5471 |
北城證券研發部提供 非經同意不得轉載 本刊內容僅供參考 投資人應謹慎考量投資風險 本公司不負任何法律責任 |
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5471 松翰 |
實收資本額 |
1679 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2003/08/25 |
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發 言
人 |
潘銘鍠 |
電 話 |
03-5600888 |
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地 址 |
新竹縣竹北市台元街36號10樓之1 |
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產 業
別 |
電子上游-IC-設計 |
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主要產品 |
消費性IC53.39%、多媒體IC46.6%、其他0%(1半導體之研發、設計製造、買賣經銷及進出口貿易業務2電腦程、式設計開發3電子、化工、機械設備及化工原料買賣及進出口貿易、4其他設計業(積體電路設計、測試)5除許可業務外,得經營法令非) |
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2025/5/2 股價 |
34.80 |
法人買賣超合計(近一日) |
買超 25.915 張 |
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2025/5/2
漲跌 |
0.00
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法人買賣超合計(近一週) |
買超
172.27 張 |
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2025/5/2
漲跌幅 |
0.00
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法人買賣超合計(近一月) |
買超
280.6 張 |
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券 資 比 |
0.17
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自營連2賣 |
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最新股利發放 |
股東會日期 |
現金股利(元) |
股票股利(元) |
除權日 |
除息日 |
殖利率 |
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2024/06/19 |
2.50 |
0.30 |
2008/08/05 |
2023/07/19 |
7.18% |
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股利年度 |
股東會日期 |
現金股利(元) |
股票股利(元) |
除權日 |
除息日 |
扣抵率(%) |
殖利率 |
股利殖利率 |
現金殖利率 |
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2024 |
2025/06/19 |
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2023 |
2024/06/19 |
1.20 |
0.00 |
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2024/07/16 |
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3.45% |
0% |
3.45% |
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2022 |
2023/06/16 |
2.50 |
0.00 |
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2023/07/19 |
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7.18% |
0% |
7.18% |
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2021 |
2022/06/21 |
7.00 |
0.00 |
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2022/07/21 |
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20.11% |
0% |
20.11% |
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機構估稅後EPS |
0.77 |
K(9) |
77.02 |
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技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
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淨值(元) |
20.96 |
D(9) |
71.85 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
45.19 |
周K(9) |
33.62 |
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0.8 |
1.2 |
1.2 |
1.2 |
1.5 |
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股價淨值比 |
1.66 |
周D(9) |
33.24 |
綜合評分: |
5.9 |
建議: |
列入追踪 |
目標價: |
40.02 |
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月線乖離率 |
2.08 |
季線乖離率 |
-9.82 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
15.50 |
3*PB |
62.89 |
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股價 |
39.40 |
33.50 |
34.05 |
34.05 |
34.80 |
15*PE |
11.63 |
2*PB |
41.93 |
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成交量(千股) |
868 |
2,515 |
818 |
570 |
490 |
10*PE |
7.75 |
1*PB |
20.96 |
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資餘 |
2,538 |
2,300 |
2,335 |
2,375 |
2,364 |
5*PE |
3.88 |
0.5*PB |
10.48 |
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券餘 |
0 |
0 |
0 |
0 |
4 |
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季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
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營業收入淨額(千) |
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716,630
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691,410
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724,398
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612,028
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710,230
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698,301
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662,960
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營業成本(千) |
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421,489
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410,589
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418,634
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351,908
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404,161
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396,537
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395,201
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營業毛利(千) |
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295,141
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280,821
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305,764
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260,120
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306,069
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301,764
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267,759
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營業費用(千) |
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285,329
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265,714
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269,988
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235,345
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234,590
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249,752
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238,104
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營業利益(千) |
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9,812
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15,107
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35,776
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24,775
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71,479
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52,012
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29,655
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營業外收入及支出(千) |
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30,993
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13,518
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35,908
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34,350
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-13,703 |
24,332
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25,924
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稅前純益(千) |
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40,805
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28,625
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71,684
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59,125
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57,776
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76,344
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55,579
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所得稅(千) |
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5,934
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5,566
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-2,010 |
11,659
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16,088
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15,582
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-18,885 |
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稅後純益(千) |
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34,871
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23,059
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73,694
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47,466
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41,688
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60,762
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74,464
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其他綜合損益(千) |
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1,030
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-13,539 |
-42,065 |
34,367
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-43,459 |
79,069
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90,538
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綜合損益(千) |
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35,901
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9,520
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31,629
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81,833
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-1,771 |
139,831
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165,002
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原始每股稅前盈餘(元) |
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0.24
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0.17
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0.43
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0.35
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0.34
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0.45
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0.33
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原始每股稅後盈餘(元) |
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0.21
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0.14
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0.44
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0.28
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0.25
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0.36
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0.44
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毛利率(%) |
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41.18
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40.62
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42.21
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42.50
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43.09
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43.21
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40.39
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營業利益率(%) |
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1.37
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2.18
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4.94
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4.05
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10.06
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7.45
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4.47
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稅後純益率(%) |
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4.87
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3.34
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10.17
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7.76
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5.87
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8.70
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11.23
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稅後權益報酬率(%) |
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1.00
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0.66
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2.07
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1.32
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1.17
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1.74
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2.10
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月營收 |
單月營收(千) |
累計營收(千) |
單月MoM |
單月YoY |
累計YoY |
累計稅前EPS |
備註 |
近3月營收(千) |
近3月年成長 |
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202504 |
0 |
0 |
0.00
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0.00
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0.00
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0 |
0 |
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202503 |
231,992 |
615,488 |
9.52
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3.69
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0.57
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615,488
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0.57 |
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202502 |
211,825 |
383,496 |
23.39
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31.16
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-1.24 |
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642,823
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3.56 |
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202501 |
171,671 |
171,671 |
-33.80 |
-24.31 |
-24.31 |
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670,923
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-2.67 |
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202412 |
259,327 |
2,744,466 |
8.09
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11.56
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5.15
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1.19
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創近一年新高 |
716,630
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0.9 |
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202411 |
239,925 |
2,485,139 |
10.37
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4.27
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4.53
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678,719
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-6.31 |
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202410 |
217,378 |
2,245,214 |
-1.82 |
-12.23 |
4.56
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674,323
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-6.94 |
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202409 |
221,416 |
2,027,836 |
-5.99 |
-10.22 |
6.74
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0.95
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691,410
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-0.99 |
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202408 |
235,529 |
1,806,420 |
0.45
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2.25
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9.28
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710,722
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3.74 |
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202407 |
234,465 |
1,570,891 |
-2.60 |
5.94
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10.41
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717,908
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5.3 |
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202406 |
240,728 |
1,336,426 |
-0.82 |
3.12
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11.24
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0.78
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724,398
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9.27 |
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202405 |
242,715 |
1,095,698 |
0.73
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6.93
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13.20
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707,399
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12.16 |
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202404 |
240,955 |
852,983 |
7.70
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18.97
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15.12
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626,188
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8.09 |
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券商代號 |
券商名稱 |
張增減 |
買張 |
賣張 |
券商代號 |
券商名稱 |
張增減 |
買張 |
賣張 |
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1560 |
港商野村 |
12 |
14 |
2 |
8450 |
康和 |
-15 |
0 |
15 |
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1440 |
美林 |
9 |
15 |
6 |
9200 |
凱基 |
-13 |
5 |
18 |
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1480 |
美商高盛 |
7 |
10 |
3 |
1110 |
台灣企銀 |
-9 |
1 |
10 |
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8150 |
台新 |
7 |
9 |
2 |
1590 |
花旗環球 |
-9 |
1 |
10 |
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9800 |
元大 |
7 |
38 |
31 |
9A00 |
永豐金 |
-8 |
2 |
10 |
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1020 |
合庫 |
5 |
5 |
0 |
8880 |
國泰 |
-4 |
0 |
4 |
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9100 |
群益金鼎 |
3 |
4 |
1 |
6110 |
台中銀 |
-3 |
0 |
3 |
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8440 |
摩根大通 |
3 |
3 |
0 |
6010 |
奔亞證券 |
-2 |
0 |
2 |
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9100 |
群益金鼎 |
3 |
4 |
1 |
5920 |
元富 |
-1 |
0 |
1 |
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1470 |
台灣摩根士丹利 |
2 |
2 |
0 |
5380 |
第一金 |
-1 |
0 |
1 |
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20250304 |
松翰跨入車用領域 |
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20240926 |
力旺飆出第2根漲停再登股后 這幾檔IC設計股也亮燈漲停 |
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20240628 |
特選臺灣上市上櫃電子成長高息等權重指數 增刪18檔成分股 |
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20240611 |
盛群5月營收月增15% 松翰微增 |
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20240508 |
瑞昱4月業績重回百億 |
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個股TOP15買賣超券商籌碼統計(20日) |
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1日籌碼集中度 |
1.5 |
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10日籌碼集中度 |
8.8 |
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單日買賣超 |
2 |
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5日籌碼集中度 |
12.4 |
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20日籌碼集中度 |
7.1 |
優 |
累計買賣超 |
50 |
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個股借券統計(20日) |
千張大戶統計(20週) |
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單日借賣張數 |
2608 |
借券餘額 |
3124 |
千張大戶戶數 |
18 |
大戶比例 |
24.46 |
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更新日期: |
2025/5/2 20:01 |
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