1524 |
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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1524 耿鼎 |
實收資本額 |
1653 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1998/10/30 |
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發 言
人 |
李庭祥 |
電 話 |
03-3244011 |
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地 址 |
338桃園市蘆竹區內溪路48號 |
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產 業
別 |
傳產-汽車零組件 |
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主要產品 |
汽車零件 |
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2025/7/4 股價 |
28.25 |
法人買賣超合計(近一日) |
賣超 -501 張 |
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2025/7/4
漲跌 |
-0.75
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法人買賣超合計(近一週) |
買超
86 張 |
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2025/7/4
漲跌幅 |
-2.59
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法人買賣超合計(近一月) |
賣超 -1825.6 張 |
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券 資 比 |
11.42
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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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2024/06/12 |
1.30 |
0.20 |
2009/09/03 |
2024/04/11 |
4.60% |
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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 |
2.30 |
0.00 |
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2025/04/17 |
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8.14% |
0% |
8.14% |
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2023 |
2024/06/12 |
1.30 |
0.00 |
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2024/04/11 |
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4.6% |
0% |
4.6% |
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2022 |
2023/06/14 |
1.00 |
0.00 |
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2023/04/13 |
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3.54% |
0% |
3.54% |
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2021 |
2022/06/14 |
0.30 |
0.00 |
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2022/04/14 |
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1.06% |
0% |
1.06% |
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機構估稅後EPS |
3.02 |
K(9) |
50.69 |
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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) |
17.33 |
D(9) |
57.08 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
9.35 |
周K(9) |
16.39 |
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0 |
0.4 |
1.6 |
0.8 |
1.5 |
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股價淨值比 |
1.63 |
周D(9) |
20.8 |
綜合評分: |
4.3 |
建議: |
觀望 |
目標價: |
32.49 |
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月線乖離率 |
-1.7 |
季線乖離率 |
-9.47 |
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2025/6/6 |
2025/6/13 |
2025/6/20 |
2025/6/27 |
2025/7/4 |
20*PE |
60.75 |
3*PB |
51.99 |
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股價 |
30.80 |
28.75 |
27.95 |
28.50 |
28.25 |
15*PE |
45.56 |
2*PB |
34.66 |
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成交量(千股) |
6,674 |
12,407 |
4,690 |
3,977 |
4,398 |
10*PE |
30.38 |
1*PB |
17.33 |
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資餘 |
7,902 |
7,613 |
7,194 |
7,205 |
7,239 |
5*PE |
15.19 |
0.5*PB |
8.67 |
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券餘 |
774 |
789 |
771 |
788 |
827 |
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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) |
752,356
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919,228
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734,994
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639,873
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721,510
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759,383
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694,979
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669,592
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營業成本(千) |
482,177
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598,041
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506,093
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447,138
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501,425
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525,799
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491,929
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506,853
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營業毛利(千) |
270,179
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321,187
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228,901
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192,735
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220,085
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233,584
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203,050
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162,739
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營業費用(千) |
81,902
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88,797
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76,558
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76,989
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80,733
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77,020
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77,453
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77,149
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營業利益(千) |
188,277
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232,390
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152,343
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115,746
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139,352
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156,564
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125,597
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85,590
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營業外收入及支出(千) |
13,965
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29,669
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-12,688 |
14,594
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72,455
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-43,759 |
41,803
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15,330
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稅前純益(千) |
202,242
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262,059
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139,655
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130,340
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211,807
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112,805
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167,400
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100,920
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所得稅(千) |
40,424
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51,908
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26,065
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26,095
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42,529
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22,104
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30,896
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20,185
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稅後純益(千) |
161,818
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210,151
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113,590
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104,245
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169,278
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90,701
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136,504
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80,735
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其他綜合損益(千) |
-15,427 |
29,435
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-4,352 |
-30,840 |
24,196
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-47,043 |
33,526
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-3,201 |
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綜合損益(千) |
146,391
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239,586
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109,238
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73,405
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193,474
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43,658
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170,030
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77,534
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原始每股稅前盈餘(元) |
1.22
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1.59
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0.84
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0.79
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1.28
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0.68
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1.01
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0.61
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原始每股稅後盈餘(元) |
0.98
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1.27
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0.69
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0.63
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1.02
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0.55
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0.83
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0.49
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毛利率(%) |
35.91
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34.94
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31.14
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30.12
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30.50
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30.76
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29.22
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24.30
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營業利益率(%) |
25.02
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25.28
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20.73
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18.09
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19.31
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20.62
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18.07
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12.78
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稅後純益率(%) |
21.51
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22.86
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15.45
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16.29
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23.46
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11.94
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19.64
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12.06
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稅後權益報酬率(%) |
5.43
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7.05
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4.05
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3.84
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6.30
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3.39
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5.31
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3.30
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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 |
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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202505 |
158,249 |
1,126,675 |
-26.76 |
-30.93 |
-3.14 |
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創近一年新低 |
662,042
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-5.45 |
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202504 |
216,070 |
968,427 |
-24.90 |
1.63
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3.67
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757,934
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10.9 |
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202503 |
287,723 |
752,356 |
13.21
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11.31
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4.28
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1.22
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752,356
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4.28 |
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202502 |
254,141 |
464,633 |
20.74
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19.67
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0.35
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819,032
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14.6 |
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202501 |
210,492 |
210,492 |
-40.61 |
-16.02 |
-16.02 |
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862,580
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10.66 |
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202412 |
354,399 |
3,015,605 |
19.05
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40.83
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11.79
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4.50
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創歷史新高 |
919,228
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21.05 |
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202411 |
297,689 |
2,661,206 |
11.44
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7.40
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8.80
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創歷史新高 |
818,949
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8.58 |
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202410 |
267,140 |
2,363,517 |
5.12
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15.86
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8.98
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779,320
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8.57 |
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202409 |
254,120 |
2,096,377 |
-1.53 |
3.09
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8.16
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2.91
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734,994
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5.76 |
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202408 |
258,060 |
1,842,257 |
15.82
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7.20
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8.90
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679,038
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-0.07 |
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202407 |
222,814 |
1,584,197 |
12.44
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7.25
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9.18
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650,088
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-4.19 |
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202406 |
198,164 |
1,361,383 |
-13.51 |
-14.23 |
9.51
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2.07
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創近一年新低 |
639,873
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-4.44 |
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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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9800 |
元大 |
97 |
192 |
95 |
1480 |
美商高盛 |
-111 |
1 |
112 |
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9300 |
華南永昌 |
75 |
90 |
15 |
1440 |
美林 |
-106 |
5 |
111 |
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8840 |
玉山 |
70 |
75 |
5 |
8440 |
摩根大通 |
-79 |
0 |
79 |
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9A00 |
永豐金 |
68 |
76 |
8 |
1040 |
臺銀證券 |
-74 |
8 |
82 |
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9600 |
富邦 |
48 |
62 |
14 |
9200 |
凱基 |
-58 |
65 |
123 |
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9100 |
群益金鼎 |
36 |
53 |
17 |
1470 |
台灣摩根士丹利 |
-46 |
0 |
46 |
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8880 |
國泰 |
34 |
52 |
18 |
1650 |
新加坡商瑞銀 |
-46 |
3 |
49 |
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2180 |
亞東 |
28 |
50 |
22 |
1560 |
港商野村 |
-38 |
0 |
38 |
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5920 |
元富 |
19 |
37 |
18 |
8150 |
台新 |
-12 |
19 |
31 |
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5850 |
統一 |
18 |
29 |
11 |
5050 |
大展 |
-3 |
0 |
3 |
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20250424 |
胡連開法拉利飆速、外掛車展加持 汽車族群狠甩大盤 |
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20250415 |
川普研究豁免汽車、零組件關稅 八檔汽車股攻漲停 |
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20250310 |
外資賣超287億元 台積電遭連十賣、但竟買超中鋼3.59萬張 |
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20250114 |
汽車 AM 族群獲利佳 東陽去年全年 EPS 9.16元、盤中大漲逾5% |
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20241225 |
耿鼎開發新品 衝刺市占 |
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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 |
-37.4 |
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10日籌碼集中度 |
6.3 |
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單日買賣超 |
-399 |
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5日籌碼集中度 |
2.1 |
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20日籌碼集中度 |
-4.5 |
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累計買賣超 |
-2456 |
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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 |
5504 |
借券餘額 |
6928 |
千張大戶戶數 |
14 |
大戶比例 |
36.92 |
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更新日期: |
2025/7/4 19:27 |
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