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2115

六暉-KY Automobile 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 六暉-KY to your watchlist to track signal changes on your next visit.
Valuation 86Quality 44Growth 75Momentum 34Chips 85

Is 六暉-KY a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 52th market percentile. Latest quarterly ROE ≈ 0.8%.

  • Valuation is neutral.PE is in the 32th market percentile; within its own history, PE is around the 81th percentile.

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

  • Strong revenue growth.Latest monthly revenue YoY ≈ 32.5%, 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

Neutral +0.02
BearishNeutralBullish

Institutional rotation, concentration steady — neutral

  • Institutional rotation, concentration steady — neutral
  • 中國信託-文心 holds 452 lots
  • sellers have 307 lots left, ~236 sessions to clear

Window from 2026-01-17 · Price -22% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 中國信託-文心 has accumulated 452 lots since the start (sold 0%), still adding.
  • Main distributor 口袋證券 peaked at 166 lots, has sold 29%, 118 left, ~236 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders -0.39pp, mid holders -4, retail +2.22pp — drifting down to retail.
  • Foreign hedge-desk net short Net short -59 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
中國信託-文心玉山-台中(牛牛牛)亞-鑫豐富邦-南員林永豐金-忠孝兆豐-員林
Distributing
口袋證券凱基-台北國泰-新竹宏遠-館前群益金鼎-鳳山國泰-敦南
Desks
own scale
元大-員林中山富邦-竹科永豐金-台中新光-台中
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 中國信託-文心 +452
    sold 0%· still adding
  • 玉山-台中 +330
    sold 0%· still adding
  • (牛牛牛)亞-鑫豐 +320
    sold 0%· still adding
  • 富邦-南員林 +265
    sold 0%· still adding
  • 永豐金-忠孝 +222
    sold 0%
  • 兆豐-員林 +199
    sold 0%

Distributing

  • 口袋證券 118 left
    sold 29%· ~236 sessions to clear
  • 凱基-台北 111 left
    sold 31%· paused recently
  • 國泰-新竹 38 left
    sold 45%· ~29 sessions to clear
  • 宏遠-館前 23 left
    sold 61%· ~38 sessions to clear
  • 群益金鼎-鳳山 20 left
    sold 50%· paused recently
  • 國泰-敦南 23 left
    sold 43%· ~33 sessions to clear

Desks

  • 元大-員林中山 -3,387
    unclassified
  • 富邦-竹科 -969
    unclassified
  • 永豐金-台中 -422
    unclassified
  • 新光-台中 -392
    unclassified
Still selling 307 lots ~236 sessions to bottom at most
Recent buy/sell force +879 absorbed / -62 sold buyers slightly ahead
Hedge-desk net short -59 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)

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

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 32.46%

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

22 historical occurrences (since 2014-01-10)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 52.4%, Sample 21, Median +1.16%, Excess -1.17%, Beat mkt rate 38.1%；60-day: Win 47.6%, Sample 21, Median -0.76%, Excess -1.63%, Beat mkt rate 42.9%；120-day: Win 38.1%, Sample 21, Median -0.83%, Excess -6.37%, Beat mkt rate 19%

120 days after: historical avg +1.83%

20-day -0.66%
60-day +2.09%
120-day +1.83%
20-day
60-day
120-day
Win
52.4%
47.6%
38.1%
Sample
21
21
21
Median
+1.16%
-0.76%
-0.83%
Excess
-1.17%
-1.63%
-6.37%
Beat mkt rate
38.1%
42.9%
19%

Over 21 occurrences, 120-day forward avg gained 1.83%, lagged the market by 6.37 pts; win rate 38.1%.

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)
0-20 740-10.4% -16.4% 27.3% -16.4%
20-40 519+10.7% +6.2% 77.8% -15.7%
40-60 269+6.7% +9.9% 73.6% -25%
60-80 321+6.4% +10.5% 65.7% -27.3%
80-100 You are here179-5.8% -6.5% 10.1% -16.1%

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 ≈ 16.46, at the 81.0th 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
-2.3%
Win rate 41.9% Excess -13%
430d
+4.2%
Win rate 60.3% Excess -2.8%
297d
Now
+5.2%
Win rate 59.8% Excess -4.2%
266d
60-day momentum down
-3.6%
Win rate 32.1% Excess -10.9%
755d
-2.4%
Win rate 39.8% Excess -21.6%
231d
+2.8%
Win rate 49.1% Excess -10.8%
165d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 266 historical days, 120-day forward avg gained 5.2%, win rate 59.8%, lagged the market by 4.2%.

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 -1.42%, win rate 46.2%, beating the market by -4.42 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.

34 times historically; 60-day forward avg -2.36%, win rate 37.5%, beating the market by -7.67 pts on average.

What does 六暉-KY do? Company profile

汽車工業／汽車零組件 上市（台灣證券交易所 TWSE）

Overview

六暉-KY為六暉控股股份有限公司，係開曼群島註冊控股公司，台灣證券交易所上市普通股，股票代號2115。集團源自1983年5月成立於台灣彰化的六暉實業股份有限公司；控股母公司LU HAI HOLDING CORP.於2009年10月19日在開曼群島設立，作為來台第一上市主體，2013年12月25日於台灣證券交易所掛牌上市。主要營運據點包含台灣彰化縣田中鎮、廈門、昆山及印尼。董事長為吳金鹿，總經理為許秀華。依公開資料，股本約新台幣1,043,731,630元，已發行普通股104,373,163股；公司法定註冊地址為The Grand Pavilion Commercial Centre, Oleander Way, 802 West Bay Road, P.O. Box 32052, Grand Cayman KY1-1208, Cayman Islands，台灣主要聯絡地址為彰化縣田中鎮新工五路64號。員工規模方面，2025年底集團合計1,241人，2026年3月底為1,287人。2026年3月29日主要股東包括GET JOINT BUSINESS CORPORATION持股10.74%、DAY LIGHT BUSINESS CO., LTD.持股10.74%、NEWS UP ENTERPRISE LIMITED持股4.02%、LARGE RISE HOLDING LIMITED持股3.95%、PATTERN FINANCIAL MANAGEMENT S.A.持股3.95%、許廉凱持股3.20%、HOLD INVESTMENT GROUP LTD.持股3.20%。

Business

公司為專業氣門嘴製造商，產品涵蓋腳踏車類、機車及電動摩托車類、汽車／卡車及非道路用車類、配件及其他。氣門嘴為充氣輪胎或內胎使用的閥體零組件，用於充氣、密封並維持輪胎氣壓；除實心胎外，幾乎所有需充氣輪胎都需要氣門嘴。2025年度營收新台幣29.78759億元，產品營收比重為：腳踏車類5.23209億元、17.56%；機車及電動摩托車類7.74689億元、26.01%；汽車、卡車及非道路用車類10.64333億元、35.73%；配件及其他6.16528億元、20.70%。銷售地區方面，2025年中國市場15.14418億元、50.84%，印尼6.49955億元、21.82%，其他地區8.14386億元、27.34%。商業模式以量產氣門嘴、TPMS氣門嘴及相關配件、精密加工零件、手工具等製造銷售為主，透過中國、印尼與台灣製造基地貼近輪胎、自行車、汽機車、電動車、輪圈與售後維修市場客戶。公司年報表示其合作夥伴多為全球輪胎廠商，例如普利司通、米其林、固特異、正新集團、建大集團、佳通集團；同時TPMS與氣門嘴銷售管道重疊，AM售後維修市場為重要需求來源。

Outlook 2025–2028

2025年公司面臨美國關稅戰、地緣政治、全球車市放緩、中國產能過剩及內需疲弱等壓力；自行車庫存去化接近尾聲但受關稅干擾，腳踏車氣門嘴銷量受抑；傳統機車氣門嘴需求偏弱，但電動化帶動鋁製氣門嘴需求；汽車與卡車市場受產能過剩及同業競爭影響，銷量下滑；TPMS氣門嘴則受惠於行車安全法規與安全意識提升而穩定成長。2026年公司營運方針為擴大自動化與製程改造、提升能源效率、整合集團資源、發展高附加價值產品。廈暉廠持續傳統氣門嘴與TPMS氣門嘴及配件生產，昆山廠轉型智能工廠並專注非氣門嘴精密加工產品、前叉避震器、客製自動化設備與智能軟體，印尼六暉鞏固傳統氣門嘴並發展密煉與淋幕業務，印尼鋒仕達發展手工具產品，台灣廠拓展自行車市場精密加工零件並推動IATF 16949品質系統。公司揭露全集團氣門嘴月產能約7,000萬套，銷售計畫依客戶訂單排產，並將視市場需求適度提升印尼廠產能以利用東協地理與關稅優勢。2025至2028年主要成長動能可望來自TPMS法規普及、AM售後維修替換需求、新能源車及智慧車帶動輪胎與TPMS零組件需求、輕量化鎂鋁合金氣門嘴、卡扣式摩托車與自行車TPMS氣門嘴、丁苯膠替代配方、自動化設備與銅材回收再利用。主要風險包括銅、鋁、膠料等原料價格波動、產品調價幅度受限、低價競爭、全球車市與自行車需求不確定、關稅與貿易壁壘、能源價格與通膨、地緣政治、各國安全與排放法規提高造成認證與供應鏈管理複雜度上升。

Supply Chain

Upstream
  • 膠料供應商（未逐名揭露） 年報列示上游原料包含膠料；公司未揭露主要供應商名稱，僅說明供貨廠商遍及國內外，2025年第一大供應商占總進貨31.00%。
  • 銅、鋁材供應商（未逐名揭露） 年報列示上游原料包含銅、鋁材；公司持續擴大銅材回收再利用，以降低銅價波動與單一供應商依賴。
  • 氣門芯供應商（未逐名揭露） 年報產業鏈列示氣門芯為上游零組件；未揭露個別供應商名稱。
  • 包裝材料供應商（未逐名揭露） 年報產業鏈列示包裝材料為上游投入；未揭露個別供應商名稱。
Downstream
  • 普利司通 日本輪胎大廠，年報列為合作夥伴與輪胎產業下游客戶；非台股掛牌。
  • 米其林 法國輪胎大廠，年報列為合作夥伴與輪胎產業下游客戶；非台股掛牌。
  • 固特異 美國上市輪胎大廠，年報列為合作夥伴；非台股掛牌。
  • 正新橡膠工業股份有限公司 2105 台股上市輪胎廠，年報列為合作夥伴及下游輪胎產業代表。
  • 建大工業股份有限公司 2106 台股上市輪胎廠，年報列為合作夥伴及下游輪胎產業代表。
  • 佳通集團 輪胎集團，年報列為合作夥伴；非台股掛牌。
  • 巨大機械工業股份有限公司 9921 台股上市自行車廠，年報產業鏈列為下游自行車產業代表；未明確揭露為個別銷貨客戶。
  • 美利達工業股份有限公司 9914 台股上市自行車廠，年報產業鏈列為下游自行車產業代表；未明確揭露為個別銷貨客戶。
  • Ford 年報產業鏈列為下游汽機車製造業代表；美國上市，非台股掛牌，未明確揭露為個別直接客戶。
  • Honda 年報產業鏈列為下游汽機車製造業代表；日本上市，非台股掛牌，未明確揭露為個別直接客戶。
  • Tesla 年報產業鏈列為下游電動汽機車產業代表；美國上市，非台股掛牌，未明確揭露為個別直接客戶。
  • BYD 年報產業鏈列為下游電動汽機車產業代表；香港／中國上市，非台股掛牌，未明確揭露為個別直接客戶。
  • Alcoa 年報產業鏈列為下游輪圈製造業代表；美國上市，非台股掛牌，未明確揭露為個別直接客戶。

Competitors

  • 太平洋工業株式會社（Pacific Industrial Co., Ltd.） 日本上市公司，年報列為氣門嘴／TPMS相關國際競爭者。
  • Schrader International, Inc. 國際氣門嘴／TPMS相關業者，年報列為氣門嘴產業競爭者；非台股掛牌。
  • Sensata Technologies, Inc. 美國上市感測器與TPMS相關業者；年報指出其已將傳統氣門嘴事業出售予Pacific，保留發展TPMS產品。
  • Continental AG 德國上市汽車零組件與TPMS相關業者，年報列為國際主要TPMS供應商；非台股掛牌。
  • 上海保隆汽車科技股份有限公司 中國A股上市汽車零組件／TPMS相關業者，年報列為氣門嘴產業鏈競爭者；非台股掛牌。
  • 中國大陸氣門嘴廠商 年報提及公司需擺脫大陸氣門嘴廠商低價競爭；未逐名列示。
Sources（10）

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.