2455 |
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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2455 全新 |
實收資本額 |
1849 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2002/01/24 |
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發 言
人 |
蔣志青 |
電 話 |
03-4192969 |
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地 址 |
桃園市平鎮區工業一路16號 |
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產 業
別 |
電子上游-半導體元件 |
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主要產品 |
CC01080電子零組件製造業、F119010電子材料批發業、ZZ99999除許可業務外,得經營法令非禁止或限制之業務 |
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2025/5/2 股價 |
99.70 |
法人買賣超合計(近一日) |
賣超 -322.149 張 |
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2025/5/2
漲跌 |
0.20
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法人買賣超合計(近一週) |
買超
750.27 張 |
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2025/5/2
漲跌幅 |
0.20
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法人買賣超合計(近一月) |
買超
2033.64 張 |
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券 資 比 |
1.29
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外資連2賣 |
投信連3賣 |
自營連3賣 |
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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 |
2.20 |
1.00 |
2012/07/25 |
2024/06/24 |
2.21% |
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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 |
3.20 |
0.00 |
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3.21% |
0% |
3.21% |
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2023 |
2024/05/30 |
2.20 |
0.00 |
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2024/06/24 |
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2.21% |
0% |
2.21% |
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2022 |
2023/06/07 |
2.30 |
0.00 |
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2023/06/26 |
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2.31% |
0% |
2.31% |
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2021 |
2022/06/08 |
4.00 |
0.00 |
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2022/06/23 |
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4.01% |
0% |
4.01% |
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機構估稅後EPS |
4.63 |
K(9) |
74.47 |
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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) |
18.86 |
D(9) |
68.22 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
21.53 |
周K(9) |
17.35 |
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1.2 |
1.6 |
1.6 |
1.6 |
0.5 |
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股價淨值比 |
5.29 |
周D(9) |
14.98 |
綜合評分: |
6.5 |
建議: |
列入追踪 |
目標價: |
114.66 |
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月線乖離率 |
4.1 |
季線乖離率 |
-21.4 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
92.74 |
3*PB |
53.99 |
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股價 |
115.50 |
88.20 |
93.70 |
95.40 |
99.70 |
15*PE |
69.56 |
2*PB |
35.99 |
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成交量(千股) |
15,070 |
28,026 |
48,230 |
19,948 |
24,153 |
10*PE |
46.37 |
1*PB |
18.00 |
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資餘 |
9,924 |
10,707 |
11,515 |
11,654 |
11,681 |
5*PE |
23.19 |
0.5*PB |
9.00 |
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券餘 |
237 |
123 |
164 |
142 |
151 |
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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) |
793,663
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722,474
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805,747
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875,601
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837,395
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936,937
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768,427
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594,323
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營業成本(千) |
476,992
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462,325
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475,209
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528,641
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496,078
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524,978
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461,288
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358,542
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營業毛利(千) |
316,671
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260,149
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330,538
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346,960
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341,317
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411,959
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307,139
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235,781
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營業費用(千) |
137,688
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138,021
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135,706
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141,933
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142,090
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140,633
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153,291
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140,442
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營業利益(千) |
178,983
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122,128
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194,832
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205,027
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199,227
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271,326
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153,848
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95,339
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營業外收入及支出(千) |
17,638
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41,883
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-13,450 |
25,721
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42,306
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-35,799 |
25,746
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16,139
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稅前純益(千) |
196,621
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164,011
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181,382
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230,748
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241,533
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235,527
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179,594
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111,478
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所得稅(千) |
39,334
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31,150
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36,975
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29,922
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48,572
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47,149
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35,649
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5,319
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稅後純益(千) |
157,287
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132,861
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144,407
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200,826
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192,961
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188,378
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143,945
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106,159
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其他綜合損益(千) |
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綜合損益(千) |
157,287
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128,600
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144,407
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200,826
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192,961
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150,181
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143,945
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106,159
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原始每股稅前盈餘(元) |
1.06
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0.89
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0.98
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1.25
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1.31
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1.27
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0.97
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0.60
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原始每股稅後盈餘(元) |
0.85
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0.72
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0.78
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1.09
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1.04
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1.02
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0.78
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0.57
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毛利率(%) |
39.90
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36.01
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41.02
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39.63
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40.76
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43.97
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39.97
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39.67
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營業利益率(%) |
22.55
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16.90
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24.18
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23.42
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23.79
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28.96
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20.02
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16.04
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稅後純益率(%) |
19.82
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18.39
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17.92
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22.94
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23.04
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20.11
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18.73
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17.86
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稅後權益報酬率(%) |
4.62
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4.07
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4.62
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6.36
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6.10
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6.29
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5.06
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3.62
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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 |
266,842 |
793,663 |
0.49
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-9.85 |
-5.22 |
1.06
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793,663
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-5.22 |
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202502 |
265,548 |
526,820 |
1.64
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0.70
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-2.69 |
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775,688
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-7.21 |
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202501 |
261,272 |
261,272 |
4.98
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-5.91 |
-5.91 |
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747,479
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-16.76 |
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202412 |
248,868 |
3,241,217 |
4.86
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-15.51 |
20.31
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4.42
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722,474
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-22.89 |
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202411 |
237,339 |
2,992,349 |
0.45
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-27.13 |
24.70
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742,900
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-20.06 |
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202410 |
236,267 |
2,755,010 |
-12.26 |
-25.39 |
32.85
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創近一年新低 |
779,522
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-9.44 |
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202409 |
269,294 |
2,518,743 |
-1.70 |
-6.15 |
43.34
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3.54
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805,748
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4.86 |
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202408 |
273,961 |
2,249,449 |
4.37
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6.53
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53.00
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833,373
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19.4 |
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202407 |
262,493 |
1,975,488 |
-11.59 |
17.01
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62.85
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851,339
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28.71 |
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202406 |
296,919 |
1,712,996 |
1.71
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37.17
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73.25
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2.55
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875,601
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47.33 |
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202405 |
291,927 |
1,416,076 |
1.80
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32.31
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83.36
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874,679
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55.62 |
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202404 |
286,755 |
1,124,149 |
-3.12 |
82.38
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103.78
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846,455
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92.53 |
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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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1650 |
新加坡商瑞銀 |
235 |
268 |
33 |
1380 |
台灣匯立 |
-481 |
0 |
481 |
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9200 |
凱基 |
133 |
345 |
212 |
1560 |
港商野村 |
-128 |
0 |
128 |
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8440 |
摩根大通 |
99 |
144 |
45 |
1360 |
港商麥格理 |
-119 |
0 |
119 |
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9800 |
元大 |
90 |
521 |
431 |
9600 |
富邦 |
-69 |
149 |
218 |
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7000 |
兆豐 |
62 |
101 |
39 |
6160 |
中國信託 |
-32 |
14 |
46 |
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9A00 |
永豐金 |
52 |
140 |
88 |
1440 |
美林 |
-31 |
9 |
40 |
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1470 |
台灣摩根士丹利 |
43 |
149 |
106 |
5380 |
第一金 |
-26 |
52 |
78 |
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8560 |
新光 |
37 |
75 |
38 |
5920 |
元富 |
-21 |
57 |
78 |
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9300 |
華南永昌 |
36 |
60 |
24 |
1260 |
宏遠 |
-8 |
11 |
19 |
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7030 |
致和 |
33 |
33 |
0 |
6480 |
福邦 |
-6 |
0 |
6 |
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20250424 |
大摩:下修iPhone出貨及六檔蘋概股目標價 不建議抄底 |
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20250424 |
美系外資調降6家蘋果供應鏈目標價 鴻海、大立光也難逃 |
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20250421 |
4月庫藏大軍全都露 這檔獨掛漲停、世紀鋼重挫 |
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20250414 |
智慧手機對等關稅暫豁免 這幾檔 iPhone 概念股領漲表態 |
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20250410 |
融資餘額減437億史上最大 有助蓄積反彈動能 |
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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 |
-13.2 |
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10日籌碼集中度 |
1.4 |
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單日買賣超 |
-390 |
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5日籌碼集中度 |
2.9 |
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20日籌碼集中度 |
-3.1 |
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累計買賣超 |
-5251 |
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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 |
9945 |
借券餘額 |
21494 |
千張大戶戶數 |
34 |
大戶比例 |
34.8 |
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更新日期: |
2025/5/2 19:38 |
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