| 2439 |
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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| 2439 美律 |
實收資本額 |
2535 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2000/09/11 |
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| 發 言
人 |
黃朝豊 |
電 話 |
04-23590811 |
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| 地 址 |
台中市南屯區寶山里工業區23路22號 |
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| 產 業
別 |
電子下游-消費電子 |
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| 主要產品 |
娛樂性產品、揚聲器、電池產品、免持聽筒、及其他電子零件 |
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| 2025/5/2 股價 |
114.00 |
法人買賣超合計(近一日) |
買超 207.263 張 |
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| 2025/5/2
漲跌 |
1.00
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法人買賣超合計(近一週) |
買超
431.42 張 |
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| 2025/5/2
漲跌幅 |
0.88
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法人買賣超合計(近一月) |
買超
3985.52 張 |
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| 券 資 比 |
1.29
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外資連4買 |
投信連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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| 2024/05/29 |
4.47 |
0.50 |
2014/07/24 |
2023/08/31 |
3.92% |
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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 |
2025/05/26 |
7.30 |
0.00 |
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6.4% |
0% |
6.4% |
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| 2023 |
2024/05/29 |
4.15 |
0.00 |
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2024/08/30 |
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3.64% |
0% |
3.64% |
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| 2022 |
2023/06/14 |
4.47 |
0.00 |
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2023/08/31 |
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3.92% |
0% |
3.92% |
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| 2021 |
2022/06/15 |
3.97 |
0.00 |
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2022/08/25 |
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3.48% |
0% |
3.48% |
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| 機構估稅後EPS |
9.19 |
K(9) |
77.92 |
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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) |
66.19 |
D(9) |
76.98 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
12.40 |
周K(9) |
59.01 |
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1.2 |
1.2 |
2 |
0.8 |
0.5 |
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| 股價淨值比 |
1.72 |
周D(9) |
63.59 |
綜合評分: |
5.7 |
建議: |
列入追踪 |
目標價: |
131.1 |
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| 月線乖離率 |
3.81 |
季線乖離率 |
-1.04 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
183.87 |
3*PB |
213.75 |
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| 股價 |
125.00 |
101.50 |
112.50 |
111.50 |
114.00 |
15*PE |
137.90 |
2*PB |
142.50 |
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| 成交量(千股) |
8,536 |
18,263 |
14,598 |
12,204 |
6,648 |
10*PE |
91.94 |
1*PB |
71.25 |
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| 資餘 |
5,515 |
4,690 |
4,351 |
4,456 |
4,491 |
5*PE |
45.97 |
0.5*PB |
35.63 |
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| 券餘 |
57 |
30 |
48 |
51 |
58 |
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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) |
8,858,184
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12,351,959
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12,855,745
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10,294,178
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8,353,472
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11,748,333
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9,454,858
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8,356,287
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| 營業成本(千) |
7,763,525
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10,639,817
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11,121,767
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8,941,312
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7,303,775
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10,221,602
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8,131,710
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7,320,962
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| 營業毛利(千) |
1,094,659
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1,712,142
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1,733,978
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1,352,866
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1,049,697
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1,526,731
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1,323,148
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1,035,325
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| 營業費用(千) |
990,329
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1,194,113
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978,419
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944,784
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869,395
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1,044,296
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921,309
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848,401
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| 營業利益(千) |
104,330
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518,029
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755,559
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408,082
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180,302
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482,435
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401,839
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186,924
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| 營業外收入及支出(千) |
386,134
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455,760
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108,534
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373,731
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350,615
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218,471
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215,169
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313,916
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| 稅前純益(千) |
490,464
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973,789
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864,093
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781,813
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530,917
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700,906
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617,008
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500,840
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| 所得稅(千) |
92,445
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230,098
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153,108
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207,686
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119,563
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189,144
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144,835
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119,681
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| 稅後純益(千) |
398,019
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743,691
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710,985
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574,127
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411,354
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511,762
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472,173
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381,159
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| 其他綜合損益(千) |
228,988
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-32,336 |
183,433
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68,368
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235,231
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-278,545 |
242,796
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-209,902 |
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| 綜合損益(千) |
627,007
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711,355
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894,418
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642,495
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646,585
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233,217
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714,969
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171,257
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| 原始每股稅前盈餘(元) |
1.93
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3.84
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3.41
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3.31
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2.41
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3.20
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2.81
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2.30
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| 原始每股稅後盈餘(元) |
1.39
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2.60
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2.47
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2.08
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1.66
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2.19
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1.92
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1.67
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| 毛利率(%) |
12.36
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13.86
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13.49
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13.14
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12.57
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13.00
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13.99
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12.39
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| 營業利益率(%) |
1.18
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4.19
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5.88
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3.96
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2.16
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4.11
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4.25
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2.24
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| 稅後純益率(%) |
4.49
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6.02
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5.53
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5.58
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4.92
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4.36
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4.99
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4.56
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| 稅後權益報酬率(%) |
2.14
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3.95
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4.17
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3.98
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3.08
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3.84
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3.68
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3.09
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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 |
3,150,779 |
8,858,184 |
15.75
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13.84
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6.04
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1.93
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8,858,184
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6.04 |
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| 202502 |
2,721,996 |
5,709,311 |
-8.88 |
31.71
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2.25
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創近一年新低 |
9,595,321
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9.96 |
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| 202501 |
2,987,315 |
2,987,315 |
-23.13 |
-15.06 |
-15.06 |
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11,221,798
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4.61 |
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| 202412 |
3,886,010 |
43,855,354 |
-10.64 |
23.67
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19.53
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12.43
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12,350,716
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5.11 |
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| 202411 |
4,348,473 |
39,967,808 |
5.64
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6.89
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19.01
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13,013,546
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-0.74 |
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| 202410 |
4,116,233 |
35,619,335 |
-9.51 |
-9.34 |
20.68
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13,168,914
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13.27 |
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| 202409 |
4,548,840 |
31,503,395 |
1.00
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1.03
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26.31
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8.59
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創近一年新高 |
12,860,446
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35.63 |
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| 202408 |
4,503,841 |
26,954,262 |
18.28
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74.33
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31.66
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11,577,407
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52.02 |
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| 202407 |
3,807,765 |
22,450,421 |
16.60
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58.94
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25.50
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10,585,810
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29.38 |
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| 202406 |
3,265,801 |
18,647,650 |
-7.02 |
23.86
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20.41
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5.18
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10,291,209
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23.07 |
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| 202405 |
3,512,244 |
15,376,855 |
-0.03 |
11.51
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19.61
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9,793,110
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19.05 |
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| 202404 |
3,513,164 |
11,864,611 |
26.93
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36.40
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22.23
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8,347,460
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19.05 |
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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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| 1480 |
美商高盛 |
194 |
216 |
22 |
8440 |
摩根大通 |
-233 |
30 |
263 |
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| 1650 |
新加坡商瑞銀 |
100 |
141 |
41 |
9800 |
元大 |
-182 |
110 |
292 |
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| 9200 |
凱基 |
73 |
130 |
57 |
8150 |
台新 |
-20 |
9 |
29 |
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| 1560 |
港商野村 |
57 |
67 |
10 |
1260 |
宏遠 |
-20 |
1 |
21 |
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| 9A00 |
永豐金 |
56 |
112 |
56 |
5320 |
高橋 |
-19 |
1 |
20 |
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| 9300 |
華南永昌 |
50 |
68 |
18 |
8560 |
新光 |
-18 |
20 |
38 |
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| 9600 |
富邦 |
22 |
105 |
83 |
6160 |
中國信託 |
-17 |
4 |
21 |
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| 1440 |
美林 |
22 |
97 |
75 |
1570 |
港商法國興業 |
-14 |
0 |
14 |
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| 5850 |
統一 |
6 |
20 |
14 |
1040 |
臺銀證券 |
-11 |
11 |
22 |
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| 1110 |
台灣企銀 |
4 |
5 |
1 |
8840 |
玉山 |
-11 |
7 |
18 |
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| 20250501 |
美律迎急單 第2季淡季不淡 |
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| 20250428 |
大立光、美律 認購夯 |
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| 20250425 |
美律預告大量急單湧入 |
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| 20250416 |
台積電不給力收低22元 台股跌389點收19,468點 |
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| 20250331 |
全民權證／美律 選逾五個月 |
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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 |
6.1 |
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10日籌碼集中度 |
7.3 |
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單日買賣超 |
99 |
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| 5日籌碼集中度 |
6.8 |
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20日籌碼集中度 |
5.2 |
優 |
累計買賣超 |
1414 |
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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 |
8038 |
借券餘額 |
14871 |
千張大戶戶數 |
34 |
大戶比例 |
39.17 |
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更新日期： |
2025/5/2 19:37 |
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