1618 |
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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1618 合機 |
實收資本額 |
1927 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2000/09/11 |
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發 言
人 |
周亭儀 |
電 話 |
02-23956603 |
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地 址 |
台北市中山區復興南路一段36之9號3樓 |
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產 業
別 |
傳產-電線電纜 |
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主要產品 |
電線電纜、金屬之製造、加工、銷售、電機、電氣器材及絕緣體材料之製造、加工、銷售、前項各業務之進出口貿易、代理及經銷 |
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2025/5/2 股價 |
41.40 |
法人買賣超合計(近一日) |
賣超 -433.813 張 |
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2025/5/2
漲跌 |
3.15
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法人買賣超合計(近一週) |
賣超 -187.98 張 |
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2025/5/2
漲跌幅 |
8.24
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法人買賣超合計(近一月) |
買超
213.98 張 |
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券 資 比 |
0.22
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外資連2賣 |
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自營連2賣 |
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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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2024/06/24 |
0.60 |
0.30 |
2011/07/28 |
2023/07/11 |
1.45% |
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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 |
2025/05/26 |
1.50 |
0.00 |
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3.62% |
0% |
3.62% |
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2023 |
2024/06/24 |
1.00 |
0.00 |
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2024/07/22 |
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2.42% |
0% |
2.42% |
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2022 |
2023/06/26 |
0.60 |
0.00 |
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2023/07/11 |
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1.45% |
0% |
1.45% |
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2021 |
2022/06/27 |
0.50 |
0.00 |
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2022/07/12 |
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1.21% |
0% |
1.21% |
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機構估稅後EPS |
4.00 |
K(9) |
83.33 |
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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) |
31.44 |
D(9) |
72.8 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
10.35 |
周K(9) |
33.92 |
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1.6 |
1.6 |
1.6 |
0.4 |
1 |
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股價淨值比 |
1.32 |
周D(9) |
30.41 |
綜合評分: |
6.2 |
建議: |
列入追踪 |
目標價: |
47.61 |
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月線乖離率 |
11.98 |
季線乖離率 |
-5.43 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
79.62 |
3*PB |
94.09 |
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股價 |
42.95 |
35.30 |
36.85 |
36.95 |
41.40 |
15*PE |
59.71 |
2*PB |
62.73 |
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成交量(千股) |
9,907 |
9,537 |
6,999 |
4,437 |
11,935 |
10*PE |
39.81 |
1*PB |
31.36 |
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資餘 |
8,830 |
5,871 |
6,014 |
5,849 |
5,860 |
5*PE |
19.90 |
0.5*PB |
15.68 |
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券餘 |
78 |
16 |
13 |
7 |
13 |
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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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1,353,037
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1,346,191
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983,216
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992,481
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1,302,123
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1,408,816
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964,403
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營業成本(千) |
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1,069,215
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1,049,977
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809,875
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840,296
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1,059,390
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1,272,777
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879,125
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營業毛利(千) |
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283,822
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296,214
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173,341
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152,185
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242,733
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136,039
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85,278
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營業費用(千) |
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47,430
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38,607
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35,308
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30,840
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45,023
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26,863
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29,408
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營業利益(千) |
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236,392
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257,607
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138,033
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121,345
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197,710
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109,176
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55,870
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營業外收入及支出(千) |
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2,833
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26,206
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81,968
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27,254
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8,806
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5,009
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36,139
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稅前純益(千) |
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239,225
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283,813
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220,001
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148,599
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206,516
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114,185
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92,009
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所得稅(千) |
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45,835
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56,927
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44,764
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29,393
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40,197
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22,874
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16,693
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稅後純益(千) |
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193,390
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226,886
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175,237
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119,206
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166,319
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91,311
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75,316
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其他綜合損益(千) |
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-290,930 |
-47,395 |
374,186
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449,687
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125,689
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141,947
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125,673
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綜合損益(千) |
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-97,540 |
179,491
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549,423
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568,893
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292,008
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233,258
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200,989
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原始每股稅前盈餘(元) |
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1.24
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1.47
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1.14
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0.77
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1.07
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0.59
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0.48
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原始每股稅後盈餘(元) |
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1.00
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1.18
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0.91
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0.62
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0.86
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0.47
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0.39
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毛利率(%) |
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20.98
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22.00
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17.63
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15.33
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18.64
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9.66
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8.84
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營業利益率(%) |
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17.47
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19.14
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14.04
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12.23
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15.18
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7.75
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5.79
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稅後純益率(%) |
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14.29
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16.85
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17.82
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12.01
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12.77
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6.48
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7.81
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稅後權益報酬率(%) |
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3.17
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3.74
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3.07
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2.28
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3.39
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1.97
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1.68
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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 |
543,581 |
1,087,730 |
30.42
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0.49
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9.60
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1,087,730
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9.6 |
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202502 |
416,799 |
544,149 |
227.29
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114.58
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20.50
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1,364,607
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73.19 |
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202501 |
127,350 |
127,350 |
-84.48 |
-50.51 |
-50.51 |
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創近一年新低 |
1,260,232
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-7.96 |
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202412 |
820,458 |
4,674,925 |
162.61
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143.91
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4.29
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4.63
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創歷史新高 |
1,353,037
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3.91 |
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202411 |
312,424 |
3,854,467 |
41.91
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-59.71 |
-7.04 |
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809,381
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-43.96 |
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202410 |
220,155 |
3,542,043 |
-20.46 |
15.70
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5.08
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985,973
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-27.93 |
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202409 |
276,802 |
3,321,888 |
-43.40 |
-42.16 |
4.44
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3.39
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1,346,191
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-4.45 |
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202408 |
489,016 |
3,045,086 |
-15.74 |
-30.06 |
12.70
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1,365,693
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2.66 |
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202407 |
580,373 |
2,556,070 |
95.87
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151.14
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27.62
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1,317,069
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52.11 |
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202406 |
296,304 |
1,975,697 |
-32.72 |
-25.94 |
11.51
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1.91
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983,216
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1.95 |
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202405 |
440,392 |
1,679,393 |
78.64
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87.66
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22.44
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1,227,821
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22.84 |
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202404 |
246,520 |
1,239,001 |
-54.42 |
-25.22 |
8.97
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981,665
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-0.35 |
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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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9200 |
凱基 |
305 |
1485 |
1180 |
1650 |
新加坡商瑞銀 |
-261 |
210 |
471 |
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9300 |
華南永昌 |
113 |
591 |
478 |
1480 |
美商高盛 |
-89 |
146 |
235 |
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7000 |
兆豐 |
100 |
293 |
193 |
1470 |
台灣摩根士丹利 |
-81 |
0 |
81 |
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5850 |
統一 |
68 |
245 |
177 |
1440 |
美林 |
-78 |
71 |
149 |
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5920 |
元富 |
63 |
420 |
357 |
8440 |
摩根大通 |
-76 |
56 |
132 |
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9A00 |
永豐金 |
44 |
291 |
247 |
1560 |
港商野村 |
-60 |
36 |
96 |
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8560 |
新光 |
32 |
141 |
109 |
9100 |
群益金鼎 |
-44 |
274 |
318 |
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5260 |
美好 |
31 |
61 |
30 |
9600 |
富邦 |
-37 |
421 |
458 |
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1040 |
臺銀證券 |
26 |
96 |
70 |
8880 |
國泰 |
-34 |
427 |
461 |
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5380 |
第一金 |
17 |
167 |
150 |
8150 |
台新 |
-29 |
261 |
290 |
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20250327 |
美國提早課銅關稅?第一銅續強 這檔電纜股創8個多月新高 |
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20250326 |
紐約銅價再創歷史新高 第一銅盤中飆逾8%、電纜股也走強 |
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20250326 |
台股下跌12點 三大法人買超41.95億元 |
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20250226 |
川普課完鋼鐵換課銅關稅 第一銅盤中飆逾5% |
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20250221 |
台股上漲242點收23,730點 台積電上漲15元收1,095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 |
-2.2 |
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10日籌碼集中度 |
-0.8 |
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單日買賣超 |
-168 |
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5日籌碼集中度 |
-0.1 |
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20日籌碼集中度 |
3.9 |
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累計買賣超 |
647 |
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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 |
5777 |
借券餘額 |
5935 |
千張大戶戶數 |
14 |
大戶比例 |
53.18 |
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更新日期: |
2025/5/2 19:28 |
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