2408 |
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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2408 南亞科 |
實收資本額 |
30986 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2000/08/17 |
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發 言
人 |
李培瑛 |
電 話 |
(02)29045858 |
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地 址 |
新北市泰山區大科里南林路98號 |
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產 業
別 |
電子上游-記憶體製造 |
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主要產品 |
電子零組件製造業、國際貿易業、其他顧問服務業 |
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2025/5/2 股價 |
35.65 |
法人買賣超合計(近一日) |
賣超 -4231.027 張 |
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2025/5/2
漲跌 |
-0.35
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法人買賣超合計(近一週) |
賣超 -18664.92 張 |
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2025/5/2
漲跌幅 |
-0.97
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法人買賣超合計(近一月) |
賣超 -54562.14 張 |
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券 資 比 |
38.94
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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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2024/05/29 |
2.13 |
0.30 |
2007/07/12 |
2023/06/28 |
5.98% |
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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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2024 |
2025/05/28 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2023 |
2024/05/29 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2022 |
2023/05/24 |
2.13 |
0.00 |
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2023/06/28 |
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5.98% |
0% |
5.98% |
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2021 |
2022/05/26 |
3.70 |
0.00 |
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2022/06/30 |
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10.39% |
0% |
10.39% |
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機構估稅後EPS |
-1.07 |
K(9) |
37.61 |
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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) |
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D(9) |
50.48 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
-33.32 |
周K(9) |
44.55 |
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0.4 |
0.4 |
0.8 |
0.4 |
0 |
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股價淨值比 |
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周D(9) |
54.34 |
綜合評分: |
2 |
建議: |
不列入追踪 |
目標價: |
46.34 |
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月線乖離率 |
-0.29 |
季線乖離率 |
-3.59 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
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3*PB |
159.63 |
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股價 |
41.10 |
33.00 |
35.30 |
37.00 |
35.65 |
15*PE |
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2*PB |
106.42 |
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成交量(千股) |
135,818 |
212,461 |
366,300 |
981,066 |
171,112 |
10*PE |
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1*PB |
53.21 |
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資餘 |
36,416 |
30,043 |
41,968 |
35,368 |
37,600 |
5*PE |
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0.5*PB |
26.60 |
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券餘 |
4,272 |
5,347 |
7,758 |
15,011 |
14,642 |
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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) |
7,187,940
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6,575,094
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8,132,593
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9,921,043
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9,502,937
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8,703,978
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7,736,374
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7,027,071
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營業成本(千) |
8,262,612
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7,269,644
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7,868,968
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9,634,079
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9,779,561
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9,891,686
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9,689,044
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7,815,373
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營業毛利(千) |
-1,074,672 |
-694,550 |
263,625
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286,964
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-276,624 |
-1,187,708 |
-1,952,670 |
-788,302 |
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營業費用(千) |
2,080,665
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2,117,262
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2,768,995
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2,606,142
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2,641,644
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2,862,548
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2,387,371
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2,396,229
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營業利益(千) |
-3,155,337 |
-2,811,812 |
-2,505,370 |
-2,319,178 |
-2,918,268 |
-4,050,256 |
-4,340,041 |
-3,184,531 |
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營業外收入及支出(千) |
731,941
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898,994
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677,433
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1,045,905
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1,375,172
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520,669
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1,197,866
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1,264,073
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稅前純益(千) |
-2,423,396 |
-1,912,818 |
-1,827,937 |
-1,273,273 |
-1,543,096 |
-3,529,587 |
-3,142,175 |
-1,920,458 |
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所得稅(千) |
-482,757 |
-339,131 |
-341,247 |
-458,788 |
-334,608 |
-1,050,085 |
-637,604 |
-1,149,584 |
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稅後純益(千) |
-1,940,639 |
-1,573,687 |
-1,486,690 |
-814,485 |
-1,208,488 |
-2,479,502 |
-2,504,571 |
-770,874 |
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其他綜合損益(千) |
758,556
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1,873,148
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-1,512,374 |
745,601
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2,094,559
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-2,607,901 |
1,879,155
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1,102,801
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綜合損益(千) |
-1,182,083 |
299,461
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-2,999,064 |
-68,884 |
886,071
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-5,087,403 |
-625,416 |
331,927
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原始每股稅前盈餘(元) |
-0.78 |
-0.62 |
-0.59 |
-0.41 |
-0.50 |
-1.14 |
-1.01 |
-0.62 |
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原始每股稅後盈餘(元) |
-0.63 |
-0.51 |
-0.48 |
-0.26 |
-0.39 |
-0.80 |
-0.81 |
-0.25 |
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毛利率(%) |
-14.95 |
-10.56 |
3.24
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2.89
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-2.91 |
-13.65 |
-25.24 |
-11.22 |
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營業利益率(%) |
-43.90 |
-42.76 |
-30.81 |
-23.38 |
-30.71 |
-46.53 |
-56.10 |
-45.32 |
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稅後純益率(%) |
-27.00 |
-23.93 |
-18.28 |
-8.21 |
-12.72 |
-28.49 |
-32.37 |
-10.97 |
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稅後權益報酬率(%) |
-1.18 |
-0.95 |
-0.89 |
-0.49 |
-0.72 |
-1.46 |
-1.45 |
-0.45 |
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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 |
2,752,833 |
7,187,940 |
21.12
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-18.83 |
-24.36 |
-0.78 |
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7,187,940
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-24.36 |
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202502 |
2,272,734 |
4,435,107 |
5.10
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-25.51 |
-27.43 |
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6,640,638
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-28.39 |
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202501 |
2,162,373 |
2,162,373 |
-1.96 |
-29.35 |
-29.35 |
-0.27 |
創近一年新低 |
6,555,230
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-27.94 |
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202412 |
2,205,531 |
34,131,667 |
0.83
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-30.25 |
14.18
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-2.12 |
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6,575,097
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-24.46 |
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202411 |
2,187,326 |
31,926,139 |
0.23
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-23.89 |
19.44
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6,954,493
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-15.87 |
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202410 |
2,182,240 |
29,738,813 |
-15.58 |
-18.21 |
24.66
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創近一年新低 |
7,569,417
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-4.99 |
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202409 |
2,584,927 |
27,556,573 |
-7.76 |
-5.12 |
30.06
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-1.50 |
創近一年新低 |
8,132,593
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5.12 |
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202408 |
2,802,250 |
24,971,646 |
2.07
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8.83
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35.24
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8,910,863
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19.29 |
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202407 |
2,745,416 |
22,169,396 |
-18.37 |
12.65
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39.53
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9,459,988
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31.31 |
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202406 |
3,363,197 |
19,423,980 |
0.35
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36.83
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44.40
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-0.91 |
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9,921,043
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41.18 |
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202405 |
3,351,375 |
16,060,783 |
4.52
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45.14
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46.09
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9,949,204
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48.14 |
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202404 |
3,206,471 |
12,709,408 |
-5.45 |
41.88
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46.34
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9,648,763
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49.98 |
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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 |
1195 |
5518 |
4323 |
9200 |
凱基 |
-4012 |
3751 |
7763 |
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1440 |
美林 |
590 |
876 |
286 |
1480 |
美商高盛 |
-1182 |
413 |
1595 |
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9300 |
華南永昌 |
412 |
1032 |
620 |
1650 |
新加坡商瑞銀 |
-306 |
793 |
1099 |
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5920 |
元富 |
385 |
939 |
554 |
1360 |
港商麥格理 |
-302 |
0 |
302 |
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5380 |
第一金 |
323 |
746 |
423 |
6160 |
中國信託 |
-154 |
228 |
382 |
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1470 |
台灣摩根士丹利 |
240 |
749 |
509 |
5850 |
統一 |
-141 |
433 |
574 |
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1380 |
台灣匯立 |
221 |
221 |
0 |
1560 |
港商野村 |
-68 |
147 |
215 |
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8440 |
摩根大通 |
209 |
699 |
490 |
9600 |
富邦 |
-55 |
2086 |
2141 |
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1040 |
臺銀證券 |
178 |
253 |
75 |
7790 |
國票 |
-12 |
287 |
299 |
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8560 |
新光 |
157 |
1556 |
1399 |
5860 |
盈溢 |
-10 |
1 |
11 |
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20250425 |
三大法人聯手買超213.75億、一周回補255億 台股登月線 |
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20250425 |
台股上漲393點收19,872點 台積電上揚24元收888元 |
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20250425 |
全民權證/南亞科 二檔聚光 |
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20250424 |
台股電壓下降跌160點 三大法人轉賣超78.49億元 |
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20250424 |
權值股疲弱 台股下跌160點收19,478點 台積電下挫9元收864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 |
-15.5 |
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10日籌碼集中度 |
0.1 |
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單日買賣超 |
-4813 |
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5日籌碼集中度 |
-10.5 |
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20日籌碼集中度 |
-2.3 |
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累計買賣超 |
-45169 |
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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 |
109432 |
借券餘額 |
171246 |
千張大戶戶數 |
102 |
大戶比例 |
76.98 |
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更新日期: |
2025/5/2 19:36 |
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