1466 |
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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1466 聚隆 |
實收資本額 |
1112 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1998/04/04 |
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發 言
人 |
賴明毅 |
電 話 |
886-4-8652321 |
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地 址 |
彰化縣埔鹽鄉永樂村番金路94號 |
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產 業
別 |
傳產-紡織纖維 |
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主要產品 |
尼龍絲55.78%、Lyocell長纖絲23.39%、聚酯絲8.22%、新纖產品及加工收入5.49%、複合絲3.66%(尼龍原絲、假撚絲、仿棉絲製造、加工及買賣、聚酯原絲、假撚絲、空氣打節絲製造、加工及買賣、超細纖維、超細纖維布、彈性纖維、彈性纖維布製造、加工及買賣) |
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2025/5/2 股價 |
14.65 |
法人買賣超合計(近一日) |
買超 101.001 張 |
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2025/5/2
漲跌 |
0.20
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法人買賣超合計(近一週) |
買超
137.25 張 |
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2025/5/2
漲跌幅 |
1.38
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法人買賣超合計(近一月) |
賣超 -149.29 張 |
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券 資 比 |
0.59
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外資連3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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2024/06/21 |
1.00 |
0.40 |
2011/07/04 |
2022/08/24 |
6.83% |
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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 |
2025/06/17 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2023 |
2024/06/21 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2022 |
2023/06/16 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2021 |
2022/06/29 |
1.00 |
0.00 |
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2022/08/24 |
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6.83% |
0% |
6.83% |
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機構估稅後EPS |
-0.09 |
K(9) |
60.92 |
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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) |
13.16 |
D(9) |
63.89 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
-162.78 |
周K(9) |
34.73 |
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0 |
1.6 |
0.8 |
0.8 |
0.5 |
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股價淨值比 |
1.11 |
周D(9) |
41.76 |
綜合評分: |
3.7 |
建議: |
觀望 |
目標價: |
15.38 |
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月線乖離率 |
3.37 |
季線乖離率 |
0.6 |
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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 |
39.59 |
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股價 |
17.10 |
12.95 |
13.00 |
15.50 |
14.65 |
15*PE |
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2*PB |
26.40 |
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成交量(千股) |
2,995 |
4,784 |
2,991 |
6,277 |
1,772 |
10*PE |
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1*PB |
13.20 |
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資餘 |
5,854 |
3,907 |
3,694 |
4,105 |
4,056 |
5*PE |
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0.5*PB |
6.60 |
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券餘 |
201 |
0 |
1 |
27 |
24 |
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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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847,916
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805,768
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695,684
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593,559
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692,947
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650,668
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599,716
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營業成本(千) |
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748,008
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724,120
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621,212
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552,261
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631,975
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621,268
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594,771
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營業毛利(千) |
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99,908
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81,648
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74,472
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41,298
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60,972
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29,400
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4,945
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營業費用(千) |
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85,074
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80,826
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68,631
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60,643
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61,884
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58,446
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56,804
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營業利益(千) |
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14,834
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822
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5,841
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-19,345 |
-912 |
-29,046 |
-51,859 |
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營業外收入及支出(千) |
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5,063
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-2,637 |
1,078
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4,418
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-11,033 |
8,621
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3,970
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稅前純益(千) |
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19,897
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-1,815 |
6,919
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-14,927 |
-11,945 |
-20,425 |
-47,889 |
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所得稅(千) |
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-10,937 |
-471 |
482
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3,597
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-1,980 |
-870 |
-3,187 |
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稅後純益(千) |
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30,834
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-1,344 |
6,437
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-18,524 |
-9,965 |
-19,555 |
-44,702 |
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其他綜合損益(千) |
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1,925
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405
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-694 |
1,118
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-2,150 |
235
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1,180
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綜合損益(千) |
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32,759
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-939 |
5,743
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-17,406 |
-12,115 |
-19,320 |
-43,522 |
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原始每股稅前盈餘(元) |
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0.18
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-0.02 |
0.06
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-0.13 |
-0.11 |
-0.18 |
-0.43 |
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原始每股稅後盈餘(元) |
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0.27
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-0.01 |
0.06
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-0.17 |
-0.09 |
-0.18 |
-0.40 |
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毛利率(%) |
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11.78
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10.13
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10.70
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6.96
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8.80
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4.52
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0.82
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營業利益率(%) |
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1.75
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0.10
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0.84
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-3.26 |
-0.13 |
-4.46 |
-8.65 |
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稅後純益率(%) |
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3.64
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-0.17 |
0.93
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-3.12 |
-1.44 |
-3.01 |
-7.45 |
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稅後權益報酬率(%) |
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2.11
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-0.09 |
0.45
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-1.29 |
-0.69 |
-1.33 |
-2.99 |
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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 |
230,134 |
686,681 |
-1.17 |
-0.69 |
15.69
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686,681
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15.69 |
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202502 |
232,850 |
456,547 |
4.09
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51.69
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26.18
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735,688
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24.56 |
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202501 |
223,697 |
223,697 |
-19.86 |
7.38
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7.38
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772,586
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17.61 |
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202412 |
279,141 |
2,942,927 |
3.48
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22.01
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19.94
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0.09
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871,690
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25.92 |
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202411 |
269,748 |
2,687,568 |
-16.44 |
22.74
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20.83
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863,314
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22.28 |
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202410 |
322,801 |
2,417,821 |
19.22
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32.47
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20.63
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創近一年新高 |
876,052
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27.73 |
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202409 |
270,765 |
2,095,011 |
-4.15 |
11.62
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18.99
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-0.09 |
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806,050
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23.88 |
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202408 |
282,486 |
1,824,254 |
11.74
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41.51
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20.16
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創近一年新高 |
763,916
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24.54 |
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202407 |
252,799 |
1,541,769 |
10.57
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21.26
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16.93
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742,385
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16.85 |
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202406 |
228,631 |
1,289,243 |
-12.39 |
11.36
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16.12
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-0.07 |
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695,411
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15.96 |
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202405 |
260,955 |
1,060,339 |
26.78
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17.78
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17.20
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創近一年新高 |
698,514
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15.13 |
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202404 |
205,825 |
799,384 |
-11.18 |
19.08
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17.01
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591,061
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7.29 |
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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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9A00 |
永豐金 |
35 |
49 |
14 |
7750 |
北城 |
-85 |
0 |
85 |
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1650 |
新加坡商瑞銀 |
27 |
35 |
8 |
8150 |
台新 |
-24 |
22 |
46 |
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1440 |
美林 |
25 |
25 |
0 |
7790 |
國票 |
-15 |
0 |
15 |
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8440 |
摩根大通 |
20 |
20 |
0 |
9200 |
凱基 |
-9 |
68 |
77 |
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1560 |
港商野村 |
11 |
11 |
0 |
9800 |
元大 |
-4 |
8 |
12 |
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9600 |
富邦 |
8 |
13 |
5 |
8880 |
國泰 |
-3 |
2 |
5 |
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6160 |
中國信託 |
7 |
7 |
0 |
6010 |
奔亞證券 |
-3 |
0 |
3 |
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1040 |
臺銀證券 |
5 |
5 |
0 |
8580 |
聯邦商銀 |
-2 |
0 |
2 |
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1480 |
美商高盛 |
4 |
39 |
35 |
5850 |
統一 |
-1 |
5 |
6 |
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5380 |
第一金 |
2 |
4 |
2 |
1110 |
台灣企銀 |
-1 |
0 |
1 |
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20250314 |
台股本周10悍將 安馳飆35%、4檔今日掛漲停 |
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20241113 |
11月13日盤前/短線技術指標轉弱、外資籌碼偏空 操作審慎汰弱留強 |
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20231206 |
這檔隱藏版口罩股今拉出第二根漲停 委買高掛逾千張 |
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20221201 |
聚隆:庫存調整下季結束 |
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20210528 |
聚隆口罩熱賣 產能全開 |
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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 |
-2.1 |
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10日籌碼集中度 |
-4.8 |
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單日買賣超 |
-7 |
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5日籌碼集中度 |
-8.9 |
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20日籌碼集中度 |
-3.1 |
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累計買賣超 |
-697 |
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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 |
702 |
借券餘額 |
702 |
千張大戶戶數 |
22 |
大戶比例 |
57.2 |
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更新日期: |
2025/5/2 19:25 |
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