2364 |
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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2364 倫飛 |
實收資本額 |
403 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1997/08/11 |
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發 言
人 |
王宏榮 |
電 話 |
(02)55899999 |
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地 址 |
臺北市內湖區瑞光路550號9樓 |
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產 業
別 |
電子下游-筆記型電腦 |
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主要產品 |
製造買賣筆記型電腦 |
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2025/5/2 股價 |
77.10 |
法人買賣超合計(近一日) |
買超 67.828 張 |
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2025/5/2
漲跌 |
1.90
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法人買賣超合計(近一週) |
買超
192.58 張 |
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2025/5/2
漲跌幅 |
2.53
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法人買賣超合計(近一月) |
買超
34.13 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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2024/06/14 |
1.00 |
2.50 |
2023/10/16 |
2022/09/06 |
1.30% |
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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 |
2025/06/10 |
0.00 |
3.00 |
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3.89% |
0.04% |
0% |
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2023 |
2024/06/14 |
0.00 |
3.00 |
2024/08/29 |
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3.89% |
0.04% |
0% |
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2022 |
2023/06/13 |
0.00 |
2.50 |
2023/10/16 |
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3.24% |
0.03% |
0% |
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2021 |
2022/06/10 |
1.00 |
0.00 |
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2022/09/06 |
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1.3% |
0% |
1.3% |
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機構估稅後EPS |
3.97 |
K(9) |
85.39 |
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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) |
15.42 |
D(9) |
78.38 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
19.42 |
周K(9) |
44.51 |
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1.6 |
1.2 |
1.2 |
2 |
1.5 |
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股價淨值比 |
5.00 |
周D(9) |
42.28 |
綜合評分: |
7.5 |
建議: |
列入追踪 |
目標價: |
88.67 |
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月線乖離率 |
6.59 |
季線乖離率 |
-6.64 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
79.48 |
3*PB |
46.26 |
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股價 |
80.80 |
69.60 |
73.50 |
74.30 |
77.10 |
15*PE |
59.61 |
2*PB |
30.84 |
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成交量(千股) |
579 |
1,625 |
1,030 |
410 |
377 |
10*PE |
39.74 |
1*PB |
15.42 |
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資餘 |
1,015 |
644 |
661 |
660 |
640 |
5*PE |
19.87 |
0.5*PB |
7.71 |
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券餘 |
0 |
2 |
0 |
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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325,220
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367,254
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304,526
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252,517
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293,933
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255,052
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273,972
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營業成本(千) |
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210,910
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218,330
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184,156
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165,717
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178,961
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161,432
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173,914
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營業毛利(千) |
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114,310
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148,924
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120,370
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86,800
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114,972
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93,620
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100,058
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營業費用(千) |
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101,999
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89,476
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87,010
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77,973
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86,149
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80,135
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84,846
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營業利益(千) |
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12,311
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59,448
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33,360
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8,827
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28,823
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13,485
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15,212
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營業外收入及支出(千) |
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20,675
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-645 |
12,295
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19,162
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-7,105 |
14,502
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27,907
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稅前純益(千) |
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32,986
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58,803
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45,655
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27,989
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21,718
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27,987
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43,119
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所得稅(千) |
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2,186
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1 |
474
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0 |
6,701
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1 |
0 |
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稅後純益(千) |
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30,800
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58,802
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45,181
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27,989
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15,017
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27,986
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43,119
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其他綜合損益(千) |
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-469 |
258
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-200 |
2,272
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-1,611 |
2,898
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-2,575 |
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綜合損益(千) |
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30,331
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59,060
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44,981
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30,261
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13,406
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30,884
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40,544
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原始每股稅前盈餘(元) |
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0.82
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1.46
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1.47
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0.90
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0.70
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1.13
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1.74
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原始每股稅後盈餘(元) |
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0.79
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1.46
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1.48
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0.91
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0.55
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1.16
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1.78
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毛利率(%) |
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35.15
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40.55
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39.53
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34.37
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39.12
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36.71
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36.52
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營業利益率(%) |
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3.79
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16.19
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10.95
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3.50
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9.81
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5.29
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5.55
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稅後純益率(%) |
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9.47
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16.01
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14.84
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11.08
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5.11
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10.97
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15.74
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稅後權益報酬率(%) |
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5.33
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11.03
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9.39
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6.31
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3.56
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7.01
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11.86
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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 |
149,558 |
379,035 |
62.30
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51.26
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50.31
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創近一年新高 |
379,035
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50.31 |
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202502 |
92,150 |
229,477 |
-32.90 |
42.09
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49.70
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創近一年新低 |
339,279
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48.77 |
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202501 |
137,327 |
137,327 |
25.07
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55.29
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55.29
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創近一年新高 |
361,125
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20.22 |
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202412 |
109,802 |
1,249,517 |
-3.68 |
46.85
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15.63
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4.11
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324,608
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10.22 |
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202411 |
113,996 |
1,139,212 |
13.08
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-16.90 |
13.18
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336,496
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9.23 |
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202410 |
100,810 |
1,025,216 |
-17.16 |
22.08
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17.92
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355,072
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39.06 |
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202409 |
121,690 |
924,297 |
-8.21 |
37.80
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17.48
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3.29
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367,753
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44.15 |
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202408 |
132,572 |
802,716 |
16.81
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56.96
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14.92
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352,308
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40.85 |
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202407 |
113,491 |
670,144 |
6.82
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37.83
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9.13
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315,647
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24.13 |
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202406 |
106,245 |
557,043 |
10.77
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27.51
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4.78
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1.83
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304,489
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11.09 |
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202405 |
95,911 |
450,409 |
-6.28 |
8.23
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0.45
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297,120
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-0.33 |
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202404 |
102,333 |
354,498 |
3.50
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0.19
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-1.47 |
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266,063
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-7.96 |
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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 |
28 |
29 |
1 |
9800 |
元大 |
-29 |
11 |
40 |
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9A00 |
永豐金 |
22 |
30 |
8 |
9300 |
華南永昌 |
-16 |
0 |
16 |
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9200 |
凱基 |
12 |
28 |
16 |
9600 |
富邦 |
-15 |
3 |
18 |
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1480 |
美商高盛 |
12 |
13 |
1 |
1040 |
臺銀證券 |
-11 |
0 |
11 |
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1650 |
新加坡商瑞銀 |
6 |
11 |
5 |
1020 |
合庫 |
-7 |
0 |
7 |
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1470 |
台灣摩根士丹利 |
5 |
5 |
0 |
8150 |
台新 |
-3 |
2 |
5 |
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2180 |
亞東 |
2 |
2 |
0 |
5660 |
日進 |
-2 |
0 |
2 |
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8440 |
摩根大通 |
2 |
2 |
0 |
7000 |
兆豐 |
-2 |
0 |
2 |
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7790 |
國票 |
1 |
1 |
0 |
5660 |
日進 |
-2 |
0 |
2 |
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1560 |
港商野村 |
1 |
1 |
0 |
1260 |
宏遠 |
-2 |
0 |
2 |
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20250425 |
行政院特別條例還待立法院支持 這檔軍工股先表態漲停 |
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20240823 |
波段創高族群 吸睛 |
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20240815 |
倫飛營收/股價飆漲三成 公布7月 EPS 達0.87元 |
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20240729 |
台股大漲220點
ETF電子金融三族群鋒頭健 |
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20240115 |
總統大選落幕 這檔跌停深鎖跌勢最重 |
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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 |
20.8 |
優 |
10日籌碼集中度 |
13 |
優 |
單日買賣超 |
31 |
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5日籌碼集中度 |
20 |
優 |
20日籌碼集中度 |
3.3 |
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累計買賣超 |
-80 |
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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 |
272 |
借券餘額 |
471 |
千張大戶戶數 |
6 |
大戶比例 |
49.47 |
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更新日期: |
2025/5/2 19:34 |
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