2401 |
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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2401 凌陽 |
實收資本額 |
5920 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2000/01/27 |
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發 言
人 |
莊濟安 |
電 話 |
03-5786005 |
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地 址 |
新竹科學園區創新一路十九號 |
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產 業
別 |
電子上游-IC-設計 |
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主要產品 |
各種積體電路及模組之設計製造測試及銷售、各種積體電路應用軟體之研究開發及銷售、各積積體電路之貿易及代理業務 |
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2024/5/14 股價 |
30.25 |
法人買賣超合計(近一日) |
買超 6586.767 張 |
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2024/5/14
漲跌 |
1.60
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法人買賣超合計(近一週) |
買超
6535.25 張 |
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2024/5/14
漲跌幅 |
5.58
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法人買賣超合計(近一月) |
賣超 -4802.92 張 |
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券 資 比 |
0.59
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外資連2買 |
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自營連2買 |
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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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2023/06/13 |
0.60 |
0.50 |
2008/09/02 |
2023/07/11 |
1.98% |
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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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2023 |
2024/06/12 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2022 |
2023/06/13 |
0.60 |
0.00 |
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2023/07/11 |
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1.98% |
0% |
1.98% |
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2021 |
2022/06/08 |
2.00 |
0.00 |
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2022/07/14 |
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6.61% |
0% |
6.61% |
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2020 |
2021/07/20 |
0.53 |
0.00 |
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2021/08/17 |
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1.74% |
0% |
1.74% |
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機構估稅後EPS |
-0.41 |
K(9) |
45.85 |
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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) |
14.69 |
D(9) |
36.27 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
-73.78 |
周K(9) |
40.37 |
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1.6 |
1.2 |
1.2 |
2 |
1.5 |
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股價淨值比 |
2.06 |
周D(9) |
24.12 |
綜合評分: |
7.5 |
建議: |
列入追踪 |
目標價: |
31.76 |
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月線乖離率 |
5.87 |
季線乖離率 |
1.83 |
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2024/4/19 |
2024/4/26 |
2024/5/3 |
2024/5/10 |
2024/5/14 |
20*PE |
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3*PB |
43.01 |
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股價 |
27.60 |
27.70 |
28.75 |
28.10 |
30.25 |
15*PE |
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2*PB |
28.67 |
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成交量(千股) |
73,231 |
13,843 |
52,121 |
20,551 |
17,950 |
10*PE |
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1*PB |
14.34 |
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資餘 |
11,858 |
11,882 |
12,361 |
12,247 |
12,108 |
5*PE |
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0.5*PB |
7.17 |
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券餘 |
255 |
111 |
128 |
72 |
71 |
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季IFRS財報(損益單季) |
202401 |
202304 |
202303 |
202302 |
202301 |
202204 |
202203 |
202202 |
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營業收入淨額(千) |
1,346,764
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1,377,998
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1,545,595
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1,418,296
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1,193,532
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1,169,338
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1,437,262
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1,984,509
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營業成本(千) |
687,442
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798,060
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835,416
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749,513
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628,187
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706,476
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787,410
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950,633
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營業毛利(千) |
659,322
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579,938
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710,179
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668,783
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565,345
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462,862
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649,852
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1,033,876
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營業費用(千) |
655,128
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685,195
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722,053
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710,484
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653,392
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624,388
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727,221
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771,641
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營業利益(千) |
4,200
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-105,045 |
-11,838 |
-41,711 |
-88,760 |
-165,757 |
-77,373 |
262,259
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營業外收入及支出(千) |
355,683
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-57,352 |
100,175
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65,152
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53,209
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105,965
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191,790
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-65,953 |
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稅前純益(千) |
359,883
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-162,397 |
88,337
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23,441
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-35,551 |
-59,792 |
114,417
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196,306
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所得稅(千) |
47,351
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41,990
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54,480
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25,293
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13,340
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24,039
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28,571
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77,783
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稅後純益(千) |
312,532
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-204,387 |
33,857
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-1,852 |
-48,891 |
-83,831 |
85,846
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118,523
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其他綜合損益(千) |
-19,223 |
29,411
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61,108
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-65,408 |
62,554
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-24,625 |
90,841
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-68,199 |
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綜合損益(千) |
293,309
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-174,976 |
94,965
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-67,260 |
13,663
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-108,456 |
176,687
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50,324
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原始每股稅前盈餘(元) |
0.61
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-0.28 |
0.15
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0.04
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-0.06 |
-0.10 |
0.19
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0.33
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原始每股稅後盈餘(元) |
0.39
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-0.45 |
-0.09 |
-0.14 |
-0.16 |
-0.22 |
0.03
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-0.08 |
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毛利率(%) |
48.96
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42.09
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45.95
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47.15
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47.37
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39.58
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45.21
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52.10
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營業利益率(%) |
0.31
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-7.62 |
-0.77 |
-2.94 |
-7.44 |
-14.18 |
-5.38 |
13.22
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稅後純益率(%) |
23.21
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-14.83 |
2.19
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-0.13 |
-4.10 |
-7.17 |
5.97
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5.97
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稅後權益報酬率(%) |
2.88
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-1.88 |
0.31
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-0.02 |
-0.42 |
-0.71 |
0.73
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0.96
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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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202404 |
598,658 |
1,945,422 |
6.16
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22.53
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15.65
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創近一年新高 |
1,487,263
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9.49 |
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202403 |
563,933 |
1,346,764 |
73.69
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19.14
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12.84
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0.61
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創近一年新高 |
1,346,764
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12.84 |
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202402 |
324,672 |
782,831 |
-29.14 |
-18.10 |
8.70
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創近一年新低 |
1,210,734
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12.22 |
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202401 |
458,159 |
458,159 |
7.07
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41.50
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41.50
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1,373,228
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30.84 |
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202312 |
427,903 |
5,535,421 |
-12.16 |
19.29
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-17.45 |
-0.15 |
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1,377,998
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17.84 |
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202311 |
487,166 |
5,107,518 |
5.24
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32.71
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-19.53 |
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1,432,620
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13.02 |
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202310 |
462,929 |
4,620,352 |
-4.06 |
4.37
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-22.74 |
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1,471,134
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6.3 |
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202309 |
482,525 |
4,157,423 |
-8.21 |
5.60
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-24.91 |
0.13
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1,545,595
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7.54 |
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202308 |
525,680 |
3,674,898 |
-2.18 |
8.73
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-27.65 |
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1,502,577
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-3.26 |
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202307 |
537,390 |
3,149,218 |
22.27
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8.16
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-31.48 |
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創近一年新高 |
1,467,101
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-14.6 |
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202306 |
439,507 |
2,611,828 |
-10.34 |
-23.29 |
-36.28 |
-0.02 |
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1,418,296
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-28.53 |
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202305 |
490,204 |
2,172,321 |
0.33
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-24.36 |
-38.39 |
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1,452,139
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-33.18 |
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202304 |
488,585 |
1,682,117 |
3.22
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-36.01 |
-41.55 |
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1,358,338
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-38.26 |
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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 |
1785 |
1910 |
125 |
9800 |
元大 |
-1325 |
1530 |
2855 |
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1470 |
台灣摩根士丹利 |
1427 |
1428 |
1 |
9600 |
富邦 |
-1061 |
573 |
1634 |
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1650 |
新加坡商瑞銀 |
1194 |
1384 |
190 |
7000 |
兆豐 |
-427 |
178 |
605 |
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1480 |
美商高盛 |
831 |
973 |
142 |
9A00 |
永豐金 |
-395 |
526 |
921 |
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9200 |
凱基 |
545 |
1702 |
1157 |
5380 |
第一金 |
-387 |
139 |
526 |
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1560 |
港商野村 |
208 |
208 |
0 |
5920 |
元富 |
-292 |
282 |
574 |
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8440 |
摩根大通 |
106 |
196 |
90 |
9100 |
群益金鼎 |
-290 |
329 |
619 |
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5660 |
日進 |
100 |
129 |
29 |
5850 |
統一 |
-264 |
424 |
688 |
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6460 |
大昌 |
49 |
124 |
75 |
1110 |
台灣企銀 |
-254 |
15 |
269 |
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6210 |
新百王 |
24 |
41 |
17 |
8880 |
國泰 |
-232 |
460 |
692 |
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20240416 |
台股重挫逾500點 IC 設計逆勢回神 這檔盤中逼近漲停 |
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20240416 |
台股摜破兩萬大關重挫547點收19,901點 台積電跌18元收788元 |
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20240416 |
避險資金進駐 12檔銅板股點火收高 |
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20240221 |
凌陽創新 去年 EPS 7.36元 |
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20240123 |
萬八再等等…台股漲59點收17,874點 台積電尾盤拉高翻紅漲2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 |
37.3 |
優 |
10日籌碼集中度 |
2.3 |
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單日買賣超 |
5683 |
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5日籌碼集中度 |
19.9 |
優 |
20日籌碼集中度 |
-1.6 |
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累計買賣超 |
-1405 |
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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 |
11479 |
借券餘額 |
13461 |
千張大戶戶數 |
42 |
大戶比例 |
35.6 |
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