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6890

來億-KY Sports & Leisure As of 2026-06-17 Updated daily after market close

quality needs a look, fair valuation, no active signal today.

This page refreshes daily after the close. Add 來億-KY to your watchlist to track signal changes on your next visit.
Valuation 54Quality 34Growth 35Momentum 48Chips 6

Is 來億-KY a buy? Fundamentals and valuation first

  • Weak profitability.Operating margin is in the 36th market percentile. Latest quarterly ROE ≈ 0.7%.

  • Valuation is neutral.PE is in the 50th market percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -7.6% of volume (net sell).

Chip flow

Bullish +0.95
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 群益金鼎 holds 8,181 lots
  • sellers have 733 lots left, ~115 sessions to clear

Window from 2026-01-17 · Price -5% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 群益金鼎 has accumulated 8,181 lots since the start (sold 0%), still adding.
  • Main distributor 港商麥格理 peaked at 782 lots, has sold 62%, 294 left, ~24 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +4.38pp, mid holders -5, retail -3.36pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -1,138 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
群益金鼎元大證券永豐金證券元大-沙鹿元大-彰化民生光和-田中
Distributing
港商麥格理群益金鼎-館前花旗環球元大-中壢台新證券光和
Desks
own scale
摩根大通美商高盛華南永昌-中正國泰證券
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 群益金鼎 +8,181
    sold 0%· still adding
  • 元大證券 +2,652
    sold 6%· still adding
  • 永豐金證券 +409
    sold 0%· still adding
  • 元大-沙鹿 +163
    sold 23%
  • 元大-彰化民生 +92
    sold 0%
  • 光和-田中 +71
    sold 8%

Distributing

  • 港商麥格理 294 left
    sold 62%· ~24 sessions to clear
  • 群益金鼎-館前 33 left
    sold 87%· ~2 sessions to clear
  • 花旗環球 180 left
    sold 28%· ~26 sessions to clear
  • 元大-中壢 39 left
    sold 74%· ~3 sessions to clear
  • 台新證券 43 left
    sold 55%· paused recently
  • 光和 47 left
    sold 41%· ~17 sessions to clear

Desks

  • 摩根大通 -1,343
    hedge desk · will cover
  • 美商高盛 -462
    hedge desk · will cover
  • 華南永昌-中正 -450
    unclassified
  • 國泰證券 -401
    unclassified
Still selling 733 lots ~115 sessions to bottom at most
Recent buy/sell force +11,522 absorbed / -813 sold buyers slightly ahead
Hedge-desk net short -971 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 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.

Monthly revenue YoY ≥ 20% (from filing deadline)

Pending

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

9 times historically; 60-day forward avg +6.97%, win rate 44.4%, beating the market by +4.15 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.

8 times historically; 60-day forward avg -3.64%, win rate 42.9%, beating the market by -6.25 pts on average.

What does 來億-KY do? Company profile

運動休閒／製鞋代工 台灣證券交易所上市

Overview

來億-KY為來億興業股份有限公司之台灣第一上市普通股，股票代號6890。來億集團創立於1987年，營運總部位於台中市大雅區；上市主體為開曼控股公司，成立日為2021年6月16日，於2024年6月12日在臺灣證券交易所掛牌上市。董事長為鐘德禮，總經理為林昌永，發言人為許松竹。實收資本額約新台幣24.94億元，已發行股數約2.49億股。公司官網揭露2025年12月總員工數逾71,000人，生產基地分布於越南、緬甸、印尼；公司網站揭露之主要生產據點包括LAC TY、LAC TY II、TY XUAN、TY BACH、TY THAC、GRAND WISDOM、TSANG YIH、YIH QUAN、YIHFULL、ALNU、YIH YOU等。2025年5月27日前十大股東包括WIDE SOURCE CO., LTD.持股15.44%、FAITH CONNECT CO., LTD.持股9.41%、TOP GATHER CO., LTD.持股8.77%、SAVE WEALTH CO., LTD.持股8.42%、AMPLE SMART LTD.持股7.06%、KEEN HUGE LTD.持股6.59%、GAIN SMART LTD.持股6.59%、HARVEST LINK LTD.持股4.41%、RISING STEP LTD.持股4.41%、YUCHUAN CO., LTD.持股4.23%。

Business

公司以鞋類代工製造與研發為主，產品為運動鞋、休閒鞋與特殊功能鞋。公司官網揭露核心產品結構為運動鞋約80%、休閒鞋約20%；MoneyDJ亦載明2024年第1季產品營收比重約為運動鞋80%、休閒鞋20%、其他1%。主要技術與產品包括冷貼運動鞋、加硫休閒鞋、防水透氣戶外功能鞋等；臺灣證券交易所文章指出越南億春及億碩廠為GORE-TEX認證廠，並投入橡膠大底直接射出、電腦針車、無人自動搬運車、機械手臂自動噴膠等製程與自動化。商業模式為替國際品牌提供從研發、開發中心、樣品開發到量產的OEM/ODM式鞋類製造服務，並以多國生產基地、交期、品質、環保與勞工規範配合品牌客戶。主要品牌客戶包括Adidas、Converse／Nike集團、Deckers集團旗下HOKA、VF集團旗下Vans與The North Face等；MoneyDJ另列Puma、Uniqlo等歷年合作品牌。2023年銷售地區比重依MoneyDJ資料為美國30%、中國大陸13%、歐洲10%、德國14%、亞洲10%、美洲11%、其他12%。重要原物料包括布類、皮類、橡膠類、包裝類、化學藥品等。

Outlook 2025–2028

2025至2028年主要成長動能來自運動休閒鞋需求、Adidas經典鞋款與HOKA等高成長品牌訂單、印尼與越南產能擴張、多品牌客戶導入、產品組合往高ASP與功能性鞋款升級，以及製程自動化帶來的效率改善。臺灣證券交易所文章指出公司為因應量產訂單需求積極拓展海外生產基地，並透過越南、緬甸、印尼布局分散政治經濟風險；2026年初MoneyDJ／Yahoo報導則指出法人預期Adidas、HOKA出貨量可望維持雙位數成長，New Balance有望高雙位數成長，另有日、歐、美新品牌最快2026年第2季放量，整體產能預期成長約15%。2027至2028年若品牌客戶訂單延續、印尼新產能爬坡順利，營收與產能彈性仍具擴張空間；但公開資料未見公司對2027至2028年量化財測，故不填具體數字。主要風險包括客戶集中度高、國際品牌庫存循環、Adidas／HOKA／Converse單一鞋款熱度變化、東南亞勞工與政治風險、匯率波動、原物料與工資成本、關稅與貿易政策、品牌議價與關稅分攤、ESG與勞工稽核要求、印尼新廠爬坡不如預期，以及製鞋代工同業價格競爭。

Supply Chain

Upstream
  • 布類、皮類、橡膠類、包裝類、化學藥品供應商 公開資料僅確認來億-KY主要原料類別，未查得公司正式揭露之個別主要供應商名單；多為鞋材、紡織、橡膠、化工與包材供應鏈。
  • 製鞋設備與自動化設備供應商 臺灣證券交易所文章提到公司導入電腦針車、無人自動搬運車、機械手臂自動噴膠等設備與自動化製程，但未揭露具名設備供應商。
Downstream
  • Adidas集團 主要品牌客戶，德國上市公司；來億-KY替其代工休閒鞋與運動鞋，公開報導顯示為最大客戶之一。
  • Converse／Nike集團 主要品牌客戶，美國上市Nike集團旗下品牌；來億-KY替其代工鞋類產品。
  • Deckers Brands／HOKA 主要品牌客戶，美國上市Deckers Brands旗下跑鞋品牌HOKA；公開報導顯示為近年成長動能之一。
  • VF集團／Vans／The North Face 主要品牌客戶，美國上市VF Corporation旗下品牌；臺灣證券交易所與公司官網列為合作品牌。
  • Fast Retailing／Uniqlo 日本上市公司旗下品牌；MoneyDJ列為合作品牌之一，但未確認最新營收占比。

Competitors

  • 寶成工業 9904 台股上市大型製鞋代工與通路集團，MoneyDJ列為來億-KY國內外競爭廠商之一。
  • 豐泰企業 9910 台股上市運動鞋代工廠，主要服務國際運動品牌，MoneyDJ列為競爭廠商之一。
  • 鈺齊-KY 9802 台股上市戶外與運動鞋代工廠，MoneyDJ列為競爭廠商之一。
  • 志強-KY 6768 台股上市運動鞋與足球鞋代工廠，與來億-KY同屬運動鞋代工供應鏈，為同業競爭者。
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.