2433 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2433 互盛電 |
實收資本額 |
1445 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2000/09/11 |
|
|
|
|
|
|
|
|
|
發 言
人 |
謝淑惠 |
電 話 |
23458009 |
|
|
|
|
|
|
|
|
|
地 址 |
臺北市信義區信義路5段2號7樓 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子下游-資訊通路 |
|
|
|
|
|
|
|
|
|
主要產品 |
事務機器電腦傳真機之買賣進出口修理及出租業務、電子及機械零組件買賣業務、有(無)線通信傳輸設備之買賣及工程承包、裝設 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
50.20 |
法人買賣超合計(近一日) |
買超 2 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.00
|
法人買賣超合計(近一週) |
買超
3.99 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
0.00
|
法人買賣超合計(近一月) |
賣超 -51.49 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.00
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/06/18 |
3.00 |
0.01 |
2008/07/22 |
2024/07/04 |
5.98% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
2024 |
2025/06/17 |
3.00 |
0.00 |
|
|
|
5.98% |
0% |
5.98% |
|
|
|
|
2023 |
2024/06/18 |
3.00 |
0.00 |
|
2024/07/04 |
|
5.98% |
0% |
5.98% |
|
|
|
|
2022 |
2023/06/16 |
3.60 |
0.00 |
|
2023/07/06 |
|
7.17% |
0% |
7.17% |
|
|
|
|
2021 |
2022/06/08 |
3.50 |
0.00 |
|
2022/07/06 |
|
6.97% |
0% |
6.97% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
3.18 |
K(9) |
40.42 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
24.50 |
D(9) |
42.73 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
15.79 |
周K(9) |
64.41 |
|
0 |
0.4 |
1.6 |
0.4 |
1.5 |
|
|
|
|
股價淨值比 |
2.05 |
周D(9) |
64.6 |
綜合評分: |
3.9 |
建議: |
觀望 |
目標價: |
52.71 |
|
|
|
|
月線乖離率 |
0.08 |
季線乖離率 |
-0.54 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
63.54 |
3*PB |
73.46 |
|
|
|
|
股價 |
51.10 |
50.30 |
50.40 |
50.30 |
50.20 |
15*PE |
47.66 |
2*PB |
48.98 |
|
|
|
|
成交量(千股) |
217 |
908 |
106 |
136 |
99 |
10*PE |
31.77 |
1*PB |
24.49 |
|
|
|
|
資餘 |
5 |
3 |
2 |
2 |
3 |
5*PE |
15.89 |
0.5*PB |
12.24 |
|
|
|
|
券餘 |
0 |
0 |
0 |
0 |
0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
702,702
|
680,846
|
698,968
|
677,343
|
729,255
|
722,952
|
722,741
|
|
|
|
|
營業成本(千) |
|
449,714
|
441,614
|
444,441
|
445,079
|
481,499
|
483,046
|
462,835
|
|
|
|
|
營業毛利(千) |
|
252,988
|
239,232
|
254,527
|
232,264
|
247,756
|
239,906
|
259,906
|
|
|
|
|
營業費用(千) |
|
129,970
|
135,935
|
138,545
|
138,538
|
132,731
|
139,111
|
140,525
|
|
|
|
|
營業利益(千) |
|
123,018
|
103,297
|
115,982
|
93,726
|
115,025
|
100,795
|
119,381
|
|
|
|
|
營業外收入及支出(千) |
|
4,809
|
134,208
|
6,255
|
7,248
|
6,690
|
147,837
|
8,926
|
|
|
|
|
稅前純益(千) |
|
127,827
|
237,505
|
122,237
|
100,974
|
121,715
|
248,632
|
128,307
|
|
|
|
|
所得稅(千) |
|
27,276
|
23,918
|
24,599
|
22,104
|
26,345
|
23,558
|
27,369
|
|
|
|
|
稅後純益(千) |
|
100,551
|
213,587
|
97,638
|
78,870
|
95,370
|
225,074
|
100,938
|
|
|
|
|
其他綜合損益(千) |
|
-207,054 |
-157,272 |
86,315
|
-32,150 |
-25,590 |
-80,607 |
-57,336 |
|
|
|
|
綜合損益(千) |
|
-106,503 |
56,315
|
183,953
|
46,720
|
69,780
|
144,467
|
43,602
|
|
|
|
|
原始每股稅前盈餘(元) |
|
0.88
|
1.64
|
0.85
|
0.70
|
0.84
|
1.72
|
0.89
|
|
|
|
|
原始每股稅後盈餘(元) |
|
0.67
|
1.45
|
0.65
|
0.51
|
0.63
|
1.54
|
0.65
|
|
|
|
|
毛利率(%) |
|
36.00
|
35.14
|
36.41
|
34.29
|
33.97
|
33.18
|
35.96
|
|
|
|
|
營業利益率(%) |
|
17.51
|
15.17
|
16.59
|
13.84
|
15.77
|
13.94
|
16.52
|
|
|
|
|
稅後純益率(%) |
|
14.31
|
31.37
|
13.97
|
11.64
|
13.08
|
31.13
|
13.97
|
|
|
|
|
稅後權益報酬率(%) |
|
2.32
|
4.91
|
2.31
|
1.82
|
2.12
|
5.13
|
2.35
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
202504 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
202503 |
224,108 |
673,807 |
2.36
|
2.01
|
-0.52 |
|
|
673,807
|
-0.52 |
|
|
|
|
202502 |
218,942 |
449,699 |
-5.12 |
0.41
|
-1.74 |
|
創近一年新低 |
694,090
|
-2.1 |
|
|
|
|
202501 |
230,757 |
230,757 |
-5.58 |
-3.69 |
-3.69 |
|
|
703,090
|
-3.86 |
|
|
|
|
202412 |
244,391 |
2,759,859 |
7.22
|
-2.77 |
-4.63 |
4.07
|
創近一年新高 |
702,702
|
-3.64 |
|
|
|
|
202411 |
227,942 |
2,515,468 |
-1.05 |
-5.15 |
-4.80 |
|
|
684,578
|
-5.25 |
|
|
|
|
202410 |
230,369 |
2,287,526 |
1.81
|
-3.03 |
-4.77 |
|
|
680,255
|
-5.24 |
|
|
|
|
202409 |
226,267 |
2,057,157 |
1.18
|
-7.51 |
-4.96 |
3.19
|
|
680,846
|
-5.82 |
|
|
|
|
202408 |
223,619 |
1,830,890 |
-3.18 |
-5.11 |
-4.63 |
|
|
687,746
|
-4.08 |
|
|
|
|
202407 |
230,960 |
1,607,271 |
-0.95 |
-4.82 |
-4.57 |
|
|
696,036
|
-3.08 |
|
|
|
|
202406 |
233,167 |
1,376,311 |
0.54
|
-2.32 |
-4.52 |
1.54
|
|
698,968
|
-3.29 |
|
|
|
|
202405 |
231,909 |
1,143,144 |
-0.85 |
-2.06 |
-4.96 |
|
|
685,501
|
-5.97 |
|
|
|
|
202404 |
233,892 |
911,235 |
6.46
|
-5.40 |
-5.67 |
|
|
671,630
|
-6.71 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
8560 |
新光 |
11 |
11 |
0 |
9600 |
富邦 |
-16 |
1 |
17 |
|
|
|
|
8880 |
國泰 |
10 |
16 |
6 |
9300 |
華南永昌 |
-15 |
0 |
15 |
|
|
|
|
9800 |
元大 |
5 |
13 |
8 |
9200 |
凱基 |
-2 |
2 |
4 |
|
|
|
|
9100 |
群益金鼎 |
3 |
4 |
1 |
8150 |
台新 |
-1 |
3 |
4 |
|
|
|
|
5380 |
第一金 |
3 |
3 |
0 |
1260 |
宏遠 |
-1 |
0 |
1 |
|
|
|
|
5850 |
統一 |
2 |
2 |
0 |
7000 |
兆豐 |
-1 |
1 |
2 |
|
|
|
|
1590 |
花旗環球 |
1 |
1 |
0 |
7790 |
國票 |
0 |
0 |
0 |
|
|
|
|
1040 |
臺銀證券 |
0 |
0 |
0 |
1040 |
臺銀證券 |
0 |
0 |
0 |
|
|
|
|
7790 |
國票 |
0 |
0 |
0 |
9A00 |
永豐金 |
0 |
0 |
0 |
|
|
|
|
1040 |
臺銀證券 |
0 |
0 |
0 |
1590 |
花旗環球 |
1 |
1 |
0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250313 |
互盛電財報/去年每股賺3.28元 配發現金股利3元 |
|
|
|
|
20241118 |
11月18日重要財經行事曆 |
|
|
|
|
20240329 |
互盛電推環保可視化服務 |
|
|
|
|
20240314 |
互盛去年每股純益3.39元 派3元現金 |
|
|
|
|
20231023 |
震旦行推動ESG 秀成果 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
-3.4 |
|
10日籌碼集中度 |
5.4 |
|
單日買賣超 |
-2 |
|
|
|
5日籌碼集中度 |
1.5 |
|
20日籌碼集中度 |
14.6 |
優 |
累計買賣超 |
13 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
90 |
借券餘額 |
163 |
千張大戶戶數 |
14 |
大戶比例 |
78.31 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:37 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|