1110 |
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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1110 東泥 |
實收資本額 |
5720 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1994/10/22 |
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發 言
人 |
黃薪翰 |
電 話 |
07-2711121 |
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地 址 |
高雄市前金區五福三路21號4樓之1 |
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產 業
別 |
傳產-水泥 |
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主要產品 |
(1)水泥製造與買賣(2)石灰石之開採及銷售、(3)水泥加工製品及預拌混凝土之製造及銷售、(4)廠房及大樓出租業(5)廢棄物處理業 |
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2025/5/2 股價 |
19.30 |
法人買賣超合計(近一日) |
買超 204.997 張 |
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2025/5/2
漲跌 |
0.85
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法人買賣超合計(近一週) |
買超
236.11 張 |
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2025/5/2
漲跌幅 |
4.61
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法人買賣超合計(近一月) |
賣超 -659.61 張 |
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券 資 比 |
0.00
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自營連4賣 |
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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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2024/06/21 |
0.10 |
0.50 |
2004/08/12 |
2023/07/26 |
0.52% |
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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 |
2025/06/13 |
0.30 |
0.00 |
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1.55% |
0% |
1.55% |
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2023 |
2024/06/21 |
0.20 |
0.00 |
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2024/07/16 |
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1.04% |
0% |
1.04% |
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2022 |
2023/06/21 |
0.10 |
0.00 |
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2023/07/26 |
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0.52% |
0% |
0.52% |
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2021 |
2022/06/28 |
0.20 |
0.00 |
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2022/07/21 |
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1.04% |
0% |
1.04% |
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機構估稅後EPS |
0.40 |
K(9) |
74.25 |
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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) |
16.52 |
D(9) |
57.93 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
48.25 |
周K(9) |
37.28 |
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1.6 |
1.6 |
0.8 |
1.6 |
1.5 |
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股價淨值比 |
1.17 |
周D(9) |
32.21 |
綜合評分: |
7.1 |
建議: |
列入追踪 |
目標價: |
22.2 |
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月線乖離率 |
8.18 |
季線乖離率 |
1.13 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
8.04 |
3*PB |
49.49 |
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股價 |
18.80 |
17.15 |
17.65 |
17.60 |
19.30 |
15*PE |
6.03 |
2*PB |
32.99 |
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成交量(千股) |
1,727 |
3,427 |
1,965 |
1,313 |
1,604 |
10*PE |
4.02 |
1*PB |
16.50 |
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資餘 |
2,847 |
2,480 |
1,868 |
1,863 |
1,847 |
5*PE |
2.01 |
0.5*PB |
8.25 |
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券餘 |
2 |
14 |
12 |
12 |
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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800,799
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890,643
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604,620
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576,896
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631,995
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498,086
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615,383
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營業成本(千) |
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663,855
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699,654
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507,493
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478,917
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542,497
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530,758
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517,239
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營業毛利(千) |
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136,944
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190,989
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97,127
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97,979
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89,498
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-32,672 |
98,144
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營業費用(千) |
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79,000
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49,994
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29,427
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28,602
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34,292
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35,538
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39,440
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營業利益(千) |
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57,944
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140,995
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67,700
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69,377
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55,206
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-68,210 |
58,704
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營業外收入及支出(千) |
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-10,360 |
108,775
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14,890
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-15,137 |
-45,664 |
146,860
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20,966
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稅前純益(千) |
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47,584
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249,770
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82,590
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54,240
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9,542
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78,650
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79,670
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所得稅(千) |
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-2,935 |
37,236
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13,654
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9,006
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-5,608 |
22,542
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14,176
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稅後純益(千) |
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50,519
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212,534
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68,936
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45,234
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15,150
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56,108
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65,494
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其他綜合損益(千) |
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9,600
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51,573
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116,951
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79,912
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25,897
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25,445
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105,198
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綜合損益(千) |
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60,119
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264,107
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185,887
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125,146
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41,047
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81,553
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170,692
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原始每股稅前盈餘(元) |
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0.08
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0.44
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0.14
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0.10
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0.02
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0.14
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0.14
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原始每股稅後盈餘(元) |
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0.11
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0.35
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0.10
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0.05
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-0.01 |
0.10
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0.12
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毛利率(%) |
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17.10
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21.44
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16.06
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16.98
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14.16
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-6.56 |
15.95
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營業利益率(%) |
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7.24
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15.83
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11.20
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12.03
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8.74
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-13.69 |
9.54
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稅後純益率(%) |
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6.31
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23.86
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11.40
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7.84
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2.40
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11.26
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10.64
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稅後權益報酬率(%) |
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0.53
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2.27
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0.75
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0.50
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0.17
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0.63
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0.74
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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 |
274,954 |
740,524 |
20.18
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24.32
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28.36
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740,524
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28.36 |
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202502 |
228,781 |
465,570 |
-3.38 |
30.59
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30.88
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726,047
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28.05 |
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202501 |
236,789 |
236,789 |
-9.09 |
31.16
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31.16
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787,666
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26.75 |
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202412 |
260,477 |
2,872,958 |
-10.30 |
23.30
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26.37
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0.76 |
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800,799
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26.71 |
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202411 |
290,400 |
2,612,481 |
16.20
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26.47
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26.68
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829,567
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40.58 |
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202410 |
249,922 |
2,322,081 |
-13.60 |
30.77
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26.71
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866,379
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66.39 |
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202409 |
289,245 |
2,072,159 |
-11.60 |
70.78
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26.23
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0.68 |
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890,643
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78.81 |
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202408 |
327,212 |
1,782,914 |
19.34
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104.24
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21.11
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創歷史新高 |
794,346
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55.57 |
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202407 |
274,186 |
1,455,702 |
42.10
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62.71
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10.96
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創歷史新高 |
671,711
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19.03 |
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202406 |
192,948 |
1,181,516 |
-5.68 |
6.08 |
3.33 |
0.24 |
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604,620
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-1.74 |
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202405 |
204,577 |
988,568 |
-1.22 |
-4.38 |
2.81 |
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632,844
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-2.57 |
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202404 |
207,095 |
783,991 |
-6.36 |
-5.64 |
4.87
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603,452
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-1.03 |
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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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9100 |
群益金鼎 |
120 |
176 |
56 |
8150 |
台新 |
-115 |
42 |
157 |
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9200 |
凱基 |
72 |
108 |
36 |
7000 |
兆豐 |
-56 |
10 |
66 |
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1440 |
美林 |
42 |
45 |
3 |
9800 |
元大 |
-50 |
6 |
56 |
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1480 |
美商高盛 |
37 |
46 |
9 |
6210 |
新百王 |
-30 |
0 |
30 |
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1560 |
港商野村 |
33 |
35 |
2 |
9300 |
華南永昌 |
-27 |
2 |
29 |
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1650 |
新加坡商瑞銀 |
21 |
31 |
10 |
8440 |
摩根大通 |
-22 |
2 |
24 |
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9600 |
富邦 |
17 |
25 |
8 |
6380 |
光和 |
-10 |
0 |
10 |
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1230 |
彰銀 |
10 |
20 |
10 |
8880 |
國泰 |
-8 |
1 |
9 |
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1040 |
臺銀證券 |
10 |
10 |
0 |
5920 |
元富 |
-7 |
8 |
15 |
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1020 |
合庫 |
9 |
10 |
1 |
9A00 |
永豐金 |
-7 |
0 |
7 |
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20250303 |
中國大陸振興政策發酵 亞泥盤中大漲逾4% |
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20240729 |
台股開高走低 漲45點收22,164點 台積電上揚20元收944元 |
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20240711 |
台股終場飆382點收24,390點 台積電收最高漲35元衝至1,080元 |
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20240621 |
6月21日重要財經行事曆 |
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20230421 |
碳權議題持續發燒 這檔老牌資產股今天最火 |
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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 |
15.1 |
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10日籌碼集中度 |
3.2 |
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單日買賣超 |
93 |
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5日籌碼集中度 |
9.8 |
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20日籌碼集中度 |
3.3 |
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累計買賣超 |
201 |
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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 |
857 |
借券餘額 |
1100 |
千張大戶戶數 |
37 |
大戶比例 |
91.54 |
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更新日期: |
2025/5/2 19:22 |
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