3011 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
3011 今皓 |
實收資本額 |
1127 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2002/07/22 |
|
|
|
|
|
|
|
|
|
發 言
人 |
林盟傑 |
電 話 |
2918-9189 |
|
|
|
|
|
|
|
|
|
地 址 |
新北市新店區寶興路53號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子上游-連接元件 |
|
|
|
|
|
|
|
|
|
主要產品 |
有關電腦及其週邊產品、電子消費性與通訊用產品之連接線 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
13.95 |
法人買賣超合計(近一日) |
買超 54.047 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.40
|
法人買賣超合計(近一週) |
買超
212.05 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
2.95
|
法人買賣超合計(近一月) |
買超
2713.05 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.00
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/06/28 |
0.10 |
0.40 |
2007/07/30 |
2013/07/29 |
0.72% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
2024 |
2025/06/30 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
2023 |
2024/06/28 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
2022 |
2023/06/29 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
2021 |
2022/06/20 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
-2.04 |
K(9) |
83.27 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
13.44 |
D(9) |
70.59 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
-6.84 |
周K(9) |
22.13 |
|
1.6 |
1.6 |
0.4 |
0.8 |
0.5 |
|
|
|
|
股價淨值比 |
1.04 |
周D(9) |
16.46 |
綜合評分: |
4.9 |
建議: |
觀望 |
目標價: |
17.07 |
|
|
|
|
月線乖離率 |
9.13 |
季線乖離率 |
-14.2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
|
3*PB |
40.24 |
|
|
|
|
股價 |
15.10 |
12.30 |
12.45 |
12.90 |
13.95 |
15*PE |
|
2*PB |
26.83 |
|
|
|
|
成交量(千股) |
6,064 |
4,250 |
2,931 |
1,697 |
1,535 |
10*PE |
|
1*PB |
13.41 |
|
|
|
|
資餘 |
3,536 |
2,917 |
2,800 |
2,779 |
2,765 |
5*PE |
|
0.5*PB |
6.71 |
|
|
|
|
券餘 |
31 |
24 |
18 |
0 |
0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
272,518
|
332,951
|
282,447
|
264,254
|
274,616
|
295,277
|
312,007
|
|
|
|
|
營業成本(千) |
|
267,164
|
314,647
|
267,999
|
219,821
|
262,088
|
243,351
|
262,848
|
|
|
|
|
營業毛利(千) |
|
5,354
|
18,304
|
14,448
|
44,433
|
12,528
|
51,926
|
49,159
|
|
|
|
|
營業費用(千) |
|
105,460
|
90,889
|
84,190
|
76,615
|
79,103
|
78,767
|
68,872
|
|
|
|
|
營業利益(千) |
|
-100,106 |
-72,585 |
-69,742 |
-32,182 |
-66,575 |
-26,841 |
-19,713 |
|
|
|
|
營業外收入及支出(千) |
|
-21,449 |
-740 |
24,641
|
536
|
-54,733 |
4,413
|
21,370
|
|
|
|
|
稅前純益(千) |
|
-121,555 |
-73,325 |
-45,101 |
-31,646 |
-121,308 |
-22,428 |
1,657
|
|
|
|
|
所得稅(千) |
|
-20,657 |
3,331
|
-1,605 |
2,293
|
-19,071 |
-1,315 |
-15,776 |
|
|
|
|
稅後純益(千) |
|
-100,898 |
-76,656 |
-43,496 |
-33,939 |
-102,237 |
-21,113 |
17,433
|
|
|
|
|
其他綜合損益(千) |
|
-6,686 |
227,360
|
154,482
|
32,304
|
-22,243 |
30,940
|
-22,887 |
|
|
|
|
綜合損益(千) |
|
-107,584 |
150,704
|
110,986
|
-1,635 |
-124,480 |
9,827
|
-5,454 |
|
|
|
|
原始每股稅前盈餘(元) |
|
-1.08 |
-0.65 |
-0.40 |
-0.28 |
-1.08 |
-0.20 |
0.01
|
|
|
|
|
原始每股稅後盈餘(元) |
|
-0.88 |
-0.66 |
-0.37 |
-0.30 |
-0.91 |
-0.19 |
0.15
|
|
|
|
|
毛利率(%) |
|
1.96
|
5.50
|
5.12
|
16.81
|
4.56
|
17.59
|
15.76
|
|
|
|
|
營業利益率(%) |
|
-36.73 |
-21.80 |
-24.69 |
-12.18 |
-24.24 |
-9.09 |
-6.32 |
|
|
|
|
稅後純益率(%) |
|
-37.02 |
-23.02 |
-15.40 |
-12.84 |
-37.23 |
-7.15 |
5.59
|
|
|
|
|
稅後權益報酬率(%) |
|
-6.31 |
-4.97 |
-3.08 |
-2.52 |
-7.31 |
-1.45 |
1.20
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
202504 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
202503 |
81,040 |
231,385 |
16.21
|
-12.66 |
-12.33 |
|
|
231,385
|
-12.33 |
|
|
|
|
202502 |
69,735 |
150,345 |
-13.49 |
13.44
|
-12.16 |
|
創近一年新低 |
234,859
|
-7.53 |
|
|
|
|
202501 |
80,610 |
80,610 |
-4.62 |
-26.50 |
-26.50 |
|
|
262,414
|
-6.05 |
|
|
|
|
202412 |
84,514 |
1,152,170 |
-13.13 |
2.04
|
0.13
|
-2.41 |
|
272,518
|
-0.25 |
|
|
|
|
202411 |
97,290 |
1,067,656 |
7.25
|
12.08
|
0.11
|
|
|
299,751
|
-1.92 |
|
|
|
|
202410 |
90,714 |
970,366 |
-18.82 |
-12.41 |
-0.95 |
|
|
325,531
|
4.51 |
|
|
|
|
202409 |
111,747 |
879,652 |
-9.20 |
-3.04 |
0.41
|
-1.33 |
|
332,950
|
12.76 |
|
|
|
|
202408 |
123,070 |
767,904 |
25.41
|
32.81
|
0.93
|
|
創近一年新高 |
318,139
|
11.09 |
|
|
|
|
202407 |
98,133 |
644,834 |
1.23
|
12.32
|
-3.49 |
|
|
288,714
|
-4.69 |
|
|
|
|
202406 |
96,936 |
546,701 |
3.51
|
-8.86 |
-5.87 |
-0.68 |
|
282,765
|
-9.37 |
|
|
|
|
202405 |
93,645 |
449,765 |
1.58
|
-14.23 |
-5.20 |
|
|
278,613
|
-13.36 |
|
|
|
|
202404 |
92,184 |
356,120 |
-0.65 |
-4.44 |
-2.50 |
|
|
246,441
|
-12.85 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
1480 |
美商高盛 |
32 |
34 |
2 |
1650 |
新加坡商瑞銀 |
-16 |
14 |
30 |
|
|
|
|
9200 |
凱基 |
22 |
41 |
19 |
9100 |
群益金鼎 |
-15 |
1 |
16 |
|
|
|
|
8840 |
玉山 |
18 |
20 |
2 |
6210 |
新百王 |
-10 |
0 |
10 |
|
|
|
|
1030 |
土銀 |
11 |
12 |
1 |
9300 |
華南永昌 |
-9 |
1 |
10 |
|
|
|
|
6160 |
中國信託 |
9 |
10 |
1 |
8150 |
台新 |
-9 |
6 |
15 |
|
|
|
|
9800 |
元大 |
7 |
34 |
27 |
8560 |
新光 |
-9 |
17 |
26 |
|
|
|
|
1440 |
美林 |
4 |
11 |
7 |
9A00 |
永豐金 |
-8 |
8 |
16 |
|
|
|
|
7790 |
國票 |
1 |
2 |
1 |
7750 |
北城 |
-5 |
0 |
5 |
|
|
|
|
8440 |
摩根大通 |
0 |
3 |
3 |
5920 |
元富 |
-4 |
2 |
6 |
|
|
|
|
8580 |
聯邦商銀 |
0 |
0 |
0 |
9600 |
富邦 |
-4 |
10 |
14 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20241231 |
今皓攻AI 軟硬通吃 |
|
|
|
|
20241018 |
今?線材亮相 本季出貨 |
|
|
|
|
20240821 |
今皓、正達及金橋等三檔上市股票 8月23日恢復信用交易 |
|
|
|
|
20240821 |
每股淨值不到10元 億泰等四檔22日起暫停融資券 |
|
|
|
|
20231218 |
今?私募案下季完成 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
17.4 |
|
10日籌碼集中度 |
12.4 |
優 |
單日買賣超 |
41 |
|
|
|
5日籌碼集中度 |
15.8 |
優 |
20日籌碼集中度 |
10.1 |
優 |
累計買賣超 |
440 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
2639 |
借券餘額 |
2887 |
千張大戶戶數 |
8 |
大戶比例 |
11.72 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:46 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|