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6417

韋僑 Communications & Internet 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 韋僑 to your watchlist to track signal changes on your next visit.
Valuation 41Quality 80Growth 67Momentum 72Chips 33

Is 韋僑 a buy? Fundamentals and valuation first

  • Top-tier profitability.Operating margin beats ~82% of the market. Latest quarterly ROE ≈ 4.0%.

  • Valuation is neutral.PE is in the 53th market percentile; within its own history, PE is around the 46th percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -0.8% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 22.4%, 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 +0.58
BearishNeutralBullish

Institutional rotation, concentration steady — bullish

  • Institutional rotation, concentration steady — bullish
  • 永豐金證券 holds 1,189 lots
  • sellers have 203 lots left, ~530 sessions to clear

Window from 2026-01-17 · Price +11% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 永豐金證券 has accumulated 1,189 lots since the start (sold 5%), now trimming.
  • Main distributor 兆豐-新莊 peaked at 291 lots, has sold 70%, 87 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders -0.36pp, mid holders +3, retail -4.80pp — little change.
  • Foreign hedge-desk net short Net short -46 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
永豐金證券國泰證券統一元大-敦化華南永昌群益金鼎-東大
Distributing
兆豐-新莊福勝凱基-台北台灣摩根士丹利美林新加坡商瑞銀
Desks
own scale
台新中國信託-嘉義玉山-士林華南永昌-台中
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 永豐金證券 +1,189
    sold 5%
  • 國泰證券 +432
    sold 2%
  • 統一 +401
    sold 0%· still adding
  • 元大-敦化 +298
    sold 0%· still adding
  • 華南永昌 +281
    sold 5%
  • 群益金鼎-東大 +138
    sold 0%· still adding

Distributing

  • 兆豐-新莊 87 left
    sold 70%· paused recently
  • 福勝 53 left
    sold 73%· ~530 sessions to clear
  • 凱基-台北 81 left
    sold 49%· ~30 sessions to clear
  • 台灣摩根士丹利 39 left
    sold 52%· paused recently
  • 美林 41 left
    sold 45%· ~34 sessions to clear
  • 新加坡商瑞銀 9 left
    sold 87%· paused recently

Desks

  • 台新 -997
    unclassified
  • 中國信託-嘉義 -274
    unclassified
  • 玉山-士林 -216
    unclassified
  • 華南永昌-台中 -193
    unclassified
Still selling 203 lots ~530 sessions to bottom at most
Recent buy/sell force +310 absorbed / -99 sold buyers slightly ahead
Hedge-desk net short -36 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 22.37%

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

47 historical occurrences (since 2015-10-08)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 39.5%, Sample 38, Median -1.1%, Excess +1.78%, Beat mkt rate 39.5%；60-day: Win 44.4%, Sample 36, Median -2.68%, Excess +1.92%, Beat mkt rate 38.9%；120-day: Win 41.2%, Sample 34, Median -2.64%, Excess +0.3%, Beat mkt rate 44.1%

120 days after: historical avg +5.16%

20-day +2.41%
60-day +4.38%
120-day +5.16%
20-day
60-day
120-day
Win
39.5%
44.4%
41.2%
Sample
38
36
34
Median
-1.1%
-2.68%
-2.64%
Excess
+1.78%
+1.92%
+0.3%
Beat mkt rate
39.5%
38.9%
44.1%

Over 34 occurrences, 120-day forward avg gained 5.16%, beat the market by 0.3 pts; win rate 41.2%.

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 34+52.3% +52% 100% -52%
20-40 249+8.6% +7.9% 75.9% -30.6%
40-60 You are here491+35.7% +34% 81.3% +11.9%
60-80 472+2.1% +2.5% 67.6% -14.6%
80-100 370+15.8% +9% 91.4% +2.7%

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 ≈ 24.57, at the 46.3th percentile of its own history (40-60 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
+9.8%
Win rate 80% Excess -22.3%
40d
Now
+16.7%
Win rate 74.9% Excess -4.4%
431d
+2.3%
Win rate 45% Excess -0.9%
556d
60-day momentum down
+16.4%
Win rate 85.5% Excess -11.6%
145d
+11.8%
Win rate 79.4% Excess +2.6%
418d
-5.6%
Win rate 32.9% Excess -9.6%
73d

Currently in “Mid × 60-day momentum up”: across 431 historical days, 120-day forward avg gained 16.7%, win rate 74.9%, lagged the market by 4.4%.

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.

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 +5.12%, win rate 61.9%, beating the market by -1 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.

12 times historically; 60-day forward avg -5.37%, win rate 36.4%, beating the market by -10.57 pts on average.

What does 韋僑 do? Company profile

通信網路業；RFID無線射頻識別標籤與詢答器 上櫃（櫃買中心）

Overview

6417 對應證券為韋僑科技，股票於櫃檯買賣中心掛牌交易，為普通股營運公司。公司成立於1999年3月23日，總部位於台中市大里區仁化工二路99號，董事長為曾頴堂，總經理為江鴻佑；公開發行日期為2012年12月6日，興櫃日期為2013年3月13日，上櫃日期為2015年10月8日。實收資本額為新台幣422,740,000元，已發行普通股42,274,000股。依114年報，截至2026年4月24日從業員工447人，114年底445人，平均年齡38歲、平均服務年資7.79年。主要可查證股東/法人董事包含希華晶體科技股份有限公司持股5,761,280股、13.63%，馬來西亞商D&O GREEN TECHNOLOGIES BHD持股3,207,604股、7.59%，總經理江鴻佑持股1,554,181股、3.68%，董事長曾頴堂持股301,521股、0.71%。公司於2016年成立日本子公司SAG Japan，年報亦揭露SAG USA Inc.為董事兼總經理江鴻佑兼任之公司。2025年合併營業收入淨額1,607,566仟元，年增7.82%；合併稅後淨利204,059仟元，EPS 4.83元。2026年第1季營收4.28億元、年增15.9%，稅後淨利約0.71億元、EPS 1.67元；2026年1至5月累計營收765,122仟元、年增18.77%。

Business

韋僑主要從事無線射頻識別詢答器（RFID Transponder）相關產品之設計、研發、製造與銷售，並代理相關進出口貿易。公司產品線涵蓋LF、HF/NFC、UHF頻段的被動式RFID標籤，主要產品為RFID TAG與RFID LABEL，官方產品分類包含Hard tag塑膠射出型標籤、Smart label貼紙式標籤、Wet/Dry inlay、鑰匙扣、腕帶、非接觸式卡片及客製化標籤。2025年主要銷售地區為北美洲43.18%、亞洲25.57%、歐洲22.24%、其他外銷6.28%、內銷2.73%，顯示外銷為主。公司年報定位其產業鏈角色為中游：向上游取得IC晶片、線圈、塑膠材料、鋁箔、基材等原物料後，自行進行天線設計、IC封裝、E-Unit、Inlay、RFID成品封裝與自動化檢測等製程，再銷售給終端客戶或系統整合商。2025年主要供應商因保密協議以甲、乙、丙公司代稱，其中甲公司占進貨34.38%、乙公司13.86%、丙公司8.39%；主要銷售客戶A公司占銷貨13.37%，亦因保密協議未揭露名稱。商業模式以高度客製化、利基型RFID標籤與完整解決方案為核心，避開低價標準品競爭，聚焦醫療耗材、工業追蹤、智慧物流、門禁/高安全認證、車用、冷鏈、紡織DPP與資產管理等應用。年報揭露2025年合併研發費用86,648仟元，占合併營收5.39%；2025年開發成果包含NFC智慧感測紀錄Label、耐高溫車用卡片、UHF Anti-liquid Label、HF Dual Chip Label等。

Outlook 2025–2028

2025年公司營收與EPS創高，主要受惠工業應用需求穩定、消費應用新專案量產、醫療耗材RFID滲透率提升，以及台中大里仁化新廠運作順暢後帶來的不良率降低、製程優化與生產效率提升。2026年初營收與獲利延續成長，第1季營收4.28億元、EPS 1.67元創新高，1至5月累計營收年增18.77%，顯示醫療、工業與新產品量產仍具動能。2025至2028年的中長期成長驅動包括：一、醫療與藥品供應鏈追蹤，受美國DSCSA序號化與溯源要求、醫療耗材由Barcode轉向RFID帶動；二、歐盟2027年數位產品護照DPP要求產品追溯資訊，利於紡織、循環經濟、碳足跡與產品履歷RFID導入；三、工業4.0、智慧製造與資產/工具管理擴大RFID導入；四、智慧物流與冷鏈即時追蹤，包含BLE/半主動式Tag、Ambient IoT與感測紀錄Label；五、車用與耐高溫、抗金屬、抗液體、微型化等高門檻利基應用。公司短期策略為鞏固既有客戶、提升高附加價值產品比重、開發醫療耗材與工業應用、縮短交期並強化供應鏈管理；長期策略為擴大客源、與IC晶片及材料供應商建立長期合作、參與RFID策略聯盟並與區域產業夥伴合作。主要風險與挑戰包括全球RFID競爭者眾多且價格競爭激烈、客製化產品難以完全標準化量產、研發人才招募不易、匯率與關稅/貿易政策波動、客戶拉貨時程變動、供應商產能與交期風險，以及客戶減碳與資安合規要求提高。2027至2028展望屬基於年報產業趨勢與法規時程之推估，非公司正式財測。

Supply Chain

Upstream
  • 甲公司（年報保密代號） 主要供應商，供應IC晶片、材料或相關原物料之一；114年度占韋僑進貨淨額34.38%，公司因保密協議未揭露正式名稱，無法判斷是否掛牌。
  • 乙公司（年報保密代號） 主要供應商之一；114年度占韋僑進貨淨額13.86%，年報稱進貨增加主因下游客戶應用需求量成長；正式名稱未揭露。
  • 丙公司（年報保密代號） 主要供應商之一；113年度占進貨10.09%，114年度占8.39%；正式名稱未揭露。
  • NXP Semiconductors RFID晶片領導廠商；年報揭露韋僑與NXP成為Mifare Advanced Partner，有助歐美RFID市場開發。非台股掛牌公司。
  • Sony 日本晶片與RFID技術相關廠商；韋僑年報揭露取得SONY認證，有助日本市場與高規格RFID產品開發。非台股掛牌公司。
Downstream
  • A公司（年報保密代號） 主要銷售客戶；114年度占韋僑銷貨淨額13.37%，年報指出在全球貿易及關稅保護政策下，客戶考量供應鏈風險管理而增加對韋僑訂單配置；正式名稱未揭露。
  • G公司（年報保密代號） 重要業務合約客戶，114/10/07至115/10/06為VMI備貨合約；正式名稱未揭露。
  • 系統整合商與終端客戶 韋僑年報說明產品銷售予終端客戶或系統整合商，下游應用涵蓋醫療耗材、工業追蹤、物流與供應鏈、門禁管理、車用、紡織DPP、零售與資產管理；具名客戶多因保密協議未揭露。

Competitors

  • 永道-KY 6863 台股上市RFID電子標籤廠，年報競爭表列為永道科技，產品涵蓋UHF/HF/LF相關RFID標籤與Inlay，為台灣同業競爭者。
  • Avery Dennison 美國上市公司，年報列為主要國際競爭者；併購Smartrac後擴展RFID技術與標籤產品，偏大量規格化產品。非台股掛牌。
  • HID Global 美國RFID與安全識別廠商，年報列為競爭者；已併購Omni-ID，屬ASSA ABLOY集團，非台股掛牌。
  • BEONTAG 巴西RFID與智慧標籤廠商，年報列為競爭者，非台股掛牌。
  • Identiv 美國RFID/NFC與安全識別解決方案廠商，年報列為競爭者；營運模式與韋僑較相似，偏多樣化與高品質客製化產品，非台股掛牌。
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.