1614 |
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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1614 三洋電 |
實收資本額 |
2691 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1997/09/18 |
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發 言
人 |
林張惠 |
電 話 |
(02)25210251 |
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地 址 |
台北市中山區松江路266號10F |
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產 業
別 |
電子下游-消費電子 |
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主要產品 |
電化產品91.06%、租賃收入3.83%、無線產品2.95%(電冰箱、冷氣機、洗衣機、電視機等家電製品製造販賣、壓縮機、鑄造零件、通信器材之製造販賣、一般進出口貿易業務、) |
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2025/5/2 股價 |
38.80 |
法人買賣超合計(近一日) |
買超 44.99 張 |
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2025/5/2
漲跌 |
0.85
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法人買賣超合計(近一週) |
買超
26 張 |
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2025/5/2
漲跌幅 |
2.24
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法人買賣超合計(近一月) |
賣超 -11.2 張 |
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券 資 比 |
0.16
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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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2024/06/13 |
1.07 |
0.20 |
2001/08/14 |
2024/07/09 |
2.77% |
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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 |
0.58 |
0.00 |
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1.5% |
0% |
1.5% |
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2023 |
2024/06/13 |
1.07 |
0.00 |
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2024/07/09 |
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2.77% |
0% |
2.77% |
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2022 |
2023/06/13 |
0.99 |
0.00 |
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2023/07/13 |
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2.56% |
0% |
2.56% |
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2021 |
2022/06/16 |
1.23 |
0.00 |
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2022/07/07 |
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3.18% |
0% |
3.18% |
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機構估稅後EPS |
0.82 |
K(9) |
76.28 |
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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) |
21.51 |
D(9) |
62.06 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
47.32 |
周K(9) |
53.03 |
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1.6 |
1.2 |
0.8 |
2 |
1.5 |
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股價淨值比 |
1.80 |
周D(9) |
58.65 |
綜合評分: |
7.1 |
建議: |
列入追踪 |
目標價: |
44.62 |
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月線乖離率 |
2.36 |
季線乖離率 |
-0.78 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
16.34 |
3*PB |
62.25 |
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股價 |
40.40 |
38.00 |
37.75 |
37.90 |
38.80 |
15*PE |
12.25 |
2*PB |
41.50 |
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成交量(千股) |
342 |
1,753 |
419 |
151 |
389 |
10*PE |
8.17 |
1*PB |
20.75 |
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資餘 |
809 |
612 |
606 |
619 |
617 |
5*PE |
4.08 |
0.5*PB |
10.37 |
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券餘 |
0 |
0 |
1 |
1 |
1 |
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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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1,287,642
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1,611,256
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1,534,283
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1,256,604
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1,185,726
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1,525,255
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1,651,077
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營業成本(千) |
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951,949
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1,307,705
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1,291,837
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1,039,674
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893,859
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1,199,402
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1,307,090
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營業毛利(千) |
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335,693
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303,551
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242,446
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216,930
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291,867
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325,853
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343,987
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營業費用(千) |
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216,918
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218,503
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211,787
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195,855
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222,761
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207,393
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219,263
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營業利益(千) |
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118,775
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85,048
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30,659
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21,075
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69,106
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118,460
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124,724
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營業外收入及支出(千) |
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1,523
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15,415
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5,337
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1,402
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3,103
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6,777
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4,102
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稅前純益(千) |
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120,298
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100,463
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35,996
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22,477
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72,209
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125,237
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128,826
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所得稅(千) |
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24,222
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17,940
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16,396
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4,449
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10,111
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23,211
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19,982
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稅後純益(千) |
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96,076
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82,523
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19,600
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18,028
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62,098
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102,026
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108,844
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其他綜合損益(千) |
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-18,458 |
-12,523 |
76,549
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22,206
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15,159
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-30,366 |
-7,658 |
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綜合損益(千) |
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77,618
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70,000
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96,149
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40,234
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77,257
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71,660
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101,186
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原始每股稅前盈餘(元) |
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0.46
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0.39
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0.14
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0.09
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0.28
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0.48
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0.50
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原始每股稅後盈餘(元) |
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0.37
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0.32
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0.08
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0.07
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0.24
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0.39
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0.42
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毛利率(%) |
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26.07
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18.84
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15.80
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17.26
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24.62
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21.36
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20.83
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營業利益率(%) |
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9.22
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5.28
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2.00
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1.68
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5.83
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7.77
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7.55
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稅後純益率(%) |
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7.46
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5.12
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1.28
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1.43
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5.24
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6.69
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6.59
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稅後權益報酬率(%) |
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1.72
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1.50
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0.36
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0.33
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1.11
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1.86
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2.01
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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 |
444,449 |
1,391,386 |
-0.59 |
22.23
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10.73
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1,391,386
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10.73 |
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202502 |
447,107 |
946,936 |
-10.55 |
7.03
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6.04
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1,420,153
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9.35 |
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202501 |
499,830 |
499,830 |
5.62
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5.17
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5.17
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1,402,365
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9.57 |
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202412 |
473,216 |
5,689,785 |
10.22
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16.62
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-1.14 |
1.04
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1,274,556
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10.21 |
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202411 |
429,319 |
5,203,482 |
15.40
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7.64
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-2.20 |
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1,255,041
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6.35 |
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202410 |
372,021 |
4,774,163 |
-18.00 |
5.72
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-3.00 |
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1,319,557
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3.96 |
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202409 |
453,701 |
4,402,143 |
-8.13 |
5.67
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-3.67 |
0.59
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1,611,256
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5.64 |
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202408 |
493,835 |
3,948,441 |
-25.60 |
1.19
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-4.64 |
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1,630,349
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-2.15 |
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202407 |
663,720 |
3,454,606 |
40.38
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9.19
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-5.42 |
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創近一年新高 |
1,663,338
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-5.21 |
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202406 |
472,794 |
2,790,887 |
-10.26 |
-17.10 |
-8.33 |
0.22
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1,534,283
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-7.07 |
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202405 |
526,824 |
2,318,092 |
-1.47 |
-8.64 |
-6.31 |
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1,425,094
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-6.91 |
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202404 |
534,665 |
1,791,269 |
47.05
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6.05
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-5.61 |
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1,316,000
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-6.09 |
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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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7000 |
兆豐 |
81 |
81 |
0 |
5920 |
元富 |
-52 |
6 |
58 |
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5380 |
第一金 |
21 |
21 |
0 |
8840 |
玉山 |
-32 |
2 |
34 |
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9800 |
元大 |
20 |
26 |
6 |
9300 |
華南永昌 |
-27 |
17 |
44 |
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9200 |
凱基 |
12 |
35 |
23 |
8560 |
新光 |
-19 |
7 |
26 |
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1440 |
美林 |
10 |
10 |
0 |
6160 |
中國信託 |
-14 |
0 |
14 |
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9600 |
富邦 |
8 |
9 |
1 |
9A00 |
永豐金 |
-9 |
4 |
13 |
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1470 |
台灣摩根士丹利 |
4 |
4 |
0 |
8880 |
國泰 |
-4 |
20 |
24 |
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1590 |
花旗環球 |
2 |
2 |
0 |
6010 |
奔亞證券 |
-3 |
0 |
3 |
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1650 |
新加坡商瑞銀 |
2 |
2 |
0 |
5320 |
高橋 |
-3 |
0 |
3 |
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5850 |
統一 |
2 |
2 |
0 |
9100 |
群益金鼎 |
-2 |
32 |
34 |
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20250502 |
三洋電財報/首季營收年增1成、 EPS 0.12元 |
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20250310 |
三洋電財報/稅後純益2.15億元、年減33.22% EPS 0.83元 |
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20240614 |
三洋電推空調新品搶市 |
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20240528 |
上市公司法說 十連發 |
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20240507 |
台股力守5日線漲130點、收20,653點 櫃買指數走弱、台積電站回800元 |
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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 |
-6.7 |
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10日籌碼集中度 |
-8 |
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單日買賣超 |
-19 |
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5日籌碼集中度 |
-5.8 |
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20日籌碼集中度 |
6 |
優 |
累計買賣超 |
84 |
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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 |
543 |
借券餘額 |
662 |
千張大戶戶數 |
49 |
大戶比例 |
75.06 |
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更新日期: |
2025/5/2 19:28 |
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