2108 |
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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2108 南帝 |
實收資本額 |
4924 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1992/10/27 |
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發 言
人 |
黃勝仲 |
電 話 |
(07)6413621 |
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地 址 |
高雄市林園區工業一路九號 |
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產 業
別 |
傳產-橡膠 |
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主要產品 |
乳膠製造買賣、橡膠製造買賣、熱可塑性橡膠製造買賣、鞋中底製造買賣 |
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2025/5/2 股價 |
27.35 |
法人買賣超合計(近一日) |
買超 63.406 張 |
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2025/5/2
漲跌 |
0.65
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法人買賣超合計(近一週) |
賣超 -172.2 張 |
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2025/5/2
漲跌幅 |
2.43
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法人買賣超合計(近一月) |
賣超 -798.04 張 |
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券 資 比 |
1.22
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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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2024/05/29 |
1.00 |
0.50 |
2018/07/25 |
2024/03/28 |
3.66% |
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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 |
1.00 |
0.00 |
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2025/03/26 |
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3.66% |
0% |
3.66% |
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2023 |
2024/05/29 |
1.00 |
0.00 |
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2024/03/28 |
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3.66% |
0% |
3.66% |
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2022 |
2023/05/30 |
2.00 |
0.00 |
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2023/03/30 |
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7.31% |
0% |
7.31% |
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2021 |
2022/05/26 |
7.00 |
0.00 |
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2022/03/24 |
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25.59% |
0% |
25.59% |
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機構估稅後EPS |
1.20 |
K(9) |
76.16 |
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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) |
30.00 |
D(9) |
64.63 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
22.79 |
周K(9) |
26.44 |
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1.6 |
1.6 |
1.2 |
1.2 |
0 |
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股價淨值比 |
0.91 |
周D(9) |
25.51 |
綜合評分: |
5.6 |
建議: |
列入追踪 |
目標價: |
31.45 |
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月線乖離率 |
2.65 |
季線乖離率 |
-9.71 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
23.99 |
3*PB |
90.16 |
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股價 |
29.75 |
27.00 |
26.50 |
26.30 |
27.35 |
15*PE |
17.99 |
2*PB |
60.11 |
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成交量(千股) |
1,700 |
6,212 |
1,671 |
907 |
1,237 |
10*PE |
12.00 |
1*PB |
30.05 |
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資餘 |
3,360 |
2,831 |
2,891 |
2,889 |
2,862 |
5*PE |
6.00 |
0.5*PB |
15.03 |
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券餘 |
21 |
68 |
38 |
42 |
35 |
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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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2,975,761
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3,147,077
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3,060,766
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2,180,682
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2,096,023
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2,360,657
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2,247,278
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營業成本(千) |
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2,384,979
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2,540,609
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2,483,774
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1,697,381
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1,580,417
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1,853,628
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1,703,836
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營業毛利(千) |
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590,782
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606,468
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576,992
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483,301
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515,606
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507,029
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543,442
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營業費用(千) |
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373,300
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415,193
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366,823
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316,023
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286,418
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321,985
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341,269
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營業利益(千) |
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217,482
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191,275
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210,169
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167,278
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229,188
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185,044
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202,173
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營業外收入及支出(千) |
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185,744
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93,746
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157,013
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167,952
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13,430
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146,911
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208,864
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稅前純益(千) |
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403,226
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285,021
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367,182
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335,230
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242,618
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331,955
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411,037
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所得稅(千) |
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132,069
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81,608
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131,137
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166,648
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72,764
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77,775
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109,710
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稅後純益(千) |
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271,157
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203,413
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236,045
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168,582
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169,854
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254,180
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301,327
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其他綜合損益(千) |
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237,809
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-74,154 |
84,089
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311,505
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-336,471 |
320,043
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16,250
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綜合損益(千) |
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508,966
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129,259
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320,134
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480,087
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-166,617 |
574,223
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317,577
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原始每股稅前盈餘(元) |
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0.82
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0.58
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0.75
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0.68
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0.49
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0.67
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0.83
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原始每股稅後盈餘(元) |
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0.35
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0.25
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0.33
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0.21
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0.21
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0.40
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0.48
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毛利率(%) |
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19.85
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19.27
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18.85
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22.16
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24.60
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21.48
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24.18
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營業利益率(%) |
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7.31
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6.08
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6.87
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7.67
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10.93
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7.84
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9.00
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稅後純益率(%) |
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9.11
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6.46
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7.71
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7.73
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8.10
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10.77
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13.41
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稅後權益報酬率(%) |
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1.71
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1.31
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1.54
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1.11
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1.11
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1.68
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2.05
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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 |
0.00 |
0.00 |
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0 |
0 |
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202503 |
792,482 |
2,271,211 |
6.58 |
-4.74 |
4.04 |
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2,271,211
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4.04 |
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202502 |
743,547 |
1,478,729 |
1.14 |
15.59
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9.45 |
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2,490,306
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17.94 |
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202501 |
735,182 |
735,182 |
-27.32 |
3.87 |
3.87 |
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2,716,468
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27 |
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202412 |
1,011,577 |
11,364,286 |
4.32 |
33.02
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27.09
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2.82 |
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2,975,760
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42 |
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202411 |
969,709 |
10,352,709 |
-2.49 |
44.58
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26.54
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3,087,425
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41.2 |
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202410 |
994,474 |
9,383,000 |
-11.46 |
49.68
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24.93
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3,132,626
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35.49 |
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202409 |
1,123,242 |
8,388,525 |
10.67
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31.93
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22.53
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2.01 |
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3,144,838
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33.22 |
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202408 |
1,014,910 |
7,265,283 |
0.82 |
27.46
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21.20
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3,255,163
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47.15 |
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202407 |
1,006,686 |
6,250,373 |
-18.39 |
41.19
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20.24
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3,186,104
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46.61 |
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202406 |
1,233,567 |
5,241,448 |
30.42
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75.52
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16.86
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1.43 |
創近一年新高 |
3,060,770
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36.2 |
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202405 |
945,851 |
4,010,121 |
7.32 |
24.89
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6.02 |
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創近一年新高 |
2,659,075
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14.31 |
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202404 |
881,352 |
3,064,270 |
5.95
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11.97
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1.29
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創近一年新高 |
2,356,487
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-2.82 |
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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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1650 |
新加坡商瑞銀 |
25 |
26 |
1 |
9800 |
元大 |
-42 |
19 |
61 |
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9200 |
凱基 |
19 |
26 |
7 |
8880 |
國泰 |
-17 |
7 |
24 |
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1440 |
美林 |
14 |
24 |
10 |
9300 |
華南永昌 |
-12 |
0 |
12 |
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8440 |
摩根大通 |
12 |
13 |
1 |
9A00 |
永豐金 |
-7 |
8 |
15 |
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5850 |
統一 |
10 |
18 |
8 |
1480 |
美商高盛 |
-6 |
13 |
19 |
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9100 |
群益金鼎 |
7 |
8 |
1 |
8150 |
台新 |
-4 |
1 |
5 |
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1560 |
港商野村 |
6 |
6 |
0 |
8490 |
京城 |
-4 |
0 |
4 |
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5920 |
元富 |
5 |
20 |
15 |
6460 |
大昌 |
-3 |
0 |
3 |
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7000 |
兆豐 |
4 |
5 |
1 |
6480 |
福邦 |
-2 |
0 |
2 |
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8840 |
玉山 |
4 |
4 |
0 |
5380 |
第一金 |
-2 |
0 |
2 |
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20250326 |
3月26日重要財經行事曆 |
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20250307 |
南帝財報/去年 EPS 1.14元 配發現金股利1元 |
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20241115 |
正新前三季獲利年增逾兩成 股價衝漲停 |
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20240906 |
業績三增股 盤面要角 |
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20240422 |
橡膠股未來展望看俏 這檔盤中改寫逾4年新高 |
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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 |
8.2 |
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10日籌碼集中度 |
5.2 |
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單日買賣超 |
18 |
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5日籌碼集中度 |
13 |
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20日籌碼集中度 |
9.4 |
優 |
累計買賣超 |
432 |
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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 |
3570 |
借券餘額 |
3769 |
千張大戶戶數 |
46 |
大戶比例 |
65.21 |
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更新日期: |
2025/5/2 19:31 |
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