| 1308 |
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 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
| 1308 亞聚 |
實收資本額 |
5937 (百萬) |
|
|
|
|
|
|
|
|
|
| 市 場
別 |
TSE |
上 市 日 期 |
1986/06/20 |
|
|
|
|
|
|
|
|
|
| 發 言
人 |
黃克名 |
電 話 |
(02)8751-6888 |
|
|
|
|
|
|
|
|
|
| 地 址 |
高雄市林園區工業一路3號 |
|
|
|
|
|
|
|
|
|
| 產 業
別 |
傳產-塑膠 |
|
|
|
|
|
|
|
|
|
| 主要產品 |
低密度聚乙烯及乙烯醋酸乙烯酯共聚合樹脂之生產及銷售、高密度聚乙烯及線型低密度聚乙烯之銷售、分解性塑膠原料之製造及銷售 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2025/5/2 股價 |
12.75 |
法人買賣超合計(近一日) |
買超 120.876 張 |
|
|
|
|
|
|
|
|
|
| 2025/5/2
漲跌 |
0.10
|
法人買賣超合計(近一週) |
買超
222.57 張 |
|
|
|
|
|
|
|
|
|
| 2025/5/2
漲跌幅 |
0.79
|
法人買賣超合計(近一月) |
買超
1740.59 張 |
|
|
|
|
|
|
|
|
|
| 券 資 比 |
0.09
|
|
投信連3賣 |
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
| 2024/05/30 |
0.45 |
0.20 |
2021/09/02 |
2024/07/25 |
3.53% |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
2025/05/28 |
0.25 |
0.00 |
|
|
|
1.96% |
0% |
1.96% |
|
|
|
|
| 2023 |
2024/05/30 |
0.45 |
0.00 |
|
2024/07/26 |
|
3.53% |
0% |
3.53% |
|
|
|
|
| 2022 |
2023/05/30 |
1.20 |
0.00 |
|
2023/07/27 |
|
9.41% |
0% |
9.41% |
|
|
|
|
| 2021 |
2022/05/27 |
3.00 |
0.00 |
|
2022/07/28 |
|
23.53% |
0% |
23.53% |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 機構估稅後EPS |
-1.11 |
K(9) |
42.36 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
| 淨值(元) |
19.34 |
D(9) |
53.97 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
| 預估本益比 |
-11.49 |
周K(9) |
43.62 |
|
0 |
0.8 |
1.2 |
1.2 |
1 |
|
|
|
|
| 股價淨值比 |
0.66 |
周D(9) |
44.67 |
綜合評分: |
4.2 |
建議: |
觀望 |
目標價: |
13.73 |
|
|
|
|
| 月線乖離率 |
0.29 |
季線乖離率 |
-7.89 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
|
3*PB |
57.95 |
|
|
|
|
| 股價 |
13.80 |
12.40 |
12.90 |
12.95 |
12.75 |
15*PE |
|
2*PB |
38.64 |
|
|
|
|
| 成交量(千股) |
2,772 |
6,327 |
2,828 |
1,846 |
3,452 |
10*PE |
|
1*PB |
19.32 |
|
|
|
|
| 資餘 |
3,076 |
2,478 |
2,337 |
2,261 |
2,322 |
5*PE |
|
0.5*PB |
9.66 |
|
|
|
|
| 券餘 |
5 |
5 |
7 |
3 |
2 |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
| 營業收入淨額(千) |
|
1,552,871
|
1,422,227
|
1,494,815
|
1,561,353
|
1,677,114
|
1,811,511
|
1,659,326
|
|
|
|
|
| 營業成本(千) |
|
1,532,793
|
1,414,730
|
1,395,029
|
1,553,721
|
1,506,340
|
1,543,140
|
1,265,196
|
|
|
|
|
| 營業毛利(千) |
|
20,078
|
7,497
|
99,786
|
7,632
|
170,774
|
268,371
|
394,130
|
|
|
|
|
| 營業費用(千) |
|
64,501
|
62,327
|
56,163
|
61,444
|
56,672
|
55,899
|
50,019
|
|
|
|
|
| 營業利益(千) |
|
-44,423 |
-54,830 |
43,623
|
-53,812 |
114,102
|
212,472
|
344,111
|
|
|
|
|
| 營業外收入及支出(千) |
|
-279,648 |
-208,555 |
-144,498 |
-178,209 |
-311,785 |
-14,369 |
-160,042 |
|
|
|
|
| 稅前純益(千) |
|
-324,071 |
-263,385 |
-100,875 |
-232,021 |
-197,683 |
198,103
|
184,069
|
|
|
|
|
| 所得稅(千) |
|
-47,886 |
-48,717 |
-28,936 |
-44,313 |
-46,268 |
33,600
|
55,746
|
|
|
|
|
| 稅後純益(千) |
|
-276,185 |
-214,668 |
-71,939 |
-187,708 |
-151,415 |
164,503
|
128,323
|
|
|
|
|
| 其他綜合損益(千) |
|
-671,651 |
9,248
|
29,985
|
-205,860 |
-180,123 |
-102,791 |
-480,418 |
|
|
|
|
| 綜合損益(千) |
|
-947,836 |
-205,420 |
-41,954 |
-393,568 |
-331,538 |
61,712
|
-352,095 |
|
|
|
|
| 原始每股稅前盈餘(元) |
|
-0.55 |
-0.44 |
-0.17 |
-0.39 |
-0.33 |
0.33
|
0.31
|
|
|
|
|
| 原始每股稅後盈餘(元) |
|
-0.47 |
-0.36 |
-0.12 |
-0.32 |
-0.26 |
0.28
|
0.22
|
|
|
|
|
| 毛利率(%) |
|
1.29
|
0.53
|
6.68
|
0.49
|
10.18
|
14.81
|
23.75
|
|
|
|
|
| 營業利益率(%) |
|
-2.86 |
-3.86 |
2.92
|
-3.45 |
6.80
|
11.73
|
20.74
|
|
|
|
|
| 稅後純益率(%) |
|
-17.79 |
-15.09 |
-4.81 |
-12.02 |
-9.03 |
9.08
|
7.73
|
|
|
|
|
| 稅後權益報酬率(%) |
|
-2.31 |
-1.71 |
-0.56 |
-1.43 |
-1.12 |
1.21
|
0.91
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
564,425 |
1,534,396 |
5.99 |
16.07
|
-1.72 |
|
|
1,534,396
|
-1.72 |
|
|
|
|
| 202502 |
532,521 |
969,971 |
21.73
|
7.34 |
-9.77 |
|
|
1,524,356
|
-10.45 |
|
|
|
|
| 202501 |
437,450 |
437,450 |
-21.09 |
-24.43 |
-24.43 |
|
|
1,524,552
|
-11.19 |
|
|
|
|
| 202412 |
554,385 |
6,031,266 |
4.07 |
-11.63 |
-10.20 |
-1.55 |
|
1,552,885
|
-7.39 |
|
|
|
|
| 202411 |
532,717 |
5,476,913 |
14.37
|
4.35 |
-10.05 |
|
|
1,381,491
|
-14.84 |
|
|
|
|
| 202410 |
465,783 |
4,944,196 |
21.62
|
-13.57 |
-11.37 |
|
|
1,317,963
|
-26.4 |
|
|
|
|
| 202409 |
382,991 |
4,478,395 |
-18.37 |
-33.12 |
-11.13 |
-1.00 |
創近一年新低 |
1,422,344
|
-21.49 |
|
|
|
|
| 202408 |
469,189 |
4,095,422 |
-17.71 |
-30.92 |
-8.32 |
|
|
1,562,622
|
-12.35 |
|
|
|
|
| 202407 |
570,164 |
3,626,233 |
8.96 |
1.86 |
-4.26 |
|
|
1,539,489
|
-9.21 |
|
|
|
|
| 202406 |
523,269 |
3,056,168 |
17.31
|
-3.77 |
-5.32 |
-0.56 |
|
1,494,839
|
-9.89 |
|
|
|
|
| 202405 |
446,056 |
2,532,800 |
-15.12 |
-24.67 |
-5.64 |
|
創近一年新低 |
1,457,833
|
-12.39 |
|
|
|
|
| 202404 |
525,514 |
2,086,744 |
8.07
|
0.50
|
-0.25 |
|
|
1,507,861
|
-7.95 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 8440 |
摩根大通 |
219 |
223 |
4 |
8150 |
台新 |
-231 |
1 |
232 |
|
|
|
|
| 9200 |
凱基 |
118 |
156 |
38 |
2180 |
亞東 |
-102 |
0 |
102 |
|
|
|
|
| 5920 |
元富 |
46 |
51 |
5 |
1560 |
港商野村 |
-46 |
0 |
46 |
|
|
|
|
| 1650 |
新加坡商瑞銀 |
45 |
97 |
52 |
1470 |
台灣摩根士丹利 |
-40 |
16 |
56 |
|
|
|
|
| 1440 |
美林 |
32 |
46 |
14 |
9800 |
元大 |
-34 |
43 |
77 |
|
|
|
|
| 1480 |
美商高盛 |
28 |
29 |
1 |
1040 |
臺銀證券 |
-23 |
39 |
62 |
|
|
|
|
| 9300 |
華南永昌 |
22 |
25 |
3 |
9A00 |
永豐金 |
-16 |
5 |
21 |
|
|
|
|
| 1030 |
土銀 |
15 |
15 |
0 |
9600 |
富邦 |
-8 |
14 |
22 |
|
|
|
|
| 6210 |
新百王 |
9 |
9 |
0 |
8840 |
玉山 |
-8 |
0 |
8 |
|
|
|
|
| 9100 |
群益金鼎 |
3 |
67 |
64 |
5850 |
統一 |
-7 |
5 |
12 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 20250325 |
3月25日重要財經行事曆 |
|
|
|
|
| 20250314 |
資金輪動至塑化 台塑四寶集體走強、台塑盤中飆逾6% |
|
|
|
|
| 20250305 |
亞聚2024年EPS -1.26元 台達化-0.56元 |
|
|
|
|
| 20250305 |
3月5日重要財經行事曆 |
|
|
|
|
| 20250117 |
王子復仇記！台塑破底後連續反彈上攻 今再大漲5% |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 1日籌碼集中度 |
-1 |
|
10日籌碼集中度 |
-0.6 |
|
單日買賣超 |
-9 |
|
|
|
| 5日籌碼集中度 |
-5 |
|
20日籌碼集中度 |
8.6 |
優 |
累計買賣超 |
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 單日借賣張數 |
14395 |
借券餘額 |
15041 |
千張大戶戶數 |
26 |
大戶比例 |
51.61 |
|
|
|
|
| |
|
|
|
|
|
|
|
更新日期： |
2025/5/2 19:23 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
