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6432

今展科 Electronic Components As of 2026-06-17 Updated daily after market close

steady quality, premium valuation.

2 active signals
252d high Revenue ≥20%
This page refreshes daily after the close. Add 今展科 to your watchlist to track signal changes on your next visit.
Valuation 28Quality 51Growth 72Momentum 95Chips 59

Is 今展科 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 40th market percentile. Latest quarterly ROE ≈ 2.6%.

  • Valuation is high.PE is in the 90th market percentile; within its own history, PE is around the 98th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 1.5% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 28.5%, above the 20% growth threshold.

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

Chip flow

Bullish +0.96
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 統一-彰化 holds 516 lots
  • sellers have 275 lots left, ~320 sessions to clear

Window from 2026-01-17 · Price +118% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 統一-彰化 has accumulated 516 lots since the start (sold 0%), still adding.
  • Main distributor 摩根大通 peaked at 467 lots, has sold 90%, 49 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +2.33pp, mid holders +2, retail -2.14pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -147 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
統一-彰化華南永昌-板橋凱基-台北港商野村元大-內湖民權台灣摩根士丹利
Distributing
摩根大通元大-竹科新加坡商瑞銀華南永昌美商高盛富邦-南京
Desks
own scale
台新-敦南元大-岡山元大-汐止凱基-市政
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 統一-彰化 +516
    sold 0%· still adding
  • 華南永昌-板橋 +497
    sold 0%· still adding
  • 凱基-台北 +483
    sold 0%· still adding
  • 港商野村 +470
    sold 11%· still adding
  • 元大-內湖民權 +343
    sold 0%· still adding
  • 台灣摩根士丹利 +242
    sold 0%· still adding

Distributing

  • 摩根大通 49 left
    sold 90%· paused recently
  • 元大-竹科 213 left
    sold 53%· paused recently
  • 新加坡商瑞銀 149 left
    sold 52%· paused recently
  • 華南永昌 53 left
    sold 79%· paused recently
  • 美商高盛 121 left
    sold 51%· paused recently
  • 富邦-南京 67 left
    sold 63%· paused recently

Desks

  • 台新-敦南 -428
    unclassified
  • 元大-岡山 -282
    unclassified
  • 元大-汐止 -271
    unclassified
  • 凱基-市政 -254
    unclassified
Still selling 275 lots ~320 sessions to bottom at most
Recent buy/sell force +2,718 absorbed / -152 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.

252-day price high (breakout)

Active

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

13 historical occurrences (since 2018-05-28)
Average forward return after 252-day price high (breakout)。20-day: Win 53.8%, Sample 13, Median +2.24%, Excess +7.14%, Beat mkt rate 53.8%；60-day: Win 45.5%, Sample 11, Median -0.13%, Excess -4.37%, Beat mkt rate 27.3%；120-day: Win 30%, Sample 10, Median -4.19%, Excess -12.83%, Beat mkt rate 10%

120 days after: historical avg +0.65%

20-day +9.62%
60-day +2.23%
120-day +0.65%
20-day
60-day
120-day
Win
53.8%
45.5%
30%
Sample
13
11
10
Median
+2.24%
-0.13%
-4.19%
Excess
+7.14%
-4.37%
-12.83%
Beat mkt rate
53.8%
27.3%
10%

Over 10 occurrences, 120-day forward avg gained 0.65%, lagged the market by 12.83 pts; win rate 30%.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 28.54%

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

34 historical occurrences (since 2015-05-20)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 55.2%, Sample 29, Median +1.54%, Excess +1.37%, Beat mkt rate 48.3%；60-day: Win 65.5%, Sample 29, Median +3.94%, Excess -2.13%, Beat mkt rate 34.5%；120-day: Win 48.1%, Sample 27, Median -0.43%, Excess -8.89%, Beat mkt rate 18.5%

120 days after: historical avg +3.09%

20-day +2.29%
60-day +3.85%
120-day +3.09%
20-day
60-day
120-day
Win
55.2%
65.5%
48.1%
Sample
29
29
27
Median
+1.54%
+3.94%
-0.43%
Excess
+1.37%
-2.13%
-8.89%
Beat mkt rate
48.3%
34.5%
18.5%

Over 27 occurrences, 120-day forward avg gained 3.09%, lagged the market by 8.89 pts; win rate 48.1%.

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)
0-20 102+30% +25.7% 96.1% +12.5%
20-40 143+35.1% +35.8% 95.8% +14.9%
40-60 337+11.8% +7.3% 63.5% +6.5%
60-80 707+13.2% +5.9% 62% -14.9%
80-100 You are here423-3.9% -6.2% 38.3% -31.6%

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 ≈ 106.76, at the 97.7th 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
+16.3%
Win rate 98.8% Excess +8.5%
82d
-1.5%
Win rate 42.3% Excess -3.7%
298d
Now
+4.3%
Win rate 51.3% Excess -12.5%
632d
60-day momentum down
+25.9%
Win rate 100% Excess +13.5%
107d
+9.9%
Win rate 75.1% Excess +2.5%
353d
+3.2%
Win rate 50.7% Excess -9.1%
359d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 632 historical days, 120-day forward avg gained 4.3%, win rate 51.3%, lagged the market by 12.5%.

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.

Signals not active (historical stats for reference)

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

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.

20 times historically; 60-day forward avg +7.83%, win rate 57.9%, beating the market by +2.78 pts on average.

What does 今展科 do? Company profile

電子零組件業；被動元件、電感、保護元件與散熱/代理零組件 櫃買中心上櫃

Overview

6432 對應證券為今展科技股份有限公司普通股，簡稱今展科，於櫃買中心上櫃交易。公司成立於2001年2月20日，2015年5月20日上櫃，總部位於新北市三重區重新路五段646號14樓。董事長兼總經理為王琴賢，發言人任若琳，代理發言人楊偉堅。公司英文簡稱 ARLITECH，英文全名 ARLITECH ELECTRONIC CORP.。公開市場資料顯示實收資本額約新台幣3.22億至3.44億元區間，差異可能來自可轉債轉換普通股後更新時點不同；已發行股數公開資料亦見約3,224萬股至3,437萬股。公司服務據點包含台灣總公司、蘇州/深圳/北京/成都銷售據點、廣州今耀電子製造工廠及越南銷售點。主要股東可確認者包含今亞中投資股份有限公司約10%左右、董事長王琴賢約5.8%至6.2%；市場資料顯示董監持股約15%至16%。公司網頁2025年員工滿意度調查提及調查對象約70名同仁，但未能確認合併口徑員工總數。

Business

今展科以各類電感及保護元件為核心，並結合代理線、半導體零組件與散熱解決方案，提供主被動元件整合供應。公司官方說明指出，其產品功能包含防治電磁波干擾、過濾電流雜訊，以及過溫、過流、過壓保護；公司為大中華地區面板廠主要電感供應商之一。主要產品包含 High Current Power Inductors、SMD Power Inductors、DIP Power Inductors、RF Inductors、EMI Suppression Filters、車用級電感、Cu-Fe Co-firing、Fuse、GDT/TVS/ESD/MOV、MCU、Flash/DRAM/EEPROM、MOSFET、Driver IC/Switch、DC Fan，以及金屬散熱器、散熱模組、風扇模組、熱管模組、Intel/AMD伺服器模組、導熱塑膠與石墨烯散熱器。應用領域包含顯示屏幕、液晶面板、網通基地台、電訊網路裝置、家用路由器、監控設備、工控設備、POS、智能電錶、伺服器、AI智能、GPU Server、Edge Server、X86 Server、Workstation、筆記型電腦、VGA Card、PCBA主機板、車載系統、行車電腦、ADAS與汽車電機。營收結構方面，第三方資料顯示近期營收以電感器約57.6%、保護元件約20.3%、其他營運事業約22.1%為主；較早期公開文件曾揭露電感約75.98%、保護元件約15.10%、其他約8.92%，顯示產品組合可能已朝代理、半導體/散熱與其他應用擴張。商業模式包含自有電感製造、關係企業/海外據點銷售、保護元件與半導體代理、以及客製化高階產品技術支援。

Outlook 2025–2028

2025至2026年已見營運動能回升：公開市場資料顯示2025年累計營收約新台幣11.25億元、年增約10.3%；2026年前5月營收約5.16億元、年增約7.6%，2026年第1季稅後純益約0.24億元、年增60%，EPS約0.72元。短中期成長動能來自網通、電競、AI基礎建設、企業端應用、AI伺服器/GPU應用、高階電感、半導體應用與客製化產品；公司也持續推動高階與客製化產品開發，並將資源投向AI伺服器、車用電子與工業應用。2025年以後的結構性機會包括：AI伺服器與GPU板卡對高電流、低損耗、小型化電感與保護元件需求提高；網通與電競拉貨帶動短期業績；車用、工業、醫療與白色家電等較低景氣循環應用有助於降低面板依賴；散熱模組與主被動元件整合可能提升客戶黏著度。2027至2028年展望屬推估，若AI伺服器、邊緣運算、車用電子與工控需求延續，公司產品組合有機會往高毛利/高客製化移動；但需觀察客戶導入速度、良率、報價能力與產能配置。主要風險包含面板需求循環波動、終端消費電子換機偏弱、DRAM與其他原物料價格上漲壓縮終端需求或成本、客戶提前備貨後的庫存修正、被動元件同業競爭、匯率波動、中國市場疲弱、AI題材與實際營收落差，以及公司規模較小導致單一應用或客戶變動對獲利波動較大。

Supply Chain

Upstream
  • 聚鼎科技 6224 今展科官方代理線列示聚鼎科技於 Fuse 與 GDT/TVS/ESD/MOV 類保護元件，屬保護元件供應/代理來源之一。
  • 羅姆半導體 日本上市/海外半導體廠，今展科官方代理線列示其 IC/DIODE/Resistor、Automotive、MOSFET、Flash/DRAM/EEPROM 等產品。
  • 日本電產 Nidec 日本上市/海外廠，今展科官方代理線列示 DC Fan，與散熱/風扇零組件供應相關。
  • 雅特力科技 非台股掛牌或未確認台股掛牌，今展科官方代理線列示 MCU。
  • 矽成積體電路 ISSI 海外/非台股掛牌或未確認台股掛牌，今展科官方代理線列示 Flash/DRAM/EEPROM 與 Automotive 產品。
  • 普冉半導體 中國半導體公司，非台股掛牌，今展科官方代理線列示 Flash/DRAM/EEPROM。
  • 帝奧微電子 中國半導體公司，非台股掛牌，今展科官方代理線列示 Driver IC/Switch。
  • AEM科技 非台股掛牌或未確認台股掛牌，今展科官方代理線列示 Fuse。
  • 檳城電子 非台股掛牌或未確認台股掛牌，今展科官方代理線列示 GDT/TVS/ESD/MOV。
  • 久尹 非台股掛牌或未確認台股掛牌，今展科官方代理線列示 GDT/TVS/ESD/MOV。
  • 高奇普 非台股掛牌或未確認台股掛牌，今展科官方代理線列示 SuperCap。
  • 鐵粉/磁粉、銅線、鐵芯、端子、塑膠與包材等材料供應商 電感製造通常需要磁性材料、銅線與機構/包材；本研究未找到今展科公開揭露具名原料供應商，故以類別描述。
Downstream
  • 面板廠客戶群 公司官方稱為大中華地區面板廠主要電感供應商之一，產品應用於顯示屏幕與液晶面板；未公開確認個別客戶名稱。
  • 網通設備客戶群 應用包含網路基地台、電訊網路裝置、家用路由器、監控安全設備；2026年新聞指出網通為主要成長動能之一，未公開確認個別客戶名稱。
  • 電競與板卡/GPU應用客戶群 2026年新聞指出電競領域成長，產品涵蓋板卡與GPU應用；官方應用頁列示 VGA Card、GPU Server 等，未公開確認個別客戶名稱。
  • AI伺服器與企業端應用客戶群 公司正切入AI伺服器、GPU Server、Edge Server、X86 Server、Workstation等應用；未公開確認個別客戶名稱。
  • 工業與智能電錶客戶群 官方應用包含工控設備、POS銷售系統、智能電錶，屬工業/公用事業終端應用。
  • 車用電子客戶群 官方列示車載系統、行車電腦、無人駕駛、ADAS、自動停車、汽車電機等車用應用；未公開確認個別客戶名稱。

Competitors

  • 國巨 2327 台股上市，被動元件龍頭，產品涵蓋電阻、電容、電感等，與今展科在被動元件與AI/車用供應鏈存在競合。
  • 華新科 2492 台股上市，被動元件大廠，產品含MLCC、晶片電阻與電感相關產品，為廣義被動元件競爭者。
  • 台慶科 3357 台股上市，電感與磁性元件廠，AI伺服器與車用電感為市場關注方向，與今展科在高階電感領域競爭。
  • 乾坤 2452 台股上市，電感、電阻與電源管理相關產品供應商，與今展科在電感/電源應用競爭。
  • 興勤 2428 台股上市，保護元件與感測/電阻相關產品供應商，與今展科保護元件產品線部分重疊。
  • 聚鼎科技 6224 台股上櫃，保護元件廠；同時也是今展科代理線中列示的供應來源之一，屬競合關係。
  • 富致 6642 台股上櫃，保護元件廠，與今展科保護元件代理/銷售業務具競爭關係。
  • 美磊 3068 台股上櫃，電感與磁性元件廠，與今展科在電感產品競爭。
  • 信昌電 6173 台股上市，被動元件材料/元件相關廠，與被動元件供應鏈及部分應用領域相關。
  • 村田製作所 Murata 日本上市海外被動元件龍頭，非台股掛牌，為全球電感、MLCC與高階被動元件主要競爭者。
  • TDK 日本上市海外電子零組件大廠，非台股掛牌，為全球電感、磁性元件與被動元件主要競爭者。
Sources（19）

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.