3034 |
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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3034 聯詠 |
實收資本額 |
6085 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2002/08/26 |
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發 言
人 |
陳健興 |
電 話 |
(03)567-0889 |
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地 址 |
新竹科學園區創新一路13號2樓 |
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產 業
別 |
電子上游-IC-設計 |
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主要產品 |
DriverIC63.35%、SOCIC36.58%(研究開發設計生產製造銷售下列產品:A語音積體電路及系統B通、訊積體電路及系統C內崁式微控制器及系統D數位訊號處理器及系統、E電腦週邊控制積體電路及系統F液晶顯示器驅動積體電路及系統) |
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2025/5/2 股價 |
515.00 |
法人買賣超合計(近一日) |
買超 27.307 張 |
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2025/5/2
漲跌 |
-4.00
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法人買賣超合計(近一週) |
賣超 -157.42 張 |
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2025/5/2
漲跌幅 |
-0.77
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法人買賣超合計(近一月) |
賣超 -2323.1 張 |
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券 資 比 |
2.84
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自營連5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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2024/05/31 |
32.00 |
0.05 |
2009/08/05 |
2024/07/10 |
6.21% |
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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 |
28.00 |
0.00 |
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5.44% |
0% |
5.44% |
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2023 |
2024/05/31 |
32.00 |
0.00 |
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2024/07/10 |
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6.21% |
0% |
6.21% |
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2022 |
2023/05/31 |
37.00 |
0.00 |
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2023/07/11 |
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7.18% |
0% |
7.18% |
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2021 |
2022/06/08 |
51.50 |
0.00 |
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2022/07/12 |
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10% |
0% |
10% |
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機構估稅後EPS |
36.29 |
K(9) |
74.41 |
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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) |
120.18 |
D(9) |
62.91 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
14.19 |
周K(9) |
51.56 |
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1.6 |
0.4 |
2 |
2 |
0 |
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股價淨值比 |
4.29 |
周D(9) |
57.99 |
綜合評分: |
6 |
建議: |
列入追踪 |
目標價: |
592.25 |
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月線乖離率 |
3.61 |
季線乖離率 |
-2.78 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
725.35 |
3*PB |
335.14 |
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股價 |
531.00 |
510.00 |
499.00 |
503.00 |
515.00 |
15*PE |
544.01 |
2*PB |
223.43 |
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成交量(千股) |
12,623 |
18,728 |
11,188 |
10,524 |
7,616 |
10*PE |
362.68 |
1*PB |
111.71 |
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資餘 |
1,859 |
1,485 |
1,537 |
1,472 |
1,442 |
5*PE |
181.34 |
0.5*PB |
55.86 |
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券餘 |
92 |
114 |
100 |
115 |
41 |
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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) |
27,120,202
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25,262,519
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27,866,328
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25,231,019
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24,427,885
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27,153,825
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28,929,962
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30,299,029
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營業成本(千) |
16,337,486
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15,281,955
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16,792,362
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14,850,868
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14,390,210
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15,890,226
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16,707,294
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17,652,206
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營業毛利(千) |
10,782,716
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9,980,564
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11,073,966
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10,380,151
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10,037,675
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11,263,599
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12,222,668
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12,646,823
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營業費用(千) |
5,086,966
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5,064,654
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4,832,562
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4,875,718
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4,893,384
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4,957,321
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5,079,563
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5,096,493
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營業利益(千) |
5,695,750
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4,915,910
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6,241,404
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5,504,433
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5,144,291
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6,306,278
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7,143,105
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7,550,330
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營業外收入及支出(千) |
444,863
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775,356
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169,055
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619,691
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756,177
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23,747
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623,583
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721,370
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稅前純益(千) |
6,140,613
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5,691,266
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6,410,459
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6,124,124
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5,900,468
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6,330,025
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7,766,688
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8,271,700
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所得稅(千) |
876,808
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889,900
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1,152,002
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735,559
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1,006,835
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1,002,072
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1,400,867
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1,399,801
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稅後純益(千) |
5,263,805
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4,801,366
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5,258,457
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5,388,565
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4,893,633
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5,327,953
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6,365,821
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6,871,899
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其他綜合損益(千) |
-56,103 |
-335,771 |
45,797
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139,044
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-12,114 |
231,370
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74,962
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-86,127 |
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綜合損益(千) |
5,207,702
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4,465,595
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5,304,254
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5,527,609
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4,881,519
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5,559,323
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6,440,783
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6,785,772
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原始每股稅前盈餘(元) |
10.09
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9.35
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10.53
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10.06
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9.70
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10.40
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12.76
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13.59
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原始每股稅後盈餘(元) |
8.65
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7.89
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8.64
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8.86
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8.04
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8.76
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10.46
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11.29
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毛利率(%) |
39.76
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39.51
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39.74
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41.14
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41.09
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41.48
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42.25
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41.74
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營業利益率(%) |
21.00
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19.46
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22.40
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21.82
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21.06
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23.22
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24.69
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24.92
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稅後純益率(%) |
19.41
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19.01
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18.87
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21.36
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20.03
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19.62
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22.00
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22.68
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稅後權益報酬率(%) |
7.46
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7.31
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8.65
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8.27
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7.03
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8.27
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10.89
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10.89
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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 |
9,372,100 |
27,120,202 |
1.13
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9.29
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11.02
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10.09
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27,120,202
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11.02 |
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202502 |
9,267,233 |
17,748,102 |
9.27
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29.92
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11.96
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26,275,249
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7.11 |
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202501 |
8,480,869 |
8,480,869 |
-0.54 |
-2.74 |
-2.74 |
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25,220,683
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-4.28 |
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202412 |
8,527,147 |
102,787,751 |
3.83
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-1.75 |
-6.92 |
39.65
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25,262,519
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-6.97 |
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202411 |
8,212,667 |
94,260,604 |
-3.64 |
-8.23 |
-7.36 |
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25,653,584
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-8.49 |
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202410 |
8,522,705 |
86,047,937 |
-4.43 |
-10.53 |
-7.28 |
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27,121,072
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-5.77 |
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202409 |
8,918,212 |
77,525,232 |
-7.87 |
-6.72 |
-6.90 |
30.30
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27,866,327
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-3.68 |
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202408 |
9,680,155 |
68,607,020 |
4.45
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-0.15 |
-6.93 |
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創近一年新高 |
27,411,365
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-7.02 |
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202407 |
9,267,960 |
58,926,864 |
9.51
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-4.21 |
-7.96 |
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26,169,903
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-12.8 |
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202406 |
8,463,250 |
49,658,904 |
0.29
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-16.31 |
-8.62 |
19.76
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25,231,019
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-16.73 |
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202405 |
8,438,693 |
41,195,654 |
1.32
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-17.47 |
-6.87 |
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25,342,974
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-13.7 |
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202404 |
8,329,076 |
32,756,961 |
-2.87 |
-16.39 |
-3.68 |
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24,037,192
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-10.25 |
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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 |
93 |
178 |
85 |
1650 |
新加坡商瑞銀 |
-143 |
82 |
225 |
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8440 |
摩根大通 |
80 |
152 |
72 |
9800 |
元大 |
-108 |
213 |
321 |
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1380 |
台灣匯立 |
65 |
65 |
0 |
1470 |
台灣摩根士丹利 |
-63 |
84 |
147 |
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1360 |
港商麥格理 |
38 |
89 |
51 |
9600 |
富邦 |
-55 |
45 |
100 |
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5850 |
統一 |
35 |
49 |
14 |
7000 |
兆豐 |
-34 |
18 |
52 |
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9100 |
群益金鼎 |
27 |
45 |
18 |
1480 |
美商高盛 |
-15 |
4 |
19 |
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1440 |
美林 |
22 |
133 |
111 |
1590 |
花旗環球 |
-14 |
32 |
46 |
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1020 |
合庫 |
19 |
20 |
1 |
1230 |
彰銀 |
-10 |
0 |
10 |
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5920 |
元富 |
16 |
30 |
14 |
7030 |
致和 |
-10 |
3 |
13 |
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8880 |
國泰 |
15 |
21 |
6 |
8900 |
法銀巴黎 |
-4 |
0 |
4 |
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20250430 |
聯詠第1季 EPS 8.65元 淨利增近一成 |
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20250429 |
聯詠財報/首季每股稅後純益8.65元 優於去年同期 |
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20250415 |
台股漲344點收19857點 台積電漲12元收877元 |
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20250410 |
證交所穩盤 鼓勵買庫藏股…同步要求落實資訊揭露 |
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20250409 |
證交所:逾四成上市公司公告3月營收 整體較去年同期成長 |
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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 |
-13.3 |
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10日籌碼集中度 |
3.5 |
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單日買賣超 |
-199 |
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5日籌碼集中度 |
9.1 |
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20日籌碼集中度 |
0 |
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累計買賣超 |
-279 |
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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 |
34616 |
借券餘額 |
43160 |
千張大戶戶數 |
79 |
大戶比例 |
65.89 |
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更新日期: |
2025/5/2 19:47 |
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