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 8341 日友. Please read: https://finlab.finance/en/setup?stock=8341

No install, open FinLab Studio

8341

日友 Green Energy & Environment 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 日友 to your watchlist to track signal changes on your next visit.
Valuation 65Quality 85Growth 77Momentum 49Chips 97

Is 日友 a buy? Fundamentals and valuation first

  • Top-tier profitability.Operating margin beats ~94% of the market. Latest quarterly ROE ≈ 4.0%.

  • Valuation is neutral.PE is in the 35th market percentile; within its own history, PE is around the 6th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 18.2% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 35.3%, 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 +0.50
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 美商高盛 holds 517 lots
  • sellers have 438 lots left, ~1740 sessions to clear

Window from 2026-01-17 · Price -2% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 美商高盛 has accumulated 517 lots since the start (sold 0%), still adding.
  • Main distributor 玉山-嘉義 peaked at 256 lots, has sold 32%, 174 left, ~1740 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +0.89pp, mid holders +1, retail -0.54pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -339 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
美商高盛華南永昌-鶯歌香港上海匯豐台灣摩根士丹利新加坡商瑞銀國泰-高雄
Distributing
玉山-嘉義凱基-台北兆豐-台南富邦-新竹國票-北高雄港商野村
Desks
own scale
兆豐-新竹永豐金-市政元大-羅東摩根大通
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 美商高盛 +517
    sold 0%· still adding
  • 華南永昌-鶯歌 +190
    sold 0%· still adding
  • 香港上海匯豐 +147
    sold 0%
  • 台灣摩根士丹利 +114
    sold 0%· still adding
  • 新加坡商瑞銀 +105
    sold 17%· still adding
  • 國泰-高雄 +84
    sold 0%· still adding

Distributing

  • 玉山-嘉義 174 left
    sold 32%· ~1740 sessions to clear
  • 凱基-台北 106 left
    sold 48%· paused recently
  • 兆豐-台南 103 left
    sold 37%· ~31 sessions to clear
  • 富邦-新竹 28 left
    sold 70%· ~4 sessions to clear
  • 國票-北高雄 43 left
    sold 44%· ~13 sessions to clear
  • 港商野村 22 left
    sold 71%· ~6 sessions to clear

Desks

  • 兆豐-新竹 -328
    unclassified
  • 永豐金-市政 -256
    unclassified
  • 元大-羅東 -186
    unclassified
  • 摩根大通 -178
    hedge desk · will cover
Still selling 438 lots ~1740 sessions to bottom at most
Recent buy/sell force +1,290 absorbed / -278 sold buyers slightly ahead
Hedge-desk net short -183 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 35.33%

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

62 historical occurrences (since 2015-03-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 50%, Sample 42, Median -0.17%, Excess +1.88%, Beat mkt rate 47.6%；60-day: Win 56.1%, Sample 41, Median +1%, Excess +2.64%, Beat mkt rate 43.9%；120-day: Win 55%, Sample 40, Median +3.77%, Excess +6.84%, Beat mkt rate 55%

120 days after: historical avg +10.62%

20-day +2.05%
60-day +5.86%
120-day +10.62%
20-day
60-day
120-day
Win
50%
56.1%
55%
Sample
42
41
40
Median
-0.17%
+1%
+3.77%
Excess
+1.88%
+2.64%
+6.84%
Beat mkt rate
47.6%
43.9%
55%

Over 40 occurrences, 120-day forward avg gained 10.62%, beat the market by 6.84 pts; win rate 55%.

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 You are here704-13.7% -11.9% 15.6% -34.3%
20-40 338-9.8% -10.2% 10.9% -43.9%
40-60 152-3.2% -11.5% 25% -29.7%
60-80 266-5.1% -11.6% 27.8% -23.9%
80-100 2690% +1.6% 54.3% -9.6%

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 ≈ 16.98, at the 6.5th percentile of its own history (0-20 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
Now
-11.6%
Win rate 10.8% Excess -25.7%
351d
-8.4%
Win rate 18.4% Excess -17.8%
114d
-3%
Win rate 41.4% Excess -9.1%
292d
60-day momentum down
-1.2%
Win rate 45.4% Excess -13.5%
685d
-4.3%
Win rate 27.8% Excess -11.4%
255d
+3.2%
Win rate 43.4% Excess -8.3%
152d

Currently in “Cheap (own-history bottom 1/3) × 60-day momentum up”: across 351 historical days, 120-day forward avg declined 11.6%, win rate 10.8%, lagged the market by 25.7%.

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 -0.53%, win rate 38.5%, beating the market by -4.33 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.

50 times historically; 60-day forward avg +4.68%, win rate 55.3%, beating the market by +0.05 pts on average.

What does 日友 do? Company profile

綠能環保；環境衛生及污染防治服務業；環保潔能服務產業 上市（臺灣證券交易所）

Overview

8341 對應證券為日友，係臺灣證券交易所上市普通股，非 ETF、ETN、特別股或權證。公司成立於 1994 年 11 月 29 日，2001 年成為潤泰集團環保產業基地，2015 年 3 月 23 日上市。總部位於雲林縣元長鄉元東路 1-20 號，台北辦公室位於台北市八德路三段 20 號 10F-3。董事長兼總經理為張芳正，發言人為謝明宏。實收資本額公開資料多列為新台幣 13 億元，發行股數 130,000,000 股；104 人力銀行頁面列資本額 15 億元，可能為不同口徑或更新時點，未能完全核對。員工規模公開徵才頁面列 297 人，台灣公司網列雇用員工數 344 人，故以約 300 至 350 人視為較合理區間。主要股東與董事持股包含潤泰創新國際股份有限公司，公開持股資料顯示其持股約 33,370 千股、約 25.67%；另有元挺投資、任盈實業、成智投資等法人董事或主要持股者。公司為臺灣第一家專業生物醫療廢棄物焚化處理廠，2012 年取得中區事業廢棄物綜合處理中心經營權（日友彰濱廠），營運據點包含雲林廠、彰濱廠，以及中國大陸北京、山東日照、山西運城、江蘇宿遷等廢棄物處理相關投資事業。

Business

日友定位為醫療及事業廢棄物清除處理服務公司，核心業務為感染性醫療廢棄物焚化處理、有害事業廢棄物焚化、物化、固化、掩埋處理、一般事業廢棄物與污泥油泥處理，以及小型焚化爐設計、規劃、建造與焚化廠或掩埋場承攬。其商業模式以取得法規許可與特許處理設施為基礎，向醫療院所、事業廢棄物產生企業、地方政府或專案業主收取清運與處理服務費，並透過清運、焚化、物化、固化、掩埋及管理系統形成一條龍服務。公開券商頁面揭露營收比重約為廢棄物處理 74.43%、廢棄物清運 23.88%、其他約 1.69%，但該比重未能在同頁確認明確年度；公司近年營收資料顯示 2024 年合併營收 36.97 億元，2025 年合併營收 39.91 億元、年增 7.95%，稅後淨利 6.88 億元，EPS 4.48 元。主要終端應用與客戶類型包括醫療院所、實驗室、疫苗及藥品廢棄物產生單位、高科技與一般製造業、地方政府石綿建材廢棄物清除處理專案，以及中國大陸醫療與事業廢棄物處理市場。公司子公司青新環境工程（6951）提供醫療與事業廢棄物清運、環保塑木建材及醫療廢棄物塑料再利用處理，對集團清運及資源循環布局具補強作用。

Outlook 2025–2028

2025 至 2028 年的主要成長動能包括：一、臺灣醫療廢棄物處理需求已由疫情高峰回落後逐步穩定，公司持續開發一般性醫療廢棄物混合物、實驗室廢液、過期疫苗、過期藥品等品項，以提高產能利用率。二、環保法規與 CEMS 固定污染源連續自動監測要求趨嚴，可能淘汰部分聯合或共同處理體系，對具合規設備與許可量能的大型業者有利。三、環境部資源循環署石綿建材廢棄物清除處理計畫，以及 2025 年丹娜絲颱風後嘉義、臺南等地石綿建材廢棄物處理需求，可能延長石綿瓦專案貢獻期。四、彰濱第三期掩埋區已於 2023 年 8 月取得使用執照，彰濱新增環保用地工程據公司股東會資料預計於 2026 年第二季竣工、第三季取得使用執照，若順利投產將增加處理與掩埋量能。五、公司持續推動焚化底渣再利用，與潤泰精密材料宜蘭冬山廠合作作為水泥製程替代原料，並配合取得焚化爐底渣通案再利用許可，有助於資源循環化。六、中國大陸市場方面，北京醫療廢棄物處理廠仍為較穩定獲利來源，但山東日照、山西運城、江蘇宿遷等事業廢棄物廠受當地景氣、量縮價跌與競爭影響，2025 年公司策略為提高高單價廢棄物比重、提升稼動率與控管成本，短中期目標是降低或消除中國大陸事業群虧損。主要風險包括中國大陸工業景氣復甦不如預期、事業廢棄物處理價格競爭、焚化爐歲修或停爐時間拉長、電價與環保處理成本上升、匯率波動、環保法規與地方居民抗爭風險、石綿專案屬政策及災後需求驅動且不一定具長期重複性，以及新增掩埋或處理設施工程進度與許可取得時程不確定。

Supply Chain

Upstream
  • 醫療院所、實驗室、疫苗與藥品產生單位 廢棄物流來源；包含感染性醫療廢棄物、一般性醫療廢棄物混合物、實驗室廢液、過期疫苗與過期藥品等。多數單一客戶未公開揭露，且包含非上市櫃機構。
  • 高科技及一般製造業客戶 事業廢棄物來源；公司彰濱廠提供有害及一般事業廢棄物焚化、物化、固化與掩埋服務。個別客戶名單未完整公開。
  • 地方政府與環境部資源循環署相關專案 石綿建材廢棄物清除處理、災後廢棄物處理等政策或標案來源；非上市櫃公司。
  • 青新環境工程股份有限公司 6951 日友子公司，主要提供醫療廢棄物及事業廢棄物清運服務，為集團清運端與資源循環布局之一；已於臺灣創新板上市。
Downstream
  • 潤泰精密材料股份有限公司 8463 日友自 2021 年起與其宜蘭冬山廠合作焚化底渣個案再利用，作為水泥製程添加替代原料，屬資源化下游應用。
  • 醫療院所與事業廢棄物產生客戶 服務接受端；日友提供合法清運、焚化、物化、固化、掩埋與最終處理，使客戶滿足廢棄物妥善處理與合規需求。個別上市櫃客戶未由公司完整公開。
  • 地方政府及公共環境治理專案 石綿建材、災後廢棄物與環境治理專案的服務接受端；非上市櫃公司。

Competitors

  • 可寧衛股份有限公司 8422 臺灣上市公司，主攻有害事業廢棄物清除、固化、掩埋與土壤地下水整治，與日友在有害事業廢棄物、掩埋及環境服務領域具競合關係。
  • 崑鼎投資控股股份有限公司 6803 臺灣上櫃公司，中鼎集團旗下環境資源、焚化廠操作維護、廢棄物清理、再生能源與水資源服務業者，與日友同屬環保處理及資源循環概念股。
  • 平和環保科技股份有限公司 6771 臺灣創新板公司，屬環保潔能服務產業，經營工業廢水、廢棄物及資源化相關業務，與日友在工業環保服務部分市場具可比性。
  • 萬年清環境工程股份有限公司 6624 臺灣上櫃公司，環境工程與水處理相關業者，與日友並非完全同業，但同屬環保工程與環境服務供應鏈。
  • 青新環境工程股份有限公司 6951 日友持股子公司，業務包含醫療與事業廢棄物清運、塑木建材及醫療廢棄物塑料再利用；因為屬集團內公司，較偏供應鏈與協同業者，不視為主要外部競爭者。
Sources（24）

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.