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3147

大綜 Information Services As of 2026-06-17 Updated daily after market close

steady quality, fair valuation.

3 active signals

252d high Revenue ≥20% Foreign buy

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

Is 大綜 a buy? Fundamentals and valuation first

Above-average profitability.Operating margin is in the 51th market percentile. Latest quarterly ROE ≈ 9.6%.
Valuation is neutral.PE is in the 68th market percentile; within its own history, PE is around the 100th percentile.
Foreign investors are net buying.Foreign 20-day net flow ≈ 11.5% of volume (net buy).
Strong revenue growth.Latest monthly revenue YoY ≈ 812.4%, above the 20% growth threshold.
Signals are active now.On the latest data, signals such as 252-day price high, Revenue YoY ≥ 20%, Foreign net buying 5 straight days are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.89

BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

Single-sided accumulation, concentration rising — bullish
凱基-松山 holds 1,353 lots
sellers have 1,194 lots left, ~65 sessions to clear

Window from 2026-01-17 · Price +110% · branches to 2026-06-17· TDCC to 2026-06-12

Largest holder 凱基-松山 has accumulated 1,353 lots since the start (sold 0%), still adding.
Main distributor 凱基-台北 peaked at 1,132 lots, has sold 29%, 802 left, ~24 sessions to clear at the recent pace.
TDCC big holders (absolute) >1000-lot holders +3.29pp, mid holders +4, retail -7.02pp — concentration shifting upward.
Foreign hedge-desk net short Net short -119 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

凱基-松山台灣摩根士丹利新加坡商瑞銀美商高盛摩根大通美林

Distributing

凱基-台北統一富邦證券永豐金證券凱基-信義港商野村

Desks

own scale

元大-博愛統一-東湖國泰-敦南永豐金-台南

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

Branch details Unit: lots

Accumulating

凱基-松山 +1,353

sold 0%· still adding
台灣摩根士丹利 +820

sold 0%· still adding
新加坡商瑞銀 +575

sold 0%· still adding
美商高盛 +479

sold 0%· still adding
摩根大通 +441

sold 0%· still adding
美林 +400

sold 0%· still adding

Distributing

凱基-台北 802 left

sold 29%· ~24 sessions to clear
統一 107 left

sold 76%· paused recently
富邦證券 180 left

sold 43%· paused recently
永豐金證券 87 left

sold 51%· ~41 sessions to clear
凱基-信義 16 left

sold 89%· paused recently
港商野村 70 left

sold 44%· ~13 sessions to clear

Desks

元大-博愛 -264

unclassified
統一-東湖 -136

unclassified
國泰-敦南 -112

day-trade · selling pressure
永豐金-台南 -99

unclassified

Still selling 1,194 lots ~65 sessions to bottom at most

Recent buy/sell force +4,218 absorbed / -699 sold buyers slightly ahead

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.

252-day price high (breakout)

Active

Adjusted close makes a new 252-day high; repeats within 20 days counted once.

15 historical occurrences (since 2021-02-17)

120 days after: historical avg +19.48%

20-day +1.58%

60-day +3.55%

120-day +19.48%

20-day

60-day

120-day

Win

50%

57.1%

71.4%

Sample

Median

-2.73%

+2.2%

+14.19%

Excess

-0.3%

+0.68%

+10.57%

Beat mkt rate

42.9%

50%

57.1%

Over 14 occurrences, 120-day forward avg gained 19.48%, beat the market by 10.57 pts; win rate 71.4%.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 812.44%

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

86 historical occurrences (since 2018-05-29)

120 days after: historical avg +25.21%

20-day +10.96%

60-day +18.7%

120-day +25.21%

20-day

60-day

120-day

Win

63.4%

65%

59%

Sample

Median

+5.1%

+10.45%

+14.79%

Excess

+9.24%

+12.68%

+14.73%

Beat mkt rate

53.7%

62.5%

66.7%

Over 39 occurrences, 120-day forward avg gained 25.21%, beat the market by 14.73 pts; win rate 59%.

Foreign net buying for 5 straight days

Active · now 6%

Foreign net flow (ex-dealer) positive for 5 straight days; event on day 5; repeats within 20 days counted once.

17 historical occurrences (since 2018-10-11)

120 days after: historical avg +35.77%

20-day +13.08%

60-day +14.27%

120-day +35.77%

20-day

60-day

120-day

Win

70.6%

80%

86.7%

Sample

Median

+11.38%

+18.03%

+22.04%

Excess

+10.43%

+10.65%

+22.53%

Beat mkt rate

70.6%

86.7%

80%

Over 15 occurrences, 120-day forward avg gained 35.77%, beat the market by 22.53 pts; win rate 86.7%.

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 +65.1%

20-40 +49.1%

40-60 +60.7%

60-80 +82.4%

80-100 +43.4% Now

PE percentile band	Sample days	240-day avg return	Median	Win rate	Avg excess (vs index)
0-20	189	+65.1%	+64.8%	100%	+50.6%
20-40	180	+49.1%	+30.6%	100%	+46.1%
40-60	63	+60.7%	+93.5%	73%	+47.9%
60-80	108	+82.4%	+94.8%	85.2%	+43.6%
80-100 You are here	432	+43.4%	+46.1%	87.3%	+14.7%

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 ≈ 36.95, at the 99.8th 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

+19.6%

Win rate 77.8% Excess +12.1%

185d

+8.4%

Win rate 62.2% Excess +2.9%

90d

Now

+19.9%

Win rate 74.5% Excess +4%

483d

60-day momentum down

+18.2%

Win rate 76.2% Excess +24.8%

160d

Insufficient data
(17d)

+41.3%

Win rate 83.4% Excess +18.8%

157d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 483 historical days, 120-day forward avg gained 19.9%, win rate 74.5%, beat the market by 4%.

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.

What does 大綜 do? Company profile

資訊服務業上櫃

Overview

3147 對應證券為大綜電腦系統股份有限公司，屬櫃買中心上櫃普通股。公司成立於 1991/10/14，2018/05/29 上櫃，總部位於高雄市三民區九如一路502號20樓之1，電話 07-3458011。董事長為李志忠，總經理為曾振順，發言人洪明和。公開股市資料顯示資本額約新台幣 4.36 億元，已發行普通股約 43,686,831 股；104 人力銀行揭露員工人數約 290 人。主要股東與董監經理人持股依公開股市資料包含怡綜國際投資有限公司約 5,122 千股、群環科技股份有限公司約 3,645 千股、董事長李志忠約 1,416 千股、總經理曾振順約 1,235 千股；持股比例與股數可能隨除權、增資與申報更新變動。公司 100% 子公司包括綜益資訊股份有限公司與綜冠管理顧問股份有限公司。

Business

大綜是資訊系統整合商，商業模式以代理/整合國際 IT 品牌硬體、軟體與顧問服務，為企業客戶規劃、銷售、建置、維運 IT 基礎架構與應用解決方案。主要產品服務包括：電腦主機伺服器、AI GPU 伺服器、工作站、個人及筆記型電腦、儲存設備、網路設備、機房與資料中心建置、液冷散熱資料中心、雲端與混合雲、資安、備份與資料保護、Apple 企業裝置導入、SAP ERP、Salesforce CRM、BPM、AI 應用軟體與顧問服務。113 年報搜尋索引揭露 2024 年主要產品營收比重約為電腦主機伺服器 41.27%、個人及筆記型電腦 21.39%、電腦週邊及其他 21.80%、企業應用軟體 8.30%、服務 7.24%，合計營收約 49.73 億元；2025 法說摘要顯示 2025 全年營收約 81.71 億元，年增 64.3%，產品結構中主機伺服器因 AI 需求提升至約 57%，基礎建設軟硬體約 24%、顧問服務約 10%、解決方案約 5%、資安雲端約 4%；2026Q1 主機伺服器占比進一步提高至約 63%。客戶產業以製造業為主，法說摘要稱製造業約 65%、服務業約 20%、醫療約 10%、政府學校約 5%；主要終端應用涵蓋半導體、IC 設計、運輸、傳統製造、醫療、政府教育與企業數位轉型。公司服務據點在台灣包含台北、桃園、新竹、台中、台南、高雄，海外跟隨台商客戶布局中國、越南、美國、馬來西亞、日本、德國等地，強調一站式與跨國一致服務。

Outlook 2025–2028

2025 至 2028 年主要成長動能來自企業 AI 算力建置、AI GPU/B200/GB200 等新平台導入、直接液冷與浸沒式液冷資料中心、半導體客戶海外擴廠、製造業數位轉型、資安與高毛利軟體顧問服務。2025 年已由 AI 伺服器出貨帶動營收跳升，惟高單價硬體毛利率相對較低，使毛利率承壓；2024 年另有處分高雄資產帶來一次性業外收益，造成 2025 EPS 年比解讀需排除基期因素。2026 年法說摘要顯示公司對全年營運抱持樂觀，訂單能見度集中於 Q2/Q3 出貨，美國與馬來西亞市場因半導體及封測客戶投資擴廠具成長性；資料中心節能需求推升非 GPU 直接液冷伺服器與液冷測試/導入服務。2027 至 2028 年展望屬推估：若 AI 資本支出循環延續、台商海外建廠與企業 AI 應用落地持續，大綜可望受惠於伺服器、網路、儲存、資安、ERP/CRM 與跨國維運需求；但風險包括 NVIDIA/AI GPU 供貨與價格波動、記憶體與 SSD 漲價壓抑中小企業 PC/NB 採購、硬體占比提高壓低毛利率、匯率與關稅政策、半導體客戶資本支出遞延、系統整合競爭加劇、海外服務據點人力複製與專案執行風險。

Supply Chain

Upstream

HPE 國際伺服器、儲存與企業 IT 原廠供應商；非台股掛牌。
Dell Technologies 伺服器、PC、儲存與企業 IT 原廠供應商；美國上市公司，非台股掛牌。
Lenovo PC、伺服器與企業 IT 原廠供應商；香港上市公司，非台股掛牌。
Super Micro Computer AI/通用伺服器平台供應商；美國上市公司，非台股掛牌。
技嘉科技 2376 2025 法說摘要提及為前五大品牌之一，供應伺服器、AI 伺服器或相關硬體平台。
NVIDIA AI GPU 與加速運算平台核心供應商；美國上市公司，非台股掛牌。
Apple 企業商用 Apple 裝置與自動化部署方案相關原廠；美國上市公司，非台股掛牌。
Microsoft 作業系統、雲端與企業軟體相關合作原廠；美國上市公司，非台股掛牌。
Cisco 網路設備與企業網通解決方案供應商；美國上市公司，非台股掛牌。
NetApp 企業儲存設備供應商；美國上市公司，非台股掛牌。
Pure Storage 企業儲存設備供應商；美國上市公司，非台股掛牌。
Nutanix 超融合基礎架構與雲端平台供應商；美國上市公司，非台股掛牌。
SAP ERP 企業應用軟體供應商；德國上市公司，非台股掛牌。
Salesforce CRM 企業應用軟體供應商；美國上市公司，非台股掛牌。
Veeam 備份與資料保護軟體供應商；未查得台股掛牌。

Downstream

台積電 2330 媒體與研究文章稱大綜受惠於晶圓代工龍頭/台積電台灣、日本、美國等擴廠 IT 基礎設施需求；公司法說摘要多以晶圓代工相關客戶或半導體客戶稱呼，客戶名稱部分屬外部資料推估。
半導體與封測客戶群下游客戶群，包含晶圓代工、封測、IC 設計與高科技製造業；多數個別客戶名稱未公開揭露。
IC 設計客戶群採購 AI 伺服器、工作站、網路、儲存、資安與企業應用系統；個別公司名稱未公開確認。
運輸業客戶群法說摘要列為主要客戶群之一，需求包括 IT 基礎架構、行動化、資安與系統整合；個別公司名稱未公開確認。
製造業客戶群公司最大客戶產業類別，法說摘要稱約占客戶結構 65%；需求涵蓋海外建廠 IT、AI 應用、ERP/CRM、資安與資料中心。
醫療、政府與教育客戶群法說摘要稱醫療約 10%、政府學校約 5%；採購基礎架構、PC/NB、網路、資安與資訊服務。

Competitors

精誠資訊 6214 台股上市資訊服務與系統整合龍頭，與大綜在企業 IT、雲端、資安、AI 與軟體服務領域競爭。
敦陽科技 2480 台股上市系統整合商，提供企業 IT 基礎架構與專業服務，業務模式與大綜相近。
凌群電腦 2453 台股上市系統整合與資訊服務公司，與大綜在政府、企業系統整合與資訊服務市場競爭。
華經資訊 2468 台股上市資訊服務商，提供系統整合、維運與專案服務。
零壹科技 3029 台股上市資訊通路與企業 IT 解決方案供應商，在軟硬體代理、資安、雲端與資料中心解決方案部分重疊。
叡揚資訊 6752 台股上櫃資訊軟體服務公司，較偏軟體與 SaaS，但在企業數位轉型、雲端與資訊服務標案可能競爭。
大塚資訊科技 3570 台股上櫃資訊服務公司，提供企業軟硬體整合、雲端與軟體服務。
群環科技未查得台股掛牌；法說 Q&A 曾被拿來與大綜比較，屬資訊通路/系統整合相關同業，同時也是大綜法人董事股東之一。

Sources（17）

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.