2431 |
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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2431 聯昌 |
實收資本額 |
1109 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2000/09/11 |
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發 言
人 |
林春連 |
電 話 |
8792-1666 |
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地 址 |
台北市內湖區南京東路六段501號11樓 |
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產 業
別 |
電子中游-電源供應器 |
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主要產品 |
電源供應器 |
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2025/5/2 股價 |
11.95 |
法人買賣超合計(近一日) |
買超 215.209 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) |
買超
1051.03 張 |
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2025/5/2
漲跌幅 |
3.02
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法人買賣超合計(近一月) |
買超
1737.54 張 |
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券 資 比 |
0.40
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外資連3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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2024/05/30 |
0.10 |
0.55 |
2011/07/21 |
2023/07/31 |
0.84% |
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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 |
2024/05/30 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2022 |
2023/06/14 |
0.10 |
0.00 |
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2023/07/31 |
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0.84% |
0% |
0.84% |
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2021 |
2022/06/24 |
0.45 |
0.00 |
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2022/07/28 |
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3.77% |
0% |
3.77% |
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機構估稅後EPS |
-0.63 |
K(9) |
72.81 |
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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) |
12.29 |
D(9) |
58.14 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
-18.97 |
周K(9) |
21.91 |
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1.6 |
1.2 |
1.2 |
0.4 |
0.5 |
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股價淨值比 |
0.97 |
周D(9) |
27.88 |
綜合評分: |
4.9 |
建議: |
觀望 |
目標價: |
16.22 |
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月線乖離率 |
3.64 |
季線乖離率 |
-12 |
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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 |
36.96 |
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股價 |
14.90 |
10.95 |
10.95 |
11.05 |
11.95 |
15*PE |
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2*PB |
24.64 |
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成交量(千股) |
7,846 |
9,204 |
6,607 |
3,167 |
4,803 |
10*PE |
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1*PB |
12.32 |
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資餘 |
5,067 |
4,063 |
4,013 |
4,023 |
4,031 |
5*PE |
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0.5*PB |
6.16 |
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券餘 |
100 |
30 |
29 |
27 |
16 |
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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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104,222
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112,196
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86,628
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100,596
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129,076
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167,647
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135,450
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營業成本(千) |
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107,333
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116,319
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88,072
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104,100
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150,462
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164,347
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140,482
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營業毛利(千) |
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-3,111 |
-4,123 |
-1,444 |
-3,504 |
-21,386 |
3,300
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-5,032 |
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營業費用(千) |
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25,866
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26,114
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26,240
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26,013
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27,031
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30,037
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30,024
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營業利益(千) |
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-28,977 |
-30,237 |
-27,684 |
-29,517 |
-48,417 |
-26,737 |
-35,056 |
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營業外收入及支出(千) |
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12,159
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13,626
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11,888
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8,689
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13,522
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10,717
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24,000
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稅前純益(千) |
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-16,818 |
-16,611 |
-15,796 |
-20,828 |
-34,895 |
-16,020 |
-11,056 |
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所得稅(千) |
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10 |
166
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-104 |
0 |
7,582
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34 |
5,401
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稅後純益(千) |
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-16,828 |
-16,777 |
-15,692 |
-20,828 |
-42,477 |
-16,054 |
-16,457 |
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其他綜合損益(千) |
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7,531
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55,509
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6,860
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26,285
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-24,113 |
24,332
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-12,864 |
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綜合損益(千) |
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-9,297 |
38,732
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-8,832 |
5,457
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-66,590 |
8,278
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-29,321 |
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原始每股稅前盈餘(元) |
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-0.15 |
-0.15 |
-0.14 |
-0.19 |
-0.31 |
-0.14 |
-0.10 |
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原始每股稅後盈餘(元) |
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-0.15 |
-0.15 |
-0.14 |
-0.19 |
-0.38 |
-0.14 |
-0.15 |
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毛利率(%) |
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-2.98 |
-3.67 |
-1.67 |
-3.48 |
-16.57 |
1.97
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-3.72 |
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營業利益率(%) |
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-27.80 |
-26.95 |
-31.96 |
-29.34 |
-37.51 |
-15.95 |
-25.88 |
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稅後純益率(%) |
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-16.15 |
-14.95 |
-18.11 |
-20.70 |
-32.91 |
-9.58 |
-12.15 |
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稅後權益報酬率(%) |
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-1.23 |
-1.24 |
-1.17 |
-1.55 |
-3.10 |
-1.15 |
-1.16 |
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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 |
51,534 |
115,887 |
18.44
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76.63
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15.28
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創近一年新高 |
115,887
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15.28 |
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202502 |
43,511 |
64,353 |
108.77
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31.82
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-9.81 |
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創近一年新高 |
92,885
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-17.19 |
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202501 |
20,842 |
20,842 |
-26.95 |
-45.64 |
-45.64 |
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創歷史新低 |
83,659
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-26.22 |
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202412 |
28,532 |
403,642 |
-16.78 |
-30.10 |
-31.53 |
-0.63 |
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104,225
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-18.75 |
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202411 |
34,285 |
375,230 |
-17.20 |
0.16
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-31.41 |
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117,062
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-15.01 |
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202410 |
41,408 |
340,945 |
0.09
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-22.22 |
-33.51 |
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創近一年新高 |
114,267
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-29.8 |
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202409 |
41,369 |
299,420 |
31.37
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-17.70 |
-34.97 |
-0.48 |
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112,342
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-32.97 |
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202408 |
31,490 |
258,168 |
-20.24 |
-46.88 |
-36.92 |
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101,461
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-35.82 |
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202407 |
39,483 |
226,678 |
29.50
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-31.98 |
-35.24 |
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99,916
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-27.57 |
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202406 |
30,488 |
187,224 |
1.81
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-25.20 |
-36.06 |
-0.33 |
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86,668
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-35.59 |
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202405 |
29,945 |
156,707 |
14.14
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-23.51 |
-37.62 |
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85,357
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-41.18 |
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202404 |
26,235 |
126,762 |
-10.08 |
-51.99 |
-40.22 |
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創歷史新低 |
88,419
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-49.17 |
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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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7790 |
國票 |
92 |
107 |
15 |
9300 |
華南永昌 |
-132 |
9 |
141 |
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9200 |
凱基 |
53 |
125 |
72 |
9800 |
元大 |
-80 |
114 |
194 |
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1560 |
港商野村 |
37 |
37 |
0 |
9A00 |
永豐金 |
-59 |
10 |
69 |
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6160 |
中國信託 |
37 |
42 |
5 |
5850 |
統一 |
-38 |
0 |
38 |
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1440 |
美林 |
37 |
41 |
4 |
8150 |
台新 |
-24 |
3 |
27 |
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8440 |
摩根大通 |
31 |
37 |
6 |
8560 |
新光 |
-17 |
0 |
17 |
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5380 |
第一金 |
25 |
45 |
20 |
7000 |
兆豐 |
-11 |
3 |
14 |
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1650 |
新加坡商瑞銀 |
24 |
65 |
41 |
5920 |
元富 |
-11 |
4 |
15 |
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9100 |
群益金鼎 |
24 |
51 |
27 |
8580 |
聯邦商銀 |
-7 |
0 |
7 |
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1470 |
台灣摩根士丹利 |
11 |
11 |
0 |
8840 |
玉山 |
-7 |
3 |
10 |
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20241115 |
11月15日盤前/台指期結算前維持震盪整理格局 選股不選市、汰弱留強 |
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20241106 |
11月6日盤前/靜待美大選結果 今日盤中慎防行情劇烈波動 選後一周回歸基本面 |
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20241104 |
11月4日盤前/台股成交量能擴大 本周看法先震後彈 |
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20241030 |
10月30日盤前/川普放話台股震盪 選前蹲、選後跳 |
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20241029 |
台股下挫271點收22,926點 台積電跌10元收1,040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 |
14.6 |
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10日籌碼集中度 |
8 |
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單日買賣超 |
116 |
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5日籌碼集中度 |
13.4 |
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20日籌碼集中度 |
-0.2 |
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累計買賣超 |
-420 |
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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 |
3077 |
借券餘額 |
4271 |
千張大戶戶數 |
4 |
大戶比例 |
36.79 |
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更新日期: |
2025/5/2 19:37 |
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