Skip to main content
Free trial

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 6161 捷波. Please read: https://finlab.finance/en/setup?stock=6161

No install, open FinLab Studio

6161

捷波 Computer & Peripherals 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 捷波 to your watchlist to track signal changes on your next visit.
Valuation 60Quality 69Growth 90Momentum 73Chips 45

Is 捷波 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 66th market percentile. Latest quarterly ROE ≈ 3.5%.

  • Valuation is neutral.PE is in the 37th market percentile; within its own history, PE is around the 81th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 0.0% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 82.7%, 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 +0.30
BearishNeutralBullish

Institutional rotation, concentration steady — bullish

  • Institutional rotation, concentration steady — bullish
  • 台新證券 holds 534 lots
  • sellers have 286 lots left, ~160 sessions to clear

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

  • Largest holder 台新證券 has accumulated 534 lots since the start (sold 1%), holding.
  • Main distributor 新光-台南 peaked at 112 lots, has sold 74%, 29 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +0.00pp, mid holders +1, retail -0.90pp — little change.
  • Foreign hedge-desk net short Net short -422 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
台新證券元富-桃園富邦-永康國泰-敦南中國信託-嘉義美林
Distributing
新光-台南國泰-桃園元大-新莊凱基-市政台新群益金鼎-延平
Desks
own scale
國票-敦北法人元大-中山北路合庫-鳳山富邦-陽明
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 台新證券 +534
    sold 1%
  • 元富-桃園 +123
    sold 0%
  • 富邦-永康 +120
    sold 1%· still adding
  • 國泰-敦南 +97
    sold 17%
  • 中國信託-嘉義 +93
    sold 0%
  • 美林 +63
    sold 0%· still adding

Distributing

  • 新光-台南 29 left
    sold 74%· paused recently
  • 國泰-桃園 53 left
    sold 33%· ~48 sessions to clear
  • 元大-新莊 13 left
    sold 83%· paused recently
  • 凱基-市政 29 left
    sold 61%· paused recently
  • 台新 24 left
    sold 66%· ~15 sessions to clear
  • 群益金鼎-延平 7 left
    sold 89%· paused recently

Desks

  • 國票-敦北法人 -272
    unclassified
  • 元大-中山北路 -228
    unclassified
  • 合庫-鳳山 -219
    unclassified
  • 富邦-陽明 -210
    unclassified
Still selling 286 lots ~160 sessions to bottom at most
Recent buy/sell force +573 absorbed / -195 sold buyers slightly ahead
Hedge-desk net short -306 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 82.74%

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

69 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 53.4%, Sample 58, Median +1.57%, Excess +0.68%, Beat mkt rate 46.6%；60-day: Win 50.9%, Sample 57, Median +1.04%, Excess -3.37%, Beat mkt rate 36.8%；120-day: Win 39.3%, Sample 56, Median -5.21%, Excess -9.58%, Beat mkt rate 35.7%

120 days after: historical avg -2.98%

20-day +2.65%
60-day +0.98%
120-day -2.98%
20-day
60-day
120-day
Win
53.4%
50.9%
39.3%
Sample
58
57
56
Median
+1.57%
+1.04%
-5.21%
Excess
+0.68%
-3.37%
-9.58%
Beat mkt rate
46.6%
36.8%
35.7%

Over 56 occurrences, 120-day forward avg declined 2.98%, lagged the market by 9.58 pts; win rate 39.3%.

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)
0-20 586+40.1% +39.9% 94.4% +14.5%
20-40 530+21.6% +2.7% 60.6% +9%
40-60 444+18.8% +6.6% 57.7% +10.6%
60-80 450+25.5% +24.6% 75.3% -1.2%
80-100 You are here682+16.7% -2.8% 44.9% +4.8%

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 ≈ 17.58, at the 80.6th 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
+10.9%
Win rate 63.1% Excess +0.5%
290d
+7.4%
Win rate 57.4% Excess +4.9%
610d
Now
+14.4%
Win rate 67.2% Excess +1.9%
790d
60-day momentum down
+13.9%
Win rate 74.5% Excess +5.2%
517d
+7.7%
Win rate 58.2% Excess +1.2%
318d
+15%
Win rate 77.4% Excess +3.5%
287d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 790 historical days, 120-day forward avg gained 14.4%, win rate 67.2%, beat the market by 1.9%.

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.

29 times historically; 60-day forward avg +7.48%, win rate 71.4%, beating the market by +5.4 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.

57 times historically; 60-day forward avg +2.56%, win rate 48.2%, beating the market by -2.92 pts on average.

What does 捷波 do? Company profile

電子－電腦及週邊設備業；工業電腦、工業主機板與嵌入式系統 上櫃

Overview

6161 對應證券為捷波，櫃買中心與 TWSE ISIN 分類均顯示為上櫃股票，非 ETF/ETN/權證等非營運證券。公司成立／核准設立日為 1986-08-04，統一編號 22178466，2002-03-01 上櫃，總部位於新北市新店區北新路三段207號9樓。英文名稱為 JETWAY INFORMATION CO., LTD.，公司網址為 https://jetwayipc.com/tw/。截至可查資料，董事長為莊永順，總經理為林建宏，發言人為財務長周倩竹。實收資本額為新台幣562,374,770元，核定股本新台幣2,000,000,000元；2024年8月完成現金減資後實收股本為56,237,477股、每股面額10元。2024年年報揭露，截至2025-03-31員工81人。主要股東方面，2024年年報揭露研揚科技持股19,845,958股、35.29%，為最大股東；其餘前十大股東包括鄭棍方、從慶洲、外資保管專戶與個人股東等，單一持股比例均低於2%。公司100%轉投資包括美國 JET WAY COMPUTER CO.、荷蘭 JET WAY COMPUTER B.V.、JET WAY (FAR EAST) INFORMATION CO. LTD.、TOP NOVEL ENTERPRISE CO.、SCORETIME INVESTMENT LTD.、CANDID INTERNATIONAL CO. 與福建欣億達實業有限公司等。2023年研揚科技併購入主，捷波成為研揚集團子公司，並間接受華碩集團資源影響。

Business

捷波是工業電腦與工業主機板廠，業務範圍涵蓋工業用電腦主機板及相關系統整合、ARM base 主機板、Panel PC、All-in-One PC、準系統、AI 智能產品、工業用無風扇準系統電腦、工業用 Touch Monitor、測溫考勤門禁一體機等。公司官網產品分類包括 x86 工業與嵌入式主板、x86 工業電腦系統、AI 平台、x86 工業平板電腦、ARM 系列電腦、工業顯示器與門禁管理系統，並提供設計製造、EMS、OEM/ODM 服務。2024年營收結構為 IPC 產品新台幣1,077,912千元、占86.12%，其他產品新台幣173,661千元、占13.88%，合計新台幣1,251,573千元。銷售區域方面，2024年內銷占10.66%，外銷占89.34%，其中歐洲27.98%、亞洲12.33%、美洲33.94%、其他15.09%。商業模式以少量多樣、長生命週期的工業電腦板卡與系統平台為核心，透過ODM/OEM/EMS、經銷通路、系統整合商與海外子公司銷售至全球終端應用。主要終端應用包括零售、博弈、網通、智慧製造、自動化控制、醫療設備、交通管理、智慧城市、智慧工地、智慧停車場、邊緣AI與物聯網等。2024年年報指出，最近二年度對外單一客戶銷貨收入均未逾合併營收10%，因此未揭露具名大客戶；下游客戶多為各國家地區通路商、系統整合商或具工程背景客戶。

Outlook 2025–2028

2025至2028年展望主軸為工業電腦景氣復甦、智慧製造、邊緣AI、AIoT、智慧城市與垂直應用需求。公司2024年年報引用產業研究指出，2024至2030年工業電腦市場預估年複合成長率約11.20%，2030年規模達116.9億美元；公司也指出2023至2024年庫存調整後，預期2025年開始供應量與需求逐步回升。產品與技術方向包括智慧工地管理、智慧停車場電動車自燃安全管理與警報、高效AI運算與擴展、支援高階顯卡與 HAILO-8 x4 的AI配置、採 Intel Arrow Lake S/U/H 平台且內建 NPU 的新一代AI主機板與無風扇系統、採 Intel Amston Lake 平台的寬溫寬壓工業級主機板。2025年12月法說會相關報導指出，總經理林建宏預期2025全年營收雙位數成長，2026年成長動能來自邊緣AI專案延續、歐美零售市場重要專案、美國訂單回籠，以及關稅明朗後客戶下單恢復；歐美截至2025年第3季合計占營收54%，歐洲、台灣與中國大陸表現較佳。中長期有利因素包括台灣IPC供應鏈完整、少量多樣產品生命週期較長、ODM/OEM/EMS能力、與關鍵零組件廠長期合作，以及與母公司研揚科技、最終母公司華碩集團在採購、技術與品牌上的合作。主要風險與挑戰包括：工業電腦市場參與廠商眾多且缺乏明確市占統計；相關產品生產規模較小不利品牌行銷；產品少量多樣導致零組件價格與庫存管理難度高；CPU/Chipset 技術路線受上游大廠影響，需快速取得新規格；匯率波動與大型專案毛利率較低可能壓抑毛利；美國關稅、地緣政治、客戶資本支出循環與記憶體等零組件供需波動仍需追蹤。公司在2025年法說報導中表示記憶體短缺因公司產品較少含記憶體，影響相對輕微，但此為管理層說法，仍需持續驗證。

Supply Chain

Upstream
  • 建智 晶片組與處理器供應商；年報列示供應情形穩定正常，未確認為台股上市櫃公司。
  • Fusion 晶片組供應商；年報列示供應情形穩定正常，未確認為台股上市櫃公司。
  • 捷毅 晶片組與處理器供應商；年報列示供應情形穩定正常，未確認為台股上市櫃公司。
  • 威剛科技 3260 DRAM／記憶體供應商；台股上櫃公司，年報列示供應情形穩定正常。
  • 創見資訊 2451 DRAM／記憶體供應商；台股上市公司，年報列示供應情形穩定正常。
  • 宜鼎國際 5289 工業用記憶體／DRAM供應商；台股上櫃公司，年報列示供應情形穩定正常。
  • 廣穎電通 4973 記憶體供應商；台股上櫃公司，年報列示供應情形穩定正常。
  • 盛通 處理器供應商；年報列示供應情形穩定正常，未確認為台股上市櫃公司。
  • 勤洋 處理器供應商；年報列示供應情形穩定正常，未確認為台股上市櫃公司。
  • ABLE Panel 面板供應商；年報列示供應情形穩定正常，未確認為台股上市櫃公司。
  • 奇普仕 I/O IC 供應商；年報列示供應情形穩定正常，未確認為台股上市櫃公司。
Downstream
  • 系統整合商 工業電腦下游銷售對象，多為具工程背景的SI，經加值後銷售給終端使用者；年報未揭露具名客戶。
  • 經銷商／通路商 公司下游多為各國家地區通路商；2024年外銷占89.34%，歐美為主要市場。
  • 終端使用者 終端應用涵蓋零售、博弈、網通、智慧製造、醫療、交通、智慧城市、邊緣AI與IoT等；公司未揭露具名終端客戶。

Competitors

  • 研華 2395 台股上市工業電腦龍頭，全球通路與Edge AI平台完整度高，為主要同業。
  • 研揚科技 6579 台股上櫃工業電腦廠，亦為捷波最大股東與母公司；在部分IPC與Edge AI領域同業競合。
  • 新漢 8234 台股上櫃工業電腦與嵌入式平台廠，MoneyDJ列為同業。
  • 友通資訊 2397 台股上市工業電腦／嵌入式板卡廠，屬DFI友通集團，為同業。
  • 威強電 3022 台股上市工業電腦、醫療與嵌入式系統廠，為IPC同業。
  • 建碁 3046 台股上市電腦系統與工業應用平台廠，為同業。
  • 艾訊 3088 台股上櫃工業電腦、嵌入式平台與自動化應用廠，為同業。
  • 融程電訊 3416 台股上櫃強固型工業電腦與垂直應用系統廠，為同業。
  • 安勤科技 3479 台股上櫃嵌入式電腦與工業電腦廠，為同業。
  • 磐儀科技 3594 台股上櫃工業電腦、醫療與嵌入式系統廠，為同業。
  • 凌華科技 6166 台股上市量測、自動化、邊緣運算與工業電腦廠，為主要同業。
  • 樺漢科技 6414 台股上市工業電腦與系統整合大廠，為同業。
  • 醫揚科技 6569 台股上櫃醫療電腦與醫療顯示系統廠，屬工業／醫療電腦同業。
  • 維田科技 6570 台股上櫃工業電腦與HMI廠，為同業。
  • 勁豐電子 6577 台股上櫃POS與工業電腦相關廠，為同業。
  • 鑫創電子 6680 台股上櫃嵌入式與工業電腦相關廠，為同業。
  • 廣積科技 8050 台股上櫃工業電腦與嵌入式平台廠，為同業。
  • 飛捷科技 6206 台股上市POS與工業電腦相關系統廠，部分市場重疊。
Sources（10）

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.