Skip to main content
Free trial

Ask AI to review this stock

Copy the prompt to get recent events, historical reactions, and a short research brief.

Tell your AI:

Help me set up FinLab and analyze 6196 帆宣. Please read: https://finlab.finance/en/setup?stock=6196

No install, open FinLab Studio

6196

帆宣 Other Electronics As of 2026-06-17 Updated daily after market close

steady quality, fair valuation.

2 active signals
252d high Revenue ≥20%
This page refreshes daily after the close. Add 帆宣 to your watchlist to track signal changes on your next visit.
Valuation 27Quality 73Growth 87Momentum 94Chips 59

Is 帆宣 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 57th market percentile. Latest quarterly ROE ≈ 6.5%.

  • Valuation is neutral.PE is in the 66th market percentile; within its own history, PE is around the 100th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 1.6% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 64.9%, above the 20% growth threshold.

  • Signals are active now.On the latest data, signals such as 252-day price high, Revenue YoY ≥ 20% are active — see the historical forward returns after each occurrence below.

Chip flow

Bullish +0.19
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 永豐金-匯立 holds 2,865 lots
  • sellers have 698 lots left, ~35 sessions to clear

Window from 2026-01-17 · Price +85% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 永豐金-匯立 has accumulated 2,865 lots since the start (sold 1%), still adding.
  • Main distributor 摩根大通 peaked at 615 lots, has sold 57%, 264 left, ~8 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +0.10pp, mid holders +1, retail -0.18pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -2,900 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
永豐金-匯立台灣摩根士丹利富邦證券中國信託凱基-台北國泰證券
Distributing
摩根大通美林第一金凱基-站前統一-敦南富邦-桃園
Desks
own scale
美商高盛華南永昌-中正元大證券新加坡商瑞銀
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 永豐金-匯立 +2,865
    sold 1%· still adding
  • 台灣摩根士丹利 +2,268
    sold 19%
  • 富邦證券 +2,236
    sold 9%
  • 中國信託 +1,388
    sold 1%· still adding
  • 凱基-台北 +1,213
    sold 23%· still adding
  • 國泰證券 +967
    sold 0%· still adding

Distributing

  • 摩根大通 264 left
    sold 57%· ~8 sessions to clear
  • 美林 254 left
    sold 52%· paused recently
  • 第一金 250 left
    sold 40%· paused recently
  • 凱基-站前 204 left
    sold 26%· ~28 sessions to clear
  • 統一-敦南 43 left
    sold 77%· paused recently
  • 富邦-桃園 60 left
    sold 62%· ~35 sessions to clear

Desks

  • 美商高盛 -1,793
    hedge desk · will cover
  • 華南永昌-中正 -1,202
    unclassified
  • 元大證券 -1,158
    unclassified
  • 新加坡商瑞銀 -981
    hedge desk · will cover
Still selling 698 lots ~35 sessions to bottom at most
Recent buy/sell force +1,522 absorbed / -698 sold buyers slightly ahead
Hedge-desk net short -2,794 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 active now

These signals are true on the latest data, with this stock's own historical forward-return stats after each occurrence.

252-day price high (breakout)

Active

Adjusted close makes a new 252-day high; repeats within 20 days counted once.

35 historical occurrences (since 2009-10-06)
Average forward return after 252-day price high (breakout)。20-day: Win 60%, Sample 35, Median +5.65%, Excess +3.06%, Beat mkt rate 54.3%；60-day: Win 57.6%, Sample 33, Median +2.55%, Excess +4.4%, Beat mkt rate 45.5%；120-day: Win 50%, Sample 32, Median -0.13%, Excess -0.86%, Beat mkt rate 34.4%

120 days after: historical avg +3.91%

20-day +5.18%
60-day +8.1%
120-day +3.91%
20-day
60-day
120-day
Win
60%
57.6%
50%
Sample
35
33
32
Median
+5.65%
+2.55%
-0.13%
Excess
+3.06%
+4.4%
-0.86%
Beat mkt rate
54.3%
45.5%
34.4%

Over 32 occurrences, 120-day forward avg gained 3.91%, lagged the market by 0.86 pts; win rate 50%.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 64.89%

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

97 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 50.6%, Sample 87, Median +0.45%, Excess +0.7%, Beat mkt rate 50.6%；60-day: Win 51.2%, Sample 86, Median +0.88%, Excess +1.12%, Beat mkt rate 50%；120-day: Win 60.5%, Sample 86, Median +5.13%, Excess +3.88%, Beat mkt rate 52.3%

120 days after: historical avg +5.43%

20-day +0.91%
60-day +0.94%
120-day +5.43%
20-day
60-day
120-day
Win
50.6%
51.2%
60.5%
Sample
87
86
86
Median
+0.45%
+0.88%
+5.13%
Excess
+0.7%
+1.12%
+3.88%
Beat mkt rate
50.6%
50%
52.3%

Over 86 occurrences, 120-day forward avg gained 5.43%, beat the market by 3.88 pts; win rate 60.5%.

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)
0-20 153+51.8% +52% 100% +30.8%
20-40 801+27.4% +24.2% 90% +9.4%
40-60 485+33.5% +28.4% 93% +24%
60-80 615+56.3% +56.8% 87.5% +36.7%
80-100 You are here671+19.7% +15.9% 71.7% +2.7%

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 ≈ 34.46, at the 99.9th percentile of its own history (80-100 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
+14.6%
Win rate 99.2% Excess +4.6%
358d
+14.8%
Win rate 67.5% Excess +8.6%
636d
Now
+9.9%
Win rate 58% Excess 0%
840d
60-day momentum down
+27.2%
Win rate 95.5% Excess +15.8%
289d
+20.3%
Win rate 78.3% Excess +16.4%
391d
+33.5%
Win rate 77.9% Excess +22.6%
331d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 840 historical days, 120-day forward avg gained 9.9%, win rate 58%, lagged the market by 0%.

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.

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.

56 times historically; 60-day forward avg +9.88%, win rate 61.1%, beating the market by +4.14 pts on average.

What does 帆宣 do? Company profile

其他電子業；半導體與高科技廠務工程、設備材料代理、自動化供應系統、整合系統與客製化設備製造 台灣證券交易所上市

Overview

帆宣系統科技股份有限公司，股票代號6196，為台灣證券交易所上市普通股。公司成立於1988年12月27日，2002年10月17日上櫃，2004年5月24日轉上市；總部位於臺北市南港區園區街3-2號6樓，另有新竹、中科、南科分公司及湖口、頭份、善化、南科多座廠區。董事長兼執行長為高新明，集團總經理為林育業。依2025年度股東會年報，截至2026年3月31日普通股流通在外股數為220,329,529股，實收股本為新臺幣2,203,295,290元；員工人數截至2026年3月31日為2,314人，平均年齡40.21歲、平均年資8.84年。主要股東包括樺成國際投資股份有限公司持股37.88%、吉宣投資股份有限公司5.00%、宜威投資股份有限公司3.02%、林育業2.72%、宋秉忠1.95%、宋芳珮1.86%、吉昶投資股份有限公司1.38%、渣打國際商業銀行營業部受託保管羅貝可資本成長基金投資專戶1.27%、林育堯1.17%、新制勞工退休基金1.16%。公司網站與年報揭露其銷售與服務據點已延伸至中國、新加坡、韓國、越南、馬來西亞、緬甸、印尼、荷蘭、美國、日本、德國、泰國等地。

Business

帆宣定位為半導體、光電及其他高科技產業的技術整合與工程服務商，業務分為四大類。第一，高科技設備材料銷售與服務，代理半導體、光電等製程與廠務設備、材料、化學品、零配件，並提供售後服務與技術支援；年報提及產品涵蓋半導體光罩、IC製程、IC封裝、LCD/彩色濾光片、LED、GaAs與太陽能等製程。第二，自動化供應系統，提供氣體、化學品、超純水供應系統、特殊氣體與廠務監控系統之規劃、設計、施工、監造、安裝、測試、運轉諮詢、保固維修，以及TCM、TGM、TWM等代運轉服務。第三，整合系統業務，承包半導體、光電、生技藥廠及一般工業的機電、無塵室、廠務週邊、製程設備連結與整廠統包工程，也切入高科技廠房與AI Data Center工程。第四，客製化設備研發製造，依半導體、光電與傳統產業客戶需求，提供廠務自動化設備、製程設備、OEM/ODM設備製作與研發。2025年度合併營收為新臺幣51,567,474仟元，營收結構為高科技設備材料銷售與服務25.27%、自動化供應系統38.94%、整合系統17.92%、客製化設備研發製造17.87%；銷售或服務地區為臺灣45.21%、中國大陸18.47%、美國17.42%、其他18.90%。年報揭露2025年度兩名銷貨/服務客戶超過10%，分別以甲客戶16.19%、乙客戶15.94%呈現，因契約約定未揭露實名；單一供應商或委外發包未超過進貨/發包總額10%。

Outlook 2025–2028

2025至2028年展望核心來自AI、高效能運算、HBM、先進邏輯製程、先進封裝與全球半導體在地化擴產。公司2025年度年報指出，AI應用需求帶動先進邏輯、高頻寬記憶體與先進封裝投資，SEMI預估全球半導體製造設備銷售總額2025年達1,210億美元、2026年達1,390億美元，晶圓廠設備2026年可達1,230億美元；年報亦引用台積電2025年資本支出409億美元、2026年預計520至560億美元，並表示2026年營運績效預估將隨半導體產業及相關客戶發展而成長。公司成長動能包括：半導體客戶建廠與擴廠帶動氣體/化學品自動化供應系統、廠務監控、無塵室、機電與Hook-up工程需求；CoWoS、InFO、SoIC等先進封裝與AI晶片製造推動後段設備、材料及客製化設備需求；海外據點可配合客戶在美國、中國、東南亞、日本、德國等地擴廠；AI Data Center與AI Data Rack工廠工程提供半導體以外的新增應用；南科廠房新建與附屬設備投資可改善生產區域不足並支撐產能擴充。潛在風險包括：高科技工程專業人力短缺、人才被同業或客戶延攬；外商與本土競爭者進入造成價格與毛利率壓力；工程案工期、材料、設備與外包成本波動；跨國營運造成匯率與利率風險；美國關稅、地緣政治、供應鏈重組與AI投資循環波動。2027至2028年的具體公司財測未見官方量化揭露，較可靠的判斷是公司仍將受益於全球半導體設備、先進封裝、AI資料中心與客戶海外建廠趨勢，但實際營收與獲利取決於大型專案認列時程、毛利率、海外執行效率與資本支出循環。

Supply Chain

Upstream
  • ADEKA 日本化學材料公司；帆宣年報揭露與其代理合約涵蓋半導體製程前驅氣體材料，限臺灣地區使用。
  • AIMECHATEC 日本設備公司；帆宣年報揭露代理晶圓接合製程關聯機台及去除相關設備，限臺灣、大陸地區使用。
  • Air Liquide 法國上市工業氣體與高科技材料公司；年報列為臺灣化學品自動化供應系統主要競爭者之一，亦屬半導體廠務氣體/化學供應鏈相關國際廠商。
  • Mitsubishi 日本三菱相關材料/化學體系；年報列為臺灣化學品自動化供應系統主要競爭者之一，亦屬半導體化學材料與設備供應鏈相關國際廠商。
  • Sumitomo 日本住友相關化學/材料體系；年報列為臺灣化學品自動化供應系統主要競爭者之一，亦屬半導體化學材料供應鏈相關國際廠商。
  • Kanto Chemical 日本關東化學；年報列為臺灣化學品自動化供應系統主要競爭者之一，亦屬半導體化學材料供應鏈相關國際廠商。
  • 管件材料、控制閥、機械零部件、電氣控制元件供應商 年報說明廠務及製程系統規劃整合業務的進貨項目主要為配管施工所需原材料、管件材料、控制閥等，依各專案規格搭配不同供應商，並集中與少數優良管件材料供應商長期配合。
Downstream
  • 甲客戶 2025年度年報揭露之主要銷貨/服務客戶，銷貨/服務金額新臺幣8,347,817仟元，占2025年度合併營收16.19%；因契約約定未揭露實名，關係為半導體或高科技產業客戶。
  • 乙客戶 2025年度年報揭露之主要銷貨/服務客戶，銷貨/服務金額新臺幣8,218,380仟元，占2025年度合併營收15.94%；因契約約定未揭露實名，關係為半導體或高科技產業客戶。
  • 台積電 2330 台股上市晶圓代工龍頭；帆宣年報以其2025與2026年資本支出作為半導體建廠需求展望參考，但年報未明示其為甲客戶或乙客戶。
  • 半導體產業客戶 包括IC、晶圓代工、記憶體、先進封裝、光罩、GaAs等製造商；為帆宣設備材料代理、自動化供應系統、廠務工程與客製化設備的主要下游。
  • FPD、LED、生技醫療、太陽能、傳統產業與AI Data Center業主 年報列示之下游應用領域；帆宣提供廠務工程、機電整合、無塵室、水氣化供應、監控系統與設備製造服務。

Competitors

  • 漢唐 2404 台灣上市公司；高科技廠房、無塵室、機電與半導體廠務工程同業。
  • 亞翔 6139 台灣上市公司；無塵室、機電、廠務與高科技工程同業。
  • 聖暉* 5536 台灣上市公司；無塵室、機電、廠務工程與系統整合同業。
  • 洋基工程 6691 台灣上櫃公司；高科技廠房空調、機電、無塵室及統包工程同業。
  • 辛耘 3583 台灣上櫃公司；半導體設備代理、自製設備與再生晶圓業務，與帆宣設備材料代理及部分設備服務業務競爭。
  • 弘塑 3131 台灣上櫃公司；半導體濕製程設備供應商，與帆宣客製化設備及半導體設備相關業務部分重疊。
  • 神通電腦 2390 台灣上市公司；帆宣年報列為整廠廠務監控系統FMCS服務供應商之一，與帆宣工廠自動化與廠務監控業務競爭。
  • Air Liquide 法國上市公司；帆宣年報列為臺灣化學品自動化供應系統主要競爭者之一，非台股掛牌。
  • Mitsubishi 日本三菱相關企業；帆宣年報列為化學品自動化供應系統主要競爭者之一，非台股掛牌。
  • Sumitomo 日本住友相關企業；帆宣年報列為化學品自動化供應系統主要競爭者之一，非台股掛牌。
  • Kanto Chemical 日本關東化學；帆宣年報列為化學品自動化供應系統主要競爭者之一，非台股掛牌。
Sources（9）

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.