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4907

富宇 Construction & Materials As of 2026-06-17 Updated daily after market close

strong quality, discounted valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 富宇 to your watchlist to track signal changes on your next visit.
Valuation 70Quality 97Growth 96Momentum 41Chips 67

Is 富宇 a buy? Fundamentals and valuation first

  • Top-tier profitability.Operating margin beats ~97% of the market. Latest quarterly ROE ≈ 12.4%.

  • Valuation is low.PE is in the 11th market percentile; within its own history, PE is around the 42th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 2.8% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 216.7%, 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 +0.19
BearishNeutralBullish

Institutional rotation, concentration steady — bullish

  • Institutional rotation, concentration steady — bullish
  • 康和-石牌 holds 148 lots
  • sellers have 229 lots left, ~30 sessions to clear

Window from 2026-01-17 · Price -5% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 康和-石牌 has accumulated 148 lots since the start (sold 3%), still adding.
  • Main distributor 國票-九鼎 peaked at 149 lots, has sold 70%, 45 left, ~4 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +0.00pp, mid holders +0, retail -0.14pp — little change.
  • Foreign hedge-desk net short Net short -122 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
康和-石牌臺銀-臺中凱基-新店合庫-台南元大-清水元大-新店中正
Distributing
國票-九鼎台新-新興凱基-台北第一金-桃園元大-草屯凱基-彰化
Desks
own scale
富邦-竹北永豐金-桃園永豐金-彰化國泰-敦南
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 康和-石牌 +148
    sold 3%· still adding
  • 臺銀-臺中 +142
    sold 1%
  • 凱基-新店 +115
    sold 0%· still adding
  • 合庫-台南 +87
    sold 0%· still adding
  • 元大-清水 +76
    sold 0%· still adding
  • 元大-新店中正 +71
    sold 0%· still adding

Distributing

  • 國票-九鼎 45 left
    sold 70%· ~4 sessions to clear
  • 台新-新興 83 left
    sold 27%· ~27 sessions to clear
  • 凱基-台北 30 left
    sold 52%· ~19 sessions to clear
  • 第一金-桃園 29 left
    sold 36%· ~18 sessions to clear
  • 元大-草屯 5 left
    sold 82%· paused recently
  • 凱基-彰化 12 left
    sold 45%· paused recently

Desks

  • 富邦-竹北 -406
    unclassified
  • 永豐金-桃園 -162
    unclassified
  • 永豐金-彰化 -130
    unclassified
  • 國泰-敦南 -120
    day-trade · selling pressure
Still selling 229 lots ~30 sessions to bottom at most
Recent buy/sell force +590 absorbed / -231 sold buyers slightly ahead
TDCC big holders · absolute-holding cross-check
>1000-lot holder share Retail (<400 lots) share Price (right axis)

Mixed direction: big-holder and retail changes are not aligned.

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 216.65%

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

97 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 52.2%, Sample 90, Median +0.47%, Excess +3.36%, Beat mkt rate 42.2%；60-day: Win 55.7%, Sample 88, Median +4.35%, Excess +9.02%, Beat mkt rate 50%；120-day: Win 48.9%, Sample 88, Median 0%, Excess +4.3%, Beat mkt rate 39.8%

120 days after: historical avg +14.56%

20-day +5.03%
60-day +13.64%
120-day +14.56%
20-day
60-day
120-day
Win
52.2%
55.7%
48.9%
Sample
90
88
88
Median
+0.47%
+4.35%
0%
Excess
+3.36%
+9.02%
+4.3%
Beat mkt rate
42.2%
50%
39.8%

Over 88 occurrences, 120-day forward avg gained 14.56%, beat the market by 4.3 pts; win rate 48.9%.

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)
0-20 455+17.1% +14.1% 71.4% +6%
20-40 270+60.2% -16.5% 30.4% +23.7%
40-60 You are here246+16.3% +24.3% 74.4% +7.2%
60-80 593+60.8% +17.9% 76.7% +38.9%
80-100 470+35.2% +8.1% 59.8% +6.3%

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 ≈ 11.29, at the 41.9th percentile of its own history (40-60 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
-1.9%
Win rate 41.7% Excess -8.1%
252d
Now
-0.1%
Win rate 35.8% Excess -7.4%
257d
+30.7%
Win rate 63% Excess +13.9%
673d
60-day momentum down
+15%
Win rate 56.6% Excess +6.2%
385d
+8.9%
Win rate 68.5% Excess +5.9%
241d
+16.7%
Win rate 69% Excess +1.6%
274d

Currently in “Mid × 60-day momentum up”: across 257 historical days, 120-day forward avg declined 0.1%, win rate 35.8%, lagged the market by 7.4%.

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.

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.

23 times historically; 60-day forward avg +10.41%, win rate 73.9%, beating the market by +5.8 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.

12 times historically; 60-day forward avg +3.95%, win rate 54.5%, beating the market by -2.62 pts on average.

What does 富宇 do? Company profile

建材營造業／建設業／不動產開發 上櫃（證券櫃檯買賣中心 TPEx）

Overview

4907 對應富宇地產股份有限公司，為櫃買中心掛牌之普通股。公司成立於1988/08/26，早期原名正華通訊，原從事GPS與資訊服務，2010年前後轉向開發事業，2012年富宇建設入主後轉型為地產開發商，2013年9月更名為富宇地產股份有限公司。公司總部位於台中市西屯區市政北二路238號16樓之3；股票於2002/03/04上櫃。董事長張世欣，總經理鍾堯明，發言人鍾博全；實收資本額約新台幣11.81億元，已發行普通股約1.181億股。公開資料顯示2024年永續報告書員工總人數為27人，104人力銀行頁面則列員工數20人，差異可能來自統計時間與口徑。主要股東方面，鉅亨網董監持股資料列兆皇投資、兆品投資為主要大股東，另有張清全、鍾堯明等董事持股；PChome/Money-link 2026年3月至5月資料顯示張清全約持股5.46%、鍾堯明約1.66%，董事長張世欣本人申報持股為0。2024年營收約62.69億元、EPS約6元，股東會通過配發2024年度現金股利1.8元；2025年因完工交屋節奏與房市交易轉冷，公開資料顯示全年EPS約1.23元、現金股利1.5元。

Business

富宇地產核心業務為土地開發、建築規劃、委託營造廠興建住宅或商業大樓、銷售與售後服務，主要產品為大樓住宅、店舖及少量商業空間；公司並有建材、裝潢材料及建設機械買賣與進出口等登記業務，但實際營收主要來自房屋出售。MoneyDJ資料指出2023年度房屋出售、公設景觀工程及餘屋、土地租賃收入占營收比重100%，並以台中、新竹、南投等中部與中北部區域為主要市場。商業模式屬典型建設公司模式：取得土地或與地主合建，進行規劃設計與預售，委託營造廠施工，完工交屋後認列營收；因此營收與獲利呈現建案完工入帳的高度波動性。主要客戶為首購、自住與換屋族群，近年產品策略偏向符合剛性需求的中小坪數、低總價或區域機能型住宅；下游終端應用為住宅居住、店面商業使用與區域生活機能。2025年法說與新聞資料提到富宇大悅、豐卉、中山溱邸餘屋為2025年主要入帳來源，另推出台中清水富宇蒔光與北屯琚山境，兩案預估總銷合計約70億元。

Outlook 2025–2028

2025年：主要動能來自台中沙鹿豐卉、台中清水富宇大悅及南投草屯中山溱邸餘屋入帳，但央行第七波信用管制、房貸成數與銀行授信緊縮使房市交易轉冷，銷售速度與入帳節奏放緩；公司管理層公開表示將維持穩定推案、專注本業、強化產品設計與售後服務。2026年：公開法說摘要提到明星綻等建案預計入帳，2026年第一季EPS資料顯示獲利回升，但全年仍取決於完工交屋量、預售去化與政策環境。2027至2028年：富宇具備新竹新豐、南投草屯、台中清水等土地庫存，法說摘要列土地庫存合計約5,182.565坪，若房市資金與自住需求穩定，未來2至3年可望延續中部與新竹外圍生活圈推案；公司產品線以首購、自住、中小坪數為主，受惠於剛性需求、台中與新竹外圍人口移動、公共建設與重劃區發展。主要風險包括：央行房市管制與銀行不動產授信限額延續、利率高檔、房貸排撥時間拉長、營建成本與工資上升、土地取得成本高、建案完工遞延、預售買氣不足、區域供給競爭加劇，以及營收集中於少數建案導致年度財務波動。2027至2028的具體營收與EPS未見公司正式量化指引，屬依土地庫存與建案週期推估。

Supply Chain

Upstream
  • 地主與土地市場 土地取得與合建為建設公司最重要上游；富宇公開資料指出以台中、新竹都會區、重劃區及學區為主要發展核心，並適時與地主合建。非單一上市櫃公司。
  • 營造承包商與工程協力廠商 富宇採委託營造廠興建住宅與商業大樓模式，施工、機電、景觀、公設、售後修繕等依建案委外；未能從公開資料確認固定直接供應商名單。
  • 建築師、設計與規劃顧問 上游包含建築設計、結構、景觀、室內與公設規劃；個案資料可見開務聯合建築師事務所、景觀設計等合作資訊，但多為未上市櫃專業服務商。
  • 台灣水泥 1101 水泥為住宅營建重要原料；列為台股上市之營建材料供應鏈代表公司，未確認為富宇直接供應商。
  • 亞洲水泥 1102 水泥與預拌混凝土供應鏈代表公司；未確認為富宇直接供應商。
  • 中國鋼鐵 2002 鋼筋與鋼材為建築結構重要材料之上游；列為台股上市供應鏈代表公司，未確認為富宇直接供應商。
  • 豐興鋼鐵 2015 鋼筋、型鋼等建材供應鏈代表公司；未確認為富宇直接供應商。
  • 台灣玻璃 1802 建築玻璃與相關建材供應鏈代表公司；未確認為富宇直接供應商。
  • 櫻花 9911 廚具、熱水器等住宅設備供應鏈代表公司；未確認為富宇直接供應商。
Downstream
  • 首購與自住型購屋者 富宇近年主力產品鎖定剛性需求、首購及自住族群，為最主要終端客戶；非公司組織。
  • 換屋族與區域改善型買方 部分建案如南投草屯、台中清水與北屯產品亦涵蓋換屋需求與區域生活機能買盤；非上市櫃公司。
  • 店面與商用空間買方 建案中可能包含少量店舖或商業空間，終端用途為社區型商業與出租收益；買方多為個人或未上市公司。
  • 房仲與代銷通路 預售與新成屋銷售需仰賴接待中心、代銷、房仲與線上新案平台；未能確認富宇固定直接通路商名單。
  • 信義房屋 9940 台股上市房仲通路代表公司，主要關聯為住宅交易市場與二手流通通路；未確認為富宇直接銷售代理。
  • 購屋貸款銀行 房貸承作銀行影響買方付款能力與交屋速度；具體合作銀行依個案與買方而異，公開資料不足以確認固定名單。

Competitors

  • 櫻花建設 2539 台股上市建設公司，中部住宅市場重要競爭者，產品區域與自住客層與富宇部分重疊。
  • 坤悅開發 5206 台股上櫃建設公司，深耕台中與中部住宅市場，屬區域型同業。
  • 豐謙建設 5523 台股上櫃建設公司，營運與推案區域含台中，與富宇在中部房市競爭。
  • 順天建設 5525 台股上櫃建設公司，台中建商，與富宇同屬中部住宅開發競爭者。
  • 鄉林建設 5531 台股上市建設與不動產開發公司，於中部具品牌與土地開發經驗。
  • 富華創新 3056 原總太地產，台股上市公司，過去以台中住宅推案著稱，與富宇在中部住宅市場有競爭關係。
  • 興富發 2542 大型上市建商，全台推案量大，於台中及中南部皆具競爭力。
  • 達麗 6177 上市建設公司，推案區域涵蓋中南部與都會區，屬同業競爭者。
  • 國建 2501 大型上市建設公司，品牌、土地取得與住宅開發能力強，屬全台型競爭者。
  • 華固 2548 上市建設公司，財務體質與住宅開發品牌強，雖主力區域較偏北部，但同屬上市櫃建設類股比較對象。
  • 長虹 5534 上市建設公司，住宅與商辦開發能力強，屬建設股同業比較對象。
  • 惠宇建設 未上市公司，台中高知名度建商品牌，與富宇在中部住宅市場及購屋者心智上有競爭。
  • 寶佳機構 未上市大型建設集團，推案量與價格帶覆蓋廣，為首購與區域型住宅市場的重要競爭者。
Sources（26）

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.