1234 |
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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1234 黑松 |
實收資本額 |
4019 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1999/03/12 |
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發 言
人 |
杜居燦 |
電 話 |
(02)2706-2191 |
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地 址 |
台北市信義路四段296號3樓 |
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產 業
別 |
傳產-食品 |
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主要產品 |
碳酸飲料,酒類,果蔬汁,咖啡飲料,運動飲料等 |
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2025/5/2 股價 |
39.80 |
法人買賣超合計(近一日) |
買超 127.1 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
173.1 張 |
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2025/5/2
漲跌幅 |
1.79
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法人買賣超合計(近一月) |
賣超 -614.65 張 |
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券 資 比 |
0.00
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外資連3買 |
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自營連2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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2024/06/19 |
1.90 |
0.20 |
2001/07/19 |
2024/07/01 |
4.77% |
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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 |
2025/06/16 |
1.90 |
0.00 |
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2025/06/30 |
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4.77% |
0% |
4.77% |
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2023 |
2024/06/19 |
1.90 |
0.00 |
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2024/07/01 |
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4.77% |
0% |
4.77% |
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2022 |
2023/06/19 |
1.80 |
0.00 |
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2023/07/10 |
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4.52% |
0% |
4.52% |
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2021 |
2022/06/23 |
1.70 |
0.00 |
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2022/07/22 |
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4.27% |
0% |
4.27% |
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機構估稅後EPS |
2.39 |
K(9) |
59.3 |
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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) |
46.87 |
D(9) |
46.81 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
16.65 |
周K(9) |
52 |
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1.6 |
1.2 |
1.2 |
0.8 |
1.5 |
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股價淨值比 |
0.85 |
周D(9) |
45.44 |
綜合評分: |
6.3 |
建議: |
列入追踪 |
目標價: |
41.79 |
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月線乖離率 |
1.84 |
季線乖離率 |
-1.33 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
47.66 |
3*PB |
140.47 |
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股價 |
40.20 |
39.30 |
39.20 |
39.00 |
39.80 |
15*PE |
35.75 |
2*PB |
93.65 |
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成交量(千股) |
491 |
2,477 |
531 |
449 |
639 |
10*PE |
23.83 |
1*PB |
46.82 |
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資餘 |
522 |
531 |
522 |
522 |
522 |
5*PE |
11.92 |
0.5*PB |
23.41 |
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券餘 |
0 |
0 |
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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2,275,695
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3,057,122
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2,279,220
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2,639,399
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2,612,352
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3,122,070
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2,300,026
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營業成本(千) |
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1,647,004
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2,022,361
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1,517,441
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2,018,342
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1,929,002
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2,107,385
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1,618,526
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營業毛利(千) |
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628,691
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1,034,761
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761,779
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621,057
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683,350
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1,014,685
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681,500
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營業費用(千) |
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553,446
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706,968
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575,171
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515,930
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565,501
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682,328
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545,282
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營業利益(千) |
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75,245
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327,793
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186,608
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105,127
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117,849
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332,357
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136,218
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營業外收入及支出(千) |
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119,686
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127,140
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118,913
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131,985
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102,992
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138,364
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122,913
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稅前純益(千) |
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194,931
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454,933
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305,521
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237,112
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220,841
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470,721
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259,131
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所得稅(千) |
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38,345
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89,101
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55,817
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61,836
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45,924
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91,669
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55,270
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稅後純益(千) |
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156,586
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365,832
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249,704
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175,276
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174,917
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379,052
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203,861
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其他綜合損益(千) |
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23,257
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3,836
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1,779
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3,924
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74,120
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6,332
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-6,979 |
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綜合損益(千) |
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179,843
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369,668
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251,483
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179,200
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249,037
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385,384
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196,882
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原始每股稅前盈餘(元) |
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0.49
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1.13
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0.76
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0.59
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0.55
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1.17
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0.64
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原始每股稅後盈餘(元) |
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0.39
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0.91
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0.62
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0.44
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0.44
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0.94
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0.51
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毛利率(%) |
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27.63
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33.85
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33.42
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23.53
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26.16
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32.50
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29.63
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營業利益率(%) |
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3.31
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10.72
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8.19
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3.98
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4.51
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10.65
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5.92
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稅後純益率(%) |
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6.88
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11.97
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10.96
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6.64
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6.70
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12.14
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8.86
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稅後權益報酬率(%) |
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0.83
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1.98
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1.37
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0.95
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0.94
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2.08
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1.14
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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 |
609,760 |
2,229,771 |
-21.57 |
-6.29 |
-15.52 |
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創近一年新低 |
2,229,771
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-15.52 |
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202502 |
777,480 |
1,620,011 |
-7.72 |
-15.54 |
-18.54 |
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2,328,340
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-15.39 |
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202501 |
842,531 |
842,531 |
18.95
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-21.13 |
-21.13 |
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2,369,833
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-13 |
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202412 |
708,329 |
10,251,436 |
-13.51 |
-7.17 |
-3.07 |
2.97 |
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2,277,338
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-12.96 |
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202411 |
818,973 |
9,544,742 |
9.19 |
-8.26 |
-2.78 |
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2,513,051
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-12.46 |
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202410 |
750,036 |
8,725,769 |
-20.55 |
-21.94 |
-2.23 |
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2,813,171
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-9.23 |
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202409 |
944,042 |
7,975,741 |
-15.64 |
-7.19 |
0.15 |
2.48 |
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3,057,114
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-2.08 |
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202408 |
1,119,093 |
7,031,691 |
12.59
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-0.17 |
1.22 |
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創近一年新高 |
2,914,197
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-0.62 |
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202407 |
993,979 |
5,912,598 |
24.07
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1.03 |
1.49 |
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2,605,266
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0.7 |
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202406 |
801,125 |
4,918,619 |
-1.12 |
-3.20 |
1.58 |
1.35 |
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2,279,220
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-0.9 |
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202405 |
810,162 |
4,117,494 |
21.29
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4.45 |
2.57 |
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2,128,799
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-2.1 |
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202404 |
667,933 |
3,307,332 |
2.65
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-4.14 |
2.12
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2,239,128
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2.03 |
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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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9200 |
凱基 |
109 |
128 |
19 |
9800 |
元大 |
-139 |
17 |
156 |
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8880 |
國泰 |
37 |
55 |
18 |
9600 |
富邦 |
-25 |
7 |
32 |
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9100 |
群益金鼎 |
33 |
36 |
3 |
1030 |
土銀 |
-23 |
2 |
25 |
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1440 |
美林 |
24 |
25 |
1 |
5920 |
元富 |
-21 |
1 |
22 |
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7000 |
兆豐 |
21 |
26 |
5 |
5850 |
統一 |
-17 |
0 |
17 |
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8560 |
新光 |
11 |
14 |
3 |
6160 |
中國信託 |
-12 |
0 |
12 |
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1560 |
港商野村 |
8 |
8 |
0 |
9300 |
華南永昌 |
-10 |
4 |
14 |
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1260 |
宏遠 |
6 |
6 |
0 |
9A00 |
永豐金 |
-5 |
0 |
5 |
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8840 |
玉山 |
6 |
8 |
2 |
6010 |
奔亞證券 |
-3 |
1 |
4 |
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1480 |
美商高盛 |
4 |
4 |
0 |
6910 |
德信 |
-3 |
0 |
3 |
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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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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 |
統一領軍食品股 受惠內需、殖利率逆勢漲 |
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20250408 |
台股下跌772點 三大法人賣超467億元 |
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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 |
5.6 |
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10日籌碼集中度 |
-17.4 |
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單日買賣超 |
20 |
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5日籌碼集中度 |
-16.3 |
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20日籌碼集中度 |
-13.2 |
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累計買賣超 |
-501 |
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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 |
408 |
借券餘額 |
425 |
千張大戶戶數 |
82 |
大戶比例 |
74.96 |
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更新日期: |
2025/5/2 19:22 |
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