| 8410 |
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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| 8410 森田 |
實收資本額 |
366 (百萬) |
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| 市 場
別 |
OTC |
上 櫃 日 期 |
2011/02/23 |
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| 發 言
人 |
陳俊雄 |
電 話 |
(06)3842811 |
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| 地 址 |
台南市安南區科技五路85號 |
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| 產 業
別 |
電子中游-其他 |
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| 主要產品 |
熱轉印膜98.99%、製版收入1.01%(印刷業、製版業、電腦及其週邊設備製造業) |
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| 2026/5/13 股價 |
36.60 |
法人買賣超合計(近一日) |
買超 0 張 |
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| 2026/5/13
漲跌 |
0.05
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法人買賣超合計(近一週) |
買超
17 張 |
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| 2026/5/13
漲跌幅 |
0.14
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法人買賣超合計(近一月) |
買超
17 張 |
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| 券 資 比 |
0.00
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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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| 2025 |
2026/06/23 |
1.60 |
0.00 |
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4.37% |
0% |
4.37% |
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| 2024 |
2025/06/24 |
3.00 |
0.00 |
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2025/08/28 |
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8.2% |
0% |
8.2% |
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| 2023 |
2024/06/27 |
2.50 |
0.00 |
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2024/08/29 |
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6.83% |
0% |
6.83% |
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| 2022 |
2023/06/27 |
0.61 |
0.00 |
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2023/08/24 |
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1.67% |
0% |
1.67% |
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| 機構估稅後EPS |
3.55 |
K(9) |
49.17 |
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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) |
51.57 |
D(9) |
42.36 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
10.31 |
周K(9) |
49.36 |
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0.8 |
0.8 |
2 |
0 |
1 |
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| 股價淨值比 |
0.71 |
周D(9) |
48.19 |
綜合評分: |
4.6 |
建議: |
觀望 |
目標價: |
38.43 |
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| 月線乖離率 |
-0.9 |
季線乖離率 |
-0.62 |
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2026/4/17 |
2026/4/24 |
2026/4/30 |
2026/5/8 |
2026/5/13 |
20*PE |
71.07 |
3*PB |
152.50 |
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| 股價 |
37.10 |
37.15 |
36.90 |
36.55 |
36.60 |
15*PE |
53.30 |
2*PB |
101.67 |
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| 成交量(千股) |
133 |
160 |
109 |
107 |
126 |
10*PE |
35.53 |
1*PB |
50.83 |
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| 資餘 |
1,542 |
1,537 |
1,537 |
1,532 |
1,508 |
5*PE |
17.77 |
0.5*PB |
25.42 |
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| 券餘 |
0 |
0 |
0 |
0 |
0 |
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| 季IFRS財報(損益單季) |
202601 |
202504 |
202503 |
202502 |
202501 |
202404 |
202403 |
202402 |
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| 營業收入淨額(千) |
193,720
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263,377
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288,681
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329,529
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238,063
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308,117
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325,058
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307,060
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| 營業成本(千) |
133,063
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171,390
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199,033
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203,737
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154,474
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189,286
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193,255
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177,396
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| 營業毛利(千) |
60,657
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91,987
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89,648
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125,792
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83,589
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118,831
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131,803
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129,664
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| 營業費用(千) |
59,828
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58,918
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63,150
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53,309
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55,509
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67,145
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63,837
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58,220
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| 營業利益(千) |
829
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33,069
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26,498
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72,483
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28,080
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51,686
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67,966
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71,444
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| 營業外收入及支出(千) |
25,269
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43,328
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48,106
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-126,942 |
22,362
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57,187
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-26,409 |
30,422
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| 稅前純益(千) |
26,098
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76,397
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74,604
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-54,459 |
50,442
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108,873
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41,557
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101,866
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| 所得稅(千) |
5,220
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13,060
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14,921
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-10,508 |
9,726
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19,590
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8,311
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20,409
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| 稅後純益(千) |
20,878
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63,337
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59,683
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-43,951 |
40,716
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89,283
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33,246
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81,457
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| 其他綜合損益(千) |
0 |
290
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0 |
0 |
0 |
388
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0 |
0 |
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| 綜合損益(千) |
20,878
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63,627
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59,683
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-43,951 |
40,716
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89,671
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33,246
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81,457
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| 原始每股稅前盈餘(元) |
0.71
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2.09
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2.04
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-1.49 |
1.38
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2.98
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1.14
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2.78
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| 原始每股稅後盈餘(元) |
0.57
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1.73
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1.63
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-1.20 |
1.11
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2.44
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0.91
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2.23
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| 毛利率(%) |
31.31
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34.93
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31.05
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38.17
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35.11
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38.57
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40.55
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42.23
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| 營業利益率(%) |
0.43
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12.56
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9.18
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22.00
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11.80
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16.77
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20.91
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23.27
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| 稅後純益率(%) |
10.78
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24.05
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20.67
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-13.34 |
17.10
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28.98
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10.23
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26.53
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| 稅後權益報酬率(%) |
1.11
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3.45
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3.37
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-2.42 |
2.17
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4.93
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1.90
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4.69
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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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| 202604 |
80,021 |
273,741 |
11.04
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-22.94 |
-19.94 |
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192,567
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-31.47 |
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| 202603 |
72,068 |
193,720 |
78.04
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-34.05 |
-18.63 |
0.71
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193,720
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-18.63 |
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| 202602 |
40,478 |
121,652 |
-50.13 |
-40.35 |
-5.54 |
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創近一年新低 |
227,643
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-6.91 |
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| 202601 |
81,174 |
81,174 |
-23.41 |
33.23
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33.23
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265,627
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-1.5 |
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| 202512 |
105,991 |
1,119,650 |
35.09
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-8.43 |
-4.28 |
4.02
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263,376
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-14.52 |
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| 202511 |
78,462 |
1,013,659 |
-0.58 |
-15.63 |
-3.82 |
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248,609
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-13.44 |
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| 202510 |
78,923 |
935,196 |
-13.48 |
-20.58 |
-2.68 |
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268,063
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-14.07 |
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| 202509 |
91,224 |
856,273 |
-6.83 |
-3.82 |
-0.62 |
1.93
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288,680
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-11.19 |
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| 202508 |
97,916 |
765,049 |
-1.63 |
-16.82 |
-0.22 |
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304,601
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-5.33 |
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| 202507 |
99,540 |
667,133 |
-7.10 |
-11.51 |
2.79
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325,220
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1.19 |
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| 202506 |
107,145 |
567,592 |
-9.61 |
17.07
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5.79
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-0.11 |
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329,529
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7.32 |
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| 202505 |
118,535 |
460,448 |
14.14
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0.98
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3.47
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創近一年新高 |
331,654
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7.51 |
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| 202504 |
103,849 |
341,912 |
-4.96 |
5.81
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4.36
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280,982
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15.86 |
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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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| 7790 |
國票 |
14 |
19 |
5 |
8840 |
玉山 |
-7 |
0 |
7 |
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| 5860 |
盈溢 |
4 |
4 |
0 |
9800 |
元大 |
-6 |
5 |
11 |
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| 9600 |
富邦 |
4 |
8 |
4 |
1020 |
合庫 |
-6 |
0 |
6 |
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| 9300 |
華南永昌 |
3 |
5 |
2 |
7000 |
兆豐 |
-5 |
0 |
5 |
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| 1040 |
臺銀證券 |
1 |
1 |
0 |
9200 |
凱基 |
-2 |
1 |
3 |
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| 8560 |
新光 |
1 |
3 |
2 |
9A00 |
永豐金 |
-1 |
4 |
5 |
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| 8450 |
康和 |
1 |
1 |
0 |
7750 |
北城 |
-1 |
0 |
1 |
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| 8560 |
新光 |
1 |
3 |
2 |
9100 |
群益金鼎 |
-1 |
0 |
1 |
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| 6160 |
中國信託 |
0 |
0 |
0 |
6160 |
中國信託 |
0 |
0 |
0 |
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| 7750 |
北城 |
-1 |
0 |
1 |
1040 |
臺銀證券 |
1 |
1 |
0 |
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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 |
3.8 |
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10日籌碼集中度 |
-6.9 |
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單日買賣超 |
2 |
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| 5日籌碼集中度 |
-7.3 |
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20日籌碼集中度 |
-2.2 |
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累計買賣超 |
5 |
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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 |
129 |
借券餘額 |
139 |
千張大戶戶數 |
7 |
大戶比例 |
51.12 |
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更新日期: |
2026/5/13 20:21 |
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