Ask AI to review this stock
Copy the prompt to get recent events, historical reactions, and a short research brief.
Tell your AI:
Help me set up FinLab and analyze 5520 力泰. Please read: https://finlab.finance/en/setup?stock=5520
5520
strong quality, discounted valuation, no active signal today.
Is 力泰 a buy? Fundamentals and valuation first
-
Top-tier profitability.Operating margin beats ~83% of the market. Latest quarterly ROE ≈ 4.8%.
-
Valuation is low.PE is in the 4th market percentile; within its own history, PE is around the 3th percentile.
-
Foreign investors are net buying.Foreign 20-day net flow ≈ 9.2% of volume (net buy).
Chip flow
Institutional rotation, concentration steady — neutral
Window from 2026-01-17 · Price -8% · branches to 2026-06-17· TDCC to 2026-06-12
- Largest holder 富邦-南京 has accumulated 50 lots since the start (sold 0%), holding.
- Main distributor 國泰-敦南 peaked at 22 lots, has sold 27%, 16 left, ~160 sessions to clear at the recent pace.
- TDCC big holders (absolute) >1000-lot holders -1.24pp, mid holders +0, retail +0.05pp — little change.
- Foreign hedge-desk net short Net short -7 lots (inferred from branch profile, mostly hedging — not necessarily bearish, not case-confirmed).
Accumulating
- 富邦-南京 +50
- 玉山-信義 +34
- 統一-宜蘭 +27
- 富邦-台東 +17
- 富邦-建國 +11
- 合庫-桃園 +10
Distributing
- 國泰-敦南 16 left
- 台新-西松 2 left
- 富邦-台北 3 left
- 富邦-公益 3 left
- 群益金鼎-西松 2 left
- 合庫-自強 3 left
Desks
- 元大-北投 -86
- 兆豐-南京 -52
- 國泰-忠孝 -27
- 元大-大同 -21
Weak direction: big-holder share fell while retail share rose.
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
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 band | Sample days | 240-day avg return | Median | Win rate | Avg excess (vs index) |
|---|---|---|---|---|---|
| 0-20 You are here | 927 | +23.2% | +20.2% | 100% | +2.9% |
| 20-40 | 556 | +13.6% | +9.5% | 99.3% | -9.4% |
| 40-60 | 394 | +10.5% | +7.9% | 92.1% | -6.5% |
| 60-80 | 345 | +9.7% | +6.6% | 92.8% | -7.4% |
| 80-100 | 814 | +15.5% | +6.4% | 69.4% | +8.3% |
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 ≈ 8.18, at the 3.1th percentile of its own history (0-20 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.
Currently in “Cheap (own-history bottom 1/3) × 60-day momentum up”: across 1152 historical days, 120-day forward avg gained 9.9%, win rate 82.5%, lagged the market by 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.
Signals not active (historical stats for reference)
These are not occurring now; historical samples shown for comparison.
252-day price high (breakout)
PendingAdjusted close makes a new 252-day high; repeats within 20 days counted once.
45 times historically; 60-day forward avg +2.12%, win rate 51.1%, beating the market by -0.49 pts on average.
Monthly revenue YoY ≥ 20% (from filing deadline)
PendingMonthly revenue YoY ≥ 20%; event date is the first trading day after the filing deadline (no look-ahead).
66 times historically; 60-day forward avg +6.23%, win rate 71.4%, beating the market by +2.33 pts on average.
Foreign net buying for 5 straight days
PendingForeign net flow (ex-dealer) positive for 5 straight days; event on day 5; repeats within 20 days counted once.
What does 力泰 do? Company profile
Overview
力泰建設企業股份有限公司成立於1976/05/06，總部與士林廠位於台北市士林區延平北路七段7號，另有汐止廠位於新北市汐止區樟樹二路43號。公司於1999/10/27上櫃，英文簡稱Lihtai，董事長兼總經理為吳良材，發言人為吳良材。實收股本約新台幣599,752,450元，已發行普通股59,975,245股。2024年報揭露截至2025/03/31員工合計212人，2024年度員工203人，平均年齡48.57歲、平均服務年資8.3年。主要股東依2024年報/2025前十大股東關係表包括富源投資15.90%、吳源泰投資14.12%、東吳飯店9.79%、上甘利投資8.46%、振芳投資6.27%、振豐投資4.57%、駿杰投資3.73%、水漾投資3.50%、吳良材2.07%、蘇心湄1.98%；前十大股東合計70.38%。公司官網揭露其採用日本KYC全自動高轉速設備與新式螺旋拌合機，曾取得ISO 9001、台灣營建研究院優質預拌混凝土驗證等紀錄。
Business
力泰核心業務為預拌混凝土製造與銷售，產品因短時間易凝固而具高度地域性，主要銷售區域為台北市、新北市與基隆市。2024年度營收4,074,014仟元，其中預拌混凝土3,743,135仟元、占91.88%，運輸收入327,670仟元、占8.04%，其他含砂石等產品3,209仟元、占0.08%。主要產品由水泥、水、粗細粒料骨材及高爐石粉、飛灰、矽灰、化學摻料等拌合而成，應用於公共工程、民間建築、商辦、住宅、科技廠辦、飯店商場、教育醫療與土木工程。公司具10000至13000 PSI高性能混凝土量產實績，年報並提及10000psi泵送448公尺、13000psi量產紀錄；法說摘要提及曾供應台北101、W Hotel、信義艾美酒店等指標案。營運模式為以士林、汐止兩地廠區就近供料，透過品質、配方能力、運輸效率與砂石料源穩定性取得區域市場競爭力；2024年總銷貨量約106萬立方米，年報估計市場占有率約10%。
Outlook 2025–2028
2025至2028年展望以產品組合升級與區域需求韌性為主軸。成長動能包括高規格、高性能、低碳與綠混凝土占比提升，北台灣都更、危老、商辦、科技廠辦、公共工程與捷運等基礎建設需求；2025法說摘要指出力泰將聚焦低碳、高規格、高性能混凝土，並規劃低碳粒料混凝土碳標籤認證。2026產業報導指出，國產建材、力泰等預拌混凝土廠受惠高端、低碳產品出貨增加，2025營收與獲利創高，市場期待2026在低碳產品、科技廠辦需求與高端產品比重提升下仍具成長空間。中長期至2028年，若台灣建築淨零趨勢、耐震與高樓層品質需求延續，力泰可望受惠高毛利產品滲透率提升；但風險包括政府打房與房市開工趨緩、公共工程進度延後、非法或小型拌合廠削價競爭、砂石與水泥成本上漲、砂石料源與運輸成本、缺工、環保與碳排法規成本、客戶收款天期拉長及低流動性股票評價折價。2027至2028數字化成長幅度無公司正式指引，本段為基於公司年報、法說與產業新聞之定性推估。
Supply Chain
- 民間建商與營造承包商 年報揭露下游客戶包含民間營建業、民間建屋、民間土木包工與一般中小型工程；客戶名稱多因契約或個別交易未揭露。
- 政府營建單位與公共工程 年報揭露下游包含政府營建單位與公共工程，受捷運、公共建設與基礎建設進度影響。
- 科技廠辦、商辦、都更與危老建案 法說摘要與產業新聞指出需求逐漸轉向市政、都更、危老、商辦及廠辦；力泰近期重心包含北士科與南港地區重點專案。
Competitors
- 國產建材實業 2504 台灣預拌混凝土龍頭之一，2026產業報導與力泰並列為受惠高端、低碳混凝土出貨的同業。
- 亞洲水泥／亞東預拌 1102 亞東預拌為亞泥旗下預拌混凝土事業，屬北台灣混凝土競爭者；亞泥為台股上市公司。
- 台灣水泥 1101 水泥與水泥製品大型業者，具預拌混凝土相關布局，屬上游與同業競爭參照。
- 幸福水泥 1108 水泥及水泥製品業者，年報揭露旗下有預拌混凝土相關子公司，屬區域或水泥製品同業參照。
- 環泥 1104 水泥與預拌混凝土相關業者，屬建材與混凝土供應鏈競爭參照。
- 地方合法、非法與工地型預拌廠 力泰年報指出預拌混凝土產業存在低品質、低價格與削價競爭，許多小型業者未上市櫃。
Sources（12）
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.