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Help me set up FinLab and analyze 3557 嘉威. Please read: https://finlab.finance/en/setup?stock=3557

3557

嘉威 Home & Living As of 2026-06-17 Updated daily after market close

steady quality, premium valuation.

1 active signal
This page refreshes daily after the close. Add 嘉威 to your watchlist to track signal changes on your next visit.
Valuation 42Quality 48Growth 89Momentum 6Chips 21

Is 嘉威 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 50th market percentile. Latest quarterly ROE ≈ 1.6%.

  • Valuation is high.PE is in the 100th market percentile; within its own history, PE is around the 98th percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -2.3% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 78.6%, 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 +0.43
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 玉山-台南 holds 599 lots
  • sellers have 261 lots left, ~80 sessions to clear

Window from 2026-01-17 · Price -30% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 玉山-台南 has accumulated 599 lots since the start (sold 0%), still adding.
  • Main distributor 臺銀-民權 peaked at 127 lots, has sold 35%, 82 left, ~23 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +0.47pp, mid holders +0, retail -0.61pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -216 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
玉山-台南元大-府城富邦-敦南國泰-松江凱基-台南美商高盛
Distributing
臺銀-民權元大-內湖民權凱基-站前花旗環球富邦-台南元大-四維
Desks
own scale
港商野村元大-大益台灣企銀-台中元大-斗六
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 玉山-台南 +599
    sold 0%· still adding
  • 元大-府城 +473
    sold 0%· still adding
  • 富邦-敦南 +197
    sold 16%
  • 國泰-松江 +144
    sold 0%
  • 凱基-台南 +121
    sold 0%
  • 美商高盛 +80
    sold 9%· still adding

Distributing

  • 臺銀-民權 82 left
    sold 35%· ~23 sessions to clear
  • 元大-內湖民權 64 left
    sold 47%· ~30 sessions to clear
  • 凱基-站前 26 left
    sold 74%· paused recently
  • 花旗環球 22 left
    sold 59%· paused recently
  • 富邦-台南 17 left
    sold 67%· ~14 sessions to clear
  • 元大-四維 35 left
    sold 31%· ~39 sessions to clear

Desks

  • 港商野村 -207
    hedge desk · will cover
  • 元大-大益 -205
    unclassified
  • 台灣企銀-台中 -200
    unclassified
  • 元大-斗六 -140
    unclassified
Still selling 261 lots ~80 sessions to bottom at most
Recent buy/sell force +553 absorbed / -110 sold buyers slightly ahead
Hedge-desk net short -56 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 78.61%

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

82 historical occurrences (since 2008-02-27)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 53.5%, Sample 71, Median +1.24%, Excess +0.94%, Beat mkt rate 46.5%;60-day: Win 47.9%, Sample 71, Median -1.13%, Excess +1.01%, Beat mkt rate 42.3%;120-day: Win 50.7%, Sample 71, Median +0.22%, Excess -0.04%, Beat mkt rate 46.5%

120 days after: historical avg +3.84%

20-day +1.17%
60-day +3.17%
120-day +3.84%
20-day
60-day
120-day
Win
53.5%
47.9%
50.7%
Sample
71
71
71
Median
+1.24%
-1.13%
+0.22%
Excess
+0.94%
+1.01%
-0.04%
Beat mkt rate
46.5%
42.3%
46.5%

Over 71 occurrences, 120-day forward avg gained 3.84%, lagged the market by 0.04 pts; win rate 50.7%.

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.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 237+7.1% +11.7% 67.9% -17%
20-40 231-4.5% -3.2% 33.8% -14.9%
40-60 278-9.2% -27.2% 44.2% -38.4%
60-80 147-12.8% -27.6% 42.9% -26.3%
80-100 You are here0Insufficient data

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 ≈ 2750.0, at the 97.8th 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
-4.1%
Win rate 28% Excess -13.4%
125d
+2.5%
Win rate 41.6% Excess -8.5%
257d
+12.5%
Win rate 74.4% Excess -1.7%
39d
60-day momentum down
+2.6%
Win rate 39.1% Excess -9.1%
302d
-17.2%
Win rate 19.7% Excess -22.5%
264d
Now
Insufficient data
(26d)

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.

21 times historically; 60-day forward avg +2.91%, win rate 42.9%, beating the market by -2.49 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.

45 times historically; 60-day forward avg +2.44%, win rate 45.5%, beating the market by -3.45 pts on average.

What does 嘉威 do? Company profile

居家生活 上市(台灣證券交易所)

Overview

嘉威生活股份有限公司,股票代號3557,為台灣證券交易所上市普通股,產業別為居家生活。公司成立於2005/04/21,原名嘉威光電股份有限公司,2007/03公開發行、2007/04登錄興櫃、2008/02/27掛牌上市,2019/10更名為嘉威生活股份有限公司。總部位於臺北市大安區信義路4段296號14樓之4,另有台南分公司。董事長為黃清森,總經理為吳世偉,營運長兼財務長為柯愛惠。公開資料顯示實收資本額約新台幣8.43億元,已發行普通股約84,315,435股;不同資料站因資料時間不同亦出現約8.03億元股本,故以最新可查公司基本資料站揭露的8.43億元為主。主要股東/董監事法人持股包括司馬特投資有限公司(代表人吳世偉、侯榮顯)與欣福投資有限公司(代表人黃清森、吳麗華);可查資料顯示司馬特投資有限公司持股約1,086萬股、欣福投資有限公司約203萬股,董監持股比率約15%左右。員工總數未能由可開放抓取來源完整確認;公司官網揭露設計團隊設置於美國、中國及台灣,人數約130人,2025Q4法說資料則揭露越南南定廠人員估約600人。公司2019年併購Golden Star Ocean Ltd.、Achieve Goal Limited並收購美國廚具品牌Prepara,完成由光電材料轉型為家居餐廚用品設計、製造、銷售公司;2025年董事會決議吸收合併100%持有之Golden Star Ocean Ltd.以降低行政及管理成本。

Business

嘉威目前核心業務為各式餐具、廚具、食品儲存、烘焙、餐桌及家居生活用品之設計、開發、製造、銷售與國際貿易。MoneyDJ資料顯示2024年營收比重為生活餐具用品100%。公司產品與材料包含塑料餐具、壓克力、美耐皿、r-PET、PP/MS、Tritan相關食品容器、食物保鮮盒、餐盤、杯具、調味瓶、廚房小工具、刀具、不鏽鋼/矽膠/木製廚具等。商業模式包含ODM/OEM製造與設計服務、品牌授權與自有/收購品牌經營,以及透過美國子公司First Design Global Inc.(FDG)承接美國零售商訂單、處理清關、倉儲、配送、EDI對接、DDP/MDDP完稅後交貨等供應鏈服務。主要客戶與通路包含Walmart、Costco、Target、Amazon、Williams Sonoma、Zara,2025Q4法說亦揭露Burlington、HomeGoods轉由FDG供應商合約或DDP/MDDP模式承接,並規劃Sam's Club、Dollar General、Michael's、QVC、CVS、Walgreens等Hallmark授權商品通路。品牌/授權策略方面,Prepara為美國廚具用品品牌;2025Q4法說揭露Hallmark定位為季節/節慶類別短期成長品牌,French Culinary Institute(FCI)定位為長期廚具品牌,Jessie James Decker系列將於Walmart店內及線上銷售。生產布局包括中國河源廠(壓克力、美耐皿、r-PET等)、越南南定新廠、美國德州倉儲發貨中心、紐約展示間、新澤西Prepara辦公室與阿肯色州辦公室。

Outlook 2025–2028

2025年為嘉威營運壓力年。公司與媒體報導指出,2025年受美國對等/懲罰性關稅不確定性、供應鏈中斷、客戶延後拉貨、部分零售商轉向美國本土進口商、消費信心疲弱、台幣升值與越南廠建置費用影響,全年營收降至約43.23億元、年減約24.49%,EPS約0.01元;2025年前三季營收33.52億元、年減25%,EPS -0.27元。2026年動能主要來自越南南定廠量產與稼動率提升、分散中國生產與關稅風險、美國FDG倉儲/清關/配送能力、DDP/MDDP模式降低零售客戶風險、Hallmark/FCI/Jessie James Decker等品牌授權與新產品類別,以及寵物、食物儲存、烘焙、刀具、不鏽鋼/矽膠/木器/玻璃/陶瓷等非原有塑料品類擴張。公司法說與新聞指出,2025Q4接單與EVERYDAY系列已逐步恢復,2026Q1可望回到較正常軌道,2026年第二、三季有機會優於2025年同期;2026年5月單月營收3.34億元、年增78.61%,但1至5月累計仍年減17.82%,顯示復甦仍在收斂階段而非全面恢復。2027至2028年中長期展望取決於越南產能爬坡效率、美國倉儲與零售商EDI整合效益、品牌授權商品放量、歐洲/日本/韓國市場拓展,以及是否能把關稅成本、匯率與庫存風險轉化為轉單優勢。主要風險包含美國關稅政策再次變動、越南出口仍可能面臨關稅或原產地審查、美元/新台幣與越南盾匯率波動、零售通路庫存週期、通縮式價格競爭、季節性商品取消/遞延、越南新廠折舊與固定成本壓力、主要美國大型零售客戶集中度、品牌授權商品銷售不如預期,以及中國/東南亞同業價格競爭。2027至2028具體營收或獲利數字未見公司正式可查預測,故不估算。

Supply Chain

Upstream
  • 塑膠與樹脂原料供應商(PP、MS、壓克力、美耐皿、r-PET、Tritan等) 公司法說與產品資料揭露使用壓克力、美耐皿、r-PET、PP/MS、Tritan等材料,但未公開確認具名供應商;此為原料類型而非確認單一公司。
  • 模具、射出成型與餐廚用品製造設備供應商 越南廠法說揭露機器設備約200台估計值,但未公開確認設備商名稱;屬未具名上游。
  • 品牌授權方 Hallmark、French Culinary Institute、Jessie James Decker 非台股掛牌;提供品牌授權/合作資產,支援FDG與嘉威拓展季節性商品、廚具與Walmart通路產品。
  • Golden Star Ocean Ltd.、Achieve Goal Limited、Prepara 非台股掛牌;2019年併購標的與品牌資產,提供家居產品設計、製造、銷售能力、既有客戶關係與美國廚具品牌資產。
Downstream
  • Walmart 美國上市零售商;公司官網列為主要客戶,2025新聞指出Walmart將直接下單給美國子公司FDG,2025Q4法說亦揭露Jessie James Decker系列規劃於Walmart店內與網路販售。
  • Costco 美國上市零售商;公司官網列為主要客戶,2025新聞指出Costco將直接下單給FDG。
  • Target 美國上市零售商;公司官網列為主要客戶,2025新聞指出Target將直接下單給FDG,並安排越南廠驗廠。
  • Amazon 美國上市電商/零售平台;公司官網列為主要客戶。
  • Williams Sonoma 美國上市家居廚具零售商;公司官網列為主要客戶。
  • Zara 屬西班牙Inditex集團旗下品牌,非台股掛牌;公司官網列為主要客戶。
  • Burlington 美國上市零售商;2025Q4法說揭露轉換為FDG供應商合約,由FDG以MDDP方式進口。
  • HomeGoods 屬美國TJX Companies旗下通路,非台股掛牌;2025Q4法說揭露以DDP進口模式轉單至FDG。
  • Sam's Club、Dollar General、Michael's、QVC、CVS、Walgreens 多為美國上市或大型通路,非台股掛牌;2025Q4法說揭露為Hallmark/FCI等品牌商品2026商機或洽談/規劃通路。

Competitors

  • Lifetime Brands, Inc. 美國上市公司,家居、餐廚、餐桌用品品牌與通路供應商,與嘉威在北美家居廚具/餐桌用品市場具競爭關係。
  • Newell Brands Inc. 美國上市公司,旗下含廚房與家居消費品品牌,與嘉威品牌/通路商品具部分競爭關係。
  • Gibson Overseas 美國未上市餐具與家居用品供應商,與嘉威在美國大型零售商餐桌用品供應鏈具競爭關係。
  • Corelle Brands 美國未上市/私募背景餐具品牌集團,與嘉威在餐具與廚房用品市場具競爭關係。
  • 成霖 9934 台股上市居家生活/衛浴相關公司;產品別不完全相同,屬台股居家生活類股可比公司而非直接塑料餐具競爭者。
  • 億豐 8464 台股上市居家生活公司,主力為窗簾窗飾;屬同產業類別可比公司,產品與嘉威不同。
  • 慶豐富 9935 台股上市居家生活/家飾相關公司;屬居家生活類股可比公司,非直接同品項競爭者。
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.