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6016

康和證 Finance 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 康和證 to your watchlist to track signal changes on your next visit.
Valuation 80Quality 97Growth 97Momentum 92Chips 5

Is 康和證 a buy? Fundamentals and valuation first

  • Top-tier profitability.Operating margin beats ~99% of the market. Latest quarterly ROE ≈ 9.6%.

  • Valuation is low.PE is in the 2th market percentile; within its own history, PE is around the 10th percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -7.9% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 231.1%, 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 +0.28
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 元大-土城永寧 holds 3,171 lots
  • sellers have 8,535 lots left, ~249 sessions to clear

Window from 2026-01-17 · Price +80% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 元大-土城永寧 has accumulated 3,171 lots since the start (sold 19%), now trimming.
  • Main distributor 摩根大通 peaked at 6,956 lots, has sold 31%, 4,807 left, ~249 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +0.81pp, mid holders -16, retail +1.10pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -4,218 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
元大-土城永寧富邦-永和群益金鼎-大甲台新-草屯國泰-敦南元富-草屯
Distributing
摩根大通美林兆豐-大同元大證券凱基-桃園合庫-自強
Desks
own scale
富邦-台北康和-仁愛凱基新加坡商瑞銀
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 元大-土城永寧 +3,171
    sold 19%
  • 富邦-永和 +2,908
    sold 8%· still adding
  • 群益金鼎-大甲 +2,254
    sold 0%
  • 台新-草屯 +1,971
    sold 0%
  • 國泰-敦南 +1,858
    sold 0%· still adding
  • 元富-草屯 +1,810
    sold 0%

Distributing

  • 摩根大通 4,807 left
    sold 31%· ~249 sessions to clear
  • 美林 1,513 left
    sold 56%· ~22 sessions to clear
  • 兆豐-大同 1,232 left
    sold 64%· paused recently
  • 元大證券 1,508 left
    sold 44%· ~37 sessions to clear
  • 凱基-桃園 352 left
    sold 83%· ~28 sessions to clear
  • 合庫-自強 356 left
    sold 81%· paused recently

Desks

  • 富邦-台北 -4,313
    unclassified
  • 康和-仁愛 -3,630
    unclassified
  • 凱基 -3,049
    unclassified
  • 新加坡商瑞銀 -3,004
    hedge desk · will cover
Still selling 8,535 lots ~249 sessions to bottom at most
Recent buy/sell force +9,487 absorbed / -2,096 sold buyers slightly ahead
Hedge-desk net short -3,774 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)

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 231.11%

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

119 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 52.4%, Sample 105, Median +0.34%, Excess +0.83%, Beat mkt rate 43.8%；60-day: Win 58.3%, Sample 103, Median +3.36%, Excess +1.82%, Beat mkt rate 46.6%；120-day: Win 53%, Sample 100, Median +1.14%, Excess -1.26%, Beat mkt rate 33%

120 days after: historical avg +6.01%

20-day +2.17%
60-day +5.97%
120-day +6.01%
20-day
60-day
120-day
Win
52.4%
58.3%
53%
Sample
105
103
100
Median
+0.34%
+3.36%
+1.14%
Excess
+0.83%
+1.82%
-1.26%
Beat mkt rate
43.8%
46.6%
33%

Over 100 occurrences, 120-day forward avg gained 6.01%, lagged the market by 1.26 pts; win rate 53%.

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 You are here962+15% +7.2% 59.1% -1.5%
20-40 392+21% +29.2% 67.6% -7.2%
40-60 145+60.6% +34.9% 97.9% +19.7%
60-80 160+33.7% +36% 97.5% -1.3%
80-100 266+33.4% +18.2% 84.6% +9.7%

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 ≈ 6.81, at the 9.7th 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.

Valuation
Momentum
Cheap (own-history bottom 1/3)
Mid
Expensive (own-history top 1/3)
60-day momentum up
Now
+6.7%
Win rate 38% Excess -4%
610d
+17.8%
Win rate 57% Excess +4.3%
214d
+16.3%
Win rate 57.2% Excess +1.6%
257d
60-day momentum down
+10.4%
Win rate 60.8% Excess +1.9%
693d
+27.7%
Win rate 90.6% Excess +4.8%
117d
+28.6%
Win rate 78.6% Excess +8.2%
154d

Currently in “Cheap (own-history bottom 1/3) × 60-day momentum up”: across 610 historical days, 120-day forward avg gained 6.7%, win rate 38%, lagged the market by 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.

21 times historically; 60-day forward avg +6.25%, win rate 45%, beating the market by -1.14 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.

64 times historically; 60-day forward avg +1.91%, win rate 52.4%, beating the market by -1.24 pts on average.

What does 康和證 do? Company profile

金融業／證券業 上櫃（櫃買中心／TPEx）

Overview

康和證為康和綜合證券股份有限公司之普通股，股票代號6016，於櫃買中心掛牌交易。公司成立於1990/07/25，公開發行日為1994/09/24，上櫃日為1996/12/04，總部位於臺北市信義區基隆路一段176號地下1樓、9樓部分、10樓部分、14樓部分、15樓。董事長為鄭大宇，總經理為陳志豪，發言人為康景泰。官方公司基本資料揭露實收資本額為新台幣6,865,955,080元，已發行普通股686,595,508股，特別股0股；簽證會計師事務所為勤業眾信聯合會計師事務所。2024年永續／公司資料曾揭露員工約807人（含證券643人、子公司164人），據點包含臺灣北、中、南及離島16個證券營業據點、3個期貨營業據點。2024年年報揭露主要股東與關係人資訊中，前十大股東含太洋開發31,027,926股（4.97%）、太明開發23,801,875股（3.81%）、大天投資20,130,378股（3.23%）、張怡13,037,180股（2.09%）、蕭祥玲12,299,763股（1.97%）、康聯投資11,815,186股（1.89%）等；法人股東結構另可見太昕投資、士凱投資、德業投資、太明開發等。康和證持有康和期貨95.71%、康和投顧100%、康聯資產管理100%、康和保代100%，屬以證券本業為核心、搭配期貨、投顧、資產管理與保代的中型綜合證券集團。

Business

主要業務為證券經紀、證券自營、承銷、股務代理、融資融券、借券、受託買賣外國有價證券、期貨交易輔助、財富管理、債券與衍生性金融商品等。2024年合併營業收入為新台幣3,938,237千元，較2023年3,424,191千元成長；依部門別，經紀部門2,242,302千元、占56.94%，自營部門1,608,344千元、占40.84%，承銷部門55,542千元、占1.41%，其他部門32,049千元、占0.81%。服務對象以國內外法人機構、一般投資大眾、高資產客戶及企業籌資客戶為主。經紀部門提供上市櫃股票、店頭市場、借券、融資融券、複委託、期貨IB、海外基金等交易服務；承銷部門提供上市上櫃規劃輔導、證券募集發行、興櫃推薦、企業財務顧問與併購服務；自營與債券部門從事證券、債券、可轉債、附條件交易、利率商品與避險交易；新金融商品部門涵蓋權證、股權衍生性商品、ETF套利與策略交易；財富管理部門提供境內外基金、海外債、複委託、借券及結合保代的保險行銷。公司收入高度連動台股成交量、金融市場波動、自營投資績效、承銷案源、ETF與高資產客戶業務發展。

Outlook 2025–2028

2025至2028年展望以「台股成交活絡度、亞洲資產管理中心政策、ETF與多資產商品成長、財富管理及OSU業務開放、數位交易平台升級」為主要變數。公司2024年年報對2025年規劃指出，將提供信用戶、複委託線上開戶與臨櫃數位開戶，持續優化電子平台，並投入創新板與創櫃板業務開發；自營部將審視投資組合並強化風險管理；債券業務將擴大商品平台、外幣商品資產池與避險；新金融商品方面權證維持最低營運規模，CB與借券賣出策略型交易、ETF套利交易及流動量提供者契約為成長動能；財富管理將推廣境內外基金、借券、複委託、海外債及保險一站式服務；OSU將擴增外幣債、衍生性商品與海外ETF市場。外部政策面，金管會亞洲資產管理中心政策推動主動式ETF、多資產ETF、REIT基金架構、OSU跨境金融服務、高資產財富管理、PE/VC基金銷售等，對具證券、承銷、財富管理、ETF流動量提供與海外商品能力的券商有利。證交所與政策資料亦顯示臺灣ETF資產規模持續擴張、主動式ETF與多資產ETF已成新產品主軸，將帶動經紀、造市、ETF套利與財管通路需求。風險方面，康和證資本規模相對大型金控券商小，業務量能及獲利易受大盤成交量、利率、匯率、海外股債市波動、自營投資損益、主管機關法規變動、數位金融競爭、資安與詐騙風險影響；2026至2028具體財務預測未由公司公開揭露，故不得推估營收或EPS數字。

Supply Chain

Upstream
  • 臺灣證券交易所 集中市場交易、上市股票交易制度、ETF與創新板等市場基礎設施提供者；非上市櫃公司。
  • 證券櫃檯買賣中心 康和證掛牌市場及上櫃／興櫃／店頭市場交易、資訊揭露與監理平台；非上市櫃公司。
  • 臺灣集中保管結算所 證券集中保管、交割結算、股務與投資人服務基礎設施；非上市櫃公司。
  • 臺灣期貨交易所 期貨及選擇權交易市場基礎設施，支援康和證期貨IB、避險及集團期貨業務；非上市櫃公司。
  • 勤業眾信聯合會計師事務所 康和證財務報表簽證會計師事務所；非台股上市櫃公司。
  • 福邦證券股份有限公司股務代理部 康和證股票過戶機構；福邦證券為公開發行證券商但非台股上市櫃公司。
  • 銀行、保管銀行、資訊系統與行情資料供應商 支援客戶款項、保管、交易系統、電子下單、資安與市場資料等營運投入；多數未揭露單一供應商，故以類別列示。
Downstream
  • 一般投資人 證券經紀、融資融券、借券、基金、海外債、複委託及財富管理服務之主要客戶群；非公司個體。
  • 國內外法人機構 經紀、自營交易對手、債券與衍生性商品、研究與法人服務客戶；包含境內外金融機構與法人投資人。
  • 上市櫃、興櫃及擬上市櫃企業 承銷、上市櫃輔導、興櫃推薦、募資、併購與財務顧問服務客戶；個別案源未完整公開，故以類別列示。
  • 高資產客戶與境外客戶 財富管理、OSU外幣債、海外ETF、衍生性商品、基金與保險配置服務對象。
  • 投信業者與ETF發行機構 ETF參與契約、流動量提供者契約、ETF套利與造市相關合作對象；年報未列完整名單。
  • 境外基金公司與金融商品合作夥伴 康和投顧與康和證財富管理通路合作對象，年報提及境外基金總代理、境外基金行政服務與境外基金公司合作；多數非台股上市櫃公司。

Competitors

  • 統一證券 2855 台股上市證券業同業，經紀、自營、承銷與財富管理業務重疊。
  • 群益金鼎證券 6005 台股上市證券業同業，規模較大，經紀、承銷、財管、期貨及多元金融商品競爭。
  • 宏遠證券 6015 台股上市櫃證券業同業，經紀、自營與承銷等業務重疊。
  • 大展證券 6020 台股上櫃證券業同業，區域券商與證券經紀業務競爭。
  • 美好證券 6021 台股上櫃證券業同業，證券經紀與相關金融服務競爭。
  • 元大期貨 6023 台股上櫃期貨業者，與康和集團康和期貨及期貨IB、衍生性商品服務競爭。
  • 群益期貨 6024 台股上市櫃期貨業者，與康和期貨及期貨相關服務競爭。
  • 元大證券 大型金控券商，證券子公司未單獨上市櫃；母公司元大金控為台股上市公司2885。
  • 凱基證券 大型金控券商，證券子公司未單獨上市櫃；母公司中華開發金控為台股上市公司2883。
  • 富邦證券 大型金控券商，證券子公司未單獨上市櫃；母公司富邦金控為台股上市公司2881。
  • 永豐金證券 大型金控券商，證券子公司未單獨上市櫃；母公司永豐金控為台股上市公司2890。
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.