2472 |
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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2472 立隆電 |
實收資本額 |
1647 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2001/09/17 |
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發 言
人 |
張真卿 |
電 話 |
(04)24181856 |
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地 址 |
台中市大里區國光路一段147號 |
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產 業
別 |
電子上游-被動元件 |
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主要產品 |
各種電子器材之製造、裝配及買賣業務、各種機械批發及買賣業務、有關前各項進出口業務 |
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2025/5/2 股價 |
73.50 |
法人買賣超合計(近一日) |
買超 175.563 張 |
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2025/5/2
漲跌 |
1.50
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法人買賣超合計(近一週) |
買超
654.64 張 |
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2025/5/2
漲跌幅 |
2.08
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法人買賣超合計(近一月) |
買超
1741.22 張 |
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券 資 比 |
0.05
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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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2024/06/26 |
3.49 |
0.50 |
2012/08/14 |
2023/08/17 |
4.75% |
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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 |
2025/06/25 |
3.10 |
0.00 |
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4.22% |
0% |
4.22% |
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2023 |
2024/06/26 |
2.80 |
0.00 |
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2024/08/20 |
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3.81% |
0% |
3.81% |
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2022 |
2023/06/21 |
3.49 |
0.00 |
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2023/08/17 |
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4.75% |
0% |
4.75% |
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2021 |
2022/06/29 |
3.20 |
0.00 |
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2022/08/02 |
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4.35% |
0% |
4.35% |
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機構估稅後EPS |
6.83 |
K(9) |
82.32 |
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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) |
48.85 |
D(9) |
70.91 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
10.76 |
周K(9) |
28.83 |
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1.6 |
1.6 |
2 |
1.6 |
1.5 |
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股價淨值比 |
1.50 |
周D(9) |
28.67 |
綜合評分: |
8.3 |
建議: |
列入追踪 |
目標價: |
84.53 |
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月線乖離率 |
4.77 |
季線乖離率 |
-12.56 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
136.11 |
3*PB |
147.00 |
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股價 |
84.00 |
67.40 |
69.50 |
69.50 |
73.50 |
15*PE |
102.08 |
2*PB |
98.00 |
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成交量(千股) |
3,850 |
11,034 |
10,126 |
8,039 |
6,835 |
10*PE |
68.06 |
1*PB |
49.00 |
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資餘 |
6,362 |
5,553 |
5,716 |
5,827 |
5,828 |
5*PE |
34.03 |
0.5*PB |
24.50 |
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券餘 |
15 |
3 |
0 |
1 |
3 |
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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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2,768,571
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2,791,499
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2,737,008
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2,189,875
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2,369,669
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2,243,721
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2,275,971
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營業成本(千) |
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1,887,036
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1,890,510
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1,900,951
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1,573,692
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1,643,247
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1,595,380
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1,645,992
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營業毛利(千) |
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881,535
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900,989
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836,057
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616,183
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726,422
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648,341
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629,979
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營業費用(千) |
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390,598
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332,276
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350,481
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287,345
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280,363
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287,525
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268,098
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營業利益(千) |
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490,937
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568,713
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485,576
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328,838
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446,059
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360,816
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361,881
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營業外收入及支出(千) |
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168,356
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-21,652 |
100,170
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117,226
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-77,477 |
103,192
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82,733
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稅前純益(千) |
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659,293
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547,061
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585,746
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446,064
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368,582
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464,008
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444,614
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所得稅(千) |
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185,003
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109,296
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146,303
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87,992
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35,565
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95,052
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133,778
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稅後純益(千) |
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474,290
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437,765
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439,443
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358,072
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333,017
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368,956
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310,836
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其他綜合損益(千) |
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-128,173 |
226,572
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81,971
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183,272
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-200,540 |
286,946
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-313,578 |
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綜合損益(千) |
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346,117
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664,337
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521,414
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541,344
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132,477
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655,902
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-2,742 |
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原始每股稅前盈餘(元) |
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4.00
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3.32
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3.56
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2.71
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2.24
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2.82
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2.71
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原始每股稅後盈餘(元) |
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2.06
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1.61
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1.87
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1.47
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1.52
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1.69
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1.35
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毛利率(%) |
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31.84
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32.28
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30.55
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28.14
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30.65
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28.90
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27.68
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營業利益率(%) |
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17.73
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20.37
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17.74
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15.02
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18.82
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16.08
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15.90
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稅後純益率(%) |
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17.13
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15.68
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16.06
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16.35
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14.05
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16.44
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13.66
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稅後權益報酬率(%) |
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3.92
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3.82
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3.99
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3.32
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3.19
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3.67
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3.08
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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 |
1,020,523 |
2,693,860 |
26.59
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21.10
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23.01
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創歷史新高 |
2,693,860
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23.01 |
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202502 |
806,150 |
1,673,338 |
-7.04 |
57.15
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24.21
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創近一年新低 |
2,600,945
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19.91 |
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202501 |
867,188 |
867,188 |
-6.51 |
3.96
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3.96
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2,729,833
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10.93 |
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202412 |
927,607 |
10,486,953 |
-0.79 |
12.87
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16.54
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13.59
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2,768,527
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16.83 |
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202411 |
935,038 |
9,559,302 |
3.22
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16.17
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16.91
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2,762,822
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20.38 |
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202410 |
905,882 |
8,624,264 |
-1.74 |
21.93
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16.99
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2,763,719
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22.69 |
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202409 |
921,902 |
7,718,382 |
-1.50 |
23.38
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16.44
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9.59
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2,791,484
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24.41 |
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202408 |
935,935 |
6,796,465 |
0.25
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22.76
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15.56
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創近一年新高 |
2,792,121
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22.66 |
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202407 |
933,647 |
5,860,530 |
1.20
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27.18
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14.49
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創近一年新高 |
2,768,949
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21.29 |
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202406 |
922,539 |
4,926,883 |
1.07
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18.30
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12.36
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6.26
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創近一年新高 |
2,737,126
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20.26 |
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202405 |
912,763 |
4,004,462 |
1.21
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18.70
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11.08
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創近一年新高 |
2,657,140
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14.86 |
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202404 |
901,824 |
3,091,699 |
7.03
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24.02
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9.01
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創近一年新高 |
2,257,345
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1.03 |
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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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7030 |
致和 |
270 |
270 |
0 |
9600 |
富邦 |
-397 |
52 |
449 |
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1650 |
新加坡商瑞銀 |
135 |
148 |
13 |
8960 |
香港上海匯豐 |
-209 |
0 |
209 |
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9300 |
華南永昌 |
88 |
124 |
36 |
1470 |
台灣摩根士丹利 |
-62 |
35 |
97 |
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9A00 |
永豐金 |
74 |
123 |
49 |
8880 |
國泰 |
-51 |
14 |
65 |
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1440 |
美林 |
57 |
67 |
10 |
9800 |
元大 |
-26 |
150 |
176 |
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1560 |
港商野村 |
45 |
45 |
0 |
5920 |
元富 |
-22 |
28 |
50 |
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1480 |
美商高盛 |
40 |
80 |
40 |
9100 |
群益金鼎 |
-21 |
53 |
74 |
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9200 |
凱基 |
33 |
231 |
198 |
5850 |
統一 |
-15 |
27 |
42 |
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6160 |
中國信託 |
27 |
38 |
11 |
8710 |
陽信 |
-13 |
2 |
15 |
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7790 |
國票 |
23 |
70 |
47 |
8380 |
安泰 |
-10 |
0 |
10 |
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20250325 |
3月25日重要財經行事曆 |
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20250325 |
立隆電改選 劉憶如任獨董 |
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20250205 |
被動元件業春天來了 國巨、華新科領漲 這3檔飆漲停 |
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20250123 |
立隆電 上月EPS 0.56元 |
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20250121 |
台股上漲33點 三大法人賣超5.8億元 |
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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 |
0.6 |
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10日籌碼集中度 |
-7.9 |
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單日買賣超 |
11 |
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5日籌碼集中度 |
-0.9 |
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20日籌碼集中度 |
-9.3 |
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累計買賣超 |
-3472 |
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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 |
1708 |
借券餘額 |
7354 |
千張大戶戶數 |
20 |
大戶比例 |
47.77 |
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更新日期: |
2025/5/2 19:38 |
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