| 2478 |
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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| 2478 大毅 |
實收資本額 |
1447 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2001/09/17 |
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| 發 言
人 |
劉俐妏 |
電 話 |
03-3246169 |
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| 地 址 |
桃園市蘆竹區山鼻里3鄰南山路二段470巷26號1樓 |
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| 產 業
別 |
電子上游-被動元件 |
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| 主要產品 |
厚膜晶片電阻、電阻網路、積體電路等零阻件製造加工、買賣業務、有關前產品及原料之進出口貿易業務、代理國內外有關廠商產品之報價投標及經銷買賣等業務 |
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| 2025/5/2 股價 |
47.20 |
法人買賣超合計(近一日) |
買超 57.107 張 |
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| 2025/5/2
漲跌 |
0.55
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法人買賣超合計(近一週) |
買超
101.47 張 |
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| 2025/5/2
漲跌幅 |
1.18
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法人買賣超合計(近一月) |
買超
21.23 張 |
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| 券 資 比 |
0.00
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外資連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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| 2024/06/05 |
1.50 |
0.10 |
2014/08/13 |
2024/06/27 |
3.18% |
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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 |
2025/06/04 |
1.80 |
0.00 |
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3.81% |
0% |
3.81% |
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| 2023 |
2024/06/05 |
1.50 |
0.00 |
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2024/06/27 |
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3.18% |
0% |
3.18% |
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| 2022 |
2023/06/07 |
2.00 |
0.00 |
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2023/07/06 |
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4.24% |
0% |
4.24% |
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| 2021 |
2022/06/09 |
4.00 |
0.00 |
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2022/06/30 |
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8.47% |
0% |
8.47% |
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| 機構估稅後EPS |
2.97 |
K(9) |
86.97 |
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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) |
47.41 |
D(9) |
84.15 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
15.89 |
周K(9) |
72.66 |
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1.6 |
1.6 |
1.6 |
1.6 |
0.5 |
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| 股價淨值比 |
1.00 |
周D(9) |
65.07 |
綜合評分: |
6.9 |
建議: |
列入追踪 |
目標價: |
54.28 |
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| 月線乖離率 |
10.6 |
季線乖離率 |
5.06 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
59.37 |
3*PB |
141.60 |
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| 股價 |
47.50 |
40.35 |
42.10 |
44.80 |
47.20 |
15*PE |
44.53 |
2*PB |
94.40 |
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| 成交量(千股) |
580 |
3,021 |
915 |
943 |
962 |
10*PE |
29.69 |
1*PB |
47.20 |
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| 資餘 |
2,740 |
1,399 |
1,319 |
1,229 |
1,265 |
5*PE |
14.84 |
0.5*PB |
23.60 |
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| 券餘 |
0 |
0 |
0 |
0 |
0 |
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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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1,367,824
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1,323,193
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1,265,261
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1,075,006
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1,143,055
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1,192,987
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1,146,995
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| 營業成本(千) |
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1,124,609
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1,086,004
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1,021,416
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862,502
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892,813
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960,429
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910,409
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| 營業毛利(千) |
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243,215
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237,189
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243,845
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212,504
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250,242
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232,558
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236,586
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| 營業費用(千) |
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158,883
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131,184
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136,506
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123,887
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115,328
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120,531
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122,655
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| 營業利益(千) |
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84,332
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106,005
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107,339
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88,617
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134,914
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112,027
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113,931
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| 營業外收入及支出(千) |
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75,826
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-28,252 |
41,504
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83,371
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-58,179 |
50,134
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64,859
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| 稅前純益(千) |
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160,158
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77,753
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148,843
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171,988
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76,735
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162,161
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178,790
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| 所得稅(千) |
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25,393
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20,490
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20,237
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38,000
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44,702
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37,778
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44,882
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| 稅後純益(千) |
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134,765
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57,263
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128,606
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133,988
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32,033
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124,383
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133,908
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| 其他綜合損益(千) |
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-18,760 |
52,987
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22,900
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62,891
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-58,824 |
92,031
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-102,793 |
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| 綜合損益(千) |
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116,005
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110,250
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151,506
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196,879
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-26,791 |
216,414
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31,115
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| 原始每股稅前盈餘(元) |
|
1.11
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0.54
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1.03
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1.19
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0.53
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1.12
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1.24
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| 原始每股稅後盈餘(元) |
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0.92
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0.40
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0.89
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0.92
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0.22
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0.84
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0.92
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| 毛利率(%) |
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17.78
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17.93
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19.27
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19.77
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21.89
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19.49
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20.63
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| 營業利益率(%) |
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6.17
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8.01
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8.48
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8.24
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11.80
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9.39
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9.93
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| 稅後純益率(%) |
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9.85
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4.33
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10.16
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12.46
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2.80
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10.43
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11.67
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| 稅後權益報酬率(%) |
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1.95
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0.84
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1.90
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2.00
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0.48
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1.90
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2.04
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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 |
494,285 |
1,298,644 |
12.41
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22.48
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20.69
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創近一年新高 |
1,298,644
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20.69 |
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| 202502 |
439,727 |
804,358 |
20.60
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72.30
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19.61
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1,256,375
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22.8 |
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| 202501 |
364,631 |
364,631 |
-19.33 |
-12.61 |
-12.61 |
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1,302,648
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11.51 |
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| 202412 |
452,017 |
5,031,284 |
-6.99 |
28.92
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9.50
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3.86
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1,358,752
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17.92 |
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| 202411 |
486,000 |
4,575,352 |
15.51
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21.41
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8.00
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創近一年新高 |
1,327,946
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10.92 |
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| 202410 |
420,735 |
4,089,352 |
-0.11 |
4.84
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6.60
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1,306,851
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8.74 |
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| 202409 |
421,211 |
3,663,460 |
-9.40 |
6.48
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6.13
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2.75
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1,327,130
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11.39 |
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| 202408 |
464,905 |
3,247,406 |
5.42
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14.82
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6.85
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創近一年新高 |
1,312,236
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12.92 |
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| 202407 |
441,014 |
2,782,501 |
8.54
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12.80
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5.62
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創近一年新高 |
1,287,329
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11.33 |
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| 202406 |
406,317 |
2,340,267 |
-7.65 |
10.96
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3.61
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2.22
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1,265,455
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11.14 |
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| 202405 |
439,998 |
1,935,170 |
4.98
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10.23
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3.09
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創近一年新高 |
1,262,708
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5.29 |
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| 202404 |
419,140 |
1,495,172 |
3.86
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12.28
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1.16
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創近一年新高 |
1,077,922
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-7.82 |
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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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| 7000 |
兆豐 |
48 |
49 |
1 |
8840 |
玉山 |
-50 |
3 |
53 |
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| 9200 |
凱基 |
38 |
59 |
21 |
9100 |
群益金鼎 |
-24 |
0 |
24 |
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| 1440 |
美林 |
19 |
21 |
2 |
7790 |
國票 |
-17 |
0 |
17 |
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| 5850 |
統一 |
12 |
28 |
16 |
1590 |
花旗環球 |
-12 |
1 |
13 |
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| 1040 |
臺銀證券 |
10 |
10 |
0 |
8560 |
新光 |
-9 |
0 |
9 |
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| 1650 |
新加坡商瑞銀 |
8 |
8 |
0 |
9300 |
華南永昌 |
-8 |
3 |
11 |
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| 1480 |
美商高盛 |
8 |
9 |
1 |
9600 |
富邦 |
-6 |
0 |
6 |
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| 8150 |
台新 |
5 |
5 |
0 |
9A00 |
永豐金 |
-6 |
0 |
6 |
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| 5960 |
日茂 |
1 |
1 |
0 |
8880 |
國泰 |
-5 |
0 |
5 |
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| 1560 |
港商野村 |
1 |
1 |
0 |
5920 |
元富 |
-3 |
0 |
3 |
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| 20250409 |
庫藏股大軍增員中！今4檔守紅 這檔衝漲8%又翻黑 |
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| 20240716 |
台股漲117點收23,997點 台積電漲15元收1,055元 |
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| 20240627 |
6月27日重要財經行事曆 |
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| 20240621 |
台股漲多修正…拉回152點收23,253點 台積電收跌11元 |
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| 20240314 |
大毅去年每股純益2.56元 攻利基產品 |
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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 |
11.6 |
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10日籌碼集中度 |
27.1 |
優 |
單日買賣超 |
25 |
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| 5日籌碼集中度 |
27 |
優 |
20日籌碼集中度 |
11.2 |
優 |
累計買賣超 |
254 |
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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 |
736 |
借券餘額 |
1110 |
千張大戶戶數 |
19 |
大戶比例 |
43.09 |
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更新日期： |
2025/5/2 19:38 |
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