3026 |
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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3026 禾伸堂 |
實收資本額 |
1659 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2002/08/26 |
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發 言
人 |
黃建融 |
電 話 |
(02)2627-0383 |
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地 址 |
台北市內湖區環山路二段六十二號一樓 |
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產 業
別 |
電子上游-被動元件 |
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主要產品 |
被動元件、系統模組、主動元件 |
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2025/5/2 股價 |
84.00 |
法人買賣超合計(近一日) |
賣超 -21.29 張 |
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2025/5/2
漲跌 |
0.50
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法人買賣超合計(近一週) |
買超
92.98 張 |
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2025/5/2
漲跌幅 |
0.60
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法人買賣超合計(近一月) |
賣超 -1633.95 張 |
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券 資 比 |
0.00
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外資連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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2024/05/30 |
5.00 |
0.50 |
2023/07/20 |
2024/06/24 |
5.95% |
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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 |
2025/05/28 |
5.50 |
0.00 |
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6.55% |
0% |
6.55% |
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2023 |
2024/05/30 |
5.00 |
0.00 |
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2024/06/24 |
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5.95% |
0% |
5.95% |
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2022 |
2023/05/30 |
5.00 |
0.50 |
2023/07/20 |
2023/07/20 |
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6.55% |
0.01% |
5.95% |
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2021 |
2022/05/27 |
9.00 |
0.00 |
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2022/07/18 |
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10.71% |
0% |
10.71% |
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機構估稅後EPS |
6.03 |
K(9) |
95.07 |
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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) |
60.18 |
D(9) |
89.63 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
13.93 |
周K(9) |
48.6 |
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1.6 |
0.8 |
2 |
0.8 |
0.5 |
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股價淨值比 |
1.40 |
周D(9) |
50.73 |
綜合評分: |
5.7 |
建議: |
列入追踪 |
目標價: |
88.2 |
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月線乖離率 |
3.77 |
季線乖離率 |
-3.35 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
120.86 |
3*PB |
180.00 |
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股價 |
89.30 |
79.40 |
80.60 |
81.80 |
84.00 |
15*PE |
90.65 |
2*PB |
120.00 |
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成交量(千股) |
1,183 |
4,025 |
1,736 |
1,137 |
830 |
10*PE |
60.43 |
1*PB |
60.00 |
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資餘 |
721 |
572 |
426 |
424 |
414 |
5*PE |
30.22 |
0.5*PB |
30.00 |
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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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3,195,780
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3,411,230
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3,239,323
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2,939,487
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2,924,756
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3,456,051
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3,341,769
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營業成本(千) |
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2,711,830
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2,829,380
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2,717,158
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2,438,441
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2,539,666
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2,864,501
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2,722,337
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營業毛利(千) |
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483,950
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581,850
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522,165
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501,046
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385,090
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591,550
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619,432
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營業費用(千) |
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370,663
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387,235
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370,338
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340,034
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411,616
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396,337
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405,437
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營業利益(千) |
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113,287
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194,615
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151,827
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161,012
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-26,526 |
195,213
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213,995
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營業外收入及支出(千) |
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68,968
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211,595
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95,959
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105,785
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-8,003 |
4,475
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13,717
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稅前純益(千) |
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182,255
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406,210
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247,786
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266,797
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-34,529 |
199,688
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227,712
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所得稅(千) |
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-13,026 |
75,216
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54,849
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59,654
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-38,030 |
50,324
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64,236
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稅後純益(千) |
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195,281
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330,994
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192,937
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207,143
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3,501
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149,364
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163,476
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其他綜合損益(千) |
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9,091
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6,341
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12,085
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26,649
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-37,674 |
44,334
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-10,945 |
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綜合損益(千) |
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204,372
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337,335
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205,022
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233,792
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-34,173 |
193,698
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152,531
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原始每股稅前盈餘(元) |
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1.10
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2.45
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1.49
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1.61
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-0.21 |
1.20
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1.44
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原始每股稅後盈餘(元) |
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1.37
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1.80
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1.38
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1.31
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0.44
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1.10
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1.41
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毛利率(%) |
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15.14
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17.06
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16.12
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17.05
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13.17
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17.12
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18.54
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營業利益率(%) |
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3.54
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5.71
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4.69
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5.48
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-0.91 |
5.65
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6.40
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稅後純益率(%) |
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6.11
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9.70
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5.96
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7.05
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0.12
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4.32
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4.89
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稅後權益報酬率(%) |
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1.90
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3.31
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1.98
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2.11
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0.03
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1.50
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1.67
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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 |
1,288,445 |
3,401,784 |
23.59
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24.04
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15.73
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創近一年新高 |
3,401,784
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15.73 |
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202502 |
1,042,531 |
2,113,339 |
-2.64 |
39.28
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11.18
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3,134,013
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14.28 |
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202501 |
1,070,808 |
1,070,808 |
4.91
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-7.07 |
-7.07 |
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3,187,037
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4.63 |
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202412 |
1,020,674 |
12,785,820 |
-6.83 |
21.27
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-3.41 |
6.65
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3,196,275
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9.28 |
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202411 |
1,095,555 |
11,768,373 |
1.44
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4.11
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-5.08 |
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3,283,643
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-0.19 |
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202410 |
1,080,046 |
10,672,818 |
-2.53 |
4.77
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-5.94 |
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3,284,231
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-2.1 |
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202409 |
1,108,042 |
9,590,040 |
1.09
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-8.18 |
-7.01 |
5.55
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3,411,196
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-1.3 |
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202408 |
1,096,143 |
8,484,730 |
-9.19 |
-1.87 |
-6.85 |
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3,354,344
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0.37 |
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202407 |
1,207,011 |
7,388,587 |
14.82
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6.60
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-7.55 |
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創近一年新高 |
3,352,666
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-0.77 |
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202406 |
1,051,190 |
6,178,810 |
-3.95 |
-3.79 |
-9.92 |
3.10
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3,242,387
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-2.97 |
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202405 |
1,094,465 |
5,130,386 |
-0.21 |
-5.15 |
-11.04 |
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3,229,643
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-6.54 |
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202404 |
1,096,732 |
4,035,921 |
5.61
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0.14
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-12.51 |
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2,883,675
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-19.58 |
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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 |
26 |
38 |
12 |
1570 |
港商法國興業 |
-17 |
0 |
17 |
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9800 |
元大 |
17 |
25 |
8 |
9300 |
華南永昌 |
-13 |
0 |
13 |
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9600 |
富邦 |
11 |
18 |
7 |
9A00 |
永豐金 |
-11 |
4 |
15 |
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8560 |
新光 |
6 |
7 |
1 |
6010 |
奔亞證券 |
-11 |
2 |
13 |
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5260 |
美好 |
4 |
5 |
1 |
7790 |
國票 |
-5 |
0 |
5 |
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5380 |
第一金 |
4 |
5 |
1 |
1470 |
台灣摩根士丹利 |
-5 |
0 |
5 |
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5850 |
統一 |
4 |
5 |
1 |
5600 |
永興 |
-4 |
0 |
4 |
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7000 |
兆豐 |
3 |
7 |
4 |
1260 |
宏遠 |
-3 |
0 |
3 |
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8150 |
台新 |
3 |
5 |
2 |
1260 |
宏遠 |
-3 |
0 |
3 |
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1040 |
臺銀證券 |
2 |
3 |
1 |
6460 |
大昌 |
-2 |
0 |
2 |
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20250318 |
台積電除息 3月18日重要財經行事曆一次看 |
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20250309 |
周末精選/殖利率、營收雙強股領漲 這幾檔配息誘人 |
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20250309 |
殖利率、營收雙強股 領漲抗跌…大江、聯電等配息誘人 |
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20240304 |
股利雙高族群 帶頭衝 |
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20230722 |
MLCC需求 明年Q1回溫 |
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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 |
2.1 |
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10日籌碼集中度 |
2.8 |
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單日買賣超 |
3 |
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5日籌碼集中度 |
4.5 |
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20日籌碼集中度 |
-11.4 |
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累計買賣超 |
-1018 |
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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 |
771 |
借券餘額 |
3625 |
千張大戶戶數 |
22 |
大戶比例 |
31.51 |
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更新日期: |
2025/5/2 19:47 |
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