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6629

泰金-KY Home & Living As of 2026-06-17 Updated daily after market close

steady quality, fair valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 泰金-KY to your watchlist to track signal changes on your next visit.
Valuation 64Quality 87Growth 91Momentum 65Chips 85

Is 泰金-KY a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 80th market percentile. Latest quarterly ROE ≈ 8.2%.

  • Valuation is neutral.PE is in the 28th market percentile; within its own history, PE is around the 84th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 7.5% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 90.1%, 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 +0.26
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 德信 holds 312 lots
  • sellers have 77 lots left, ~20 sessions to clear

Window from 2026-01-17 · Price -5% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 德信 has accumulated 312 lots since the start (sold 0%), still adding.
  • Main distributor 第一金-台南 peaked at 59 lots, has sold 68%, 19 left, ~16 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +0.11pp, mid holders +0, retail -0.44pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -159 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
德信群益金鼎-開元富邦-南屯元大-豐原群益金鼎-南京美好-楊梅
Distributing
第一金-台南凱基-台北台新-松江富邦-永康元大-八德台灣企銀-建成
Desks
own scale
永豐金-敦南統一-城中華南永昌-新莊元大-敦化
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 德信 +312
    sold 0%· still adding
  • 群益金鼎-開元 +197
    sold 0%· still adding
  • 富邦-南屯 +134
    sold 0%· still adding
  • 元大-豐原 +99
    sold 8%
  • 群益金鼎-南京 +82
    sold 5%· still adding
  • 美好-楊梅 +73
    sold 0%

Distributing

  • 第一金-台南 19 left
    sold 68%· ~16 sessions to clear
  • 凱基-台北 26 left
    sold 42%· ~17 sessions to clear
  • 台新-松江 22 left
    sold 44%· paused recently
  • 富邦-永康 17 left
    sold 37%· paused recently
  • 元大-八德 2 left
    sold 89%· paused recently
  • 台灣企銀-建成 7 left
    sold 59%· paused recently

Desks

  • 永豐金-敦南 -482
    unclassified
  • 統一-城中 -142
    unclassified
  • 華南永昌-新莊 -141
    unclassified
  • 元大-敦化 -141
    day-trade · selling pressure
Still selling 77 lots ~20 sessions to bottom at most
Recent buy/sell force +177 absorbed / -65 sold buyers slightly ahead
Hedge-desk net short -6 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.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 90.1%

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

46 historical occurrences (since 2019-06-06)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 50%, Sample 40, Median +0.34%, Excess -0.73%, Beat mkt rate 42.5%；60-day: Win 60.5%, Sample 38, Median +2.43%, Excess +0.5%, Beat mkt rate 42.1%；120-day: Win 54.3%, Sample 35, Median +1.49%, Excess -2.34%, Beat mkt rate 34.3%

120 days after: historical avg +11.67%

20-day +1.83%
60-day +8.81%
120-day +11.67%
20-day
60-day
120-day
Win
50%
60.5%
54.3%
Sample
40
38
35
Median
+0.34%
+2.43%
+1.49%
Excess
-0.73%
+0.5%
-2.34%
Beat mkt rate
42.5%
42.1%
34.3%

Over 35 occurrences, 120-day forward avg gained 11.67%, lagged the market by 2.34 pts; win rate 54.3%.

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)
0-20 134+28.1% +25.7% 93.3% -17.8%
20-40 83+8.6% +2.2% 61.4% -34.8%
40-60 71+116.8% +106.7% 100% +81.5%
60-80 107+96.8% +144.2% 93.5% +59.7%
80-100 You are here295+51.6% +18.9% 65.4% +31.8%

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 ≈ 15.6, at the 84.5th 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
Insufficient data
(5d)
+62.9%
Win rate 100% Excess +41.5%
36d
Now
+33.1%
Win rate 64.1% Excess +15.6%
368d
60-day momentum down
+24.4%
Win rate 70.9% Excess -0.6%
182d
-10.6%
Win rate 32.4% Excess -17.2%
74d
-13.2%
Win rate 28.6% Excess -14.7%
49d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 368 historical days, 120-day forward avg gained 33.1%, win rate 64.1%, beat the market by 15.6%.

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.

13 times historically; 60-day forward avg +17.71%, win rate 76.9%, beating the market by +7.47 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.

6 times historically; 60-day forward avg +13.77%, win rate 80%, beating the market by +6.81 pts on average.

What does 泰金-KY do? Company profile

居家生活；家飾鑄件、居家五金製造 上櫃

Overview

6629 對應證券為泰金-KY，為櫃買中心掛牌之營運公司普通股，非 ETF、ETN、權證或特別股。公司全名為泰金投資控股股份有限公司，英文名 Thai Kin Co., Ltd.，註冊地為英屬開曼群島，主要營運與生產基地在泰國春武里府；台灣辦公地址為台北市中山區松江路152號13樓。公司成立於2016年2月3日，公開發行日為2019年4月22日，上櫃日為2019年6月6日。董事長為許偵容，總經理為許文誌，發言人為財務長黃晟修。櫃買中心資料顯示實收資本額約新台幣3.84億元；Yahoo 股市與 Goodinfo 資料亦顯示已發行普通股約3,837萬股。公司主要經營業務為家飾鑄件開發、生產及銷售。2024年公開說明書揭露，Royal Finishing 泰國廠建物面積16,774坪、員工人數1,211人，生產商品種類為家飾鑄件。主要股東方面，2024年7月31日公開說明書揭露持股超過10%者包括 Triple Nine Co., Ltd. 約30.10%、The Heritage Group Co., Ltd. 約28.01%；許大進、許偵容、許文誌及其透過關係公司持股合計分別約59.31%、9.62%、5.44%。

Business

泰金-KY 為家飾與居家五金鑄件製造商，核心能力是鋅鋁材質壓鑄、模具開發、沖鍛或成型、加工、拋光、電鍍、噴漆／塗裝、包裝等垂直整合製程，主要以 ODM／OEM 方式供應歐美品牌商與大型居家用品、家具、家修通路客戶。主要產品包括櫥櫃及掛件五金（櫥櫃門把手、衣物掛勾、層板支架）、衛浴五金（毛巾架、捲筒架等衛浴配件）、窗簾五金（窗簾桿、窗簾飾頭及相關鑄件），並自2025年下半年起新增水五金／水龍頭產品線。2024年公開說明書揭露，2023年度產品營收比重為櫥櫃及掛件五金53.56%、衛浴及窗簾五金46.44%；2024年上半年為櫥櫃及掛件五金42.39%、衛浴及窗簾五金57.61%。2025年法說摘要顯示，隨水五金導入，衛浴相關產品比重提高，櫥櫃及掛件比重下降。銷售市場以北美為主，公開說明書揭露2023年度美洲收入約10.06億元、歐洲約1.73億元、亞洲約0.05億元，美洲佔比約84.95%。公司商業模式重點在於與歐美品牌商直接接洽設計、開發與量產需求，透過泰國生產基地承接中國以外供應鏈移轉、降低關稅與地緣政治風險的訂單需求。

Outlook 2025–2028

2025至2028年展望以水五金放量、既有客戶滲透率提升、客戶分散化及泰國產能擴充為主軸。2025年公司營收17.42億元創歷史新高，但毛利率降至26.36%，主因水五金與窗飾新品量產初期仍有學習曲線、外購零件較多、自製率較低，加上新台幣、泰銖升值與原物料上漲影響；2025年稅後純益2.47億元、EPS 6.46元，全年配息6.2元。2026年初公開資訊顯示水五金及窗飾新品開始完整貢獻全年營收，且2026年第一季營收、獲利創高，顯示新產品動能正在反映。中期成長動能包括：一、北美大型居家修繕與家具品牌在關稅與供應鏈重組下，增加非中國製造來源，泰金位於泰國的垂直整合產能具承接轉單優勢；二、水五金與原衛浴掛件具產品組合綜效，可提高單一客戶品項滲透率；三、公司已在泰國廠區新建三棟廠房，法說摘要指出每棟約1萬平方公尺，其中兩棟主體完工，預計2026至2027年陸續啟用，提供未來產能擴張空間；四、透過表面處理、品保實驗室與自動化製程改善，提升品質穩定性與成本效率。2027至2028年的合理觀察重點為新廠稼動率、水五金自製率提升速度、客戶分散後是否能維持毛利率，以及北美居家修繕需求是否復甦。主要風險包括鋅合金、鋁、鐵、塑膠等原物料價格波動，美元、泰銖、新台幣匯率波動，北美房市與居家修繕景氣循環，水五金初期良率與學習成本，客戶集中度雖已改善但重要客戶需求變化仍會影響營收，以及美國關稅政策、原產地規則與地緣政治變動。

Supply Chain

Upstream
  • 鋅錠、鋁錠、鐵材等金屬原料供應商 公開說明書揭露上游主要為鋅、鋁、鐵等材料業供應商；未查得公司揭露特定供應商名稱，stock_id 設為 null。
  • 塑膠及水五金零組件供應商 水龍頭產品零組件較多，法說摘要指出初期部分零件需外購且自製率較低；未查得特定供應商名稱。
  • 表面處理、模具、自動化設備與製程耗材供應商 公司內部具模具開發、自動化設備、工程與表面處理能力，但仍需相關設備、化學品、塗裝與製程耗材；未查得具名供應商。
Downstream
  • 歐美知名家具與居家五金品牌商 公開說明書稱主要銷售客戶為歐洲及美國知名家具品牌商，從設計、開發到銷售均與品牌商直接接洽；未揭露客戶名稱。
  • 北美大型居家修繕與居家用品連鎖通路 公司市場以美洲為主，下游主要為大型居家用品連鎖量店通路及家具通路業者；可能包含海外上市或未上市通路，未能確認具名客戶。
  • 家具組裝業、家具零售與量販通路 公開說明書將下游商品應用列為家具組裝業、家具零售／量販；未揭露特定公司。

Competitors

  • 橋椿金屬 2062 台股上市公司，為鋅合金水龍頭零組件與廚衛五金供應商，與泰金-KY 新增水五金、衛浴五金及表面處理能力部分重疊。
  • 成霖企業 9934 台股上市公司，主要從事水龍頭、衛浴設備、品牌與代工業務，與泰金-KY 水五金及北美衛浴通路客戶方向具有競爭或比較關係。
  • 慶豐富 9935 台股上市公司，深耕窗簾與居家生活用品，與泰金-KY 窗簾五金、北美居家通路供應鏈有部分應用市場重疊。
  • 凱撒衛浴 1817 台股上市櫃公司，衛浴設備品牌與製造商，與泰金-KY 衛浴五金及水五金終端應用相近，但商業模式偏品牌與衛浴整體產品。
Sources（12）

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.