Skip to main content
Free trial

Ask AI to review this stock

Copy the prompt to get recent events, historical reactions, and a short research brief.

Tell your AI:

Help me set up FinLab and analyze 6206 飛捷. Please read: https://finlab.finance/en/setup?stock=6206

No install, open FinLab Studio

6206

飛捷 Computer & Peripherals As of 2026-06-17 Updated daily after market close

strong quality, fair valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 飛捷 to your watchlist to track signal changes on your next visit.
Valuation 52Quality 91Growth 83Momentum 69Chips 73

Is 飛捷 a buy? Fundamentals and valuation first

  • Top-tier profitability.Operating margin beats ~91% of the market. Latest quarterly ROE ≈ 6.5%.

  • Valuation is neutral.PE is in the 40th market percentile; within its own history, PE is around the 88th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 4.0% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 45.2%, 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 +0.86
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 台灣摩根士丹利 holds 2,537 lots
  • sellers have 1,218 lots left, ~372 sessions to clear

Window from 2026-01-17 · Price +40% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 台灣摩根士丹利 has accumulated 2,537 lots since the start (sold 12%), still adding.
  • Main distributor 美商高盛 peaked at 2,182 lots, has sold 26%, 1,609 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +2.97pp, mid holders +10, retail -6.03pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -445 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
台灣摩根士丹利凱基-台北美林新加坡商瑞銀新光-台中富邦證券
Distributing
美商高盛港商野村摩根大通永豐金證券國票證券凱基-鳳山
Desks
own scale
群益金鼎兆豐證券國泰-敦南美好
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 +2,537
    sold 12%· still adding
  • 凱基-台北 +1,565
    sold 11%
  • 美林 +1,283
    sold 0%· still adding
  • 新加坡商瑞銀 +1,183
    sold 18%· still adding
  • 新光-台中 +931
    sold 0%
  • 富邦證券 +579
    sold 0%· still adding

Distributing

  • 美商高盛 1,609 left
    sold 26%· paused recently
  • 港商野村 394 left
    sold 46%· ~188 sessions to clear
  • 摩根大通 146 left
    sold 79%· ~6 sessions to clear
  • 永豐金證券 335 left
    sold 27%· ~372 sessions to clear
  • 國票證券 173 left
    sold 38%· ~64 sessions to clear
  • 凱基-鳳山 102 left
    sold 47%· paused recently

Desks

  • 群益金鼎 -929
    unclassified
  • 兆豐證券 -449
    unclassified
  • 國泰-敦南 -366
    day-trade · selling pressure
  • 美好 -341
    unclassified
Still selling 1,218 lots ~372 sessions to bottom at most
Recent buy/sell force +2,181 absorbed / -458 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.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 45.24%

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

92 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 56.6%, Sample 76, Median +0.76%, Excess +1.71%, Beat mkt rate 53.9%；60-day: Win 56%, Sample 75, Median +3.17%, Excess +3.12%, Beat mkt rate 50.7%；120-day: Win 56%, Sample 75, Median +3.49%, Excess +4.29%, Beat mkt rate 54.7%

120 days after: historical avg +8.61%

20-day +2.68%
60-day +5.95%
120-day +8.61%
20-day
60-day
120-day
Win
56.6%
56%
56%
Sample
76
75
75
Median
+0.76%
+3.17%
+3.49%
Excess
+1.71%
+3.12%
+4.29%
Beat mkt rate
53.9%
50.7%
54.7%

Over 75 occurrences, 120-day forward avg gained 8.61%, beat the market by 4.29 pts; win rate 56%.

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)
0-20 260+9.4% +9.2% 87.3% -18.6%
20-40 243+11.8% +6.2% 77% -14.8%
40-60 636+5.7% +3.8% 53.3% -17.8%
60-80 729+5.1% -0.9% 46.8% -14.3%
80-100 You are here1171+17.4% +14% 63.9% +11.3%

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 ≈ 18.51, at the 88.2th 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
-1.1%
Win rate 45% Excess -7.8%
191d
-0.4%
Win rate 33.7% Excess -10.2%
407d
Now
+9.8%
Win rate 67.3% Excess +3.9%
1191d
60-day momentum down
+11.3%
Win rate 86.8% Excess -6.3%
235d
+4.8%
Win rate 49.2% Excess -6.1%
703d
+3.8%
Win rate 46.3% Excess -2%
432d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 1191 historical days, 120-day forward avg gained 9.8%, win rate 67.3%, beat the market by 3.9%.

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.

32 times historically; 60-day forward avg +1.67%, win rate 45.2%, beating the market by +0.73 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.

72 times historically; 60-day forward avg +3.52%, win rate 59.4%, beating the market by -0.13 pts on average.

What does 飛捷 do? Company profile

電腦及週邊設備業；POS、KIOSK、工業電腦與商業自動化設備 台灣證券交易所上市

Overview

6206 對應證券為飛捷科技股份有限公司，為台灣證券交易所上市普通股，非 ETF、ETN、權證或特別股。公司成立於 1984/08/13，上市日期為 2004/08/03，總部位於台北市內湖區行愛路168號，製造中心位於林口華亞科技園區。董事長為林大成，總經理為徐嘉宏。依公開資料，實收資本額約新台幣 14.306 億元，已發行普通股 143,062,324 股。113 年報揭露截至 2025/04/30 從業員工 433 人，2024 年底 455 人。主要股東截至 2025/04/30 包含林大成 11.48%、王薇薇 7.72%、吉特投資發展 3.13%、匯豐台灣受託保管法國興業投資專戶 2.87%、必達投資開發 2.69%、渣打託管瑞穗證券 2.49%、匯豐台灣受託保管藍屋有限公司投資專戶 2.07%、花旗託管瑞銀歐洲 SE 投資專戶 1.92%、飛特投資 1.81%、中傳投資發展 1.69%。公司官網說明其在美國、英國、中國及香港設有全球營運據點，並透過 Box Technologies、Berry AI、Inefi、Angible 等布局歐洲通路、餐飲 AI 影像辨識、雲端 SaaS 管理與零售 AI 影像辨識。

Business

飛捷主要從事產業電腦及相關週邊產品之設計、製造與銷售，定位為 Point-of-Service 專業硬體系統設計製造商，產品包括 All-in-one POS、PC POS、Mobile POS、Panel PC、KIOSK、box PC、POS Monitor、讀卡機、客戶顯示幕與 UEM 端點管理軟體等。113 年報揭露 2024 年營業比重為產業電腦新台幣 35.75449 億元、占 88.7%；週邊新台幣 4.37431 億元、占 10.9%；其他委託開發設計收入等新台幣 0.15913 億元、占 0.4%；合計新台幣 40.28793 億元。MoneyDJ 彙整 2024 年銷售地區比重為美洲約 59%、歐洲及非洲約 33%、亞洲約 6%、台灣約 2%。商業模式以客製化專案、ODM、硬體品牌商、系統整合商、加值經銷商、代理通路商與國際企業專案為主，較少直接銷售一般消費者。主要應用包括連鎖零售、百貨賣場、餐飲點餐與收銀、旅館航空櫃檯、彩券娛樂、行動點餐與結帳、醫療照護、工廠自動化、人機介面、安全監控、交通運輸、公共資訊服務、無人商店與自助服務機台。年報揭露 2024 年主要銷貨客戶中 TI 占 34.59%、4A 占 12.80%，均為 POS 硬體品牌商，但未揭露完整公司名稱。公司強調少量多樣、高客製化、軟硬整合、品質穩定與售後服務，並透過 AI 影像辨識、遠端端點管理、碳足跡與節能設計提高附加價值。

Outlook 2025–2028

2025 年：依鉅亨網報導，飛捷 2025 年營收約新台幣 50.32 億元、年增 9.26%，毛利率 44.13%，營業利益 12.61 億元、年增 17.7%，稅後純益 9.86 億元，EPS 約 6.9 元，董事會擬配息 5.5 元；惟 2025 年下半年曾因 DRAM、CPU 等零組件可能缺貨與新台幣升值而下修展望，顯示營運仍受零組件與匯率影響。2026 年：截至 2026/05 Yahoo 股市月營收資料顯示，1-5 月累計營收約新台幣 31.33304 億元、年增 20.71%；2026/03 媒體報導董事長稱營收有望雙位數成長、獲利優於去年，但公司已澄清相關內容屬法人與媒體推估，營收與獲利以公開資訊觀測站公告為準。成長動能包括 POS 與自助結帳設備汰換、零售餐飲自動化、北美大型專案、KIOSK 與 Panel PC 升溫、Berry AI/Angible/Inefi 軟體服務與硬體整合、動態報價反映成本。2027-2028 年：無公開財測；合理展望是智慧零售、智慧餐旅、醫療照護、工業自動化、無人化與 AI 視覺辨識若能被大型連鎖客戶導入並複製到多店型，將提升硬體出貨與 SaaS/軟體附加收入，但需驗證導入速度、客戶資本支出、AI 隱私與資料合規、服務型收入占比是否實際放大。主要風險包括 CPU/DRAM/LCD 等零組件供給與價格波動、新台幣升值造成匯損與報價壓力、少量多樣客製化導致採購與製造成本高於標準品、專案結束造成營收波動、國際品牌與低成本廠競爭、歐美景氣與餐飲零售資本支出循環、AI 軟體商業化進度不如預期。

Supply Chain

Upstream
  • 聯強國際股份有限公司 2347 113 年報揭露為 2024 年占進貨淨額 17.42% 的主要供應商；主要供應電子零組件、通路代理與資訊產品相關料件。
  • 進金生國際／進金生實業相關企業 113 年報揭露「進金生」為 2024 年占進貨淨額 10.83% 的主要供應商；公開資訊顯示進金生集團長期代理面板與電子材料，供應商名稱未能確認為台股上市櫃公司，故 stock_id 設為 null。
  • 友達光電股份有限公司 2409 非年報直接揭露之飛捷前十大供應商；因進金生歷史資料顯示曾為友達正式代理，且飛捷主要原料含 LCD/LED Panel，列為可能上游面板供應鏈，屬推估。
  • 英特爾 Intel Corporation 非台股掛牌；飛捷產品使用 CPU、Chipset 等處理器平台，年報提及 CPU/Chipset 為主要原料，實際採購可能經代理商而非直接向 Intel 採購。
  • 記憶體、儲存與 PCB 供應商 年報揭露主要原料包括 DRAM、Storage device、PCB、邏輯 IC、被動元件、Power adaptor、機構鐵塑件壓鑄件等，除部分 IC 與 LCD/LED Panel 向國外採購外，多數購自國內供應商或代理商；個別公司未完整揭露。
Downstream
  • TI 113 年報揭露之主要銷貨客戶，2024 年占銷貨淨額 34.59%，公司說明 TI 為 POS 硬體品牌商；未揭露完整名稱與掛牌市場。
  • 4A 113 年報揭露之主要銷貨客戶，2024 年占銷貨淨額 12.80%，公司說明 4A 為 POS 硬體品牌商；未揭露完整名稱與掛牌市場。
  • 硬體品牌商、系統整合商、加值經銷商、代理通路商與企業專案客戶 年報揭露之主要銷售對象；多為企業用戶與國際知名大廠，非一般消費者，個別名稱多未揭露。
  • Box Technologies 英國系統通路整合商，飛捷 2016 年併購，用於深耕歐洲 POS、KIOSK、數位看板與整合服務市場；非台股掛牌。
  • Restaurant Brands International Inc. 富邦 MoneyDJ 公司互動資料列為飛捷客戶，為海外上市餐飲集團；此客戶關係非年報直接列名，可信度低於年報揭露客戶。

Competitors

  • 振樺電子股份有限公司 8114 台股上市 POS 與自助服務設備廠，常與飛捷並稱台灣 POS 雙雄，產品與客戶場域高度重疊。
  • 伍豐科技股份有限公司 8076 台股上櫃 POS、博弈與商用自動化相關設備廠，與飛捷在 POS/KIOSK/商業自動化部分市場競爭。
  • 虹堡科技股份有限公司 5258 台股上市支付終端與 POS 相關設備廠，受惠行動支付與商業自動化趨勢，部分終端應用重疊。
  • 研華股份有限公司 2395 台股上市工業電腦與智慧零售解決方案大廠，在 Panel PC、工控、智慧零售與 KIOSK 相關市場具競爭或整合關係。
  • 樺漢科技股份有限公司 6414 台股上市工業電腦與系統整合廠，在工業電腦、嵌入式與智慧零售相關專案市場競爭。
  • 廣積科技股份有限公司 8050 台股上櫃工業電腦廠，在嵌入式電腦、工控與部分智慧零售硬體市場競爭。
  • 凌華科技股份有限公司 6166 台股上櫃工業電腦與邊緣運算廠，在工控、嵌入式平台、AIoT 應用與 Panel PC 類別競爭。
  • 拍檔科技股份有限公司 台股上櫃 POS 與商用自動化設備廠，與飛捷在 POS 終端產品競爭。
  • 維田科技股份有限公司 6570 台股上櫃工業電腦與 Panel PC 相關廠，與飛捷在工控、醫療與商用觸控電腦部分應用競爭。
  • NCR Voyix Corporation 美國上市 POS、零售與餐飲商用科技公司；非台股掛牌，stock_id 設為 null。
  • Toshiba Tec Corporation 日本上市 POS 與零售解決方案廠；非台股掛牌，stock_id 設為 null。
  • HP Inc. 美國上市 PC 與商用 POS 終端供應商；非台股掛牌，stock_id 設為 null。
  • Diebold Nixdorf 海外商用自助服務、銀行與零售解決方案廠；非台股掛牌，stock_id 設為 null。
Sources（18）

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.