1477 |
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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1477 聚陽 |
實收資本額 |
2467 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2003/01/21 |
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發 言
人 |
林恆宇 |
電 話 |
23455588 |
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地 址 |
台北市忠孝東路四段550號8樓 |
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產 業
別 |
傳產-紡織纖維 |
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主要產品 |
成衣95.45%、布4.55%(成衣業、服飾品製造業、布疋、衣著、鞋、帽、傘、服飾品零售業) |
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2025/7/4 股價 |
255.00 |
法人買賣超合計(近一日) |
買超 240.256 張 |
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2025/7/4
漲跌 |
3.50
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法人買賣超合計(近一週) |
賣超 -296.71 張 |
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2025/7/4
漲跌幅 |
1.39
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法人買賣超合計(近一月) |
賣超 -4306.77 張 |
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券 資 比 |
4.98
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自營連2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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2024/06/28 |
16.40 |
0.50 |
2019/07/22 |
2024/03/28 |
6.43% |
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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 |
17.10 |
0.00 |
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2025/03/27 |
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6.71% |
0% |
6.71% |
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2023 |
2024/06/28 |
16.40 |
0.20 |
2024/09/12 |
2024/03/28 |
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6.51% |
0% |
6.43% |
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2022 |
2023/05/31 |
14.50 |
0.00 |
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2023/03/30 |
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5.69% |
0% |
5.69% |
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2021 |
2022/06/15 |
9.50 |
0.00 |
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2022/04/14 |
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3.73% |
0% |
3.73% |
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機構估稅後EPS |
16.19 |
K(9) |
68.65 |
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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) |
54.68 |
D(9) |
65.12 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
15.75 |
周K(9) |
30.92 |
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1.2 |
2 |
1.6 |
0.8 |
0 |
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股價淨值比 |
4.66 |
周D(9) |
27.53 |
綜合評分: |
5.6 |
建議: |
列入追踪 |
目標價: |
293.25 |
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月線乖離率 |
5.86 |
季線乖離率 |
-1.91 |
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2025/6/6 |
2025/6/13 |
2025/6/20 |
2025/6/27 |
2025/7/4 |
20*PE |
322.78 |
3*PB |
164.16 |
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股價 |
245.00 |
238.50 |
226.50 |
245.00 |
255.00 |
15*PE |
242.09 |
2*PB |
109.44 |
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成交量(千股) |
12,146 |
11,364 |
14,886 |
9,645 |
16,928 |
10*PE |
161.39 |
1*PB |
54.72 |
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資餘 |
1,112 |
928 |
1,015 |
791 |
924 |
5*PE |
80.70 |
0.5*PB |
27.36 |
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券餘 |
27 |
29 |
52 |
34 |
46 |
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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) |
9,923,923
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8,756,492
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10,464,894
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7,694,161
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8,608,029
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8,128,290
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9,272,068
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7,224,107
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營業成本(千) |
7,165,004
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6,517,344
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7,984,997
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5,759,159
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6,270,989
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6,001,775
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6,786,020
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5,446,937
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營業毛利(千) |
2,758,919
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2,239,148
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2,479,897
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1,935,002
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2,337,040
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2,126,515
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2,486,048
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1,777,170
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營業費用(千) |
1,178,699
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1,000,050
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890,580
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815,442
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985,405
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966,185
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1,014,262
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786,622
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營業利益(千) |
1,580,220
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1,239,098
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1,589,317
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1,119,560
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1,351,635
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1,160,330
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1,471,786
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990,548
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營業外收入及支出(千) |
37,547
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-9,939 |
-110,047 |
-4,651 |
67,560
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-34,665 |
176,070
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57,829
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稅前純益(千) |
1,617,767
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1,229,159
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1,479,270
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1,114,909
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1,419,195
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1,125,665
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1,647,856
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1,048,377
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所得稅(千) |
337,951
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251,597
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296,344
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227,877
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294,909
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200,402
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317,610
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222,010
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稅後純益(千) |
1,279,816
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977,562
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1,182,926
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887,032
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1,124,286
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925,263
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1,330,246
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826,367
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其他綜合損益(千) |
67,406
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215,700
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-108,344 |
65,732
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196,806
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-243,893 |
166,506
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85,273
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綜合損益(千) |
1,347,222
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1,193,262
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1,074,582
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952,764
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1,321,092
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681,370
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1,496,752
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911,640
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原始每股稅前盈餘(元) |
6.56
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4.98
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6.00
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4.61
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5.87
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4.65
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6.81
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4.33
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原始每股稅後盈餘(元) |
5.15
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3.92
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4.74
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3.55
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4.63
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3.79
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5.47
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3.33
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毛利率(%) |
27.80
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25.57
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23.70
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25.15
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27.15
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26.16
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26.81
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24.60
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營業利益率(%) |
15.92
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14.15
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15.19
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14.55
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15.70
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14.28
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15.87
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13.71
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稅後純益率(%) |
12.90
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11.16
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11.30
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11.53
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13.06
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11.38
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14.35
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11.44
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稅後權益報酬率(%) |
9.03
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6.90
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8.52
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6.46
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7.70
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5.94
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9.18
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6.22
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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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202506 |
2,836,232 |
17,612,957 |
13.97
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3.23
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8.04
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7,689,034
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-0.07 |
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202505 |
2,488,629 |
14,776,725 |
5.26
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-8.25 |
9.01
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8,306,572
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2.88 |
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202504 |
2,364,173 |
12,288,096 |
-31.55 |
5.81
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13.33
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創近一年新低 |
8,787,430
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8.65 |
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202503 |
3,453,770 |
9,923,923 |
16.31
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10.45
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15.29
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6.56
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9,923,923
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15.29 |
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202502 |
2,969,487 |
6,470,152 |
-15.17 |
8.92
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18.05
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9,998,224
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14.71 |
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202501 |
3,500,665 |
3,500,665 |
-0.78 |
27.08
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27.08
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9,609,510
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14.32 |
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202412 |
3,528,072 |
35,523,576 |
36.71
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9.05
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9.44
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21.25
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8,756,492
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7.73 |
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202411 |
2,580,773 |
31,995,504 |
-2.53 |
6.84
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9.49
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8,519,782
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10.74 |
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202410 |
2,647,647 |
29,414,731 |
-19.56 |
6.87
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9.72
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10,049,118
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14.41 |
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202409 |
3,291,362 |
26,767,084 |
-19.92 |
17.53
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10.01
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16.27
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10,464,894
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12.86 |
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202408 |
4,110,109 |
23,475,722 |
34.17
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17.24
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9.04
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創歷史新高 |
9,920,888
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7.01 |
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202407 |
3,063,423 |
19,365,613 |
11.50
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3.28
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7.44
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8,523,307
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5.34 |
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202406 |
2,747,356 |
16,302,190 |
1.28
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-1.87 |
8.26
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10.27
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7,694,162
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6.51 |
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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 |
201 |
250 |
49 |
8440 |
摩根大通 |
-154 |
22 |
176 |
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1470 |
台灣摩根士丹利 |
112 |
148 |
36 |
9800 |
元大 |
-80 |
106 |
186 |
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1650 |
新加坡商瑞銀 |
82 |
140 |
58 |
9200 |
凱基 |
-78 |
116 |
194 |
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1590 |
花旗環球 |
73 |
75 |
2 |
7790 |
國票 |
-55 |
6 |
61 |
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5850 |
統一 |
33 |
87 |
54 |
9600 |
富邦 |
-26 |
29 |
55 |
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1440 |
美林 |
32 |
42 |
10 |
1480 |
美商高盛 |
-25 |
99 |
124 |
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1560 |
港商野村 |
16 |
16 |
0 |
8880 |
國泰 |
-24 |
30 |
54 |
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1040 |
臺銀證券 |
5 |
24 |
19 |
5260 |
美好 |
-18 |
4 |
22 |
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5380 |
第一金 |
4 |
13 |
9 |
8560 |
新光 |
-15 |
7 |
22 |
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6950 |
福勝 |
3 |
3 |
0 |
7000 |
兆豐 |
-15 |
20 |
35 |
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20250703 |
川普拍板越南關稅新制!儒鴻、聚陽喊訂單穩了 不再延單觀望 |
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20250624 |
臺灣指數公司特選 ESG 高股息報酬指數調整成分股 納入富邦金等六檔 |
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20250623 |
大摩三情境解析:服飾鞋類 OEM 受關稅壓力 服裝鞋類吸引力浮現 |
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20250607 |
聚陽與客戶研議關稅解方 |
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20250604 |
聚陽5月營收符合預期 市場觀望下半年接單狀況 |
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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 |
20.9 |
優 |
10日籌碼集中度 |
0.3 |
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單日買賣超 |
307 |
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5日籌碼集中度 |
-2.1 |
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20日籌碼集中度 |
-7.3 |
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累計買賣超 |
-3421 |
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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 |
9530 |
借券餘額 |
17289 |
千張大戶戶數 |
41 |
大戶比例 |
61.86 |
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更新日期: |
2025/7/4 19:27 |
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