1108 |
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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1108 幸福 |
實收資本額 |
4047 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1990/06/06 |
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發 言
人 |
溫秀菊 |
電 話 |
25092188 |
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地 址 |
台北市松江路237號15樓 |
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產 業
別 |
傳產-水泥 |
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主要產品 |
有關水泥及水泥製品之工業及相關事業 |
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2025/5/2 股價 |
14.55 |
法人買賣超合計(近一日) |
買超 65.211 張 |
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2025/5/2
漲跌 |
0.70
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法人買賣超合計(近一週) |
買超
96.21 張 |
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2025/5/2
漲跌幅 |
5.05
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法人買賣超合計(近一月) |
賣超 -220.79 張 |
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券 資 比 |
0.00
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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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2024/06/18 |
0.80 |
0.50 |
1997/07/20 |
2023/08/28 |
5.50% |
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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 |
2025/06/27 |
0.70 |
0.00 |
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4.81% |
0% |
4.81% |
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2023 |
2024/06/18 |
1.00 |
0.00 |
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2024/08/28 |
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6.87% |
0% |
6.87% |
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2022 |
2023/06/30 |
0.80 |
0.00 |
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2023/08/28 |
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5.5% |
0% |
5.5% |
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2021 |
2022/06/30 |
0.60 |
0.00 |
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2022/08/26 |
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4.12% |
0% |
4.12% |
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機構估稅後EPS |
1.11 |
K(9) |
75.26 |
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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) |
12.81 |
D(9) |
66.16 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
13.11 |
周K(9) |
54.33 |
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1.6 |
1.2 |
1.2 |
0.4 |
1.5 |
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股價淨值比 |
1.14 |
周D(9) |
56.06 |
綜合評分: |
5.9 |
建議: |
列入追踪 |
目標價: |
15.28 |
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月線乖離率 |
5.93 |
季線乖離率 |
0.17 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
22.21 |
3*PB |
38.29 |
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股價 |
14.75 |
13.85 |
13.75 |
13.75 |
14.55 |
15*PE |
16.66 |
2*PB |
25.53 |
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成交量(千股) |
753 |
4,261 |
1,110 |
276 |
1,073 |
10*PE |
11.11 |
1*PB |
12.76 |
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資餘 |
792 |
629 |
1,008 |
1,016 |
889 |
5*PE |
5.55 |
0.5*PB |
6.38 |
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券餘 |
1 |
1 |
0 |
0 |
0 |
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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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1,312,313
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1,144,700
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1,217,113
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1,192,968
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1,404,754
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1,275,216
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1,322,108
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營業成本(千) |
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1,052,799
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954,076
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964,757
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967,758
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1,227,424
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1,043,817
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1,049,256
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營業毛利(千) |
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259,514
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190,624
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252,356
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225,210
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177,330
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231,399
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272,852
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營業費用(千) |
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89,508
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54,612
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80,344
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64,373
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73,056
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62,527
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79,413
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營業利益(千) |
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169,297
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136,124
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172,301
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161,548
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104,702
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168,872
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193,439
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營業外收入及支出(千) |
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-16,056 |
-1,616 |
-6,801 |
-8,274 |
-13,168 |
51,211
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-1,502 |
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稅前純益(千) |
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153,241
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134,508
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165,500
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153,274
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91,534
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220,083
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191,937
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所得稅(千) |
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21,962
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26,586
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32,876
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31,162
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32,957
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30,378
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40,297
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稅後純益(千) |
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131,279
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107,922
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132,624
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122,112
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58,577
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189,705
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151,640
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其他綜合損益(千) |
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14,313
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5,790
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12,893
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-7,276 |
7,938
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1,970
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-49,216 |
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綜合損益(千) |
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145,592
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113,712
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145,517
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114,836
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66,515
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191,675
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102,424
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原始每股稅前盈餘(元) |
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0.38
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0.33
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0.41
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0.38
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0.23
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0.54
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0.47
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原始每股稅後盈餘(元) |
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0.32
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0.27
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0.33
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0.30
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0.14
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0.47
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0.37
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毛利率(%) |
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19.78
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16.65
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20.73
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18.88
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12.62
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18.15
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20.64
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營業利益率(%) |
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12.90
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11.89
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14.16
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13.54
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7.45
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13.24
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14.63
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稅後純益率(%) |
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10.00
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9.43
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10.90
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10.24
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4.17
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14.88
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11.47
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稅後權益報酬率(%) |
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2.57
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2.17
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2.73
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2.48
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1.16
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3.86
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3.18
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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 |
0.00 |
0.00 |
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0 |
0 |
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202503 |
408,312 |
1,212,710 |
14.64
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-9.16 |
1.65 |
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1,212,710
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1.65 |
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202502 |
356,169 |
804,398 |
-20.54 |
24.39
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8.19 |
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1,308,025
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9.65 |
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202501 |
448,229 |
448,229 |
-11.00 |
-1.95 |
-1.95 |
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1,362,642
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-3.38 |
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202412 |
503,627 |
4,867,094 |
22.60
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12.07
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-4.47 |
1.50 |
創近一年新高 |
1,312,133
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-6.56 |
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202411 |
410,786 |
4,363,496 |
3.29 |
-18.45 |
-6.07 |
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1,226,170
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-9.78 |
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202410 |
397,720 |
3,952,710 |
-4.78 |
-11.84 |
-4.56 |
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1,197,657
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-6.85 |
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202409 |
417,664 |
3,554,781 |
9.26 |
3.34 |
-3.67 |
1.12 |
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1,144,909
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-10.25 |
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202408 |
382,273 |
3,137,326 |
10.81
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-11.19 |
-4.53 |
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1,081,906
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-17.7 |
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202407 |
344,972 |
2,755,053 |
-2.73 |
-21.80 |
-3.53 |
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1,135,346
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-16.95 |
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202406 |
354,661 |
2,410,081 |
-18.60 |
-19.93 |
-0.19 |
0.79 |
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1,217,113
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-7.94 |
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202405 |
435,713 |
2,055,420 |
2.10 |
-9.78 |
4.24 |
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1,311,934
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-0.25 |
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202404 |
426,739 |
1,619,707 |
-5.06 |
7.72
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8.79
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1,162,558
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-2.63 |
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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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9A00 |
永豐金 |
226 |
264 |
38 |
9800 |
元大 |
-141 |
52 |
193 |
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5920 |
元富 |
110 |
124 |
14 |
9100 |
群益金鼎 |
-115 |
47 |
162 |
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9200 |
凱基 |
34 |
77 |
43 |
9600 |
富邦 |
-49 |
22 |
71 |
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1440 |
美林 |
31 |
39 |
8 |
8560 |
新光 |
-24 |
4 |
28 |
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5850 |
統一 |
17 |
20 |
3 |
7000 |
兆豐 |
-15 |
3 |
18 |
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1040 |
臺銀證券 |
13 |
19 |
6 |
8840 |
玉山 |
-14 |
0 |
14 |
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7030 |
致和 |
12 |
14 |
2 |
6910 |
德信 |
-13 |
0 |
13 |
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1260 |
宏遠 |
10 |
10 |
0 |
8150 |
台新 |
-13 |
18 |
31 |
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1650 |
新加坡商瑞銀 |
4 |
15 |
11 |
1480 |
美商高盛 |
-13 |
12 |
25 |
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1590 |
花旗環球 |
3 |
3 |
0 |
6480 |
福邦 |
-11 |
0 |
11 |
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20250317 |
輝達 GTC 大會登場 3月17日重要財經行事曆一次看 |
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20250317 |
幸福財報/去年獲利4.94億元、年減6.3% EPS 1.22元 |
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20240911 |
水泥雙雄報喜 業績向上 |
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20240403 |
花蓮外海芮氏規模7.2強震 鋼鐵、水泥股應聲大漲 |
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20240403 |
0403花蓮大地震/台股收黑沒差 地震概念股多檔逆勢漲 |
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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 |
22.7 |
優 |
10日籌碼集中度 |
12.7 |
優 |
單日買賣超 |
181 |
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5日籌碼集中度 |
16.3 |
優 |
20日籌碼集中度 |
7.2 |
優 |
累計買賣超 |
123 |
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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 |
1063 |
借券餘額 |
1447 |
千張大戶戶數 |
50 |
大戶比例 |
76.58 |
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更新日期: |
2025/5/2 19:22 |
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