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 6126 信音. Please read: https://finlab.finance/en/setup?stock=6126

No install, open FinLab Studio

6126

信音 Electronic Components As of 2026-06-17 Updated daily after market close

steady quality, fair valuation.

1 active signal
Revenue ≥20%
This page refreshes daily after the close. Add 信音 to your watchlist to track signal changes on your next visit.
Valuation 46Quality 48Growth 86Momentum 79Chips 60

Is 信音 a buy? Fundamentals and valuation first

  • Above-average profitability.Operating margin is in the 49th market percentile. Latest quarterly ROE ≈ 1.6%.

  • Valuation is neutral.PE is in the 75th market percentile; within its own history, PE is around the 97th percentile.

  • Foreign investors are net buying.Foreign 20-day net flow ≈ 1.7% of volume (net buy).

  • Strong revenue growth.Latest monthly revenue YoY ≈ 56.4%, above the 20% growth threshold.

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

Chip flow

Bullish +0.48
BearishNeutralBullish

Single-sided accumulation, concentration rising — bullish

  • Single-sided accumulation, concentration rising — bullish
  • 凱基-竹科 holds 892 lots
  • sellers have 3,738 lots left, ~310 sessions to clear

Window from 2026-01-17 · Price +14% · branches to 2026-06-17· TDCC to 2026-06-12

  • Largest holder 凱基-竹科 has accumulated 892 lots since the start (sold 0%), holding.
  • Main distributor 新加坡商瑞銀 peaked at 2,380 lots, has sold 28%, 1,707 left, ~25 sessions to clear at the recent pace.
  • TDCC big holders (absolute) >1000-lot holders +2.94pp, mid holders +2, retail -2.53pp — concentration shifting upward.
  • Foreign hedge-desk net short Net short -408 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
凱基-竹科永豐金證券永豐金-敦南台新-新竹凱基-站前新百王
Distributing
新加坡商瑞銀摩根大通美商高盛港商野村台新-中港康和
Desks
own scale
康和-台中新光-新竹華南永昌-林口中國信託-三重
Price Accumulating & Distributing share one scale (comparable); Desks is independent. Zero is the baseline
Branch details Unit: lots

Accumulating

  • 凱基-竹科 +892
    sold 0%
  • 永豐金證券 +516
    sold 8%· still adding
  • 永豐金-敦南 +407
    sold 0%
  • 台新-新竹 +373
    sold 0%
  • 凱基-站前 +225
    sold 21%
  • 新百王 +211
    sold 0%· still adding

Distributing

  • 新加坡商瑞銀 1,707 left
    sold 28%· ~25 sessions to clear
  • 摩根大通 504 left
    sold 72%· ~4 sessions to clear
  • 美商高盛 417 left
    sold 47%· ~16 sessions to clear
  • 港商野村 181 left
    sold 71%· ~4 sessions to clear
  • 台新-中港 84 left
    sold 83%· ~2 sessions to clear
  • 康和 297 left
    sold 40%· ~15 sessions to clear

Desks

  • 康和-台中 -763
    unclassified
  • 新光-新竹 -440
    unclassified
  • 華南永昌-林口 -413
    unclassified
  • 中國信託-三重 -375
    unclassified
Still selling 3,738 lots ~310 sessions to bottom at most
Recent buy/sell force +2,362 absorbed / -4,319 sold sellers slightly ahead
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.

Monthly revenue YoY ≥ 20% (from filing deadline)

Active · now 56.38%

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

60 historical occurrences (since 2007-04-23)
Average forward return after Monthly revenue YoY ≥ 20% (from filing deadline)。20-day: Win 47.2%, Sample 36, Median -0.18%, Excess -1.59%, Beat mkt rate 52.8%；60-day: Win 29.4%, Sample 34, Median -10.55%, Excess -7.8%, Beat mkt rate 23.5%；120-day: Win 34.4%, Sample 32, Median -15.59%, Excess -8.14%, Beat mkt rate 21.9%

120 days after: historical avg -8.06%

20-day -0.3%
60-day -7.05%
120-day -8.06%
20-day
60-day
120-day
Win
47.2%
29.4%
34.4%
Sample
36
34
32
Median
-0.18%
-10.55%
-15.59%
Excess
-1.59%
-7.8%
-8.14%
Beat mkt rate
52.8%
23.5%
21.9%

Over 32 occurrences, 120-day forward avg declined 8.06%, lagged the market by 8.14 pts; win rate 34.4%.

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 96+48.4% +50% 95.8% +24.2%
20-40 398+17.9% +1.9% 52.8% +5.4%
40-60 488+26.9% +9.4% 59.4% +9.1%
60-80 518+20% +8.3% 57.7% -0.8%
80-100 You are here915+2.3% -2.4% 43.3% -23.7%

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 ≈ 49.27, at the 97.0th 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
+10.8%
Win rate 42.2% Excess +0.4%
83d
+15.6%
Win rate 77% Excess +5.5%
486d
Now
+1.2%
Win rate 52.3% Excess -11.7%
738d
60-day momentum down
+24.2%
Win rate 76.2% Excess +14.3%
261d
+4.6%
Win rate 44.4% Excess +0.1%
304d
+2.5%
Win rate 47.3% Excess -8.7%
662d

Currently in “Expensive (own-history top 1/3) × 60-day momentum up”: across 738 historical days, 120-day forward avg gained 1.2%, win rate 52.3%, lagged the market by 11.7%.

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 +3.11%, win rate 43.5%, beating the market by -1.42 pts on average.

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.

53 times historically; 60-day forward avg +1.19%, win rate 40.4%, beating the market by -3.69 pts on average.

What does 信音 do? Company profile

電子零組件業／連接元件 上櫃（櫃買中心）

Overview

信音企業股份有限公司為上櫃普通股，統一編號47122187，成立於1976年8月25日；2026Q1合併財報附註記載公司設立於民國65年7月、同年10月開始營業，股票自2002年1月18日起於櫃買中心掛牌交易。總部及主要營運據點位於新竹縣湖口鄉中正路二段209號。董事長為甘信男；2026Q1官方財報簽核之經理人為楊政綱，部分財經資料仍列彭朋煌，推測為資料更新時點差異。公司實收資本額公開資料約為新台幣12.78億至12.98億元，已發行普通股約1.28億至1.30億股，公開來源存在時點差異。主要股東/內部人方面，公開資料顯示董事及監察人持股約9.5%至9.7%；具名大股東資料包含甘氏投資、甘信男、振群投資、遠洋企業管理顧問、盛群投資、彭昇揚、彭昇硯等，但各資料庫揭露日不同，未取得完整官方前十大股東名冊。公司於2023年入股泰碩電子並成為重要股東，子公司信音電子（中國）股份有限公司於深圳證交所上市，代號301329.SZ；2024年於泰國成立子公司並推進生產基地擴建。

Business

信音主業為研發、製造與銷售電子連接器與電子模組產品，作為電源、影音訊號與電子訊號傳遞裝置。主要產品包括DC Power Jack、Audio Jack、USB Type-C、USB 3.0/2.0、RJ45 Transformer、HDMI、Circular圓形防水連接器、Quick-Lock快鎖式防水連接器、M-Series、USB防水連接器、USB Charger防水連接器、RJ45防水連接器、Cable Gland、NMEA2000船用電子防水連接器、Energy Storage儲能大電流防水連接器、LEV（E-bike）電動車用防水連接器等。2024年產品營收比重公開資料顯示電子連接器約98%、電子模組類產品約2%。應用領域涵蓋筆記型電腦及週邊設備、平板電腦、消費性電子、網路通訊、醫療產品、新能源應用、車用電子、輕型電動兩輪車、戶外影音設備、工業電子、船用電子、戶外通訊與照明等。商業模式以標準品與客製化ODM連接器方案並行，整合研發、模具、沖壓/射出、組裝與自動化製造能力，提供全球電子產業客戶連接器解決方案。2024年公開產業資料列示主要銷售地區為中國大陸約63%、台灣約14%；主要客戶包含廣達、仁寶、和碩、英業達、緯創等大型筆電/電子代工廠。公司主要生產據點包括新竹、中國蘇州、中山、鹽城，並在泰國擴建新產能。

Outlook 2025–2028

2025至2028年展望可分為三條主軸：第一，既有PC/消費性電子連接器業務仍是營收基礎，但受筆電與消費性電子景氣循環、客戶庫存調整及價格競爭影響，成長彈性有限；2025年合併營收約新台幣38.997億元、年增約7.41%，2026年1至5月累計營收約新台幣23.588億元、年增約49.7%，顯示短期營收動能明顯轉強，但仍需觀察是否可延續至全年。第二，防水、高可靠度與高電流連接器是結構性升級方向，公司官網強調SGConn防水連接器IP65至IP68，應用擴及戶外影音、工業電子、船用電子、通訊、電動車、儲能與E-bike，若戶外設備、工業自動化、儲能與輕型電動載具需求延續，產品組合有機會往較高單價/較高規格移動。第三，車用電子與新能源車是中長期轉型重點；2025年公司及信音電子（中國）董事會通過以人民幣2.2億元收購東莞市國聯電子80%股權，國聯電子產品涵蓋FAKRA、HSD、HSL、高壓線束、SMB板端轉接頭等車用連接器與線束，主要應用於新能源汽車，交易完成後有助於補足高頻高速與車用線束能力。2025至2028年的主要成長動能包括泰國產能擴建、車用/新能源產品併購整合、防水與大電流連接器滲透率提升、AI與智慧駕駛帶動車用高頻高速連接需求、網通與資料傳輸設備升級；主要風險包括中國大陸銷售集中度高、PC需求波動、銅材與金屬件成本波動、匯率與關稅/地緣政治、併購國聯電子後整合不如預期、車用認證與導入週期較長、國際大廠與中國連接器廠價格競爭、子公司及關聯投資對合併報表波動的影響。未查得公司發布2028年正式量化財測，任何2028營收占比或獲利目標應視為市場推估而非公司承諾。

Supply Chain

Upstream
  • 銅材供應商 主要原料之一；公開資料僅揭露產品主要原料包含銅材，未查得具名供應商。
  • 沖壓件供應商 主要原料/零組件之一；連接器端子、金屬件需仰賴沖壓件，公開資料未揭露具名供應商。
  • 塑膠、部件與模具/自動化設備供應商 連接器外殼、模具、組裝與自動化製程相關供應鏈；公司具備模具與自動化能力，但外部具名供應商未可靠查得。
Downstream
  • 廣達 2382 公開產業資料列為信音主要客戶之一；主要為筆電及電子代工下游應用。
  • 仁寶 2324 公開產業資料列為信音主要客戶之一；主要為筆電及電子代工下游應用。
  • 和碩 4938 公開產業資料列為信音主要客戶之一；主要為筆電、消費性電子及電子代工下游應用。
  • 英業達 2356 公開產業資料列為信音主要客戶之一；主要為筆電、伺服器及電子代工下游應用。
  • 緯創 3231 公開產業資料列為信音主要客戶之一；主要為筆電、伺服器及電子代工下游應用。
  • 中國主要新能源車品牌 國聯電子與多家中國主要新能源車品牌維持合作；具名品牌未於可查來源中明確揭露，屬中國市場下游客戶群。
  • 國際連接器大廠 國聯電子與國際連接器大廠維持合作；具名公司未於可查來源中明確揭露。

Competitors

  • 鴻海 2317 MoneyDJ列為主要競爭對手；台股上市，具連接器/電子製造與垂直整合能力。
  • 優群 3217 MoneyDJ列為主要競爭對手；台股上櫃，連接器廠。
  • 瀚荃 8103 MoneyDJ列為主要競爭對手；台股上櫃，連接器與線束相關廠商。
  • 嘉澤 3533 台股上市連接器同業，主要強項在高速/伺服器與CPU Socket等高階連接器。
  • 貿聯-KY 3665 台股上市連接線束與連接器方案商，應用涵蓋車用、工業、資料中心等。
  • 凡甲 3526 台股上櫃連接器同業，產品涵蓋板對板、線對板等。
  • 信邦 3023 台股上市，連接線束與客製化電子互連解決方案，應用跨工業、車用與醫療。
  • 胡連 6279 台股上櫃，車用連接器同業。
  • Amphenol 美國上市連接器大廠，MoneyDJ列為主要競爭對手。
  • TE Connectivity 美國上市/瑞士註冊之全球連接器大廠，MoneyDJ列為主要競爭對手。
  • 立訊精密 中國A股上市連接器與精密製造大廠，MoneyDJ列為主要競爭對手。
  • 得潤電子 中國A股上市連接器/車用電子相關廠商，MoneyDJ列為主要競爭對手。
  • 長盈精密 中國A股上市精密零組件廠，MoneyDJ列為主要競爭對手。
Sources（14）

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.