2316 |
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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2316 楠梓電 |
實收資本額 |
1827 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1991/02/05 |
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發 言
人 |
呂淑芬 |
電 話 |
07-3612116 |
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地 址 |
高雄市楠梓區開發路37號 |
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產 業
別 |
電子上游-PCB-製造 |
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主要產品 |
各類印刷電路板之製造,加工,組裝,銷售及服務 |
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2025/5/2 股價 |
39.50 |
法人買賣超合計(近一日) |
買超 33.653 張 |
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2025/5/2
漲跌 |
0.95
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法人買賣超合計(近一週) |
賣超 -431.44 張 |
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2025/5/2
漲跌幅 |
2.46
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法人買賣超合計(近一月) |
賣超 -170.72 張 |
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券 資 比 |
0.97
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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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2024/06/18 |
0.50 |
0.30 |
2005/07/29 |
2024/07/08 |
1.27% |
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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 |
2025/06/19 |
0.50 |
0.00 |
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1.27% |
0% |
1.27% |
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2023 |
2024/06/18 |
0.50 |
0.00 |
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2024/07/08 |
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1.27% |
0% |
1.27% |
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2022 |
2023/06/16 |
0.50 |
0.00 |
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2023/07/12 |
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1.27% |
0% |
1.27% |
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2021 |
2022/06/15 |
1.00 |
0.00 |
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2022/07/12 |
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2.53% |
0% |
2.53% |
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機構估稅後EPS |
4.00 |
K(9) |
89.59 |
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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) |
54.59 |
D(9) |
85.9 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
9.88 |
周K(9) |
35.22 |
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1.6 |
1.6 |
1.6 |
0.4 |
0 |
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股價淨值比 |
0.72 |
周D(9) |
28.61 |
綜合評分: |
5.2 |
建議: |
列入追踪 |
目標價: |
45.43 |
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月線乖離率 |
9.55 |
季線乖離率 |
-9.06 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
79.80 |
3*PB |
162.33 |
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股價 |
41.50 |
33.25 |
35.55 |
37.85 |
39.50 |
15*PE |
59.85 |
2*PB |
108.22 |
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成交量(千股) |
2,053 |
4,485 |
3,808 |
2,687 |
2,202 |
10*PE |
39.90 |
1*PB |
54.11 |
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資餘 |
4,310 |
3,506 |
3,430 |
3,185 |
3,180 |
5*PE |
19.95 |
0.5*PB |
27.05 |
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券餘 |
38 |
0 |
14 |
28 |
31 |
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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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922,656
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856,422
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743,874
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809,101
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884,691
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891,335
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931,204
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營業成本(千) |
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965,438
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921,322
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777,927
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825,888
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955,732
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962,191
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987,440
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營業毛利(千) |
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-42,782 |
-64,900 |
-34,053 |
-16,787 |
-71,041 |
-70,856 |
-56,236 |
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營業費用(千) |
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98,071
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98,391
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106,961
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102,062
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95,338
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98,449
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96,592
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營業利益(千) |
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-140,853 |
-163,291 |
-141,014 |
-118,849 |
-166,379 |
-169,305 |
-152,828 |
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營業外收入及支出(千) |
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460,340
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394,791
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399,346
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344,368
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1,237,504
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327,873
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181,657
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稅前純益(千) |
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319,487
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231,500
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258,332
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225,519
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1,071,125
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158,568
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28,829
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所得稅(千) |
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86,478
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42,374
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82,301
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46,413
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326,846
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34,578
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25,844
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稅後純益(千) |
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233,009
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189,126
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176,031
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179,106
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744,279
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123,990
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2,985
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其他綜合損益(千) |
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-44,803 |
135,408
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85,802
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70,696
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-55,626 |
178,993
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-152,297 |
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綜合損益(千) |
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188,206
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324,534
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261,833
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249,802
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688,653
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302,983
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-149,312 |
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原始每股稅前盈餘(元) |
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1.76
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1.28
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1.42
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1.24
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5.90
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0.87
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0.16
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原始每股稅後盈餘(元) |
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1.28
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1.04
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0.97
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0.99
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4.10
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0.68
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0.02
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毛利率(%) |
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-4.64 |
-7.58 |
-4.58 |
-2.07 |
-8.03 |
-7.95 |
-6.04 |
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營業利益率(%) |
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-15.27 |
-19.07 |
-18.96 |
-14.69 |
-18.81 |
-18.99 |
-16.41 |
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稅後純益率(%) |
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25.25
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22.08
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23.66
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22.14
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84.13
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13.91
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0.32
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稅後權益報酬率(%) |
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2.38
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1.99
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1.90
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1.99
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8.71
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1.54
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0.04
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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 |
346,737 |
872,980 |
38.72
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18.97
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7.88
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創近一年新高 |
872,980
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7.88 |
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202502 |
249,961 |
526,243 |
-9.53 |
21.50
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1.64
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833,962
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1.9 |
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202501 |
276,282 |
276,282 |
-10.22 |
-11.45 |
-11.45 |
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855,330
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-4.87 |
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202412 |
307,719 |
3,332,053 |
13.41
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2.35
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-5.23 |
5.66
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923,176
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7.67 |
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202411 |
271,329 |
3,024,363 |
-21.15 |
-5.29 |
-5.80 |
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857,788
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0.17 |
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202410 |
344,128 |
2,753,034 |
42.01
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27.31
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-5.85 |
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創近一年新高 |
918,105
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6.29 |
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202409 |
242,331 |
2,409,397 |
-26.93 |
-19.10 |
-8.43 |
3.92
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856,373
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-5.1 |
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202408 |
331,646 |
2,166,575 |
17.44
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12.83
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-7.97 |
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創近一年新高 |
854,181
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-9.97 |
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202407 |
282,396 |
1,834,929 |
17.60
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-8.57 |
-10.93 |
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815,441
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-15.66 |
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202406 |
240,139 |
1,552,975 |
-18.01 |
-30.58 |
-10.74 |
2.65
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743,328
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-21.09 |
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202405 |
292,906 |
1,312,394 |
39.29
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-6.14 |
-6.62 |
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794,649
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-10.28 |
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202404 |
210,283 |
1,019,488 |
-27.85 |
-25.95 |
-6.75 |
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707,468
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-15.15 |
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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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8450 |
康和 |
86 |
94 |
8 |
1480 |
美商高盛 |
-72 |
28 |
100 |
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1650 |
新加坡商瑞銀 |
31 |
31 |
0 |
9800 |
元大 |
-34 |
27 |
61 |
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9200 |
凱基 |
29 |
34 |
5 |
9A00 |
永豐金 |
-24 |
5 |
29 |
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1440 |
美林 |
25 |
26 |
1 |
9100 |
群益金鼎 |
-24 |
14 |
38 |
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6160 |
中國信託 |
21 |
23 |
2 |
7790 |
國票 |
-18 |
4 |
22 |
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1560 |
港商野村 |
19 |
19 |
0 |
5850 |
統一 |
-16 |
4 |
20 |
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9600 |
富邦 |
19 |
28 |
9 |
6460 |
大昌 |
-11 |
0 |
11 |
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5920 |
元富 |
7 |
19 |
12 |
6210 |
新百王 |
-10 |
0 |
10 |
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1030 |
土銀 |
5 |
5 |
0 |
8840 |
玉山 |
-10 |
1 |
11 |
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1470 |
台灣摩根士丹利 |
4 |
6 |
2 |
8560 |
新光 |
-7 |
3 |
10 |
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20250326 |
楠梓電2024年每股賺4.28元 |
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20250326 |
3月26日重要財經行事曆 |
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20250204 |
楠梓電、富喬 四檔帶勁 |
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20250123 |
楠梓電處分滬士電持股 |
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20250117 |
黃仁勳、魏哲家粉碎 CoWoS 砍單傳聞 這檔設備股漲最多 |
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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 |
15.2 |
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10日籌碼集中度 |
12.7 |
優 |
單日買賣超 |
61 |
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5日籌碼集中度 |
11.1 |
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20日籌碼集中度 |
7.3 |
優 |
累計買賣超 |
345 |
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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 |
3560 |
借券餘額 |
9022 |
千張大戶戶數 |
25 |
大戶比例 |
53.52 |
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更新日期: |
2025/5/2 19:33 |
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