| 2365 |
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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| 2365 昆盈 |
實收資本額 |
2215 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
1997/11/03 |
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| 發 言
人 |
卓世坤 |
電 話 |
(02)29956645 |
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| 地 址 |
新北市三重區重新路五段492號1-8樓 |
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| 產 業
別 |
電子下游-電腦周邊 |
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| 主要產品 |
電腦週邊產品57.81%、影像光電產品38.19%、消費性電子產品2.24%(電腦週邊設備之製造及買賣) |
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| 2025/5/2 股價 |
39.70 |
法人買賣超合計(近一日) |
賣超 -2244.964 張 |
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| 2025/5/2
漲跌 |
1.20
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法人買賣超合計(近一週) |
賣超 -3696.19 張 |
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| 2025/5/2
漲跌幅 |
3.12
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法人買賣超合計(近一月) |
賣超 -1186.24 張 |
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| 券 資 比 |
8.88
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外資連3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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| 2024/06/21 |
0.20 |
0.42 |
2015/11/09 |
2023/07/27 |
0.50% |
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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 |
2025/06/09 |
0.60 |
0.00 |
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1.51% |
0% |
1.51% |
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| 2023 |
2024/06/21 |
0.30 |
0.00 |
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2024/07/26 |
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0.76% |
0% |
0.76% |
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| 2022 |
2023/06/21 |
0.20 |
0.00 |
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2023/07/27 |
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0.5% |
0% |
0.5% |
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| 2021 |
2022/06/09 |
0.20 |
0.00 |
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2022/08/11 |
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0.5% |
0% |
0.5% |
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| 機構估稅後EPS |
0.59 |
K(9) |
82.79 |
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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) |
13.98 |
D(9) |
73.18 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
67.29 |
周K(9) |
28.93 |
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1.2 |
1.6 |
1.2 |
0.8 |
1 |
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| 股價淨值比 |
2.84 |
周D(9) |
23.45 |
綜合評分: |
5.8 |
建議: |
列入追踪 |
目標價: |
45.07 |
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| 月線乖離率 |
24.04 |
季線乖離率 |
-0.39 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
11.75 |
3*PB |
41.94 |
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| 股價 |
37.45 |
29.70 |
30.70 |
31.20 |
39.70 |
15*PE |
8.81 |
2*PB |
27.96 |
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| 成交量(千股) |
7,866 |
9,245 |
12,849 |
9,935 |
67,868 |
10*PE |
5.87 |
1*PB |
13.98 |
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| 資餘 |
12,275 |
10,165 |
10,059 |
9,875 |
9,859 |
5*PE |
2.94 |
0.5*PB |
6.99 |
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| 券餘 |
0 |
4 |
32 |
237 |
875 |
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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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226,936
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264,701
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263,528
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223,651
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197,111
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222,622
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174,667
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| 營業成本(千) |
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137,922
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154,480
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153,835
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138,207
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129,818
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130,418
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113,444
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| 營業毛利(千) |
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89,014
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110,221
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109,693
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85,444
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67,293
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92,204
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61,223
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| 營業費用(千) |
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79,350
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83,521
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84,230
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73,136
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77,968
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72,316
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63,566
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| 營業利益(千) |
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9,664
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26,700
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25,463
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12,308
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-10,675 |
19,888
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-2,343 |
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| 營業外收入及支出(千) |
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15,591
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35,687
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23,158
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31,935
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12,807
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19,305
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30,858
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| 稅前純益(千) |
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25,255
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62,387
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48,621
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44,243
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2,132
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39,193
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28,515
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| 所得稅(千) |
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4,592
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14,477
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9,199
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9,434
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7,281
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8,215
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940
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| 稅後純益(千) |
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20,663
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47,910
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39,422
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34,809
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-5,149 |
30,978
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27,575
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| 其他綜合損益(千) |
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-14,015 |
-21,465 |
43,870
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27,530
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-18,320 |
13,942
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26,655
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| 綜合損益(千) |
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6,648
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26,445
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83,292
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62,339
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-23,469 |
44,920
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54,230
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| 原始每股稅前盈餘(元) |
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0.11
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0.28
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0.22
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0.20
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0.01
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0.18
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0.13
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| 原始每股稅後盈餘(元) |
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0.09
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0.22
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0.18
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0.16
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-0.02 |
0.14
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0.13
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| 毛利率(%) |
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39.22
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41.64
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41.62
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38.20
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34.14
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41.42
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35.05
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| 營業利益率(%) |
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4.26
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10.09
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9.66
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5.50
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-5.42 |
8.93
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-1.34 |
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| 稅後純益率(%) |
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9.11
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18.10
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14.96
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15.56
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-2.61 |
13.92
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15.79
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| 稅後權益報酬率(%) |
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0.66
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1.54
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1.28
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1.14
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-0.17 |
1.03
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0.92
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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 |
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| 202503 |
99,657 |
232,641 |
51.02
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13.70
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4.02
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232,641
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4.02 |
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| 202502 |
65,989 |
132,984 |
-1.50 |
20.78
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-2.22 |
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222,796
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9.38 |
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| 202501 |
66,995 |
66,995 |
-25.41 |
-17.67 |
-17.67 |
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228,284
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4.42 |
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| 202412 |
89,812 |
978,816 |
25.65
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32.69
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27.19
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0.81
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226,936
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15.13 |
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| 202411 |
71,477 |
889,004 |
8.88
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2.75
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26.66
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212,662
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3.29 |
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| 202410 |
65,647 |
817,527 |
-13.09 |
9.67
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29.29
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241,057
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19.95 |
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| 202409 |
75,538 |
751,880 |
-24.37 |
-1.21 |
31.35
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0.70
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264,701
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18.9 |
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| 202408 |
99,872 |
676,342 |
11.85
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54.50
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36.37
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創近一年新高 |
278,201
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39.9 |
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| 202407 |
89,291 |
576,470 |
0.28
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9.54
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33.65
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創近一年新高 |
266,432
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39.62 |
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| 202406 |
89,038 |
487,179 |
1.06
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68.94
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39.27
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0.42
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創近一年新高 |
263,528
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50.87 |
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| 202405 |
88,103 |
398,141 |
1.99
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55.65
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34.00
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創近一年新高 |
262,138
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35.72 |
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| 202404 |
86,387 |
310,038 |
-1.44 |
32.17
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28.91
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228,669
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21.04 |
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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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| 9800 |
元大 |
1224 |
9879 |
8655 |
9600 |
富邦 |
-1595 |
3961 |
5556 |
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| 8880 |
國泰 |
717 |
4078 |
3361 |
5850 |
統一 |
-1124 |
1511 |
2635 |
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| 7000 |
兆豐 |
364 |
1638 |
1274 |
1470 |
台灣摩根士丹利 |
-541 |
1 |
542 |
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| 9A00 |
永豐金 |
268 |
3287 |
3019 |
1480 |
美商高盛 |
-440 |
429 |
869 |
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| 5920 |
元富 |
261 |
1555 |
1294 |
1650 |
新加坡商瑞銀 |
-397 |
1027 |
1424 |
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| 8150 |
台新 |
257 |
1693 |
1436 |
1440 |
美林 |
-324 |
86 |
410 |
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| 8840 |
玉山 |
242 |
1268 |
1026 |
9200 |
凱基 |
-223 |
3112 |
3335 |
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| 8560 |
新光 |
229 |
1270 |
1041 |
1560 |
港商野村 |
-160 |
0 |
160 |
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| 7790 |
國票 |
168 |
987 |
819 |
8440 |
摩根大通 |
-55 |
56 |
111 |
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| 9100 |
群益金鼎 |
135 |
3430 |
3295 |
1590 |
花旗環球 |
-28 |
1 |
29 |
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| 20250430 |
三大法人賣超99.95億元 4月再砍1,292億元…自營商最狠 |
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| 20250430 |
機器人刷一排紅燈 和大、高鋒、所羅門人氣夯 |
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| 20250303 |
兩大展覽登場 機器人股卻消風 昆盈爆量大漲最搶眼 |
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| 20250303 |
台股下跌296點 三大法人賣超630億元 |
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| 20250303 |
台股下跌296點收22,756點 台積電下挫20元收1,020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 |
-10.9 |
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10日籌碼集中度 |
-2.1 |
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單日買賣超 |
-5049 |
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| 5日籌碼集中度 |
-3.5 |
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20日籌碼集中度 |
-1.3 |
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累計買賣超 |
-2221 |
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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 |
9138 |
借券餘額 |
11333 |
千張大戶戶數 |
10 |
大戶比例 |
16.7 |
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更新日期： |
2025/5/2 19:34 |
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