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6024

群益期 Finance & Insurance As of 2026-06-17 Updated daily after market close

quality needs a look, discounted valuation.

1 active signal
252d high
This page refreshes daily after the close. Add 群益期 to your watchlist to track signal changes on your next visit.
Valuation 82Quality 43Growth 0Momentum 66Chips 86

Is 群益期 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 7th market percentile. Latest quarterly ROE ≈ 4.1%.

  • Valuation is low.PE is in the 8th market percentile; within its own history, PE is around the 36th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 8.1% of volume (net buy).

  • Signals are active now.On the latest data, signals such as 252-day price high are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.91
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 元大-高雄 holds 2,758 lots
  • sellers have 747 lots left, ~142 sessions to clear

Window from 2026-01-17 · Price +20% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 元大-高雄 has accumulated 2,758 lots since the start (sold 0%), still adding.
  • Main distributor 美商高盛 peaked at 546 lots, has sold 32%, 369 left, ~40 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +3.01pp, mid holders +8, retail -3.63pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -153 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-高雄兆豐-復興台灣摩根士丹利凱基-台北摩根大通新加坡商瑞銀
Distributing
美商高盛美林臺銀-金山元大-雙和元大-南勢角元大-和平
Desks
own scale
群益金鼎-敦南永豐金-新店富邦-宜蘭新光-高雄
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 元大-高雄 +2,758
    sold 0%· still adding
  • 兆豐-復興 +1,636
    sold 0%· still adding
  • 台灣摩根士丹利 +1,541
    sold 0%· still adding
  • 凱基-台北 +620
    sold 0%· still adding
  • 摩根大通 +545
    sold 12%· still adding
  • 新加坡商瑞銀 +380
    sold 4%· still adding

Distributing

  • 美商高盛 369 left
    sold 32%· ~40 sessions to clear
  • 美林 185 left
    sold 63%· ~142 sessions to clear
  • 臺銀-金山 50 left
    sold 70%· ~42 sessions to clear
  • 元大-雙和 49 left
    sold 63%· ~6 sessions to clear
  • 元大-南勢角 25 left
    sold 77%· paused recently
  • 元大-和平 15 left
    sold 86%· paused recently

Desks

  • 群益金鼎-敦南 -628
    unclassified
  • 永豐金-新店 -252
    unclassified
  • 富邦-宜蘭 -210
    unclassified
  • 新光-高雄 -194
    unclassified
Still selling 747 lots ~142 sessions to bottom at most
Recent buy/sell force +2,622 absorbed / -320 sold buyers slightly ahead
Hedge-desk net short -120 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.

37 historical occurrences (since 2012-03-21)
Average forward return after 252-day price high (breakout)。20-day: Win 66.7%, Sample 36, Median +1.55%, Excess +1.09%, Beat mkt rate 66.7%；60-day: Win 82.4%, Sample 34, Median +7.6%, Excess +3.27%, Beat mkt rate 70.6%；120-day: Win 90.9%, Sample 33, Median +13.23%, Excess +5.7%, Beat mkt rate 69.7%

120 days after: historical avg +12.88%

20-day +3.03%
60-day +7.24%
120-day +12.88%
20-day
60-day
120-day
Win
66.7%
82.4%
90.9%
Sample
36
34
33
Median
+1.55%
+7.6%
+13.23%
Excess
+1.09%
+3.27%
+5.7%
Beat mkt rate
66.7%
70.6%
69.7%

Over 33 occurrences, 120-day forward avg gained 12.88%, beat the market by 5.7 pts; win rate 90.9%.

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)
0-20 698+26.7% +24.7% 88% +9.8%
20-40 You are here713+6.4% -0.9% 48.9% -17.9%
40-60 457+17% +16% 77.7% +4.3%
60-80 457+12.2% +9.3% 69.8% -5.1%
80-100 703+12.3% +0.2% 50.5% +2%

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 ≈ 10.44, at the 35.8th percentile of its own history (20-40 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
+8.7%
Win rate 67.3% Excess +0.4%
764d
Now
+9.7%
Win rate 80.2% Excess -0.3%
656d
+7.1%
Win rate 58.1% Excess -0.3%
611d
60-day momentum down
+6.6%
Win rate 66.5% Excess -3.5%
462d
+9%
Win rate 75.8% Excess -2.4%
190d
+1.4%
Win rate 45.8% Excess -3.5%
465d

Currently in “Mid × 60-day momentum up”: across 656 historical days, 120-day forward avg gained 9.7%, win rate 80.2%, lagged the market by 0.3%.

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.

Signals not active (historical stats for reference)

These are not occurring now; historical samples shown for comparison.

Monthly revenue YoY ≥ 20% (from filing deadline)

Pending

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

73 times historically; 60-day forward avg +4.69%, win rate 60%, beating the market by -1.27 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.

66 times historically; 60-day forward avg +1.55%, win rate 60.9%, beating the market by -1.79 pts on average.

What does 群益期 do? Company profile

金融業／證券業（專營期貨商） 上市（臺灣證券交易所）

Overview

6024 對應群益期貨股份有限公司，為臺灣上市普通股而非 ETF、ETN、權證或特別股。公司成立於1997年2月26日，前身為群益期貨經紀股份有限公司，2009年4月27日於櫃買中心上櫃，2017年10月16日轉臺灣證券交易所上市。總部位於台北市大安區敦化南路二段97號地下1樓，電話(02)2700-2888。董事長為賈中道，總經理為毛振華。依公司網站與公開資料，2025年現金增資後資本額為新台幣24.99億元，已發行普通股249,937,584股。員工規模依113年年報，112年291人、113年308人、截至114年3月31日315人。主要股東依113年年報114年3月31日基準日：群益金鼎證券股份有限公司持股138,619,711股、55.46%，為最大股東；宏泰人壽保險股份有限公司2.23%；增懋投資股份有限公司1.75%；豐陽投資股份有限公司0.92%；兆豐台灣ESG永續高股息等權重ETF專戶0.81%；中盈投資開發股份有限公司0.65%；華南永昌綜合證券股份有限公司0.62%。

Business

群益期貨是專營期貨商，核心業務包括臺灣期貨結算交割、臺灣及海外期貨與選擇權受託買賣、期貨自營、選擇權造市、期貨經理事業全權委託、證券交易輔助人、期貨顧問、證券投資顧問、證券自營及槓桿交易商業務。主要商品與服務涵蓋臺灣期交所期貨與選擇權、美國盤、新加坡盤、香港盤、日本盤、歐洲盤等海外期貨與選擇權，並提供代結算、研究顧問、講座、交易平台及槓桿保證金契約交易。依113年年報，2024年合併收益為新台幣2,639,376千元，營收結構為經紀手續費收入1,926,445千元、73%；期貨佣金收入319,734千元、12%；衍生工具淨利益170,406千元、7%；顧問費收入11,847千元、1%；其他210,944千元、7%。商業模式以交易手續費、佣金、結算與代結算服務費、自營與造市損益、期貨經理與顧問收入、槓桿交易相關收入為主。公司客戶來源包含期貨交易輔助人、直銷業務、外資法人、國內法人及自然人交易人。公司網站揭露2024年國內期貨經紀交易量約6,923萬口、市占率8.75%，海外期貨交易量約869萬口、市占率19.70%，為臺灣第二大海外期貨與選擇權交易期貨商。公司已成為多個國內外交易所結算或交易會員，包含臺灣期貨交易所、CME Group旗下交易所、新加坡交易所、香港期貨交易所、EUREX、ICE、Cboe Futures Exchange等，並以DMA直接連結交易所作為差異化能力。

Outlook 2025–2028

2025至2028年展望以金融市場波動、海外期貨市占、數位平台、AI與槓桿交易業務為主要變數。公司113年年報對2025年規劃包括證期通路整合行銷與開戶、加強個股期當沖與策略性交易、推出及推廣美股CFD與一倍槓桿美股CFD、香港子公司推廣自建平台拓展全球期加證整合業務、成立AI專責部門、導入智能推播、短影音行銷、槓桿交易自行研發新商品、擴展期經資產管理規模，以及造市自營規劃進軍印度與泰國市場。長期規劃包括交易平台再進化、智慧單與演算法交易功能、香港子公司拓展東南亞新市場、人才培育及ESG綠色數位金融。產業面，臺灣期貨市場2024年總交易量3.95億口、日均量163.4萬口創高，2025年市場量能仍維持高檔，公開報導指出2025年總交易量約3.81億口、連續六年突破3億口；若2026至2028年全球股債匯商品市場波動、AI題材、地緣政治與利率循環持續，避險與交易需求有利於期貨商手續費與海外期貨業務。主要風險包括交易量下滑、期貨商手續費削價競爭、自營與造市損益波動、金融市場劇烈反轉造成客戶交易與保證金風險、主管機關對槓桿交易與CFD業務之監理變化、資訊安全與交易系統穩定性、海外交易所與跨境監管風險、以及期貨業資本適足與風控要求提高。2026至2028年的具體財務數字與市占率屬未公開資訊，以上為依公司公開長短期策略、產業成交量與業務模式所作推估。

Supply Chain

Upstream
  • 臺灣期貨交易所 非台股上市櫃公司；為國內期貨與選擇權交易、結算及新商品制度的核心交易所，上游基礎設施與監理市場來源。
  • CME Group 美國上市公司，非台股掛牌；群益期貨為CME、CBOT、NYMEX、COMEX等交易所會員或連結交易平台來源，提供美國期貨商品交易基礎。
  • 新加坡交易所 新加坡上市公司，非台股掛牌；公司揭露為新加坡交易所經紀與自營交易雙會員，提供A50、印度指數、富時台灣等海外期貨市場來源。
  • 香港交易及結算所有限公司／香港期貨交易所 香港上市公司，非台股掛牌；提供恆生、H股指數、摩根台灣指數等香港期貨商品交易來源，群益期貨香港子公司亦參與香港市場。
  • EUREX、ICE、Cboe Futures Exchange、Euronext等海外交易所 非台股掛牌；提供歐洲、美國及泛歐期貨商品交易與會員連結，是海外期貨業務的交易基礎設施。
  • 群益金鼎證券股份有限公司 6005 台股上市公司；為最大股東及集團通路，持有群益期貨55.46%，並與證券交易輔助人、證期整合開戶及集團金融服務通路相關。
Downstream
  • 自然人期貨交易人 非公司實體；為國內期貨市場主要開戶族群之一，使用期貨、選擇權、海外期貨及槓桿交易服務。
  • 國內法人與外資法人 客戶群類別而非單一上市公司；用於避險、套利、資產配置、程式交易及海外期貨交易。
  • 期貨交易輔助人與證券通路客戶 包含證券商IB、集團通路及外部通路；群益期貨受託買賣客戶來源包括IB、直銷、外資法人及國內法人。
  • 期貨經理事業全權委託與資產管理客戶 非單一上市公司；接受特定人委任從事全權委託期貨交易，為期經業務下游客戶。
  • 槓桿交易與CFD客戶 非單一上市公司；使用外幣保證金、股權類CFD、國外股票與國外指數等槓桿保證金契約交易服務。

Competitors

  • 元大期貨股份有限公司 6023 台股上櫃公司；為主要專營期貨商競爭對手，113年年報列為主要競爭對手之一，2024年國內期貨經紀市占率居前。
  • 凱基期貨股份有限公司 未查得其本身為台股上市櫃公司；為主要期貨商競爭對手，母集團為中華開發金控體系。
  • 統一期貨股份有限公司 公開發行但非一般台股上市櫃交易股票；113年年報列為主要競爭對手之一。
  • 永豐期貨股份有限公司 未上市櫃期貨商；113年年報列為主要競爭對手之一，母集團為永豐金控體系。
  • 富邦期貨股份有限公司 未查得其本身為台股上市櫃公司；在國內外期貨交易量排名中為主要同業。
  • 國泰期貨股份有限公司 未查得其本身為台股上市櫃公司；在臺灣期貨商交易量與獲利統計中為同業競爭者。
Sources（17）

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.