1309 |
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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1309 台達化 |
實收資本額 |
3976 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1986/06/27 |
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發 言
人 |
黃俊豪 |
電 話 |
(02)8751-6888 |
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地 址 |
台北市內湖區基湖路37號12樓 |
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產 業
別 |
傳產-塑膠 |
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主要產品 |
聚苯乙烯及加工品之製銷,丙烯(月青)、丁二烯、苯乙烯共聚體樹脂、ABS之製銷,﹝丙烯(月青)、苯乙烯共聚合樹脂﹞SAN之製銷、玻璃棉及其有關產品之製銷,塑膠原料及加工品之製銷 |
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2025/5/2 股價 |
12.15 |
法人買賣超合計(近一日) |
買超 140.998 張 |
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2025/5/2
漲跌 |
0.15
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法人買賣超合計(近一週) |
買超
476.84 張 |
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2025/5/2
漲跌幅 |
1.25
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法人買賣超合計(近一月) |
買超
1652.76 張 |
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券 資 比 |
1.12
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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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2024/05/31 |
0.30 |
0.50 |
2022/07/28 |
2024/07/25 |
2.47% |
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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 |
0.20 |
0.00 |
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1.65% |
0% |
1.65% |
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2023 |
2024/05/31 |
0.30 |
0.00 |
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2024/07/26 |
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2.47% |
0% |
2.47% |
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2022 |
2023/05/30 |
0.50 |
0.00 |
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2023/07/27 |
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4.12% |
0% |
4.12% |
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2021 |
2022/05/27 |
2.00 |
0.50 |
2022/07/28 |
2022/07/28 |
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20.58% |
0.04% |
16.46% |
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機構估稅後EPS |
-0.62 |
K(9) |
89.43 |
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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) |
15.84 |
D(9) |
80.72 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
-19.60 |
周K(9) |
34.65 |
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1.6 |
1.2 |
1.2 |
0.4 |
1.5 |
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股價淨值比 |
0.77 |
周D(9) |
35.36 |
綜合評分: |
5.9 |
建議: |
列入追踪 |
目標價: |
14.41 |
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月線乖離率 |
4.9 |
季線乖離率 |
-7.79 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
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3*PB |
47.34 |
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股價 |
13.30 |
11.10 |
11.60 |
11.70 |
12.15 |
15*PE |
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2*PB |
31.56 |
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成交量(千股) |
2,525 |
9,248 |
3,050 |
2,060 |
1,266 |
10*PE |
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1*PB |
15.78 |
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資餘 |
4,430 |
3,190 |
3,076 |
3,057 |
3,035 |
5*PE |
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0.5*PB |
7.89 |
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券餘 |
2 |
28 |
25 |
33 |
34 |
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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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4,703,249
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5,185,907
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4,943,005
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3,790,749
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4,061,999
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3,980,713
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3,587,679
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營業成本(千) |
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4,405,727
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4,844,174
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4,736,396
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3,758,525
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3,932,682
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3,897,343
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3,464,754
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營業毛利(千) |
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297,522
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341,733
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206,609
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32,224
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129,317
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83,370
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122,925
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營業費用(千) |
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304,035
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409,812
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303,750
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221,459
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234,569
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244,379
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208,197
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營業利益(千) |
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-6,513 |
-68,079 |
-97,141 |
-189,235 |
-105,252 |
-161,009 |
-85,272 |
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營業外收入及支出(千) |
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41,750
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-35,075 |
50,158
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62,393
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-37,737 |
68,154
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66,728
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稅前純益(千) |
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35,237
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-103,154 |
-46,983 |
-126,842 |
-142,989 |
-92,855 |
-18,544 |
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所得稅(千) |
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18,318
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-4,185 |
-7,574 |
-25,289 |
-29,635 |
-20,832 |
-2,089 |
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稅後純益(千) |
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16,919
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-98,969 |
-39,409 |
-101,553 |
-113,354 |
-72,023 |
-16,455 |
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其他綜合損益(千) |
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-52,307 |
10,475
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3,370
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30,605
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-104,385 |
79,694
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-141,608 |
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綜合損益(千) |
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-35,388 |
-88,494 |
-36,039 |
-70,948 |
-217,739 |
7,671
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-158,063 |
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原始每股稅前盈餘(元) |
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0.09
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-0.26 |
-0.12 |
-0.32 |
-0.36 |
-0.23 |
-0.05 |
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原始每股稅後盈餘(元) |
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0.04
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-0.25 |
-0.10 |
-0.26 |
-0.29 |
-0.18 |
-0.04 |
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毛利率(%) |
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6.33
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6.59
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4.18
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0.85
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3.18
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2.09
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3.43
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營業利益率(%) |
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-0.14 |
-1.31 |
-1.97 |
-4.99 |
-2.59 |
-4.04 |
-2.38 |
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稅後純益率(%) |
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0.36
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-1.91 |
-0.80 |
-2.68 |
-2.79 |
-1.81 |
-0.46 |
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稅後權益報酬率(%) |
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0.27
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-1.55 |
-0.61 |
-1.54 |
-1.68 |
-1.05 |
-0.23 |
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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 |
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202503 |
1,502,160 |
4,232,841 |
3.91 |
10.52
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11.66
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4,232,841
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11.66 |
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202502 |
1,445,653 |
2,730,681 |
12.50
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33.34
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12.29
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4,287,014
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12.57 |
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202501 |
1,285,028 |
1,285,028 |
-17.43 |
-4.65 |
-4.65 |
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4,505,028
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13.83 |
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202412 |
1,556,333 |
18,622,910 |
-6.45 |
13.06
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22.48
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-0.61 |
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4,703,350
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15.79 |
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202411 |
1,663,667 |
17,066,339 |
12.16
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34.87
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23.39
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4,825,563
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15.52 |
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202410 |
1,483,350 |
15,402,672 |
-11.63 |
2.16 |
22.26
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5,047,819
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16.3 |
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202409 |
1,678,546 |
13,919,661 |
-11.00 |
12.52
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24.91
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-0.70 |
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5,185,409
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30.21 |
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202408 |
1,885,923 |
12,240,776 |
16.35
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35.04
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26.79
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創近一年新高 |
5,147,152
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44.41 |
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202407 |
1,620,940 |
10,354,853 |
-1.18 |
48.16
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25.40
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4,944,454
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44.76 |
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202406 |
1,640,289 |
8,733,754 |
-2.55 |
52.77
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21.92
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-0.44 |
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4,942,980
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37.7 |
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202405 |
1,683,225 |
7,093,624 |
3.94 |
34.88
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16.48
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創近一年新高 |
4,661,813
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19.45 |
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202404 |
1,619,466 |
5,410,399 |
19.16
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27.71
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11.74
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創近一年新高 |
4,062,738
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5.35 |
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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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1480 |
美商高盛 |
40 |
42 |
2 |
9A00 |
永豐金 |
-45 |
3 |
48 |
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1470 |
台灣摩根士丹利 |
34 |
49 |
15 |
5380 |
第一金 |
-26 |
0 |
26 |
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9800 |
元大 |
27 |
83 |
56 |
9600 |
富邦 |
-23 |
23 |
46 |
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9200 |
凱基 |
27 |
34 |
7 |
1020 |
合庫 |
-22 |
0 |
22 |
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1440 |
美林 |
22 |
27 |
5 |
1260 |
宏遠 |
-16 |
0 |
16 |
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8380 |
安泰 |
16 |
16 |
0 |
9100 |
群益金鼎 |
-16 |
8 |
24 |
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5850 |
統一 |
13 |
18 |
5 |
9300 |
華南永昌 |
-12 |
2 |
14 |
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1650 |
新加坡商瑞銀 |
12 |
22 |
10 |
6380 |
光和 |
-12 |
0 |
12 |
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1110 |
台灣企銀 |
9 |
9 |
0 |
5920 |
元富 |
-10 |
3 |
13 |
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1590 |
花旗環球 |
4 |
4 |
0 |
1560 |
港商野村 |
-7 |
0 |
7 |
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20250325 |
3月25日重要財經行事曆 |
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20250314 |
資金輪動至塑化 台塑四寶集體走強、台塑盤中飆逾6% |
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20250314 |
普亭「原則上同意」俄烏30天停火 重建概念股大漲 |
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20250305 |
3月5日重要財經行事曆 |
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20250115 |
塑膠股攜鋼鐵股成撐盤要角 這些銅板股飆漲停更亮眼 |
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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 |
20 |
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10日籌碼集中度 |
14 |
優 |
單日買賣超 |
75 |
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5日籌碼集中度 |
23.6 |
優 |
20日籌碼集中度 |
2 |
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累計買賣超 |
-429 |
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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 |
7510 |
借券餘額 |
7874 |
千張大戶戶數 |
10 |
大戶比例 |
42.66 |
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更新日期: |
2025/5/2 19:23 |
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