6156 |
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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6156 松上 |
實收資本額 |
1079 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2002/02/19 |
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發 言
人 |
徐丸杏 |
電 話 |
02-22686867 |
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地 址 |
新北市土城區忠承路117號4樓 |
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產 業
別 |
電子上游-PCB-製造 |
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主要產品 |
印刷電路板38.59%、磁性元件32.38%、運動護具29.03%(印刷電路板、磁性元件、變壓器、運動護具) |
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2025/5/2 股價 |
26.65 |
法人買賣超合計(近一日) |
買超 122.802 張 |
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2025/5/2
漲跌 |
0.35
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法人買賣超合計(近一週) |
買超
749.44 張 |
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2025/5/2
漲跌幅 |
1.33
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法人買賣超合計(近一月) |
買超
848.27 張 |
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券 資 比 |
0.40
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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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2023/06/16 |
0.80 |
0.40 |
2018/08/09 |
2023/08/10 |
3.00% |
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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 |
2025/05/26 |
1.00 |
0.00 |
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3.75% |
0% |
3.75% |
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2023 |
2024/06/13 |
0.80 |
0.00 |
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2024/08/14 |
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3% |
0% |
3% |
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2022 |
2023/06/16 |
0.80 |
0.00 |
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2023/08/10 |
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3% |
0% |
3% |
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2021 |
2022/06/17 |
0.52 |
0.00 |
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2022/10/18 |
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1.94% |
0% |
1.94% |
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機構估稅後EPS |
1.20 |
K(9) |
86.69 |
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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) |
22.19 |
D(9) |
81.07 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
22.21 |
周K(9) |
48 |
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1.6 |
1.2 |
1.6 |
0.8 |
1 |
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股價淨值比 |
1.20 |
周D(9) |
51.27 |
綜合評分: |
6.2 |
建議: |
列入追踪 |
目標價: |
30.34 |
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月線乖離率 |
6.84 |
季線乖離率 |
-3.62 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
24.12 |
3*PB |
64.48 |
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股價 |
28.55 |
23.75 |
25.00 |
25.50 |
26.65 |
15*PE |
18.09 |
2*PB |
42.98 |
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成交量(千股) |
3,046 |
7,705 |
5,128 |
3,621 |
2,348 |
10*PE |
12.06 |
1*PB |
21.49 |
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資餘 |
7,343 |
6,417 |
6,746 |
6,730 |
6,490 |
5*PE |
6.03 |
0.5*PB |
10.75 |
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券餘 |
0 |
1 |
5 |
81 |
26 |
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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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1,388,074
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1,176,496
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1,000,295
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745,172
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898,130
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889,470
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729,861
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營業成本(千) |
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1,119,492
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991,688
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835,787
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639,073
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759,448
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737,440
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631,460
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營業毛利(千) |
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268,582
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184,808
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164,508
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106,099
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138,682
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152,030
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98,401
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營業費用(千) |
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195,857
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169,040
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130,303
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93,296
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87,642
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99,790
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85,267
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營業利益(千) |
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72,725
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15,768
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34,205
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12,803
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51,040
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52,240
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13,134
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營業外收入及支出(千) |
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59,193
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-13,783 |
47,955
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35,039
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-29,542 |
24,921
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66,190
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稅前純益(千) |
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131,918
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1,985
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82,160
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47,842
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21,498
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77,161
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79,324
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所得稅(千) |
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22,311
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-4,634 |
8,877
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4,253
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72 |
9,333
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10,619
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稅後純益(千) |
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109,607
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6,619
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73,283
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43,589
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21,426
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67,828
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68,705
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其他綜合損益(千) |
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7,709
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-1,953 |
13,279
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46,194
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-28,377 |
42,406
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-50,987 |
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綜合損益(千) |
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117,316
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4,666
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86,562
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89,783
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-6,951 |
110,234
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17,718
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原始每股稅前盈餘(元) |
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1.27
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0.02
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0.85
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0.49
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0.28
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0.99
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1.02
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原始每股稅後盈餘(元) |
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0.89
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0.14
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0.66
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0.42
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0.28
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0.79
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0.67
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毛利率(%) |
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19.35
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15.71
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16.45
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14.24
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15.44
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17.09
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13.48
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營業利益率(%) |
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5.24
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1.34
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3.42
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1.72
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5.68
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5.87
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1.80
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稅後純益率(%) |
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7.90
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0.56
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7.33
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5.85
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2.39
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7.63
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9.41
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稅後權益報酬率(%) |
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3.51
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0.22
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2.74
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1.93
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1.06
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3.51
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3.65
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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 |
488,554 |
1,379,106 |
15.16
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76.00
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84.77
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創近一年新高 |
1,379,106
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84.77 |
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202502 |
424,232 |
890,552 |
-9.03 |
131.38
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89.97
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1,368,928
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76.66 |
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202501 |
466,320 |
466,320 |
-2.52 |
63.37
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63.37
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1,380,260
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51.37 |
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202412 |
478,376 |
4,310,037 |
9.83
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56.27
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30.89
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2.48
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創近一年新高 |
1,346,564
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46.6 |
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202411 |
435,564 |
3,796,990 |
0.68
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35.99
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25.70
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創近一年新高 |
1,258,461
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36.91 |
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202410 |
432,624 |
3,361,426 |
10.85
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48.11
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24.48
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創近一年新高 |
1,199,315
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33.11 |
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202409 |
390,273 |
2,921,963 |
3.68
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27.22
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22.01
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1.24
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1,186,356
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32.66 |
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202408 |
376,418 |
2,538,529 |
-10.31 |
24.60
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20.79
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1,129,943
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34.51 |
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202407 |
419,665 |
2,162,111 |
25.70
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47.04
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20.15
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創近一年新高 |
1,092,954
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38.86 |
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202406 |
333,860 |
1,745,467 |
-1.64 |
32.19
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15.96
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1.22
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996,073
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35.1 |
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202405 |
339,429 |
1,408,586 |
5.16
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36.25
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11.66
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創近一年新高 |
939,802
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19.81 |
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202404 |
322,784 |
1,069,157 |
16.28
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37.02
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5.61
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創近一年新高 |
783,725
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-3 |
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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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1650 |
新加坡商瑞銀 |
75 |
80 |
5 |
5920 |
元富 |
-51 |
29 |
80 |
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1020 |
合庫 |
41 |
47 |
6 |
9100 |
群益金鼎 |
-40 |
8 |
48 |
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5850 |
統一 |
30 |
34 |
4 |
9300 |
華南永昌 |
-34 |
4 |
38 |
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7000 |
兆豐 |
28 |
47 |
19 |
8450 |
康和 |
-31 |
2 |
33 |
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1560 |
港商野村 |
14 |
14 |
0 |
2180 |
亞東 |
-22 |
0 |
22 |
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9600 |
富邦 |
13 |
34 |
21 |
9200 |
凱基 |
-15 |
52 |
67 |
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1440 |
美林 |
10 |
10 |
0 |
9800 |
元大 |
-14 |
73 |
87 |
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8150 |
台新 |
9 |
17 |
8 |
1470 |
台灣摩根士丹利 |
-10 |
0 |
10 |
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5600 |
永興 |
6 |
6 |
0 |
8560 |
新光 |
-6 |
4 |
10 |
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6460 |
大昌 |
4 |
4 |
0 |
6450 |
永全 |
-5 |
0 |
5 |
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20241030 |
10月30日盤前/川普放話台股震盪 選前蹲、選後跳 |
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20241029 |
台股下挫271點收22,926點 台積電跌10元收1,040元 |
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20240808 |
台股力守2萬點大關 修正跌425點收20,870點 台積電挫24元收896元 |
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20240115 |
松上私募1.6萬張每股定價20.54元 引進策略投資人 |
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20180423 |
松上獲Tier1汽車電子廠認證 汽車板今年營收將有雙位數成長 |
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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 |
4.7 |
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10日籌碼集中度 |
9.3 |
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單日買賣超 |
24 |
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5日籌碼集中度 |
6.7 |
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20日籌碼集中度 |
1.3 |
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累計買賣超 |
-448 |
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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 |
1832 |
借券餘額 |
1910 |
千張大戶戶數 |
13 |
大戶比例 |
40.67 |
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更新日期: |
2025/5/2 18:01 |
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