1235 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1235 興泰 |
實收資本額 |
1571 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2000/09/11 |
|
|
|
|
|
|
|
|
|
發 言
人 |
葉文籐 |
電 話 |
07-3425301-5 |
|
|
|
|
|
|
|
|
|
地 址 |
高雄市仁武區高楠公路10號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-食品 |
|
|
|
|
|
|
|
|
|
主要產品 |
飼料 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
100.00 |
法人買賣超合計(近一日) |
買超 0 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.80
|
法人買賣超合計(近一週) |
賣超 -4 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
0.81
|
法人買賣超合計(近一月) |
賣超 -32.84 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.00
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/06/18 |
1.00 |
1.20 |
2023/08/30 |
2023/08/30 |
1.00% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
2024 |
2025/06/19 |
|
|
|
|
|
|
|
|
|
|
|
|
2023 |
2024/06/18 |
0.50 |
0.50 |
2024/08/29 |
2024/08/29 |
|
1% |
0.01% |
0.5% |
|
|
|
|
2022 |
2023/06/20 |
1.00 |
1.20 |
2023/08/30 |
2023/08/30 |
|
2.2% |
0.01% |
1% |
|
|
|
|
2021 |
2022/06/16 |
1.00 |
2.80 |
2022/08/30 |
2022/08/30 |
|
3.8% |
0.03% |
1% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
1.97 |
K(9) |
23.26 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
86.37 |
D(9) |
20.53 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
50.76 |
周K(9) |
64.96 |
|
1.6 |
0.8 |
0.4 |
1.6 |
0.5 |
|
|
|
|
股價淨值比 |
1.16 |
周D(9) |
65.91 |
綜合評分: |
4.9 |
建議: |
觀望 |
目標價: |
115.81 |
|
|
|
|
月線乖離率 |
-1.61 |
季線乖離率 |
3.72 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
39.45 |
3*PB |
62.50 |
|
|
|
|
股價 |
104.00 |
107.50 |
100.50 |
100.50 |
100.00 |
15*PE |
29.59 |
2*PB |
41.67 |
|
|
|
|
成交量(千股) |
46 |
67 |
51 |
10 |
13 |
10*PE |
19.72 |
1*PB |
20.83 |
|
|
|
|
資餘 |
1,147 |
1,125 |
1,125 |
1,125 |
1,125 |
5*PE |
9.86 |
0.5*PB |
10.42 |
|
|
|
|
券餘 |
4 |
0 |
0 |
0 |
0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
39,092
|
32,832
|
23,550
|
17,224
|
43,279
|
17,251
|
9,428
|
|
|
|
|
營業成本(千) |
|
25,645
|
24,099
|
15,016
|
11,005
|
28,723
|
13,853
|
5,824
|
|
|
|
|
營業毛利(千) |
|
13,447
|
8,733
|
8,534
|
6,219
|
14,556
|
3,398
|
3,604
|
|
|
|
|
營業費用(千) |
|
10,596
|
10,496
|
14,972
|
9,693
|
16,743
|
2,966
|
3,924
|
|
|
|
|
營業利益(千) |
|
2,851
|
-1,763 |
-6,438 |
-3,474 |
-2,187 |
432 |
-320 |
|
|
|
|
營業外收入及支出(千) |
|
-328,380 |
85,018
|
64,677
|
45,544
|
30,404
|
95,566
|
-70,023 |
|
|
|
|
稅前純益(千) |
|
-325,529 |
83,255
|
58,239
|
42,070
|
28,217
|
95,998
|
-70,343 |
|
|
|
|
所得稅(千) |
|
16,920
|
-58 |
162 |
1,988
|
4,597
|
2,344
|
725 |
|
|
|
|
稅後純益(千) |
|
-342,449 |
83,313
|
58,077
|
40,082
|
23,620
|
93,654
|
-71,068 |
|
|
|
|
其他綜合損益(千) |
|
485,973
|
-471,698 |
1,016,723
|
669,490
|
59,473
|
104,586
|
101,906
|
|
|
|
|
綜合損益(千) |
|
143,524
|
-388,385 |
1,074,800
|
709,572
|
83,093
|
198,240
|
30,838
|
|
|
|
|
原始每股稅前盈餘(元) |
|
-8.59 |
2.19
|
1.60
|
1.15
|
0.77
|
2.63
|
-2.16 |
|
|
|
|
原始每股稅後盈餘(元) |
|
-3.78 |
1.65
|
1.42
|
0.98
|
0.72
|
1.62
|
-0.78 |
|
|
|
|
毛利率(%) |
|
34.40
|
26.60
|
36.24
|
36.11
|
33.63
|
19.70
|
38.23
|
|
|
|
|
營業利益率(%) |
|
7.29
|
-5.37 |
-27.34 |
-20.17 |
-5.05 |
2.50
|
-3.39 |
|
|
|
|
稅後純益率(%) |
|
-876.01 |
253.76
|
246.61
|
232.71
|
54.58
|
542.89
|
-753.80 |
|
|
|
|
稅後權益報酬率(%) |
|
-9.56 |
2.30
|
1.82
|
1.75
|
1.25
|
5.36
|
-4.19 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
202504 |
0 |
0 |
0.00 |
0.00 |
0.00 |
|
|
0 |
0 |
|
|
|
|
202503 |
18,067 |
28,420 |
934.77
|
86.76
|
64.65
|
|
創近一年新高 |
28,420
|
64.65 |
|
|
|
|
202502 |
1,746 |
10,353 |
-79.71 |
-18.87 |
36.46
|
|
創近一年新低 |
21,946
|
3.8 |
|
|
|
|
202501 |
8,607 |
8,607 |
-25.76 |
58.36
|
58.36
|
|
|
33,368
|
-12.92 |
|
|
|
|
202412 |
11,593 |
112,698 |
-11.96 |
-14.48 |
48.84
|
-0.90 |
|
39,092
|
7.97 |
|
|
|
|
202411 |
13,168 |
101,105 |
-8.12 |
-31.86 |
62.64
|
|
|
40,911
|
40.12 |
|
|
|
|
202410 |
14,331 |
87,937 |
6.85 |
331.27
|
105.28
|
|
|
41,082
|
107.67 |
|
|
|
|
202409 |
13,412 |
73,606 |
0.55 |
104.83
|
126.90
|
1.17 |
|
32,832
|
36.45 |
|
|
|
|
202408 |
13,339 |
60,194 |
119.36
|
34.59
|
82.59
|
|
|
29,970
|
37.6 |
|
|
|
|
202407 |
6,081 |
46,855 |
-42.36 |
-20.02 |
103.23
|
|
|
20,402
|
35.45 |
|
|
|
|
202406 |
10,550 |
40,774 |
179.77
|
147.30
|
168.44
|
0.64 |
|
23,513
|
142.63 |
|
|
|
|
202405 |
3,771 |
30,224 |
-58.98 |
18.10
|
170.19
|
|
|
22,637
|
190.59 |
|
|
|
|
202404 |
9,192 |
26,453 |
-4.98 |
311.83
|
230.95
|
|
|
21,018
|
226.72 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
5850 |
統一 |
1 |
1 |
0 |
9800 |
元大 |
-1 |
0 |
1 |
|
|
|
|
8450 |
康和 |
0 |
0 |
0 |
8450 |
康和 |
0 |
0 |
0 |
|
|
|
|
8840 |
玉山 |
0 |
1 |
1 |
8840 |
玉山 |
0 |
1 |
1 |
|
|
|
|
8880 |
國泰 |
0 |
0 |
0 |
8880 |
國泰 |
0 |
0 |
0 |
|
|
|
|
9800 |
元大 |
-1 |
0 |
1 |
5850 |
統一 |
1 |
1 |
0 |
|
|
|
|
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
|
|
|
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
|
|
|
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
|
|
|
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
|
|
|
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250401 |
福懋油交不出去年財報 股價跌停鎖死 |
|
|
|
|
20250220 |
股市聞人吳金泉違反證交法 最高法院維持6年半徒刑定讞 |
|
|
|
|
20241113 |
興泰財報/前三季稅後純益1.5億、年增117% 每股賺1.66元 |
|
|
|
|
20240805 |
晉泰董座吳金泉違反證交法遭判六年六個月 公司:營運一切正常 |
|
|
|
|
20240430 |
4月30日 五件財經大事搶先看 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
0 |
|
10日籌碼集中度 |
0 |
|
單日買賣超 |
0 |
|
|
|
5日籌碼集中度 |
0 |
|
20日籌碼集中度 |
9.8 |
優 |
累計買賣超 |
0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
31 |
借券餘額 |
41 |
千張大戶戶數 |
10 |
大戶比例 |
93.66 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:22 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|