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1597

直得 Electric Machinery As of 2026-06-17 Updated daily after market close

steady quality, premium valuation.

1 active signal

Revenue ≥20%

This page refreshes daily after the close. Add 直得 to your watchlist to track signal changes on your next visit.

Is 直得 a buy? Fundamentals and valuation first

Above-average profitability.Operating margin is in the 71th market percentile. Latest quarterly ROE ≈ 1.6%.
Valuation is high.PE is in the 92th market percentile; within its own history, PE is around the 90th percentile.
Foreign investors are net selling.Foreign 20-day net flow ≈ -1.7% of volume (net sell).
Strong revenue growth.Latest monthly revenue YoY ≈ 51.4%, 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 +0.79

BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

Single-sided accumulation, concentration rising — bullish
美商高盛 holds 2,082 lots
sellers have 1,649 lots left, ~90 sessions to clear

Window from 2026-01-17 · Price +77% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 美商高盛 has accumulated 2,082 lots since the start (sold 17%), still adding.
Main distributor 富邦證券 peaked at 1,871 lots, has sold 83%, 322 left, paused recently.
TDCC big holders (absolute) >1000-lot holders +2.61pp, mid holders +8, retail -6.50pp — concentration shifting upward.
Foreign hedge-desk net short Net short -649 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

美商高盛統一凱基-台北新加坡商瑞銀美林元大-上新莊

Distributing

富邦證券台灣摩根士丹利元大證券永豐金證券元大-敦南國泰-敦南

Desks

own scale

群益金鼎永豐金-台南摩根大通台新-城東

Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline

Branch details Unit: lots

Accumulating

美商高盛 +2,082

sold 17%· still adding
統一 +1,074

sold 12%
凱基-台北 +988

sold 9%· still adding
新加坡商瑞銀 +762

sold 15%· still adding
美林 +446

sold 12%· still adding
元大-上新莊 +218

sold 0%

Distributing

富邦證券 322 left

sold 83%· paused recently
台灣摩根士丹利 1,053 left

sold 42%· paused recently
元大證券 127 left

sold 87%· paused recently
永豐金證券 365 left

sold 54%· ~23 sessions to clear
元大-敦南 492 left

sold 25%· ~32 sessions to clear
國泰-敦南 224 left

sold 45%· ~15 sessions to clear

Desks

群益金鼎 -383

unclassified
永豐金-台南 -357

unclassified
摩根大通 -342

hedge desk · will cover
台新-城東 -331

unclassified

Still selling 1,649 lots ~90 sessions to bottom at most

Recent buy/sell force +2,491 absorbed / -918 sold buyers slightly ahead

Hedge-desk net short -644 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 51.38%

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

66 historical occurrences (since 2012-12-28)

120 days after: historical avg +20.6%

20-day +5.86%

60-day +12.29%

120-day +20.6%

20-day

60-day

120-day

Win

52%

50%

Sample

Median

+0.71%

+0.17%

-1.4%

Excess

+3.89%

+7.56%

+12.51%

Beat mkt rate

40%

41.7%

45.7%

Over 46 occurrences, 120-day forward avg gained 20.6%, beat the market by 12.51 pts; win rate 50%.

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.

0-20 +38.9%

20-40 +50.7%

40-60 +30.2%

60-80 -16.2%

80-100 +9.6% Now

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	616	+38.9%	+16.5%	75.5%	+21.3%
20-40	710	+50.7%	-3.4%	41.1%	+38.5%
40-60	573	+30.2%	+16.6%	66.7%	+5.7%
60-80	80	-16.2%	-26.4%	16.2%	-35.3%
80-100 You are here	313	+9.6%	-10.2%	41.9%	-21.9%

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 ≈ 123.53, at the 89.6th 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

+17.9%

Win rate 59.9% Excess +10.6%

563d

+28.9%

Win rate 65.1% Excess +20%

458d

Now

+0.6%

Win rate 39% Excess -7.8%

277d

60-day momentum down

+7.4%

Win rate 58.1% Excess +3%

651d

+15%

Win rate 59.3% Excess -5.8%

253d

+26.1%

Win rate 49.5% Excess -1.5%

210d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 277 historical days, 120-day forward avg gained 0.6%, win rate 39%, lagged the market by 7.8%.

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.

14 times historically; 60-day forward avg +11.8%, win rate 53.8%, beating the market by +10.78 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.

44 times historically; 60-day forward avg +10.64%, win rate 59.5%, beating the market by +5.86 pts on average.

What does 直得 do? Company profile

電機機械；精密線性運動與智慧自動化零組件/模組台灣證券交易所上市

Overview

1597 對應證券為台灣證券交易所上市普通股「直得」，非 ETF/ETN/權證/特別股。公司成立於 1998 年 10 月 19 日，總部位於台南市南部科學園區新市區大利一路 3 號。首次公開發行日期為 2011 年 1 月 17 日，興櫃日期 2011 年 3 月 10 日，上櫃日期 2012 年 12 月 28 日，上市日期 2020 年 12 月 23 日。董事長為陳麗芬，總經理為許明哲，發言人李柏蒼；實收資本額新台幣 892,618,040 元，已發行普通股 89,261,804 股，簽證會計師事務所為資誠聯合會計師事務所，股務代理為富邦綜合證券。公司主要營業項目為微型線性滑軌、微型滾珠螺桿、微型線性模組、光電及半導體製程設備、高性能電機產品、AI 軟體平台與工具、高精度整合產品及相關國際貿易。公司官方股權結構頁揭露截至 2025-03-30 前十大股東：許明哲持股 6,127,271 股、6.86%；鑫直得投資股份有限公司 4,246,100 股、4.76%；陳麗芬 4,009,675 股、4.49%；大衛企業股份有限公司 3,682,553 股、4.13%；光明璞圓投資股份有限公司 2,351,100 股、2.63%；直得科技股份有限公司庫藏股 2,000,000 股、2.24%；一直得管理顧問股份有限公司 1,947,040 股、2.18%；德能陽光投資股份有限公司 1,544,751 股、1.73%；李安 1,507,752 股、1.69%；王昌豐 1,498,552 股、1.67%。員工規模方面，104 人力銀行頁面揭露為 477 人，LinkedIn 顯示公司規模 201-500 人；因非公司法定申報頁直接揭露，僅作參考。公司全球據點包含台灣總公司、cpc USA、cpc China、cpc Europe，2026 年法說資料並揭露德國 Geisingen 新廠投資。

Business

直得以自有品牌 cpc 發展線性運動與智慧自動化產品，從線性滑軌零組件延伸至線性馬達、DD/扭矩馬達、伺服驅動器、編碼器、多軸線性模組、線性馬達平台、微型六軸機械手臂、結構光 3D 相機、cpcStudio 軟體 PLC/IDE 與 AI 對話式 PLC/運動控制工具。商業模式以研發、設計、生產與銷售高精度關鍵零組件及模組為主，並逐步向系統整合、機器人關節與 AI 運動控制平台升級；客戶多為自動化設備、半導體/光電設備、醫療設備、精密量測、智慧製造與海外 OEM/設備商。2026 年 3 月法說資料揭露 2025 年產品別營收：微型線性滑軌新台幣 676,674,575 元，約占揭露三大產品合計 59.4%；大型線性滑軌 377,625,353 元，約 33.2%；線性馬達 84,016,318 元，約 7.4%。2025 年地區別營收占比：歐洲 34%、美國 21%、台灣外銷 24%、台灣內銷 11%、中國 10%；內外銷占比為外銷 89%、內銷 11%，顯示公司高度仰賴海外市場。毛利率方面，公司法說資料顯示 2020-2025 年毛利率大致維持在 40% 以上，2025 年為 40.99%；2025 年現金股利 0.7 元為董事會通過、尚待股東常會決議之資料。公司產品定位偏高精度、小型化、客製化與模組化，微型線性滑軌尺寸可涵蓋 2 至 15 mm，線性馬達模組強調小體積、高精度、防塵與多軸/多頭配置，應用於高階自動化設備、半導體封裝/檢測、光通訊、智慧工廠與機器人。

Outlook 2025–2028

2025-2028 展望重點為 AI 資料中心、矽光子/CPO、高頻寬記憶體與智慧機器人帶動的高精度運動控制需求。公司 2026 年法說資料指出，矽光子高速光通訊需求帶動線性馬達、DD 馬達與馬達模組需求，2025-2027 年為驗證期，2028 年起公司預期進入大規模量產啟動階段；相關產品用於奈米級封裝對位與封裝/測試設備開發。記憶體與 HBM 相關設備資本支出回升，可能帶動微型線性滑軌、線性/DD 馬達模組出貨放量。機器人方面，公司推出 S1 新世代微型六軸機械手臂，標示負載 2 kg、臂展 650 mm，並布局人形機器人關節、機器狗關節、人形手、AI 視覺微型夾取、AI Motion Control 與 Smart PLC-AI Assistant；公司法說以 2026 年為 AI 人形機器人關節量產放大關鍵年，但具體客戶與量產收入尚未完整公開。地域與產能方面，公司揭露德國 Geisingen 新廠投資，有助貼近歐洲客戶、改善交期與在地服務；2025 年外銷占比高達 89%，若歐美製造業自動化需求回溫，將有利接單。近期第三方產業新聞指出 2026 年公司來自中國 CPO 線性馬達模組、新加坡與台灣半導體設備客戶需求較佳，並有擴產與人力到位議題；此類資訊未完整揭露客戶名單，應視為產業新聞與法說資訊交叉佐證。主要風險包括：全球設備投資循環波動、半導體/光通訊驗證時程延後、機器人新產品商業化不如預期、原物料與電力成本上升、新台幣匯率升值壓力、日系與台系競爭者價格競爭、海外地緣政治與關稅風險、客戶與訂單能見度未完全公開、德國新廠與新產品量產執行風險。

Supply Chain

Upstream

鋼材、不鏽鋼與精密加工材料供應商線性滑軌、滾珠螺桿、交叉滾子與精密機構件需使用高品質鋼材、熱處理、研磨與精密加工材料；公司未在公開頁面完整揭露主要供應商名稱。
馬達磁材、繞線、驅動器與電子零組件供應商線性馬達、DD 馬達、伺服驅動器、編碼器、3D 視覺與控制平台所需之上游材料/零組件；具體供應商名單未公開。
機械加工、熱處理、表面處理與自動化設備供應鏈支援線性運動零組件製造、模組組裝與新廠自動化生產；未能確認具名上市櫃供應商，故不填 stock_id。

Downstream

歐洲自動化與精密設備客戶 2025 年歐洲營收占比 34%，為最大區域市場；下游客戶主要屬自動化設備、精密機械與 OEM/設備商，個別客戶名單未公開。
美國自動化、醫療、半導體與智慧製造客戶 2025 年美國營收占比 21%；公司設有 cpc USA，服務海外設備與系統整合客戶，具體上市或未上市身分未揭露。
台灣半導體與自動化設備客戶 2025 年台灣外銷占比 24%、台灣內銷 11%；產業新聞提及台灣半導體設備客戶需求，惟公司未公開具名客戶，故不推定填入特定台股代號。
中國與新加坡半導體/光通訊設備客戶法說與產業新聞指出 CPO、矽光子、記憶體/HBM 相關設備需求為成長動能；個別客戶名稱未揭露，且多可能為海外或未上市設備商。
機器人、機器狗、人形機器人與智慧工廠系統整合客戶公司布局 S1/S0/DB0 微型六軸手臂、關節模組、AI 視覺與 cpcStudio；仍屬新興應用，客戶與量產規模未完整公開。

Competitors

上銀科技股份有限公司 2049 台灣上市公司，HIWIN 品牌；線性滑軌、滾珠螺桿、機器人與傳動控制產品為主，與直得在線性運動零組件、馬達/模組與自動化應用重疊。
全球傳動科技股份有限公司 4540 台灣上市公司，TBI MOTION；主要產品包含滾珠螺桿、線性滑軌、滾珠花鍵與旋轉式零件，應用於自動化、半導體與醫療產業。
大銀微系統股份有限公司 4576 台灣上市公司，HIWIN MIKROSYSTEM；產品涵蓋線性馬達、直驅馬達、定位平台與機電整合系統，與直得在線性馬達、平台與智慧自動化領域競爭。
THK Co., Ltd. 日本上市公司，全球線性運動導軌與精密傳動大廠；非台股掛牌，stock_id 設為 null。
Nippon Thompson Co., Ltd.（IKO）日本上市公司，IKO 品牌，精密軸承與線性運動產品供應商；非台股掛牌，stock_id 設為 null。
NSK Ltd. 日本上市公司，提供軸承、滾珠螺桿與精密機械產品；非台股掛牌，stock_id 設為 null。

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.