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8068

全達 Electronics Distribution As of 2026-06-17 Updated daily after market close

quality needs a look, fair valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 全達 to your watchlist to track signal changes on your next visit.
Valuation 47Quality 22Growth 77Momentum 23Chips 45

Is 全達 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 27th market percentile. Latest quarterly ROE ≈ -0.9%.

  • Valuation is neutral.PE is in the 39th market percentile; within its own history, PE is around the 22th percentile.

  • Strong revenue growth.Latest monthly revenue YoY ≈ 35.1%, 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

Bearish -0.24
BearishNeutralBullish

Distribution, concentration falling — bearish

  • Distribution, concentration falling — bearish
  • 台灣摩根士丹利 holds 260 lots
  • sellers have 532 lots left, ~80 sessions to clear

Window from 2026-01-17 · Price -31% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 台灣摩根士丹利 has accumulated 260 lots since the start (sold 0%), still adding.
  • Main distributor 凱基-台北 peaked at 490 lots, has sold 62%, 188 left, ~15 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders -2.85pp, mid holders +4, retail -0.44pp — little change.
  • Foreign hedge-desk net short Net short -4 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
台灣摩根士丹利台新玉山證券元大-竹山元大-汐止元大-虎尾
Distributing
凱基-台北新加坡商瑞銀美林美商高盛台新-北中壢群益金鼎-宜蘭
Desks
own scale
群益金鼎-內湖元大-內湖統一第一金-桃園
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 +260
    sold 0%· still adding
  • 台新 +235
    sold 0%· still adding
  • 玉山證券 +150
    sold 0%
  • 元大-竹山 +119
    sold 0%
  • 元大-汐止 +88
    sold 16%· still adding
  • 元大-虎尾 +85
    sold 11%· still adding

Distributing

  • 凱基-台北 188 left
    sold 62%· ~15 sessions to clear
  • 新加坡商瑞銀 178 left
    sold 49%· ~64 sessions to clear
  • 美林 141 left
    sold 34%· paused recently
  • 美商高盛 49 left
    sold 66%· paused recently
  • 台新-北中壢 68 left
    sold 47%· ~11 sessions to clear
  • 群益金鼎-宜蘭 55 left
    sold 47%· paused recently

Desks

  • 群益金鼎-內湖 -831
    unclassified
  • 元大-內湖 -392
    unclassified
  • 統一 -383
    unclassified
  • 第一金-桃園 -203
    unclassified
Still selling 532 lots ~80 sessions to bottom at most
Recent buy/sell force +723 absorbed / -333 sold buyers slightly ahead
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 35.14%

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 45.8%, Sample 83, Median -0.36%, Excess -1.11%, Beat mkt rate 36.1%；60-day: Win 40.2%, Sample 82, Median -5%, Excess -2.52%, Beat mkt rate 32.9%；120-day: Win 34.2%, Sample 79, Median -10.11%, Excess -6.6%, Beat mkt rate 21.5%

120 days after: historical avg +1.04%

20-day +0.36%
60-day +1.74%
120-day +1.04%
20-day
60-day
120-day
Win
45.8%
40.2%
34.2%
Sample
83
82
79
Median
-0.36%
-5%
-10.11%
Excess
-1.11%
-2.52%
-6.6%
Beat mkt rate
36.1%
32.9%
21.5%

Over 79 occurrences, 120-day forward avg gained 1.04%, lagged the market by 6.6 pts; win rate 34.2%.

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)
0-20 141-9.9% -4.9% 31.9% -70.4%
20-40 You are here72-29.6% -29.3% 0% -47.3%
40-60 59-27.4% -43.6% 11.9% -48.2%
60-80 144+89.6% +89% 100% -76.5%
80-100 256+5.6% -7% 41.8% -49.1%

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 ≈ 18.07, at the 21.5th 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
-3.9%
Win rate 47.4% Excess -28.6%
76d
Insufficient data
(20d)
+30.1%
Win rate 65.2% Excess -45.6%
161d
60-day momentum down
Now
-7.4%
Win rate 29.2% Excess -26.6%
253d
+1.3%
Win rate 50% Excess -7.3%
88d
+10.5%
Win rate 34.6% Excess -18.6%
191d

Currently in “Cheap (own-history bottom 1/3) × 60-day momentum down”: across 253 historical days, 120-day forward avg declined 7.4%, win rate 29.2%, lagged the market by 26.6%.

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.

12 times historically; 60-day forward avg +8.78%, win rate 58.3%, beating the market by +7.67 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.

18 times historically; 60-day forward avg +0.99%, win rate 41.2%, beating the market by -1.9 pts on average.

What does 全達 do? Company profile

電子通路業 證券櫃檯買賣中心上櫃

Overview

全達國際股份有限公司，股票代號8068，為台灣上櫃普通股，英文簡稱 Chander。公司成立於1997年5月15日，2004年3月25日上櫃，統一編號16003714，產業別為電子通路業。櫃買中心 OpenAPI 於2026-06-17揭示之實收資本額為807,659,490元，已發行普通股80,765,949股，特別股0股，私募股0股，每股面額新台幣10元；董事長為凃俊榮，總經理為王凱元，發言人為財務長黃立維，簽證會計師事務所為安侯建業聯合會計師事務所，股務代理為元大證券股務代理部。公開資料顯示公司登記/公開資訊地址曾列台北市內湖區內湖路一段360巷15號8樓之1；公司官網聯絡地址列台北市內湖區內湖路一段246號5樓。104人力銀行揭露員工人數38人；Investing.com 曾列員工111人，兩者口徑可能不同，員工規模需以公司年報為準。主要股東方面，2023至2024年多家財經媒體報導大宇資持股約41%、威盛持股約30%；此為媒體報導數字，非本次直接取自最新股東名簿。

Business

全達定位為半導體、零組件、軟體之專業代理行銷通路商，以及大數據、人工智慧、物聯網之資訊整合服務商。主要經營電子元件、組件、積體電路、設計及測試儀器之經銷代理及維護，電腦及零配件之經銷代理、維護及進出口貿易，以及電腦整體系統與軟體系統之分析、規劃、設計研發、維護與經銷代理。公司官網揭示之產品與方案包含 Microsoft Windows IoT、Microsoft 365、Azure IoT/雲端服務、物聯網方案、電動車充電儲能解決方案、配電級變壓器、氮化矽陶瓷基板、陶瓷基板金屬化、記憶體模組等。MoneyDJ 公司百科指出2024年產品營收比重約為特定應用IC 68%、軟體28%、其他3%；StockFeel 亦列電子零組件業務約68.2%、軟體28.3%、其他3.5%，兩者接近但非公司原始年報表格，應視為二手整理。商業模式以代理銷售、通路服務、技術支援、系統整合與方案導入為核心；近年透過子公司達拉電能切入電動車充電服務，包含固定式快充樁、E-HERO移動充電機器人、DARA GO 車主APP、DARA CLOUD 充電服務管理系統，並兼具 CPO 充電服務營運商與 ESMP 系統服務商角色。2024年合併營收約7.50億元，歸屬母公司業主淨利約1.86億元、EPS 2.30元，但營業利益為虧損，獲利主要受處分投資利益影響；2025年全年營收約8.36億元，年增約11.36%；2026年前5月累計營收約5.40億元，年增約56.71%，但2026年第一季累計EPS約-0.12元，顯示營收成長與本業獲利仍需分開觀察。

Outlook 2025–2028

2025至2028年展望可分為三條主軸。第一，電子通路本業：2024年公司年報/摘要提及全球半導體與消費市場景氣略回溫，2025年營收亦較2024年成長；若終端庫存循環正常化、Microsoft Embedded/Windows IoT、特定應用IC、軟體與高毛利代理線擴張，將支撐2025至2026年營收動能。不過電子通路本質毛利率偏低，且受原廠供貨、終端需求、匯率、庫存跌價與客戶拉貨節奏影響，營收成長不一定等同獲利改善。第二，電動車充電與能源方案：全達/達拉電能已宣稱以移動式及固定式充電樁、APP、充電服務管理平台、能源管理平台切入市場；2024年引進威剛投資達拉電能，威剛取得40%股權、全達持股60%，雙方規劃在充電場域與儲能櫃合作。媒體報導曾提及達拉電能計畫建置39個快充站、132支快充槍，並以三年內佈建600台移動式充電設備為目標；若站點利用率、場域合作、安規/海外認證與軟硬體服務收費順利，2025至2028年可能成為全達較具想像空間的新業務。第三，高毛利新產品與轉投資：公司資料提及持續尋找利基大、毛利率較高之產品，包含半導體設備、SiC/陶瓷基板、充電儲能等方向；若能由純代理轉向技術服務與系統方案，毛利結構有改善機會。主要風險包括：充電樁市場競爭者眾、資本支出與維運成本高、場域取得與利用率不確定、電動車滲透率與政策補助變動、海外認證時程不確定、達拉電能仍處商業化放量初期、公司本業曾有營業虧損且2024獲利受處分投資利益挹注、二手資料對員工與營收分類口徑不一。2027至2028年未見公司正式量化財測，本段後段屬基於公開資訊之研究推估。

Supply Chain

Upstream
  • 微軟 美國上市公司 Microsoft，為全達官網揭示之 Windows IoT、Microsoft 365、Azure IoT/雲端服務等代理與方案來源；非台股掛牌，stock_id設為null。
  • 威盛電子 2388 台股上市公司，媒體報導為全達主要股東之一，亦為全達歷史代理/集團關係之半導體零組件與平台資源來源。
  • 威剛科技 3260 台股上櫃公司，2024年以3,000萬元投資全達子公司達拉電能並取得40%股權；後續與達拉電能在充電場域、儲能櫃及市場拓展合作，兼具策略投資人與生態合作夥伴角色。
  • 金士頓 記憶體模組/儲存產品品牌，部分第三方資料列為全達代理品牌；金士頓為非台股掛牌企業，且本次未取得最新原廠代理合約細節。
  • 半導體設備、SiC/陶瓷基板及充電樁零組件供應商 公司與媒體資料提及全達尋找半導體設備、SiC基板、陶瓷基板金屬化、充電儲能等新產品線，但未完整揭露最新具名供應商，故以類別列示。
Downstream
  • 電子製造、工控、物聯網與嵌入式系統客戶 全達之半導體零組件、Windows IoT、Azure IoT與系統整合服務終端客群；公開資料未揭露主要客戶名單，故stock_id設為null。
  • 統一超商 2912 全達官網新聞標題提及達拉電 E-HERO 3 進駐7-ELEVEN；7-ELEVEN在台主要由統一超商經營，屬場域/通路應用端，實際合作契約細節需以雙方公告為準。
  • 宏匯廣場 全達官網新聞標題提及達拉電 E-HERO 3 進駐宏匯廣場；宏匯廣場非台股掛牌公司，為充電場域應用端。
  • 大鵬灣賽車場 達拉電能轉載工商時報報導提及作為即將合作場域之一；非台股掛牌公司，屬充電服務示範/場域型客戶。
  • 社區、辦公大樓、商場、學校、飯店、機場與停車場營運商 E-HERO移動充電機器人與固定式充電樁之主要應用場景；多數為場域型客戶或終端車主服務場景，公開資料未揭露完整客戶名單。

Competitors

  • 文曄科技 3036 台股上市電子零組件通路商，規模遠大於全達，為電子通路同業競爭者。
  • 大聯大控股 3702 台股上市半導體零組件通路控股公司，為大型電子通路同業。
  • 增你強 3028 台股上市電子通路商，代理半導體與電子零組件，與全達在通路服務上具同業比較性。
  • 威健實業 3033 台股上市電子通路商，代理IC與電子元件，為同業競爭者。
  • 華立企業 3010 台股上市材料與電子通路商，部分電子材料/零組件通路業務具同業比較性。
  • 敦吉科技 2459 台股上市電子通路與技術服務商，StockFeel列為全達同業之一。
  • 所羅門 2359 台股上市電子通路與自動化/AI視覺應用公司，StockFeel列為全達同業之一。
  • 擎亞國際 8096 台股上櫃電子零組件通路商，為較接近全達市場別與業務型態之同業。
  • 華城電機 1519 台股上市重電與充電樁相關廠商；媒體報導全達曾與華城接洽合作，在充電設備/場域生態上亦可能形成競合。
  • 起而行綠能 台灣未上市充電樁與充電營運業者；媒體報導全達曾與其接洽合作，於電動車充電市場屬競合對象。
Sources（15）

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.