: https://finlab.finance/en/setup?stock=5536

5536

聖暉* Other Electronics As of 2026-06-17 Updated daily after market close

strong quality, fair valuation.

This page refreshes daily after the close. Add 聖暉* to your watchlist to track signal changes on your next visit.
Valuation 28Quality 89Growth 72Momentum 93Chips 83

Is 聖暉* a buy? Fundamentals and valuation first

  • Top-tier profitability.Operating margin beats ~83% of the market. Latest quarterly ROE ≈ 9.4%.

  • Valuation is neutral.PE is in the 65th market percentile; within its own history, PE is around the 96th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 6.8% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 27.8%, above the 20% growth threshold.

  • Signals are active now.On the latest data, signals such as 252-day price high, Revenue YoY ≥ 20%, Foreign net buying 5 straight days are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.97
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 台灣摩根士丹利 holds 4,528 lots
  • sellers have 446 lots left, ~788 sessions to clear

Window from 2026-01-17 · Price +58% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 台灣摩根士丹利 has accumulated 4,528 lots since the start (sold 16%), still adding.
  • Main distributor 摩根大通 peaked at 1,222 lots, has sold 28%, 874 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +1.87pp, mid holders +14, retail -8.37pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -479 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
台灣摩根士丹利美林大和國泰元大證券永豐金-匯立花旗環球
Distributing
摩根大通美商高盛富邦證券康和元大-北屯群益金鼎-大安
Desks
own scale
凱基兆豐證券國票-敦北法人國泰證券
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 台灣摩根士丹利 +4,528
    sold 16%· still adding
  • 美林 +2,672
    sold 11%· still adding
  • 大和國泰 +2,163
    sold 0%· still adding
  • 元大證券 +1,745
    sold 19%
  • 永豐金-匯立 +1,537
    sold 2%· still adding
  • 花旗環球 +1,335
    sold 0%· still adding

Distributing

  • 摩根大通 874 left
    sold 28%· paused recently
  • 美商高盛 556 left
    sold 51%· paused recently
  • 富邦證券 394 left
    sold 40%· ~788 sessions to clear
  • 康和 47 left
    sold 35%· paused recently
  • 元大-北屯 34 left
    sold 47%· paused recently
  • 群益金鼎-大安 26 left
    sold 52%· paused recently

Desks

  • 凱基 -1,271
    unclassified
  • 兆豐證券 -786
    unclassified
  • 國票-敦北法人 -560
    unclassified
  • 國泰證券 -336
    unclassified
Still selling 446 lots ~788 sessions to bottom at most
Recent buy/sell force +2,238 absorbed / -98 sold buyers slightly ahead
Hedge-desk net short -104 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.

252-day price high (breakout)

Active

Adjusted close makes a new 252-day high; repeats within 20 days counted once.

34 historical occurrences (since 2012-12-06)
Average forward return after 252-day price high (breakout)。20-day: Win 67.6%, Sample 34, Median +3.09%, Excess +3.96%, Beat mkt rate 67.6%;60-day: Win 78.8%, Sample 33, Median +10.51%, Excess +9.5%, Beat mkt rate 78.8%;120-day: Win 84.8%, Sample 33, Median +16.66%, Excess +16.06%, Beat mkt rate 72.7%

120 days after: historical avg +22.92%

20-day +5.05%
60-day +12.99%
120-day +22.92%
20-day
60-day
120-day
Win
67.6%
78.8%
84.8%
Sample
34
33
33
Median
+3.09%
+10.51%
+16.66%
Excess
+3.96%
+9.5%
+16.06%
Beat mkt rate
67.6%
78.8%
72.7%

Over 33 occurrences, 120-day forward avg gained 22.92%, beat the market by 16.06 pts; win rate 84.8%.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 27.79%

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

92 historical occurrences (since 2010-11-10)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 60%, Sample 85, Median +2.57%, Excess +3.03%, Beat mkt rate 60%;60-day: Win 64.3%, Sample 84, Median +3.91%, Excess +7.42%, Beat mkt rate 64.3%;120-day: Win 77.1%, Sample 83, Median +12.25%, Excess +12.53%, Beat mkt rate 68.7%

120 days after: historical avg +19.33%

20-day +3.87%
60-day +9.82%
120-day +19.33%
20-day
60-day
120-day
Win
60%
64.3%
77.1%
Sample
85
84
83
Median
+2.57%
+3.91%
+12.25%
Excess
+3.03%
+7.42%
+12.53%
Beat mkt rate
60%
64.3%
68.7%

Over 83 occurrences, 120-day forward avg gained 19.33%, beat the market by 12.53 pts; win rate 77.1%.

Foreign net buying for 5 straight days

Active · now 6%

Foreign net flow (ex-dealer) positive for 5 straight days; event on day 5; repeats within 20 days counted once.

75 historical occurrences (since 2012-06-19)
Average forward return after Foreign net buying for 5 straight days。20-day: Win 68.9%, Sample 74, Median +2.61%, Excess +2.6%, Beat mkt rate 54.1%;60-day: Win 71.8%, Sample 71, Median +4.71%, Excess +5.93%, Beat mkt rate 57.7%;120-day: Win 75.7%, Sample 70, Median +14.78%, Excess +9.39%, Beat mkt rate 61.4%

120 days after: historical avg +17.82%

20-day +4.23%
60-day +10.4%
120-day +17.82%
20-day
60-day
120-day
Win
68.9%
71.8%
75.7%
Sample
74
71
70
Median
+2.61%
+4.71%
+14.78%
Excess
+2.6%
+5.93%
+9.39%
Beat mkt rate
54.1%
57.7%
61.4%

Over 70 occurrences, 120-day forward avg gained 17.82%, beat the market by 9.39 pts; win rate 75.7%.

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)
0-20 426+61.6% +69.2% 99.3% +37.3%
20-40 413+35.1% +28.6% 77.7% +18.5%
40-60 587+48% +20.2% 88.9% +26.6%
60-80 602+13.1% +8% 69.3% +4.5%
80-100 You are here795+55.6% +41% 84.4% +40.5%

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 ≈ 33.06, at the 96.5th 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
+24%
Win rate 84.6% Excess +14.1%
370d
+18.4%
Win rate 66.5% Excess +8.9%
642d
Now
+22.3%
Win rate 71.8% Excess +15.5%
941d
60-day momentum down
+12.7%
Win rate 92.2% Excess +5.2%
320d
+9.3%
Win rate 73% Excess -5.3%
281d
+16.1%
Win rate 56.8% Excess +9.3%
389d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 941 historical days, 120-day forward avg gained 22.3%, win rate 71.8%, beat the market by 15.5%.

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.

What does 聖暉* do? Company profile

其他電子業;無塵室、機電空調與高科技廠務工程統包服務 上櫃

Overview

5536 對應證券為聖暉工程科技股份有限公司之上櫃普通股,股票簡稱聖暉*。公司創立於 1979 年 2 月 19 日,總部位於台中市西屯區文心路二段 201 號 19 樓之 1,2010 年 11 月 10 日上櫃;董事長為梁進利,總經理為賴銘崑及王俊盛。官方公司基本資料列示實收資本額 620,404,650 元、每股面額 5 元、普通股 124,080,930 股,股務代理為凱基證券,簽證會計師事務所為安侯建業聯合會計師事務所。2025 年年報揭露,集團從業員工 2025 年底 2,348 人,至 2026 年 3 月 31 日為 2,429 人。2026 年 1 月 21 日股東名冊之前十大股東包括翔暉開發 5,395,776 股、4.35%,九昌投資 4,909,580 股、3.96%,復華台灣科技優息 ETF 專戶 4,656,000 股、3.75%,梁進利 4,609,734 股、3.72%,花旗託管挪威中央銀行投資專戶 4,146,172 股、3.34%,日商 JFE 工程 2,760,998 股、2.23%,新制勞工退休基金 2,614,600 股、2.11%,德意志銀行台北分行受託保管馬德全球小型資本基金投資專戶 2,590,148 股、2.09%,群益台灣精選強棒主動式 ETF 基金專戶 2,278,000 股、1.84%,蔡志成 1,614,768 股、1.30%。

Business

聖暉是高科技廠務與系統整合工程公司,主要承攬電子、半導體、生技醫藥等高科技產業無塵室與相關機電、製程管線之設計與建造,並以 TURN-KEY 統包工程、EPC/EPCM、機電空調、恆溫恆濕、純水與廢水、環境工程、高純度化學與氣體供應系統、CMP 化學機械研磨液供應、維修保養、節能與智能綠色工程等為主要服務。2025 年年報列示 2025 年營業淨額 41,481,912 仟元,其中工程收入 40,424,470 仟元、占 97%,銷貨收入及其他 1,057,442 仟元、占 3%;2024 年營業淨額為 30,253,853 仟元。商業模式為專案工程承攬,流程涵蓋投標評估、工程圖與成本評估、接單簽約、專案設計編組、採購發包、施工管理、測試驗證、完工驗收及保固服務。客戶與終端應用涵蓋半導體、科技電子、光電、生技醫療、製藥、醫院、環保、傳統產業及公共建築。公司官網工程實績揭露台積電 F15 P1 辦公室 MEP 機電工程,並列出日月光、新應材、同欣電子、采鈺科技、矽品精密、南茂、菱生精密、昇陽半導體、華泰電子等相關 IC 半導體工程。年報揭露 2025 年 A 客戶銷貨金額 12,447,960 仟元、占全年銷貨淨額 30%,但未公開該客戶名稱。

Outlook 2025–2028

2025 年已呈現高成長,官方新聞與年報均顯示 2025 年營收 414.82 億元,較 2024 年 302.54 億元大幅成長,主要受惠半導體、高科技電子客戶建廠與擴產需求、在建工程案量提高、接單結構與專案管理效率改善。2026 至 2028 年主要成長動能可分為四類:第一,AI 伺服器、HPC、雲端資料中心、PCB、記憶體、先進製程、先進封裝與高頻寬記憶體擴產,推升高潔淨廠務、無塵室、機電統包與製程供應系統需求;第二,客戶區域化與 N+1/China+1 供應鏈布局,帶動台灣、東南亞、印度、日本與美國建廠需求,年報明確指出公司已進入日本、印度、美國並加速北美服務量能;第三,集團垂直及水平整合,包含子公司朋億的製程系統與設備、聖暉系統集成在中國上市後的工程資質與能見度,以及化學、氣體、水處理、廢液回收等能力,強化一站式統包方案;第四,節能減碳、BIM/Revit、數位分身、AI 智慧廠務管理、電能管理、廢水回收、空調熱回收、綠能與儲能設備等新服務,有助於提高專案附加價值。主要風險包括低價競爭、大型營造廠與國際同業競爭、單一大型專案或匿名 A 客戶認列造成營收波動、海外工程執行與法規稅務風險、缺工與專業人才留任、原物料與分包成本、客戶資本支出循環、匯率與資安風險。2027 至 2028 年具體量化財測未見公司公開正式指引,本段對中長期成長動能屬根據年報、法說與產業趨勢之研究判斷。

Supply Chain

Upstream
  • 各式工程材料與設備供應商 年報列示採購品項包括空調主機、空調箱、風機、泵浦、水塔、發電機、無塵室設備、電線電纜、管材、閥類、配電盤、匯流排、高架地板、避震器材、控制器具、照明、內裝、消防及化學設備;多為國內外供應商,未逐一公開公司名稱。
  • 工程分包與施工協力廠商 高科技製程供應系統與無塵室機電工程之上游包含管線、設備安裝、電力、控制軟體撰寫等分包廠商;年報表示與供應商及外包廠商建立合格資料與穩定合作關係,未公開主要供應商名稱且 2024、2025 年皆無單一供應商占進貨淨額逾 10%。
  • 朋億* 6613 聖暉集團子公司,主要經營高科技產業製程系統、設備製造、安裝與服務,可視為集團在水氣化、化學供應與製程系統的垂直整合關係企業。
  • 聖暉系統集成集團股份有限公司 聖暉持股子公司,2022 年於上海證券交易所上市,股票代號 603163.SH,非台股掛牌;提供中國大陸機電安裝、暖通空調、無塵室、消防、建築、環保工程等服務。
Downstream
  • 台積電 2330 公司官網 IC 半導體工程實績揭露台積電 F15 P1 辦公室 MEP 機電工程,服務項目 EPC;同時為半導體廠務擴產需求的重要下游客戶類型。
  • 日月光投控 3711 公司官網相關工程列示日月光;日月光投控為台股上市封測與電子製造服務公司,與聖暉下游半導體封測廠務需求相關。
  • 同欣電子 6271 公司官網相關工程列示同欣電子,屬半導體構裝與影像產品相關下游客戶。
  • 采鈺科技 6789 公司官網相關工程列示采鈺科技,屬 CMOS 影像感測與半導體相關下游客戶。
  • 南茂 8150 公司官網相關工程列示南茂,屬半導體封測下游客戶。
  • 菱生精密 2369 公司官網相關工程列示菱生精密,屬半導體封裝測試下游客戶。
  • 昇陽半導體 8028 公司官網相關工程列示昇陽半導體,屬再生晶圓與半導體材料服務下游客戶。
  • 華泰電子 2329 公司官網相關工程列示華泰電子,屬半導體封測下游客戶。
  • 半導體、科技電子、生技醫藥、製藥、醫療、環保、傳統產業與公共建築業主 年報列示下游產業包含半導體、科技、電子、生化、營造、醫療、製藥、環保、傳統產業及公共建築;多數專案客戶未逐一揭露。

Competitors

  • 漢唐 2404 台股上市無塵室、機電與高科技廠務工程同業,常與聖暉、亞翔、帆宣、洋基工程並列半導體廠務工程主要族群。
  • 亞翔 6139 台股上市機電、無塵室與廠務統包工程同業,海外半導體建廠案能見度高。
  • 帆宣 6196 台股上市廠務、設備自動化與半導體工程服務同業。
  • 洋基工程 6691 台股上市櫃無塵室與機電統包工程同業,半導體與電子廠建廠需求受惠者。
  • 漢科 3402 台股上櫃高科技廠務與系統整合服務同業。
  • 擎邦 6122 台股上櫃工程承攬與廠務相關服務同業;MoneyDJ 將其列為無塵室及機電系統整合服務競爭者之一。
  • 千附 8383 台股上櫃工程與半導體相關設備/服務公司;MoneyDJ 將其列為無塵室及機電系統整合服務競爭者之一。
  • 同開 3018 台股上市工程服務相關公司;MoneyDJ 與部分市場資料將其列為工程服務競爭者。
  • 華懋 5292 台股上櫃工程與廠務相關服務公司,與高科技廠房與環保工程市場有部分競合。
  • 信紘科 6667 台股上櫃高科技製程系統、廢液與化學供應相關服務公司,與部分製程供應系統業務有競合。
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.