| 1264 |
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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| 1264 德麥 |
實收資本額 |
371 (百萬) |
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| 市 場
別 |
OTC |
上 櫃 日 期 |
2015/04/09 |
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| 發 言
人 |
邱俊榮 |
電 話 |
(02)2298-1347 |
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| 地 址 |
新北市五股區五權五路31號 |
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| 產 業
別 |
傳產-食品 |
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| 主要產品 |
專業進口烘焙原料銷售、各式烘焙食品、乳製品、各式包裝材料及器具之銷售、烘焙原料之預拌粉加工製造 |
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| 2025/5/2 股價 |
307.00 |
法人買賣超合計(近一日) |
買超 8 張 |
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| 2025/5/2
漲跌 |
4.50
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法人買賣超合計(近一週) |
買超
18 張 |
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| 2025/5/2
漲跌幅 |
1.49
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法人買賣超合計(近一月) |
賣超 -13.07 張 |
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| 券 資 比 |
0.00
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外資連4買 |
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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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| 2023/06/30 |
12.00 |
1.00 |
2021/08/12 |
2023/07/17 |
3.91% |
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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 |
2025/05/29 |
14.50 |
0.00 |
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4.72% |
0% |
4.72% |
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| 2023 |
2024/05/30 |
14.00 |
0.00 |
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2024/07/16 |
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4.56% |
0% |
4.56% |
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| 2022 |
2023/06/30 |
12.00 |
0.00 |
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2023/07/17 |
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3.91% |
0% |
3.91% |
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| 2021 |
2022/06/10 |
12.00 |
0.00 |
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2022/06/29 |
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3.91% |
0% |
3.91% |
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| 機構估稅後EPS |
22.33 |
K(9) |
86.41 |
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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) |
93.19 |
D(9) |
73.38 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
13.75 |
周K(9) |
37.28 |
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1.6 |
1.6 |
2 |
0.8 |
1 |
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| 股價淨值比 |
3.29 |
周D(9) |
36.23 |
綜合評分: |
7 |
建議: |
列入追踪 |
目標價: |
322.35 |
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| 月線乖離率 |
3.04 |
季線乖離率 |
-2.83 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
444.93 |
3*PB |
279.09 |
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| 股價 |
308.00 |
298.00 |
299.00 |
298.50 |
307.00 |
15*PE |
333.70 |
2*PB |
186.06 |
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| 成交量(千股) |
77 |
524 |
71 |
44 |
72 |
10*PE |
222.46 |
1*PB |
93.03 |
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| 資餘 |
1 |
2 |
1 |
1 |
2 |
5*PE |
111.23 |
0.5*PB |
46.52 |
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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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1,882,236
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1,783,411
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1,582,875
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1,557,820
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1,583,646
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1,515,752
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1,383,940
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| 營業成本(千) |
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1,267,048
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1,211,580
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1,071,789
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1,053,060
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1,074,123
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1,015,067
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912,507
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| 營業毛利(千) |
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615,188
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571,831
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511,086
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504,760
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509,523
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500,685
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471,433
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| 營業費用(千) |
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327,427
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262,687
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244,480
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237,779
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262,536
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244,465
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221,441
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| 營業利益(千) |
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287,761
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309,144
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266,606
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266,981
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246,987
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256,220
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249,992
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| 營業外收入及支出(千) |
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12,549
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4,159
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9,467
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8,064
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6,301
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9,015
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4,935
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| 稅前純益(千) |
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300,310
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313,303
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276,073
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275,045
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253,288
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265,235
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254,927
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| 所得稅(千) |
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80,352
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66,891
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64,435
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61,632
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58,892
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59,998
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61,782
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| 稅後純益(千) |
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219,958
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246,412
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211,638
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213,413
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194,396
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205,237
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193,145
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| 其他綜合損益(千) |
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-10,505 |
41,582
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19,022
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38,883
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-45,367 |
49,622
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-32,977 |
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| 綜合損益(千) |
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209,453
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287,994
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230,660
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252,296
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149,029
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254,859
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160,168
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| 原始每股稅前盈餘(元) |
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8.11
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8.46
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7.45
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7.42
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6.84
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7.16
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6.88
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| 原始每股稅後盈餘(元) |
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4.88
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5.65
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4.94
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5.08
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4.42
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4.80
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4.56
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| 毛利率(%) |
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32.68
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32.06
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32.29
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32.40
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32.17
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33.03
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34.06
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| 營業利益率(%) |
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15.29
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17.33
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16.84
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17.14
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15.60
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16.90
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18.06
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| 稅後純益率(%) |
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11.69
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13.82
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13.37
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13.70
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12.28
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13.54
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13.96
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| 稅後權益報酬率(%) |
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5.30
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6.31
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5.75
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5.72
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5.13
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5.71
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5.71
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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
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0.00
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0.00
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0 |
0 |
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| 202503 |
554,832 |
1,648,839 |
34.48
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6.29
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6.75
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1,648,839
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6.75 |
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| 202502 |
412,565 |
1,094,007 |
-39.46 |
20.62
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6.99
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創近一年新低 |
1,844,427
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14 |
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| 202501 |
681,442 |
681,442 |
-9.19 |
0.14
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0.14
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2,029,711
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13.11 |
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| 202412 |
750,420 |
6,806,342 |
25.52
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26.05
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16.58
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31.39
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創歷史新高 |
1,867,399
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18.75 |
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| 202411 |
597,849 |
6,005,576 |
15.16
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15.27
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15.82
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1,713,850
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13.12 |
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| 202410 |
519,130 |
5,407,727 |
-13.02 |
13.20
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15.89
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1,722,528
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14.12 |
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| 202409 |
596,871 |
4,924,106 |
-1.59 |
10.97
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15.73
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23.30
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1,769,543
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17.75 |
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| 202408 |
606,527 |
4,291,726 |
7.13
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18.25
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16.94
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1,676,424
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19.21 |
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| 202407 |
566,145 |
3,685,199 |
12.39
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25.26
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16.73
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1,608,039
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17.97 |
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| 202406 |
503,752 |
3,140,695 |
-6.39 |
14.12
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14.67
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14.85
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1,574,541
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15.15 |
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| 202405 |
538,142 |
2,615,302 |
1.03
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14.58
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15.54
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1,592,792
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9.22 |
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| 202404 |
532,647 |
2,077,160 |
2.04
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16.73
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15.79
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1,396,692
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1.78 |
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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 |
4 |
6 |
2 |
8880 |
國泰 |
-4 |
0 |
4 |
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| 5920 |
元富 |
2 |
2 |
0 |
9A00 |
永豐金 |
-2 |
0 |
2 |
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| 9600 |
富邦 |
1 |
1 |
0 |
9300 |
華南永昌 |
-1 |
0 |
1 |
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| 1440 |
美林 |
1 |
1 |
0 |
6210 |
新百王 |
-1 |
0 |
1 |
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| 1560 |
港商野村 |
1 |
1 |
0 |
6380 |
光和 |
0 |
0 |
0 |
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| 5260 |
美好 |
0 |
0 |
0 |
6950 |
福勝 |
0 |
0 |
0 |
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| 5380 |
第一金 |
0 |
0 |
0 |
7000 |
兆豐 |
0 |
0 |
0 |
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| 5850 |
統一 |
0 |
0 |
0 |
8450 |
康和 |
0 |
0 |
0 |
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| 1480 |
美商高盛 |
0 |
1 |
1 |
8840 |
玉山 |
0 |
0 |
0 |
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| 1040 |
臺銀證券 |
0 |
0 |
0 |
9100 |
群益金鼎 |
0 |
0 |
0 |
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| 20250429 |
櫃買市場業績發表會 5月13日起隆重登場 |
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| 20250408 |
德麥營收／3月5.54億元 創歷史同期新高 |
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| 20250407 |
台股大跌、高價股多跌停 買盤卻卡位這些高價股 |
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| 20250314 |
德麥2025年拚績增雙位數 |
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| 20240401 |
櫃買業績秀 三家壓軸 |
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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 |
6.7 |
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10日籌碼集中度 |
-4.9 |
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單日買賣超 |
1 |
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| 5日籌碼集中度 |
-2.5 |
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20日籌碼集中度 |
-11 |
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累計買賣超 |
-111 |
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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 |
16 |
借券餘額 |
21 |
千張大戶戶數 |
5 |
大戶比例 |
24.77 |
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更新日期： |
2025/5/2 17:36 |
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