2477 |
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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2477 美隆電 |
實收資本額 |
1586 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2001/09/17 |
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發 言
人 |
郭力榕 |
電 話 |
03-3261611 |
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地 址 |
桃園市桃園區幸福路99號 |
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產 業
別 |
電子下游-消費電子 |
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主要產品 |
家用、車用、多媒體及專業用影音電子產品之設計研發、製造及買賣、前項有關產品及其原料進出口及代理業務 |
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2025/5/2 股價 |
23.10 |
法人買賣超合計(近一日) |
買超 26.99 張 |
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2025/5/2
漲跌 |
0.90
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法人買賣超合計(近一週) |
買超
636.45 張 |
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2025/5/2
漲跌幅 |
4.05
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法人買賣超合計(近一月) |
買超
385.94 張 |
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券 資 比 |
0.72
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外資連5買 |
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自營連2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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2024/06/27 |
0.50 |
0.20 |
2008/08/19 |
2024/04/25 |
2.16% |
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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 |
1.30 |
0.00 |
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2025/04/24 |
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5.63% |
0% |
5.63% |
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2023 |
2024/06/27 |
0.50 |
0.00 |
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2024/04/25 |
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2.16% |
0% |
2.16% |
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2022 |
2023/06/27 |
0.80 |
0.00 |
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2023/04/27 |
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3.46% |
0% |
3.46% |
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2021 |
2022/06/23 |
1.50 |
0.00 |
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2022/07/11 |
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6.49% |
0% |
6.49% |
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機構估稅後EPS |
1.83 |
K(9) |
89.76 |
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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) |
27.58 |
D(9) |
84.1 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
12.62 |
周K(9) |
40.39 |
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1.6 |
1.2 |
1.6 |
1.6 |
1.5 |
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股價淨值比 |
0.84 |
周D(9) |
33.82 |
綜合評分: |
7.5 |
建議: |
列入追踪 |
目標價: |
26.57 |
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月線乖離率 |
10.46 |
季線乖離率 |
-4.79 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
36.67 |
3*PB |
82.50 |
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股價 |
24.70 |
20.50 |
22.35 |
21.50 |
23.10 |
15*PE |
27.50 |
2*PB |
55.00 |
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成交量(千股) |
1,369 |
3,721 |
2,263 |
2,906 |
1,985 |
10*PE |
18.33 |
1*PB |
27.50 |
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資餘 |
2,150 |
1,325 |
1,316 |
1,373 |
1,380 |
5*PE |
9.17 |
0.5*PB |
13.75 |
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券餘 |
26 |
0 |
0 |
0 |
10 |
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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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631,587
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864,203
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714,471
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429,217
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579,186
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724,448
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643,353
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營業成本(千) |
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456,154
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603,717
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526,390
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367,850
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485,470
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586,437
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559,121
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營業毛利(千) |
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175,433
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260,486
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188,081
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61,367
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93,716
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138,011
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84,232
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營業費用(千) |
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137,008
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137,473
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137,117
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145,052
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161,519
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115,376
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122,523
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營業利益(千) |
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38,425
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123,013
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50,964
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-83,685 |
-67,803 |
22,635
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-38,291 |
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營業外收入及支出(千) |
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22,511
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19,422
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59,598
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113,722
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69,041
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52,808
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54,723
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稅前純益(千) |
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60,936
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142,435
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110,562
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30,037
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1,238
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75,443
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16,432
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所得稅(千) |
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46,504
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31,476
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27,418
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5,955
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-10,865 |
22,766
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9,791
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稅後純益(千) |
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14,432
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110,959
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83,144
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24,082
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12,103
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52,677
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6,641
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其他綜合損益(千) |
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123,553
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-66,522 |
57,335
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161,335
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-210,074 |
142,689
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64,636
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綜合損益(千) |
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137,985
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44,437
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140,479
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185,417
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-197,971 |
195,366
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71,277
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原始每股稅前盈餘(元) |
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0.38
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0.90
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0.70
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0.19
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0.01
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0.48
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0.10
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原始每股稅後盈餘(元) |
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0.13
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0.73
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0.57
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0.07
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0.15
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0.32
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0.08
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毛利率(%) |
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27.78
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30.14
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26.32
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14.30
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16.18
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19.05
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13.09
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營業利益率(%) |
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6.08
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14.23
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7.13
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-19.50 |
-11.71 |
3.12
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-5.95 |
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稅後純益率(%) |
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2.29
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12.84
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11.64
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5.61
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2.09
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7.27
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1.03
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稅後權益報酬率(%) |
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0.31
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2.43
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1.86
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0.55
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0.28
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1.20
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0.16
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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 |
202,022 |
523,239 |
101.27
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9.96
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21.91
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523,239
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21.91 |
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202502 |
100,373 |
321,217 |
-54.55 |
103.89
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30.85
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創近一年新低 |
521,800
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27.92 |
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202501 |
220,844 |
220,844 |
10.10
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12.53
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12.53
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628,862
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9.92 |
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202412 |
200,583 |
2,639,478 |
-3.30 |
23.49
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13.25
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2.17
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631,587
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9.05 |
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202411 |
207,435 |
2,438,895 |
-7.22 |
-2.81 |
12.48
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742,789
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15.97 |
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202410 |
223,569 |
2,231,460 |
-28.29 |
9.95
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14.15
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873,145
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33.6 |
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202409 |
311,785 |
2,007,891 |
-7.70 |
39.36
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14.64
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1.78
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864,203
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19.29 |
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202408 |
337,791 |
1,696,106 |
57.39
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49.14
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11.02
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創近一年新高 |
825,866
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19.9 |
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202407 |
214,627 |
1,358,315 |
-21.51 |
-21.73 |
4.38
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690,563
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-6.23 |
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202406 |
273,448 |
1,143,688 |
35.04
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45.40
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11.35
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0.89
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714,486
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11.06 |
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202405 |
202,488 |
870,240 |
-15.12 |
-26.15 |
3.72
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624,764
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-0.05 |
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202404 |
238,550 |
667,752 |
29.84
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31.72
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18.22
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471,504
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15.52 |
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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 |
195 |
225 |
30 |
8840 |
玉山 |
-39 |
10 |
49 |
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8450 |
康和 |
32 |
32 |
0 |
9600 |
富邦 |
-37 |
3 |
40 |
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1650 |
新加坡商瑞銀 |
19 |
38 |
19 |
5850 |
統一 |
-30 |
3 |
33 |
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7000 |
兆豐 |
11 |
21 |
10 |
5380 |
第一金 |
-27 |
0 |
27 |
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1440 |
美林 |
10 |
51 |
41 |
1260 |
宏遠 |
-20 |
0 |
20 |
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9200 |
凱基 |
7 |
51 |
44 |
9800 |
元大 |
-19 |
48 |
67 |
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8440 |
摩根大通 |
5 |
23 |
18 |
5050 |
大展 |
-13 |
0 |
13 |
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5960 |
日茂 |
3 |
3 |
0 |
5920 |
元富 |
-12 |
4 |
16 |
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8560 |
新光 |
1 |
2 |
1 |
6460 |
大昌 |
-11 |
0 |
11 |
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6010 |
奔亞證券 |
0 |
0 |
0 |
8150 |
台新 |
-10 |
1 |
11 |
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20241118 |
11月18日重要財經行事曆 |
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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 |
美隆電9月 EPS 0.4元 |
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20241029 |
10月29日盤前/財報周及美大選前觀望氣氛濃 台股短線震盪 |
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20241028 |
10月28日盤前/美國總統大選進入最後階段 台股短線震盪 中長線仍樂觀 |
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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 |
25.5 |
優 |
10日籌碼集中度 |
0.3 |
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單日買賣超 |
149 |
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5日籌碼集中度 |
16.4 |
優 |
20日籌碼集中度 |
1 |
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累計買賣超 |
-187 |
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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 |
1299 |
借券餘額 |
1312 |
千張大戶戶數 |
24 |
大戶比例 |
65.12 |
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更新日期: |
2025/5/2 19:38 |
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