2634 |
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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2634 漢翔 |
實收資本額 |
9419 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2014/08/25 |
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發 言
人 |
馬萬鈞 |
電 話 |
04-27020001 |
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地 址 |
台中市西屯區漢翔路1號 |
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產 業
別 |
傳產-航運 |
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主要產品 |
國內外軍用、民用航空及相關工業產品之發展、製造、裝修及銷售、協助國內航空工業建立中心衛星體系與制度、提供對航空工業系統之規劃、製造、整合、發展及管理之技術服務 |
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2025/5/2 股價 |
47.50 |
法人買賣超合計(近一日) |
買超 1270.763 張 |
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2025/5/2
漲跌 |
0.85
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法人買賣超合計(近一週) |
買超
917.01 張 |
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2025/5/2
漲跌幅 |
1.82
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法人買賣超合計(近一月) |
賣超 -19210.43 張 |
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券 資 比 |
2.72
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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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2024/05/27 |
1.42 |
0.37 |
2017/07/21 |
2024/07/10 |
2.99% |
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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 |
2025/05/22 |
1.38 |
0.00 |
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2.91% |
0% |
2.91% |
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2023 |
2024/05/27 |
1.42 |
0.00 |
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2024/07/10 |
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2.99% |
0% |
2.99% |
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2022 |
2023/05/30 |
1.08 |
0.00 |
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2023/07/11 |
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2.27% |
0% |
2.27% |
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2021 |
2022/05/27 |
0.35 |
0.00 |
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2022/07/12 |
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0.74% |
0% |
0.74% |
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機構估稅後EPS |
2.59 |
K(9) |
57.22 |
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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) |
19.37 |
D(9) |
45.91 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
18.34 |
周K(9) |
43.75 |
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1.6 |
1.2 |
1.2 |
0.8 |
0.5 |
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股價淨值比 |
2.45 |
周D(9) |
51.66 |
綜合評分: |
5.3 |
建議: |
列入追踪 |
目標價: |
49.87 |
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月線乖離率 |
0.89 |
季線乖離率 |
1.53 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
51.63 |
3*PB |
58.16 |
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股價 |
52.20 |
47.10 |
47.30 |
47.15 |
47.50 |
15*PE |
38.72 |
2*PB |
38.78 |
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成交量(千股) |
199,547 |
176,733 |
154,290 |
54,388 |
29,219 |
10*PE |
25.82 |
1*PB |
19.39 |
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資餘 |
25,194 |
19,309 |
20,499 |
19,741 |
19,646 |
5*PE |
12.91 |
0.5*PB |
9.69 |
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券餘 |
1,603 |
754 |
742 |
534 |
534 |
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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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11,321,458
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8,638,846
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8,802,426
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10,575,585
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9,640,018
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9,978,883
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9,540,461
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營業成本(千) |
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10,365,784
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7,913,752
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7,846,290
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9,488,044
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8,377,734
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8,998,225
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8,356,904
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營業毛利(千) |
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955,674
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725,094
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956,136
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1,087,541
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1,262,284
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980,658
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1,183,557
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營業費用(千) |
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556,684
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296,244
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333,984
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318,910
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551,816
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386,951
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343,031
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營業利益(千) |
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398,990
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428,850
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622,152
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768,631
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710,468
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593,707
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840,526
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營業外收入及支出(千) |
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267,329
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-89,599 |
116,124
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267,993
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-359,705 |
232,426
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122,079
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稅前純益(千) |
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666,319
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339,251
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738,276
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1,036,624
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350,763
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826,133
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962,605
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所得稅(千) |
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118,431
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93,966
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167,539
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232,467
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81,913
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166,473
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208,883
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稅後純益(千) |
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547,888
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245,285
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570,737
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804,157
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268,850
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659,660
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753,722
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其他綜合損益(千) |
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270,556
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-44,826 |
23,372
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59,935
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-54,941 |
56,684
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55,145
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綜合損益(千) |
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818,444
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200,459
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594,109
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864,092
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213,909
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716,344
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808,867
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原始每股稅前盈餘(元) |
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0.71
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0.36
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0.78
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1.10
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0.37
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0.88
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1.02
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原始每股稅後盈餘(元) |
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0.58
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0.26
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0.61
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0.85
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0.29
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0.70
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0.80
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毛利率(%) |
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8.44
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8.39
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10.86
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10.28
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13.09
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9.83
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12.41
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營業利益率(%) |
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3.52
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4.96
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7.07
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7.27
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7.37
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5.95
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8.81
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稅後純益率(%) |
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4.84
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2.84
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6.48
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7.60
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2.79
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6.61
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7.90
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稅後權益報酬率(%) |
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3.07
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1.42
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3.24
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4.59
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1.58
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3.99
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4.63
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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 |
2,929,892 |
7,538,820 |
16.34
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-32.14 |
-28.71 |
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7,538,820
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-28.71 |
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202502 |
2,518,392 |
4,608,928 |
20.47
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-8.41 |
-26.35 |
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8,806,510
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-7.91 |
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202501 |
2,090,536 |
2,090,536 |
-50.20 |
-40.42 |
-40.42 |
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創近一年新低 |
10,167,370
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2.24 |
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202412 |
4,197,582 |
39,338,315 |
8.21
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27.02
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0.61
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2.95
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11,321,458
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17.44 |
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202411 |
3,879,252 |
35,140,733 |
19.56
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23.89
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-1.83 |
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9,676,489
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0.08 |
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202410 |
3,244,624 |
31,261,481 |
27.11
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1.26
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-4.29 |
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8,976,281
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-9.55 |
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202409 |
2,552,613 |
28,016,857 |
-19.71 |
-23.42 |
-4.90 |
2.24
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創近一年新低 |
8,638,846
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-13.43 |
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202408 |
3,179,044 |
25,464,244 |
9.35
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-6.12 |
-2.53 |
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9,227,141
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-3.47 |
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202407 |
2,907,189 |
22,285,200 |
-7.44 |
-10.80 |
-2.00 |
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8,956,335
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-7.57 |
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202406 |
3,140,908 |
19,378,011 |
8.00
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7.79
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-0.53 |
1.88
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8,802,426
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-7.74 |
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202405 |
2,908,238 |
16,237,103 |
5.63
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-17.29 |
-1.99 |
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9,978,833
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-6.66 |
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202404 |
2,753,280 |
13,328,865 |
-36.23 |
-11.48 |
2.13
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9,820,103
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-5.26 |
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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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9200 |
凱基 |
746 |
1153 |
407 |
9600 |
富邦 |
-1179 |
380 |
1559 |
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1480 |
美商高盛 |
372 |
518 |
146 |
9800 |
元大 |
-343 |
688 |
1031 |
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8440 |
摩根大通 |
292 |
306 |
14 |
8560 |
新光 |
-153 |
114 |
267 |
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1470 |
台灣摩根士丹利 |
265 |
282 |
17 |
8880 |
國泰 |
-146 |
170 |
316 |
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1440 |
美林 |
230 |
591 |
361 |
1020 |
合庫 |
-141 |
41 |
182 |
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1560 |
港商野村 |
97 |
157 |
60 |
9100 |
群益金鼎 |
-96 |
266 |
362 |
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1650 |
新加坡商瑞銀 |
85 |
89 |
4 |
5850 |
統一 |
-57 |
84 |
141 |
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9A00 |
永豐金 |
70 |
315 |
245 |
7000 |
兆豐 |
-37 |
139 |
176 |
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9300 |
華南永昌 |
40 |
354 |
314 |
1040 |
臺銀證券 |
-34 |
46 |
80 |
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8150 |
台新 |
36 |
149 |
113 |
1230 |
彰銀 |
-32 |
29 |
61 |
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20250502 |
5月2日重要財經行事曆 |
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20250417 |
台指期 上檔賣壓沉重 |
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20250416 |
4月1日大陸軍演後 解放軍仍持續逾越中線 軍工四檔攻漲停 |
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20250416 |
全民權證/漢翔 挑價內外15% |
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20250415 |
昇達科、漢翔 四檔帶勁 |
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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 |
12.6 |
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10日籌碼集中度 |
-1.5 |
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單日買賣超 |
859 |
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5日籌碼集中度 |
1 |
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20日籌碼集中度 |
-4.2 |
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累計買賣超 |
-25948 |
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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 |
22592 |
借券餘額 |
26733 |
千張大戶戶數 |
30 |
大戶比例 |
48.18 |
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更新日期: |
2025/5/2 19:42 |
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