2357 |
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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2357 華碩 |
實收資本額 |
7428 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1996/11/14 |
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發 言
人 |
吳長榮 |
電 話 |
(02)28943447 |
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地 址 |
台北市北投區立德路15號 |
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產 業
別 |
電子下游-筆記型電腦 |
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主要產品 |
3C資訊產品(含電腦系統產品、主機板及各類板卡、及智慧型手機等手持裝置等)之設計、研發及銷售 |
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2025/7/15 股價 |
640.00 |
法人買賣超合計(近一日) |
買超 1181.755 張 |
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2025/7/15
漲跌 |
9.00
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法人買賣超合計(近一週) |
買超
2220.3 張 |
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2025/7/15
漲跌幅 |
1.43
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法人買賣超合計(近一月) |
買超
7260.37 張 |
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券 資 比 |
1.58
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自營連6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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2024/06/13 |
17.00 |
2.20 |
2011/07/29 |
2024/07/03 |
2.66% |
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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 |
2025/05/28 |
34.00 |
0.00 |
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2025/06/26 |
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5.31% |
0% |
5.31% |
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2023 |
2024/06/13 |
17.00 |
0.00 |
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2024/07/03 |
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2.66% |
0% |
2.66% |
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2022 |
2023/06/09 |
15.00 |
0.00 |
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2023/07/04 |
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2.34% |
0% |
2.34% |
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2021 |
2022/06/08 |
42.00 |
0.00 |
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2022/07/29 |
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6.56% |
0% |
6.56% |
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機構估稅後EPS |
54.83 |
K(9) |
33.42 |
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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) |
379.59 |
D(9) |
30.88 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
11.67 |
周K(9) |
58.32 |
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2 |
0.8 |
1.6 |
1.2 |
0.5 |
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股價淨值比 |
1.69 |
周D(9) |
67.97 |
綜合評分: |
6.1 |
建議: |
列入追踪 |
目標價: |
736 |
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月線乖離率 |
-1.34 |
季線乖離率 |
5.46 |
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2025/6/20 |
2025/6/27 |
2025/7/4 |
2025/7/11 |
2025/7/15 |
20*PE |
1,094.02 |
3*PB |
1,136.09 |
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股價 |
683.00 |
640.00 |
625.00 |
642.00 |
640.00 |
15*PE |
820.51 |
2*PB |
757.40 |
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成交量(千股) |
23,471 |
63,212 |
38,912 |
15,704 |
8,098 |
10*PE |
547.01 |
1*PB |
378.70 |
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資餘 |
729 |
1,866 |
2,133 |
1,973 |
1,958 |
5*PE |
273.50 |
0.5*PB |
189.35 |
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券餘 |
6 |
6 |
37 |
38 |
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) |
147,693,211
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153,922,801
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166,560,783
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144,906,624
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121,696,889
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120,161,262
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135,051,873
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115,703,513
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營業成本(千) |
123,090,086
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127,886,387
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136,676,867
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116,888,149
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102,165,197
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99,371,147
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110,338,811
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99,528,135
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營業毛利(千) |
24,603,125
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26,036,414
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29,883,916
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28,018,475
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19,531,692
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20,790,115
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24,713,062
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16,175,378
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營業費用(千) |
12,020,309
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24,463,099
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18,207,844
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16,523,865
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14,683,917
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17,270,327
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15,666,149
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14,462,661
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營業利益(千) |
12,579,557
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1,575,004
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11,674,592
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11,498,223
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4,847,553
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3,525,115
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9,045,536
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1,714,247
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營業外收入及支出(千) |
3,764,270
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1,786,556
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4,229,497
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4,150,439
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2,428,513
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2,730,217
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5,087,182
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1,420,478
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稅前純益(千) |
16,343,827
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3,361,560
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15,904,089
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15,648,662
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7,276,066
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6,255,332
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14,132,718
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3,134,725
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所得稅(千) |
2,685,515
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927,378
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2,837,298
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3,127,498
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1,059,300
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1,870,546
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2,430,371
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51,637
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稅後純益(千) |
13,658,312
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2,434,182
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13,066,791
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12,521,164
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6,216,766
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4,384,786
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11,702,347
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3,083,088
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其他綜合損益(千) |
-421,545 |
2,736,917
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-10,665,920 |
-645,808 |
15,782,459
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2,870,790
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2,735,632
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8,660,392
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綜合損益(千) |
13,236,767
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5,171,099
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2,400,871
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11,875,356
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21,999,225
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7,255,576
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14,437,979
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11,743,480
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原始每股稅前盈餘(元) |
22.00
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4.53
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21.41
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21.07
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9.80
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8.42
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19.03
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4.22
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原始每股稅後盈餘(元) |
17.22
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2.21
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16.83
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15.89
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7.33
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5.29
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14.94
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3.48
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毛利率(%) |
16.66
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16.92
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17.94
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19.34
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16.05
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17.30
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18.30
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13.98
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營業利益率(%) |
8.52
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1.02
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7.01
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7.93
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3.98
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2.93
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6.70
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1.48
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稅後純益率(%) |
9.25
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1.58
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7.85
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8.64
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5.11
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3.65
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8.67
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2.66
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稅後權益報酬率(%) |
4.49
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0.83
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4.49
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4.40
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2.31
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1.72
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4.81
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1.31
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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 |
68,573,006 |
335,699,519 |
8.47
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17.30
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25.92
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創近一年新高 |
188,006,309
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29.74 |
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202505 |
63,215,719 |
267,126,514 |
12.45
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41.03
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28.34
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183,748,585
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34.94 |
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202504 |
56,217,584 |
203,910,795 |
-12.59 |
35.06
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24.85
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166,164,107
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31.2 |
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202503 |
64,315,282 |
147,693,211 |
40.95
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29.33
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21.36
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22.00
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創近一年新高 |
147,693,211
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21.36 |
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202502 |
45,631,241 |
83,378,783 |
20.89
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29.27
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15.86
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130,789,728
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22.4 |
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202501 |
37,747,542 |
37,747,542 |
-20.38 |
2.95
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2.95
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140,614,083
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22.59 |
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202412 |
47,410,945 |
587,087,097 |
-14.51 |
35.90
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21.72
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56.80
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152,798,053
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27.16 |
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202411 |
55,455,596 |
538,551,404 |
11.06
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28.52
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20.37
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167,447,582
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24.82 |
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202410 |
49,931,512 |
483,095,808 |
-19.54 |
18.53
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19.50
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169,131,657
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21.14 |
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202409 |
62,060,474 |
433,164,296 |
8.61
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26.99
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19.60
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52.27
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創近一年新高 |
166,529,002
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23.31 |
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202408 |
57,139,671 |
371,072,042 |
20.73
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17.53
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18.45
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162,880,968
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21.31 |
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202407 |
47,328,857 |
313,932,370 |
-18.97 |
25.99
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18.61
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150,564,308
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23.45 |
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202406 |
58,412,440 |
266,603,513 |
30.32
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21.48
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17.37
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30.86
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創近一年新高 |
144,858,550
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25.2 |
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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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1440 |
美林 |
402 |
416 |
14 |
5850 |
統一 |
-516 |
22 |
538 |
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1650 |
新加坡商瑞銀 |
316 |
337 |
21 |
5920 |
元富 |
-136 |
13 |
149 |
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1470 |
台灣摩根士丹利 |
223 |
244 |
21 |
9800 |
元大 |
-92 |
118 |
210 |
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8440 |
摩根大通 |
157 |
209 |
52 |
9200 |
凱基 |
-91 |
250 |
341 |
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1480 |
美商高盛 |
106 |
181 |
75 |
9A00 |
永豐金 |
-84 |
153 |
237 |
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8450 |
康和 |
43 |
46 |
3 |
1360 |
港商麥格理 |
-82 |
3 |
85 |
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1560 |
港商野村 |
17 |
17 |
0 |
9100 |
群益金鼎 |
-31 |
12 |
43 |
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6010 |
奔亞證券 |
15 |
19 |
4 |
8560 |
新光 |
-31 |
14 |
45 |
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8960 |
香港上海匯豐 |
12 |
12 |
0 |
9600 |
富邦 |
-27 |
70 |
97 |
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9300 |
華南永昌 |
9 |
30 |
21 |
7000 |
兆豐 |
-24 |
13 |
37 |
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20250714 |
台股下跌136點收22,614點 台積電下跌5元收1,095元 |
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20250709 |
華碩營收/6月685億元、創162個月來新高 AI 電競兩開花 |
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20250707 |
台股下跌118點收22,428點 台積電跌5元收1,080元 |
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20250704 |
台股開高走低下跌165點收22,547點 台積電下挫5元收在1,085元 |
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20250703 |
台股上漲135點收22,712點 台積電漲5元收1,090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 |
16.5 |
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10日籌碼集中度 |
-8.6 |
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單日買賣超 |
402 |
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5日籌碼集中度 |
-1.2 |
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20日籌碼集中度 |
-6.6 |
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累計買賣超 |
-10791 |
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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 |
6454 |
借券餘額 |
15366 |
千張大戶戶數 |
123 |
大戶比例 |
64.35 |
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更新日期: |
2025/7/15 19:36 |
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