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5210

寶碩 Information Services 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 寶碩 to your watchlist to track signal changes on your next visit.
Valuation 26Quality 57Growth 89Momentum 61Chips 75

Is 寶碩 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 53th market percentile. Latest quarterly ROE ≈ 2.5%.

  • Valuation is neutral.PE is in the 64th market percentile; within its own history, PE is around the 37th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 4.4% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 77.3%, 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 +0.78
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 土銀-嘉義 holds 1,336 lots
  • sellers have 630 lots left, ~46 sessions to clear

Window from 2026-01-17 · Price +36% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 土銀-嘉義 has accumulated 1,336 lots since the start (sold 0%), still adding.
  • Main distributor 摩根大通 peaked at 421 lots, has sold 35%, 275 left, ~46 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +1.42pp, mid holders +2, retail -2.83pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -384 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
土銀-嘉義群益金鼎-嘉義富邦-台南永豐金證券國泰-忠孝富邦-北港
Distributing
摩根大通新加坡商瑞銀台灣摩根士丹利美林新光國泰-敦南
Desks
own scale
合庫-彰化凱基-台南華南永昌-南京臺銀-民權
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 土銀-嘉義 +1,336
    sold 0%· still adding
  • 群益金鼎-嘉義 +834
    sold 0%· still adding
  • 富邦-台南 +408
    sold 7%
  • 永豐金證券 +379
    sold 5%· still adding
  • 國泰-忠孝 +373
    sold 0%· still adding
  • 富邦-北港 +332
    sold 0%· still adding

Distributing

  • 摩根大通 275 left
    sold 35%· ~46 sessions to clear
  • 新加坡商瑞銀 64 left
    sold 76%· ~3 sessions to clear
  • 台灣摩根士丹利 116 left
    sold 44%· paused recently
  • 美林 48 left
    sold 62%· ~6 sessions to clear
  • 新光 79 left
    sold 37%· ~44 sessions to clear
  • 國泰-敦南 18 left
    sold 80%· paused recently

Desks

  • 合庫-彰化 -624
    unclassified
  • 凱基-台南 -492
    unclassified
  • 華南永昌-南京 -225
    unclassified
  • 臺銀-民權 -224
    unclassified
Still selling 630 lots ~46 sessions to bottom at most
Recent buy/sell force +1,661 absorbed / -528 sold buyers slightly ahead
Hedge-desk net short -39 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 77.27%

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

71 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 52.5%, Sample 61, Median +0.58%, Excess +0.59%, Beat mkt rate 47.5%；60-day: Win 47.5%, Sample 61, Median -0.89%, Excess -2.15%, Beat mkt rate 36.1%；120-day: Win 41%, Sample 61, Median -4.32%, Excess -7.74%, Beat mkt rate 37.7%

120 days after: historical avg -2.79%

20-day +1.56%
60-day +0.66%
120-day -2.79%
20-day
60-day
120-day
Win
52.5%
47.5%
41%
Sample
61
61
61
Median
+0.58%
-0.89%
-4.32%
Excess
+0.59%
-2.15%
-7.74%
Beat mkt rate
47.5%
36.1%
37.7%

Over 61 occurrences, 120-day forward avg declined 2.79%, lagged the market by 7.74 pts; win rate 41%.

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 59-1.9% -3.4% 18.6% -26.8%
20-40 You are here15Insufficient data
40-60 338+59.3% +4.2% 53.6% -23.5%
60-80 119+61% +13.2% 70.6% -75%
80-100 110+201.4% +169.5% 100% +42.4%

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 ≈ 32.23, at the 37.4th percentile of its own history (20-40 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
-17.7%
Win rate 0% Excess -17.4%
39d
Now
+13.7%
Win rate 39.4% Excess -21.2%
132d
+110.3%
Win rate 84.6% Excess +39.6%
78d
60-day momentum down
Insufficient data
(20d)
+15%
Win rate 58.8% Excess -20.6%
405d
+64.2%
Win rate 75.9% Excess +16.1%
87d

Currently in “Mid × 60-day momentum up”: across 132 historical days, 120-day forward avg gained 13.7%, win rate 39.4%, lagged the market by 21.2%.

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.

21 times historically; 60-day forward avg +15.39%, win rate 55%, beating the market by +9.87 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.

22 times historically; 60-day forward avg +16.38%, win rate 65%, beating the market by +10.22 pts on average.

What does 寶碩 do? Company profile

資訊服務業 上櫃（櫃買中心）

Overview

5210 對應證券為寶碩，屬櫃買中心上櫃普通股，不是 ETF、ETN、特別股或權證。公司成立於 1988 年 11 月 23 日，前身與 Russell Information System 及 APEX International Informational 於 2003 年整併後形成現有金融科技定位；上櫃日期為 2002 年 4 月 25 日。官方資料顯示產業類別為資訊服務業，主要營業項目為應用／系統軟體設計開發、系統整合服務、太陽能發電設備／系統及系統工程。總部與投資人關係頁列示台北總公司地址為台北市內湖區新湖二路329號5樓；櫃買與部分股市資料仍列公司登記地址為台北市松山區八德路二段358號6樓之1。董事長為許榮唐；總經理於 2026 年 2 月 10 日由蔡文杰異動為和珮筠。實收資本額約新台幣 8.2178 億元，已發行普通股 82,177,779 股。員工規模官方公司簡介約 150 人；113 年年報列 2024 年底員工 144 人、截至 2025 年 3 月 31 日為 142 人，其中研發人員 85 人。主要股東依 113 年年報 2025 年 4 月 7 日資料，包括富鼎順投資有限公司代表人許榮唐持股 9,219,000 股、11.22%，棋實投資股份有限公司代表人許嘉濬持股 8,851,000 股、10.77%，以及劉凌玲、周石正、李富明、林宜田、邱裕荃、張進祥、許嘉濬、游輝在等；許榮唐與許嘉濬為父子關係。主要關係企業包含全資子公司寶固綠能科技、寶金雲國際金融科技、友盈上海信息技術，以及寶錸證券投資顧問、寶暘創業投資等集團投資事業。

Business

寶碩的核心商業模式是以金融業與教育市場的專案建置、軟體授權／維護、系統整合、客製化開發及綠能工程／投資服務取得收入。113 年合併營收為新台幣 252,843 仟元，年減 3.49%；合併毛利 171,959 仟元，營業損失 59,558 仟元，稅後淨損 55,809 仟元，每股稅後虧損 0.83 元。113 年營收結構為勞務收入 153,555 仟元、60.73%，系統整合收入 90,848 仟元、35.93%，投資收入 8,440 仟元、3.34%，建造工程收入 0。主要產品服務分為五大塊：一、財務工程系列，包括金融帳務管理、投資決策管理、投資稽核控管、委託投資管理、資產配置模擬、企業與保險業金融商品投資管理、銀行金融商品交易管理、票債券投資管理、市場風險、信用風險及證券資本計提系統；二、智慧投資，包括股市即時資訊、證券期貨權證營業員自打、接單客服、複委託港美股／債券下單與帳務、FIX 介接、國內外期貨 APP、雲端洗價與客製化專案；三、科技應用，包括 MeetingLive 視訊會議系統，官方稱建置點超過 1300 個；四、金融學院，包括虛擬交易所、多市場資產投資模擬交易、金融證照模考題庫、銀行模擬與基金策略平台，年報稱國內技職院校市佔率九成以上、逾 80 所大專院校導入；五、綠能相關業務，透過寶固綠能發展太陽光電地面型與屋頂型案場、農電／魚電共生、儲能系統、儲能電池芯、電廠維運、綠憑、躉售、自用與能源聚合服務。主要客戶未完整具名揭露；年報表示客戶涵蓋國內大型券商、銀行、壽險、產險、投信、期貨經理、票券商、保管銀行、政府基金、大專院校、三大交易所與集保等金融或教育機構。113 年單一匿名客戶 C-8 銷貨 38,857 仟元，占 15.37%。

Outlook 2025–2028

2025 至 2028 年展望可分為金融科技主業修復與綠能轉型兩條線。成長動能方面，金融業因 IFRS 17、ICS 2.0、資安法、洗錢防制、金融資安行動方案、綠色金融、財富管理與跨境複委託需求，持續需要前中後台帳務、風控、法遵、交易與資安系統升級；寶碩既有券商、銀行、保險、投信與教育客戶基礎有利於維護收入與改版專案延續。公司 114 年營業計畫強調組織調整、降低非必要支出、聚焦本業整合、開發 AI 產品、優化開發流程、聚焦客戶需求及運用數據分析與產品生命週期管理。產品面規劃包含壽產險金融商品投資管理系統、銀行 Treasury System、票債券投資管理、市場風險系統、台股證期權交易與帳務中台、WEB API、集中接單客服、國內外期貨選擇權 APP、雲端洗價、港美股與債券複委託系統，以及數位金融學院升級。綠能面，寶碩透過寶固綠能投入太陽光電 EPC、地面型與屋頂型案場、公家機關大型標案、用電大戶、特定工廠、學校與畜舍屋頂開發，並布局儲能 AFC 輔助服務、電力交易平台與綠能憑證平台；若台灣企業 RE100、用電大戶條款、再生能源與儲能需求延續，2025 至 2028 年可望帶來新專案與維運收入。風險與挑戰包括：國內金融資訊市場成熟且價格競爭激烈；研發人才養成不易與人力成本上升；金融市場整併可能使客戶數下降；台灣市場規模小、產品回收期長；專案型收入波動與單一客戶集中度；公司近年仍有虧損，轉型綠能需要資金、案場、工程管理、併網與政策穩定性，若工程收入延遲、儲能收益率下降或資金成本上升，獲利修復可能不如預期。2025 年全年營收 277,994 仟元、年增約 9.95%，2026 年 1 至 5 月累計營收 113,662 仟元、年增約 12.05%，顯示短期營收較 2024 年低基期回升，但是否形成中長期獲利反轉仍須觀察毛利率、費用控管、AI 與綠能案場實際貢獻。

Supply Chain

Upstream
  • 友達光電股份有限公司 2409 113 年年報揭露為主要供應商之一，113 年進貨金額 8,227 仟元、占進貨淨額 36.96%；主要配合金融證券資訊系統建置、視訊與學校專案所需軟硬體採購。
  • 中孚科技 113 年年報揭露為主要供應商之一，113 年進貨金額 5,050 仟元、占進貨淨額 22.69%；未能由資料確認其是否為台股上市櫃公司，故 stock_id 設為 null。
  • 資訊源廠商、作業系統製造商、硬體設備提供商、軟硬體廠商及電信固網業者 年報描述國內金融資訊市場上游以資訊源、作業系統、硬體設備與周邊軟硬體、電信固網供應商為主；多數未具名，故 stock_id 設為 null。
  • 太陽能模組、變流器、支架、儲能電池與工程協力廠商 綠能業務上游推估包含光電 EPC 與儲能系統所需模組、逆變器、支架、電池芯、施工與維運廠商；年報與官網未完整揭露具名供應商，屬依業務內容推估。
Downstream
  • 國內大型券商、銀行、壽險、產險、投信、期貨、票券、保管銀行及政府基金 年報揭露寶碩主要客戶涵蓋上述金融機構，提供金融證券資訊系統整合、帳務、風控、交易、複委託、視訊與維護服務；個別客戶多未具名揭露。
  • 臺灣證券交易所、臺灣期貨交易所、櫃買中心及臺灣集中保管結算所等市場基礎設施機構 年報稱公司為三大交易所、集保、證券商、期貨商等金融機構提供 IT 系統升級服務；這些機構本身非台股上市櫃公司，stock_id 設為 null。
  • 大專院校與技職院校 金融學院產品下游客戶，使用虛擬交易所、投資模擬、金融實驗室、證照題庫與教學輔助系統；非上市櫃公司。
  • 台灣電力股份有限公司 綠能案場售電、併聯、躉購及儲能輔助服務的重要下游／交易對手；台電非上市櫃公司。
  • 用電大戶、工廠、學校、畜舍屋頂及太陽光電認購者 綠能業務下游客戶與場域來源，包含屋頂出租、案場開發、售電收益分配、綠憑與維運服務；多數未具名。

Competitors

Sources（14）

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.