1215 |
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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1215 卜蜂 |
實收資本額 |
2948 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1987/07/27 |
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發 言
人 |
劉明哲 |
電 話 |
02-25077071 |
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地 址 |
台北市松江路八十七號十七樓 |
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產 業
別 |
傳產-食品 |
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主要產品 |
各種飼料生產加工配製銷售進口及買賣、各種禽畜育種、電動屠宰業務及各種禽畜加工品製品銷售、各種肉類加工品與調理食品及蛋品生產銷售等業務 |
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2025/5/2 股價 |
101.00 |
法人買賣超合計(近一日) |
買超 222.823 張 |
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2025/5/2
漲跌 |
1.00
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法人買賣超合計(近一週) |
買超
30.33 張 |
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2025/5/2
漲跌幅 |
1.00
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法人買賣超合計(近一月) |
買超
1025.23 張 |
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券 資 比 |
3.13
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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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2024/06/25 |
5.50 |
1.00 |
2022/08/25 |
2024/06/26 |
5.45% |
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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 |
2025/05/28 |
4.50 |
0.00 |
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2025/05/28 |
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4.46% |
0% |
4.46% |
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2023 |
2024/06/25 |
5.50 |
0.00 |
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2024/06/26 |
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5.45% |
0% |
5.45% |
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2022 |
2023/06/15 |
3.50 |
0.00 |
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2023/09/14 |
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3.47% |
0% |
3.47% |
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2021 |
2022/06/23 |
3.00 |
1.00 |
2022/08/25 |
2022/07/05 |
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3.96% |
0.01% |
2.97% |
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機構估稅後EPS |
5.97 |
K(9) |
88.02 |
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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) |
36.24 |
D(9) |
76.65 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
16.92 |
周K(9) |
64 |
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1.6 |
1.6 |
1.2 |
0.4 |
1.5 |
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股價淨值比 |
2.79 |
周D(9) |
63.46 |
綜合評分: |
6.3 |
建議: |
列入追踪 |
目標價: |
106.05 |
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月線乖離率 |
3.24 |
季線乖離率 |
1.94 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
119.53 |
3*PB |
108.60 |
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股價 |
100.50 |
96.90 |
97.40 |
98.60 |
101.00 |
15*PE |
89.64 |
2*PB |
72.40 |
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成交量(千股) |
1,211 |
7,948 |
1,312 |
1,271 |
1,167 |
10*PE |
59.76 |
1*PB |
36.20 |
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資餘 |
326 |
274 |
251 |
244 |
224 |
5*PE |
29.88 |
0.5*PB |
18.10 |
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券餘 |
1 |
11 |
9 |
7 |
7 |
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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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7,326,196
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7,013,970
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6,704,985
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6,912,107
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7,209,305
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7,306,357
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7,412,017
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營業成本(千) |
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5,918,925
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5,975,913
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5,643,338
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5,822,404
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5,865,553
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5,998,435
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6,086,635
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營業毛利(千) |
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1,407,271
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1,038,057
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1,061,647
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1,089,703
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1,343,752
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1,307,922
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1,325,382
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營業費用(千) |
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590,495
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605,087
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580,079
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563,701
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577,993
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524,498
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521,098
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營業利益(千) |
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841,658
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431,443
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505,906
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514,122
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780,402
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812,899
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772,589
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營業外收入及支出(千) |
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-13,580 |
176,918
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-50,951 |
-50,429 |
-35,079 |
-24,075 |
-6,097 |
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稅前純益(千) |
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828,078
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608,361
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454,955
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463,693
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745,323
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788,824
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766,492
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所得稅(千) |
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162,947
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109,832
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92,408
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93,658
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150,752
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136,296
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167,981
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稅後純益(千) |
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665,131
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498,529
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362,547
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370,035
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594,571
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652,528
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598,511
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其他綜合損益(千) |
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-204,821 |
451,287
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542,441
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-165,564 |
-69,473 |
104,915
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-180,362 |
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綜合損益(千) |
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460,310
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949,816
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904,988
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204,471
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525,098
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757,443
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418,149
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原始每股稅前盈餘(元) |
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2.81
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2.06
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1.54
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1.57
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2.53
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2.68
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2.60
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原始每股稅後盈餘(元) |
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2.28
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1.74
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1.28
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1.25
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2.02
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2.20
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2.04
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毛利率(%) |
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19.21
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14.80
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15.83
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15.77
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18.64
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17.90
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17.88
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營業利益率(%) |
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11.49
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6.15
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7.55
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7.44
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10.82
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11.13
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10.42
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稅後純益率(%) |
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9.08
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7.11
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5.41
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5.35
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8.25
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8.93
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8.07
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稅後權益報酬率(%) |
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6.10
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4.89
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3.59
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3.58
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5.97
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7.01
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6.48
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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 |
2,335,353 |
6,697,082 |
15.00
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-1.72 |
-3.11 |
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6,697,082
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-3.11 |
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202502 |
2,030,712 |
4,361,729 |
-12.88 |
-0.01 |
-3.84 |
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創近一年新低 |
6,794,858
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-2.14 |
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202501 |
2,331,017 |
2,331,017 |
-4.20 |
-6.94 |
-6.94 |
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7,199,485
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-1.81 |
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202412 |
2,433,129 |
27,957,258 |
-0.09 |
1.05 |
-4.12 |
7.99 |
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7,326,196
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1.62 |
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202411 |
2,435,339 |
25,524,129 |
-0.91 |
0.67 |
-4.59 |
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7,166,660
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-0.99 |
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202410 |
2,457,728 |
23,088,790 |
8.10 |
3.16 |
-5.11 |
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7,148,902
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-2.45 |
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202409 |
2,273,593 |
20,631,062 |
-5.96 |
-6.71 |
-6.01 |
5.18 |
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7,013,970
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-4 |
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202408 |
2,417,581 |
18,357,469 |
4.08 |
-3.64 |
-5.92 |
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6,880,158
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-5.63 |
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202407 |
2,322,796 |
15,939,888 |
8.55 |
-1.59 |
-6.26 |
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6,829,004
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-6.47 |
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202406 |
2,139,781 |
13,617,092 |
-9.58 |
-11.64 |
-7.01 |
3.12 |
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6,704,985
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-9.54 |
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202405 |
2,366,427 |
11,477,311 |
7.62 |
-6.09 |
-6.10 |
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6,941,503
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-8.54 |
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202404 |
2,198,777 |
9,110,884 |
-7.47 |
-11.00 |
-6.10 |
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6,605,987
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-9.92 |
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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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1650 |
新加坡商瑞銀 |
93 |
94 |
1 |
5380 |
第一金 |
-89 |
0 |
89 |
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8440 |
摩根大通 |
56 |
56 |
0 |
9800 |
元大 |
-47 |
16 |
63 |
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1480 |
美商高盛 |
45 |
59 |
14 |
9100 |
群益金鼎 |
-34 |
9 |
43 |
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1440 |
美林 |
39 |
53 |
14 |
9600 |
富邦 |
-23 |
11 |
34 |
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1470 |
台灣摩根士丹利 |
9 |
13 |
4 |
1040 |
臺銀證券 |
-18 |
0 |
18 |
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5920 |
元富 |
5 |
8 |
3 |
9A00 |
永豐金 |
-16 |
2 |
18 |
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9200 |
凱基 |
5 |
28 |
23 |
9300 |
華南永昌 |
-7 |
2 |
9 |
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8150 |
台新 |
4 |
9 |
5 |
5260 |
美好 |
-5 |
0 |
5 |
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8880 |
國泰 |
3 |
23 |
20 |
5320 |
高橋 |
-5 |
0 |
5 |
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1560 |
港商野村 |
3 |
3 |
0 |
5850 |
統一 |
-4 |
2 |
6 |
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20250408 |
統一領軍食品股 受惠內需、殖利率逆勢漲 |
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20250408 |
高關稅風暴衝擊下 台股還要跌多久?法人曝關鍵 |
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20250408 |
台股下跌772點 三大法人賣超467億元 |
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20250408 |
內需當道!食品股大漲 這檔遊戲股攻漲停 |
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20250407 |
台股出現史上最大跌點 統一領軍食品股、表現優於大盤 |
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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 |
28.4 |
優 |
10日籌碼集中度 |
12.4 |
優 |
單日買賣超 |
120 |
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5日籌碼集中度 |
6.8 |
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20日籌碼集中度 |
3.2 |
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累計買賣超 |
76 |
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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 |
4483 |
借券餘額 |
5856 |
千張大戶戶數 |
22 |
大戶比例 |
58.44 |
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更新日期: |
2025/5/2 19:22 |
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