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5355

佳總 Electronic Components As of 2026-06-17 Updated daily after market close

quality needs a look, premium valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 佳總 to your watchlist to track signal changes on your next visit.
Valuation 26Quality 7Growth 85Momentum 23Chips 34

Is 佳總 a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 7th market percentile. Latest quarterly ROE ≈ -3.2%.

  • Valuation is high.PE is in the 96th market percentile; within its own history, PE is around the 96th percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -0.7% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 52.6%, 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 +0.95
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 康和-永和 holds 4,823 lots
  • sellers have 55 lots left, ~60 sessions to clear

Window from 2026-01-17 · Price 0% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 康和-永和 has accumulated 4,823 lots since the start (sold 0%), holding.
  • Main distributor 新光-台南 peaked at 55 lots, has sold 67%, 18 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +2.09pp, mid holders +1, retail -2.93pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -291 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-永和元大-員林台新-新興凱基-岡山合庫-自強元大-大里
Distributing
新光-台南國泰-新莊中國信託-中壢國泰-高雄台新-高雄群益金鼎-館前
Desks
own scale
凱基-桃園玉山-士林凱基-台北玉山-台中
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 康和-永和 +4,823
    sold 0%
  • 元大-員林 +579
    sold 0%· still adding
  • 台新-新興 +158
    sold 0%· still adding
  • 凱基-岡山 +124
    sold 0%
  • 合庫-自強 +105
    sold 18%
  • 元大-大里 +105
    sold 0%· still adding

Distributing

  • 新光-台南 18 left
    sold 67%· paused recently
  • 國泰-新莊 16 left
    sold 50%· paused recently
  • 中國信託-中壢 11 left
    sold 52%· paused recently
  • 國泰-高雄 16 left
    sold 27%· ~32 sessions to clear
  • 台新-高雄 12 left
    sold 37%· ~60 sessions to clear
  • 群益金鼎-館前 5 left
    sold 69%· paused recently

Desks

  • 凱基-桃園 -249
    unclassified
  • 玉山-士林 -203
    unclassified
  • 凱基-台北 -201
    day-trade · selling pressure
  • 玉山-台中 -199
    unclassified
Still selling 55 lots ~60 sessions to bottom at most
Recent buy/sell force +479 absorbed / -31 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.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 52.57%

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

54 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 46.8%, Sample 47, Median -1.35%, Excess -0.74%, Beat mkt rate 42.6%；60-day: Win 42.6%, Sample 47, Median -4.85%, Excess -4.31%, Beat mkt rate 34%；120-day: Win 33.3%, Sample 45, Median -10.44%, Excess -8.32%, Beat mkt rate 22.2%

120 days after: historical avg -2.66%

20-day +0.08%
60-day -0.25%
120-day -2.66%
20-day
60-day
120-day
Win
46.8%
42.6%
33.3%
Sample
47
47
45
Median
-1.35%
-4.85%
-10.44%
Excess
-0.74%
-4.31%
-8.32%
Beat mkt rate
42.6%
34%
22.2%

Over 45 occurrences, 120-day forward avg declined 2.66%, lagged the market by 8.32 pts; win rate 33.3%.

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 26Insufficient data
20-40 91-0.4% +9.4% 64.8% -104.4%
40-60 8Insufficient data
60-80 0Insufficient data
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 ≈ 108.57, at the 96.0th 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
-15.1%
Win rate 5.6% Excess -23.2%
36d
Insufficient data
(1d)
Now
Insufficient data
(0d)
60-day momentum down
-6.2%
Win rate 21.1% Excess -34.5%
128d
+17.6%
Win rate 84.9% Excess -109%
73d
Insufficient data
(7d)

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.

20 times historically; 60-day forward avg +4.17%, win rate 60%, beating the market by -0.23 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.

21 times historically; 60-day forward avg -0.17%, win rate 47.6%, beating the market by -7.38 pts on average.

What does 佳總 do? Company profile

電子零組件業，印刷電路板PCB 櫃買中心上櫃

Overview

5355 對應證券為佳總興業股份有限公司，為台灣上櫃普通股，非ETF、ETN、權證或特別股。公司成立於1988年9月19日，1996年9月24日公開發行，1998年6月23日上櫃，總部位於桃園市桃園區大林里興邦路39-4號，統一編號23063420。英文簡稱PSC，英文全名GIA TZOONG ENTERPRISE CO.,LTD。公司主要經營多層板印刷電路板。依2026年可查資料，董事長為曾繼立；總經理蕭明陽已於2026年4月17日因個人生涯規劃辭任，截至可查公開資料為缺額待補；發言人為陳冠民，代理發言人為吳家力。實收資本額為新台幣1,661,227,920元，已發行普通股166,122,792股，其中含私募股；2026年6月11日股東常會通過減資彌補虧損，減資金額886,227,920元、銷除88,622,792股，減資比例53.3477622%，減資後實收資本額預計為775,000,000元。員工規模依113年年報為2024年底354人，2025年4月18日為325人。主要股東方面，可查公開資料顯示董事長曾繼立、董事李茂堂、董事李威信、承安投資股份有限公司等為重要內部人持股來源；Goodinfo揭露2024年5月內部人資料中，曾繼立約9,562張、李茂堂約5,277張、李威信約3,453張、承安投資約1,242張，但完整即時前十大股東未能在公開可讀來源中逐一查證。

Business

佳總為PCB製造與銷售公司，113年度營業額481,720仟元，營收比重100%為印刷電路板。主要產品包括MCPCB鋁/銅基板、FR4多層電路板、高功率電路板、HDI電路板、DBC氧化鋁覆銅陶瓷基板、複合型電路板，計畫開發陶瓷/FR4複合型電路板與DBC氮化鋁覆銅陶瓷板。公司官網列示產品能力包括MCPCB 0.3至3.0mm厚度、FR4最高24層、DBC銅厚0.127至0.5mm，以及電子零件/複合式電路板，應用於AI相關應用與電源模組。主要用途方面，MCPCB用於LED光產品、高功率LED照明及高散熱功能產品；FR4多層板中的高功率電路板用於功率SiP模組、馬達控制驅動器、儲能設備、高功率電源系統，HDI用於行車紀錄器、車用HUD等利基型市場；DBC覆銅陶瓷基板屬功率半導體模組載板，應用於馬達驅動、Inverter、Converter等高功率電氣裝置。商業模式以接單式生產為主，透過客製化、小量多樣、與客戶共同開發新產品來降低庫存風險並切入利基市場。2024年外部客戶收入區域為台灣341,420仟元、亞洲67,988仟元、美洲30,313仟元、歐洲36,028仟元、其他5,971仟元。年報揭露2024年有A客戶、C客戶分別占銷貨14%、16%，但公司以匿名揭露，無法確認客戶名稱；同年度A供應商占進貨18%，同樣匿名。2025年全年營收約462,196仟元，年減約4.05%；2026年1至5月累計營收229,210仟元，年增約11.45%，但2026年第1季仍為虧損。

Outlook 2025–2028

2025至2028年的核心觀察是轉型能否抵銷傳統PCB景氣與價格壓力。公司年報明確指出2025年傳統電路板產品景氣仍不樂觀，中國PCB廠稼動率不足與削價搶單將壓縮獲利，東南亞低成本產能亦為威脅；但AI相關電子零組件/模組、高功率電源、通訊電子模組、電動車、儲能、工業控制及高散熱需求，對散熱型鋁/銅基板、高功率電路板、DBC覆銅陶瓷基板與複合型電路板較有利。公司短期以高功率/散熱電路板為主要目標市場，長期以複合型模組元件為目標市場；2024年發展的複合型電路板被公司視為核心技術，預期可受惠AI產品對高功率、資訊串流及輕薄短小需求。研發計畫包括複合型電路板增加產品結構變化以擴大應用，以及DBC氮化鋁覆銅陶瓷基板製程優化以提升良率與信賴度；3D堆疊電路板與氮化鋁DBC製程優化在年報中列示114年Q3量產時程，其中3D堆疊電路板完成度約60%。成長動能包括已取得IATF-16949汽車板認證、與工研院長期合作、DBC覆銅陶瓷基板已獲功率半導體公司認證通過、2026年前5月營收恢復年增。主要風險包括：連續虧損與2026年減資彌補虧損代表財務結構壓力仍高；2024年營收下滑且稅後虧損153,391仟元，2025年營收仍年減；總經理2026年4月辭任後待補，管理銜接需觀察；傳統FR4價格競爭激烈；DBC受電動車成長放緩影響，短期需轉向工業用市場；原物料價格、匯率、環保材料成本、客戶認證時間與小型廠資源不足以海外設廠，均可能限制2025至2028年的改善幅度。

Supply Chain

Upstream
  • 台光電子 2383 PCB上游銅箔基板與高階材料台股公司；未查得為佳總直接供應商，列為產業鏈關聯公司。
  • 台燿科技 6274 PCB上游銅箔基板材料台股公司；未查得為佳總直接供應商，列為產業鏈關聯公司。
  • 聯茂電子 6213 PCB上游銅箔基板材料台股公司；未查得為佳總直接供應商，列為產業鏈關聯公司。
  • 金居開發 8358 PCB上游銅箔供應商類型台股公司；未查得為佳總直接供應商，列為產業鏈關聯公司。
  • 南亞塑膠 1303 PCB上游電子材料、銅箔基板與樹脂材料相關台股公司；未查得為佳總直接供應商，列為產業鏈關聯公司。
  • 匿名A供應商 佳總113年年報揭露A供應商占2024年進貨18%，因公司匿名揭露，無法確認是否為台股公司。
Downstream
  • 台達電子 2308 電源、工業自動化、儲能與電動車等高功率/高散熱終端應用關聯台股公司；非確認客戶。
  • 光寶科技 2301 電源供應器、光電與電子模組終端應用關聯台股公司；非確認客戶。
  • 億光電子 2393 LED照明與光電元件終端應用關聯台股公司；非確認客戶。
  • 同欣電子 6271 陶瓷基板、功率模組封裝與高功率元件應用相關台股公司，與佳總DBC/功率模組載板方向存在產業關聯；非確認客戶。
  • 匿名A客戶 佳總113年年報揭露A客戶占2024年銷貨14%，車用板市場需求轉弱導致銷貨減少；因匿名揭露，無法確認是否為台股公司。
  • 匿名C客戶 佳總113年年報揭露C客戶占2024年銷貨16%，銷貨增加主因為客戶增加下單比重；因匿名揭露，無法確認是否為台股公司。

Competitors

  • 燿華電子 2367 台股PCB廠，車用板與高階板領域具競爭關聯；非年報指定直接競爭對手。
  • 華通電腦 2313 台股PCB大廠，HDI與多層板領域具競爭關聯；非年報指定直接競爭對手。
  • 健鼎科技 3044 台股PCB大廠，多層板與車用/伺服器等應用具競爭關聯；非年報指定直接競爭對手。
  • 欣興電子 3037 台股PCB、HDI與IC載板大廠，在高階PCB與載板技術方向具競爭或替代關聯；非年報指定直接競爭對手。
  • 博智電子 8155 台股高階PCB廠，伺服器與高階板產品具產業競爭關聯；非年報指定直接競爭對手。
  • 同欣電子 6271 台股陶瓷基板與模組封裝相關公司，與佳總DBC覆銅陶瓷基板方向具競合關聯；產品與客戶結構不完全相同。
  • 台灣飛羅得 台灣未上市公司，提供功率半導體用DBC/DCB與AMB基板，與佳總DBC方向具競爭關聯。
  • 中國、東南亞PCB及DBC廠商 佳總年報明確指出中國製造低成本競爭、東南亞區域低價競爭為主要壓力；多數非台股掛牌或未能逐一確認。
Sources（15）

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.