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Help me set up FinLab and analyze 00860B 群益1-5Y投資級債. Please read: https://finlab.finance/en/setup?stock=00860B

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00860B

群益1-5Y投資級債 Other Securities As of 2026-07-28 Updated daily after market close

1 signal active.

1 active signal
252d high
This page refreshes daily after the close. Add 群益1-5Y投資級債 to your watchlist to track signal changes on your next visit.
估值 50品質 50成長 50動能 62籌碼 47

Is 群益1-5Y投資級債 a buy? Fundamentals and valuation first

  • 外資近期偏賣。外資近 20 日買賣超約佔成交量 -0.0%（賣超）。

Chip flow

Bearish -0.29
BearishNeutralBullish

Distribution to retail — bearish

  • Distribution to retail — bearish
  • 群益金鼎 holds 822 lots
  • sellers have 20 lots left, ~20 sessions to clear

Window from 2026-01-17 · Price -1% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 群益金鼎 has accumulated 822 lots since the start (sold 19%), still adding.
  • Main distributor 新光-新竹 peaked at 100 lots, has sold 31%, 69 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +0.00pp, mid holders -1, retail +16.32pp — drifting down to retail.
  • 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
群益金鼎凱基玉山-士林國泰-高雄美好-富順玉山-新竹
Distributing
新光-新竹玉山-台中元大-台南富邦-南京國泰-館前台新-新營
Desks
own scale
富邦證券永豐金證券統一元大-新竹
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 群益金鼎 +822
    sold 19%· still adding
  • 凱基 +194
    sold 0%· still adding
  • 玉山-士林 +75
    sold 0%
  • 國泰-高雄 +65
    sold 0%
  • 美好-富順 +65
    sold 0%
  • 玉山-新竹 +52
    sold 0%· still adding

Distributing

  • 新光-新竹 69 left
    sold 31%· paused recently
  • 玉山-台中 9 left
    sold 69%· ~5 sessions to clear
  • 元大-台南 5 left
    sold 80%· ~5 sessions to clear
  • 富邦-南京 14 left
    sold 26%· paused recently
  • 國泰-館前 6 left
    sold 40%· ~20 sessions to clear
  • 台新-新營 1 left
    sold 80%· paused recently

Desks

  • 富邦證券 -823
    unclassified
  • 永豐金證券 -306
    unclassified
  • 統一 -110
    unclassified
  • 元大-新竹 -105
    unclassified
Still selling 20 lots ~20 sessions to bottom at most
Recent buy/sell force +266 absorbed / -33 sold buyers slightly ahead
TDCC big holders · absolute-holding cross-check
>1000-lot holder share Retail (<400 lots) share Price (right axis)

Weak direction: big-holder share fell while retail share rose.

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

目前正在發生的訊號

以下訊號在最近一筆資料中成立，附這檔股票自身歷史上每次出現後的前瞻報酬統計

股價創 252 日新高（突破日）

Active

還原股價首次站上過去 252 個交易日最高；20 日內重複觸發只計一次

13 historical occurrences (since 2022-07-29)
Average forward return after 股價創 252 日新高（突破日）。20-day: Win 76.9%, Sample 13, Median +0.94%, Excess -0.99%, Beat mkt rate 38.5%；60-day: Win 66.7%, Sample 12, Median +1.7%, Excess -4.26%, Beat mkt rate 41.7%；120-day: Win 72.7%, Sample 11, Median +0.56%, Excess -8.57%, Beat mkt rate 9.1%

120 days after: historical avg +0.52%

20-day +0.57%
60-day +0.51%
120-day +0.52%
20-day
60-day
120-day
Win
76.9%
66.7%
72.7%
Sample
13
12
11
Median
+0.94%
+1.7%
+0.56%
Excess
-0.99%
-4.26%
-8.57%
Beat mkt rate
38.5%
41.7%
9.1%

Over 11 occurrences, 120-day forward avg gained 0.52%, lagged the market by 8.57 pts; win rate 72.7%.

這個訊號在全市場是否站得住腳

「月營收年增率 ≥ 20%」過去 243 個月，每月平均約 404 檔個股符合條件；這些個股之後 60 個交易日的還原股價報酬，等權平均為 6.99%，平均贏過大盤 2.32 個百分點，在 64.2% 的月份中跑贏發行量加權股價報酬指數。

每月對全市場符合訊號的股票取等權平均前瞻 60 日還原報酬，再對月份平均；超額相對發行量加權股價報酬指數

目前未成立的訊號（歷史統計供參）

這些訊號現在沒有發生，列出歷史樣本以供對照

外資連續買超滿 5 個交易日

Pending

外資（不含自營商）買賣超連續 5 日為正，事件日為第 5 日；20 日內重複觸發只計一次

What does 群益1-5Y投資級債 do? Company profile

債券型ETF(投資等級公司債) 上櫃(櫃買中心/TPEx),交易代號 00860B.TWO

Overview

本檔為群益證券投資信託股份有限公司(群益投信)發行與經理的債券型ETF,屬被動式指數型基金,非營運公司。基金成立日約為2019年10月8日,於櫃買中心(TPEx)掛牌上櫃日為2019年10月18日;保管銀行為中國信託商業銀行,計價幣別為新台幣。追蹤指數為「ICE 1-5年期成熟市場超大型美元公司債(發行年期6年內)指數」(ICE 1-5 Year Mature Markets Large USD Corporate Index)。費用方面,經理費約0.20%(規模逾20億部分降至0.18%)、保管費約0.06%(逾20億部分0.05%),近一年總費用率約0.41%。基金規模偏小,依MoneyDJ資料約為新台幣1.2億元(截至2026/6/15);部分平台曾顯示約1.5億元,規模隨申贖與淨值波動。配息政策為季配息。ETF無一般公司之董事長/總經理/資本額/員工/主要股東概念,其經營主體為群益投信。

Business

採指數化(被動)管理策略,投資於標的指數成分之美元計價投資等級(投資級)公司債,天期集中於1至5年期,發行人以成熟市場超大型企業為主,成分券信用評等多在A級(含)以上。基金規定投資於標的指數成分債券總金額不低於本基金淨資產價值之70%。產品定位為短中天期、低波動、抗震的投資級債券工具,波動度通常低於同天期公債及長天期公司債,主要收益來源為債息(以季配息方式分配)。市場報價方面,2026年6月中旬市價約在新台幣37.9元附近,近一年現金股利約0.84元、年化現金殖利率約4.6%(數據隨配息與市價變動)。

Outlook 2025–2028

2025–2028展望屬分析推估,非保證:(1)利率環境—市場預期美國聯準會處於降息或利率高檔回落循環,有利債券價格,惟本檔屬1-5年短中天期,利率敏感度(存續期間)較長天期債券低,價格波動與資本利得空間相對溫和,定位偏防禦與穩定息收。(2)信用面—成分券集中投資等級且多為A級以上超大型發行人,違約風險相對低,但若景氣轉弱導致信用利差走擴,淨值仍可能承壓。(3)匯率—基金以新台幣計價但持有美元債券,新台幣兌美元升貶將直接影響台幣計價淨值與配息,為主要風險之一。(4)規模與流動性—本檔基金規模偏小,需留意成交量、折溢價及清算門檻風險。(5)再投資風險—利率走低時到期債券再投資收益率可能下降,影響未來配息水準。整體適合追求相對穩健息收、較低利率風險的保守型債券配置需求。

Sources（7）

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.

方法與限制

  • 所有報酬以還原股價（etl:adj_close）計算，已還原除權息與股票分割。
  • 超額報酬以發行量加權股價報酬指數（含息）為基準。
  • 估值位階與分位統計以「截至當天為止的自身歷史」滾動計算，不使用未來資訊。
  • 營收訊號的事件日對齊到公告截止日後第一個交易日，避免提前用到尚未公開的資訊。
  • 事件樣本之間日期可能重疊，統計僅描述歷史分布，樣本數較少時參考價值有限。

本頁內容為歷史資料統計與教育用途，不構成投資建議。投資一定有風險，過去績效不代表未來表現，交易前請自行評估並承擔風險。