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8374

羅昇 Electric Machinery As of 2026-06-17 Updated daily after market close

steady quality, premium valuation.

2 active signals
Revenue ≥20% Foreign buy
This page refreshes daily after the close. Add 羅昇 to your watchlist to track signal changes on your next visit.
Valuation 18Quality 60Growth 81Momentum 55Chips 19

Is 羅昇 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 55th market percentile. Latest quarterly ROE ≈ 2.8%.

  • Valuation is high.PE is in the 86th market percentile; within its own history, PE is around the 75th percentile.

  • Foreign investors are net selling.Foreign 20-day net flow ≈ -2.7% of volume (net sell).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 42.5%, above the 20% growth threshold.

  • Signals are active now.On the latest data, signals such as Revenue YoY ≥ 20%, Foreign net buying 5 straight days are active — see the historical forward returns after each occurrence below.

Chip flow

Neutral -0.08
BearishNeutralBullish

Institutional rotation, concentration steady — neutral

  • Institutional rotation, concentration steady — neutral
  • 國泰-敦南 holds 121 lots
  • sellers have 567 lots left, ~210 sessions to clear

Window from 2026-01-17 · Price +3% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 國泰-敦南 has accumulated 121 lots since the start (sold 4%), still adding.
  • Main distributor 凱基-台北 peaked at 692 lots, has sold 87%, 87 left, paused recently.
  • TDCC big holders (absolute) >1000-lot holders +0.00pp, mid holders -1, retail +0.55pp — little change.
  • Foreign hedge-desk net short Net short -162 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
國泰-敦南台新花旗環球元大-新營國泰-板橋玉山-台中
Distributing
凱基-台北新加坡商瑞銀元大證券元大-板橋台灣摩根士丹利國票證券
Desks
own scale
華南永昌-大甲元大-文心元大-豐原站前華南永昌-長虹
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 國泰-敦南 +121
    sold 4%· still adding
  • 台新 +98
    sold 22%
  • 花旗環球 +67
    sold 0%· still adding
  • 元大-新營 +66
    sold 0%· still adding
  • 國泰-板橋 +60
    sold 0%
  • 玉山-台中 +51
    sold 0%

Distributing

  • 凱基-台北 87 left
    sold 87%· paused recently
  • 新加坡商瑞銀 100 left
    sold 61%· ~37 sessions to clear
  • 元大證券 72 left
    sold 70%· paused recently
  • 元大-板橋 18 left
    sold 89%· ~1 sessions to clear
  • 台灣摩根士丹利 69 left
    sold 50%· ~138 sessions to clear
  • 國票證券 46 left
    sold 64%· paused recently

Desks

  • 華南永昌-大甲 -142
    unclassified
  • 元大-文心 -139
    unclassified
  • 元大-豐原站前 -86
    unclassified
  • 華南永昌-長虹 -85
    unclassified
Still selling 567 lots ~210 sessions to bottom at most
Recent buy/sell force +457 absorbed / -485 sold sellers slightly ahead
Hedge-desk net short -89 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)

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

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 42.47%

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

71 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 49.2%, Sample 61, Median 0%, Excess +0.5%, Beat mkt rate 41%；60-day: Win 55.9%, Sample 59, Median +2.62%, Excess +1.86%, Beat mkt rate 40.7%；120-day: Win 51.7%, Sample 58, Median +0.38%, Excess +1.33%, Beat mkt rate 46.6%

120 days after: historical avg +4.53%

20-day +1.8%
60-day +4.23%
120-day +4.53%
20-day
60-day
120-day
Win
49.2%
55.9%
51.7%
Sample
61
59
58
Median
0%
+2.62%
+0.38%
Excess
+0.5%
+1.86%
+1.33%
Beat mkt rate
41%
40.7%
46.6%

Over 58 occurrences, 120-day forward avg gained 4.53%, beat the market by 1.33 pts; win rate 51.7%.

Foreign net buying for 5 straight days

Active · now 6%

Foreign net flow (ex-dealer) positive for 5 straight days; event on day 5; repeats within 20 days counted once.

51 historical occurrences (since 2012-07-03)
Average forward return after Foreign net buying for 5 straight days。20-day: Win 52%, Sample 50, Median +0.62%, Excess +2.46%, Beat mkt rate 46%；60-day: Win 45.8%, Sample 48, Median -0.96%, Excess -0.58%, Beat mkt rate 33.3%；120-day: Win 36.2%, Sample 47, Median -4.77%, Excess -3.77%, Beat mkt rate 23.4%

120 days after: historical avg +2.46%

20-day +3.76%
60-day +2.06%
120-day +2.46%
20-day
60-day
120-day
Win
52%
45.8%
36.2%
Sample
50
48
47
Median
+0.62%
-0.96%
-4.77%
Excess
+2.46%
-0.58%
-3.77%
Beat mkt rate
46%
33.3%
23.4%

Over 47 occurrences, 120-day forward avg gained 2.46%, lagged the market by 3.77 pts; win rate 36.2%.

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
20-40 186+0.7% -17.4% 44.6% -29%
40-60 121+48.2% -23% 25.6% +30.3%
60-80 You are here629+44% +8.6% 66.3% +30.1%
80-100 581+70.8% +29.6% 77.1% +26.2%

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 ≈ 65.68, at the 75.3th percentile of its own history (60-80 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
-11.9%
Win rate 21.2% Excess -14.9%
52d
-5.4%
Win rate 30.7% Excess -5.6%
153d
+51.3%
Win rate 57.8% Excess +28.4%
668d
60-day momentum down
-5.2%
Win rate 39.8% Excess -8.1%
118d
+0.6%
Win rate 50.5% Excess +1.8%
188d
Now
+12%
Win rate 47.5% Excess -5.5%
484d

Currently in “Expensive (own-history top 1/3) × 60-day momentum down”: across 484 historical days, 120-day forward avg gained 12%, win rate 47.5%, lagged the market by 5.5%.

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.

24 times historically; 60-day forward avg +22.73%, win rate 66.7%, beating the market by +19.8 pts on average.

What does 羅昇 do? Company profile

電機機械；自動化控制、工業傳動、半導體設備與耗材服務、能源管理解決方案 TWSE

Overview

8374 對應證券為台灣證券交易所上市普通股「羅昇企業股份有限公司」，英文名稱 ACE PILLAR CO., LTD.，英文簡稱 ACE PILLAR。公司成立於 1984/03/31，上市日期為 2008/12/25，總部/通訊地址為新北市新莊區中原路 558 號 12 樓，總機 02-2995-8400。依台灣證券交易所上市公司資料，董事長為曾文興、總經理為李長堅，發言人為陳國美，股務代理為台新綜合證券，簽證會計師事務所為安侯建業聯合會計師事務所；實收資本額為新台幣 1,122,504,870 元，已發行普通股 112,250,487 股，特別股 0 股，另有私募股數 23,000,000 股。2024 年報揭露截至 2025/03/31 集團員工 481 人，2024 年為 486 人。2024 年報列示 2025/03/25 前十大股東包含友通資訊股份有限公司 DFI Inc. 持股 52,436,069 股、48.07%，瀚宇投資 9.07%，智富投資 6.53%，瑞都投資 5.09%，Run Fun Investment 1.17%，其餘為自然人與員工持股信託。公司屬明基友達/佳世達集團相關智能方案版圖，2019 年後強化集團資源整合。

Business

羅昇早期為自動化零組件代理與技術服務商，主軸為自動化控制與工業傳動零組件之代理、銷售、技術支援、維修、機電整合與自動化服務，並延伸至半導體/光電/太陽能設備、耗材、零組件銷售與服務，以及空調、空壓、熱回收、照明、電力管理、儲能與不斷電系統等能源管理方案。2024 年營收 36.78183 億元，產品別結構為：機械傳動 8.84009 億元、24.03%；自動化控制 11.73474 億元、31.90%；半導體設備材料銷售與服務 5.35760 億元、14.57%；能源管理產品 4.75809 億元、12.94%；年報另列一項併入後新增業務 6.04257 億元、16.43%，以及其他 487.4 萬元、0.13%。區域別 2024 年營收為台灣 39.90%、中國大陸 34.14%、歐洲 15.86%、美洲 6.41%、其他 3.69%，相較 2023 年中國大陸占比下降、歐美增加。主要產品包括滾珠螺桿、線性滑軌、氣油壓、聯軸器、電磁離合煞車、減速機、變頻器、IE5 馬達、伺服馬達與驅動器、PLC、CNC、HMI、IPC、機器視覺、工業相機、感測器、電力監控、工業網路、機器人、AGV、充電樁、儲能系統、數位分身、遠端維護、包裝堆棧方案、MES/SPC/EAP 系統、邊緣運算與雲端服務。半導體業務含黃光/製程用耗材、晶圓傳送盒與晶圓移載設備、金屬氣體濾芯、塗膠機、磁流體軸封馬達、量測軟體、研磨粉、去光阻/清洗液、設備維護等。能源產品含 PowerWalker UPS、資料中心 UPS、Micro Data Center、能源監控、ESCO 節能、儲能與充電管理。商業模式仍以代理通路、技術銷售、模組化整合與售後服務為主，近年透過資騰科技、達昇能源、BlueWalker、怡進工業等子公司與投資，從單純買賣零組件轉向智慧製造、半導體與能源解決方案。年報指出 2024 年無單一客戶銷售占比超過 10%，客戶來源分散。

Outlook 2025–2028

2025 至 2028 年展望以定性較明確、定量仍需保守看待。公司 2024 年報提出 2025 營運計畫：由零組件供應轉向模組化設計與解決方案服務，擴大變頻節能、精密定位平台、感測/檢測、遠端維護、機械傳動關鍵零組件、能源管理、UPS/儲能、機器視覺、機器人自動化、包裝堆棧、半導體系統/設備/零組件/耗材與 IIoT 智慧工廠軟體整合。2025 年前三季合併營收 35.19 億元、年增 43%，富果法說摘要稱公司毛利率、營業淨利率與稅後純益率呈三率三升；2025 全年合併營收公告累計 47.27025 億元、年增 28.52%。2026 年第一季營收與獲利仍呈回升，經濟日報報導 2026Q1 合併營收 13.74 億元、年增 23.5%，稅後純益 4,843 萬元、年增 82.4%，EPS 0.43 元，前四月營收 19.65 億元、年增 37%。中長期成長動能包括：一、AI 智動化與機器人，投入 AI 視覺辨識、包裝/堆棧、AGV/AMR 智慧物流拆棧與分揀，並透過投資六俊電機整合減速機與馬達技術開發機器人關節模組，應用鎖定工業機器人、無人機及未來人形機器人；二、半導體設備與軟體，發展 SECS/GEM、MES、EAP、SPC、晶圓移載、晶圓檢測、先進製程量測與製程模擬分析軟體，力求由耗材銷售升級為軟硬整合方案；三、綠能與智慧能源，透過歐洲 BlueWalker/PowerWalker 與達昇能源拓展 Data Center UPS、Micro Data Center、工廠能耗監控、ESCO 節能、儲能、充電管理與碳管理；四、全球化與併購/投資，降低過去對工具機與中國大陸市場的依賴，擴大台灣、歐洲、美洲、新興市場與佳世達集團通路綜效。主要風險包括：景氣循環使自動化客戶資本支出延後；代理通路產品標準化後毛利受價格競爭壓縮；美元/台幣與歐元匯率變動；中美科技管制、關稅與地緣政治造成客戶下單保守與交期不穩；中國子公司大客戶應收款逾期與信用損失風險，2026/01/06 公告更正估計預期信用損失為新台幣 141,997 仟元；半導體與機器人新產品若導入或放量慢於預期，將影響 2027 至 2028 成長斜率。公司未提供 2027、2028 具體財務預測，因此 2027 至 2028 僅能視為根據公司策略與產業趨勢的研究推估。

Supply Chain

Upstream
  • 台達電子工業股份有限公司 2308 羅昇代理/整合台達變頻器、伺服、PLC、PCS、SECS/GEM、DIASPC、DIAMES、DIAEAP、能源與工業自動化相關產品；台股上市。
  • 亞德客國際集團 1590 年報列為機械傳動與空壓流體主要供應商之一，供應氣缸、空壓元件等；台股上市櫃公司。
  • 友通資訊股份有限公司 2397 DFI Inc. 為羅昇第一大股東，亦列於自動化控制主要供應商，提供工業電腦/邊緣運算等產品；台股上市。
  • 宜鼎國際股份有限公司 5289 年報列為自動化控制主要供應商之一，供應工業級儲存與嵌入式相關產品；台股上櫃。
  • 新漢股份有限公司 8234 年報列為自動化控制主要供應商之一，供應工業電腦/邊緣運算相關產品；台股上櫃。
  • 旭隼科技股份有限公司 6409 年報列為能源管理產品供應商 Voltronic Power，供應 UPS/電源保護相關產品；台股上市。
  • 碩天科技股份有限公司 3617 年報列為能源管理產品供應商 CyberPower，供應 UPS/電源保護相關產品；台股上市。
  • 東培工業股份有限公司 3290 年報列為機械傳動主要供應商 TPI，供應軸承/傳動相關零組件；台股上市。
  • ABB 國際電機、自動化與能源管理品牌，羅昇代理/整合其充電樁、能源管理與自動化產品；非台股掛牌。
  • Panasonic 年報列為自動化控制及能源相關主要品牌，供應視覺辨識、雷射標記、儲能等產品；日本上市公司，非台股掛牌。
  • EPSON 年報列為自動化控制主要供應商，供應機器人與自動化相關產品；日本上市公司，非台股掛牌。
  • Schaeffler 年報列為機械傳動供應商，供應軸承、感測與自動潤滑等產品；德國上市公司，非台股掛牌。
  • CKD 年報列為機械傳動/流體控制相關供應商，供應氣動、流體與機械附件；日本上市公司，非台股掛牌。
Downstream
  • 半導體晶圓廠、封測廠與半導體設備商 下游應用包含晶圓移載、晶圓檢測、黃光/清洗/CMP 耗材、SECS/GEM、MES/EAP/SPC、先進製程量測與設備維護；公司與媒體僅稱已導入國內指標性半導體大廠供應鏈，未揭露具名客戶，因此 stock_id 設為 null。
  • 工具機、電子設備、汽機車、鋼鐵、紡織、塑橡膠、食品包裝與一般製造業客戶 使用羅昇機械傳動、變頻器、伺服、PLC、HMI、機器視覺、機械手臂、包裝堆棧與設備自動化整合服務；年報揭露客戶分散且無單一客戶超過 10%，未具名。
  • 物流與智慧倉儲業者 下游需求包含 AGV/AMR、拆棧、分揀、包裝堆棧、Pick & Place、AI 3D 視覺與自動化產線整合；未揭露具名客戶。
  • 資料中心、中小企業與工廠能源管理客戶 使用 PowerWalker/BlueWalker UPS、Data Center UPS、Micro Data Center、EMS、ESCO 節能、儲能、充電樁與能源監控方案；主要由歐洲子公司與能源事業推進，未揭露具名客戶。

Competitors

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.