3213 |
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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3213 茂訊 |
實收資本額 |
587 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2004/10/01 |
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發 言
人 |
周詠翔 |
電 話 |
(02)2662-6074 |
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地 址 |
新北市深坑區北深路三段250號7樓 |
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產 業
別 |
電子下游-筆記型電腦 |
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主要產品 |
各式電腦軟硬體之研究設計規劃製作銷售(特許業務除外)、各式電腦零組件之研究銷售、電腦主機及週邊設備零組件之製造加工及買賣業務 |
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2025/5/2 股價 |
101.50 |
法人買賣超合計(近一日) |
賣超 -69.027 張 |
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2025/5/2
漲跌 |
2.00
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法人買賣超合計(近一週) |
賣超 -662.23 張 |
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2025/5/2
漲跌幅 |
2.01
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法人買賣超合計(近一月) |
賣超 -473.07 張 |
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券 資 比 |
0.74
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自營連3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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2023/06/14 |
3.60 |
0.50 |
2012/07/23 |
2023/07/06 |
3.55% |
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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 |
2025/06/11 |
6.00 |
0.00 |
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5.91% |
0% |
5.91% |
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2023 |
2024/06/12 |
5.40 |
0.00 |
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2024/07/04 |
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5.32% |
0% |
5.32% |
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2022 |
2023/06/14 |
3.60 |
0.00 |
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2023/07/06 |
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3.55% |
0% |
3.55% |
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2021 |
2022/06/09 |
3.70 |
0.00 |
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2022/06/27 |
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3.65% |
0% |
3.65% |
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機構估稅後EPS |
9.03 |
K(9) |
68.73 |
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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) |
55.50 |
D(9) |
55.18 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
11.24 |
周K(9) |
25.48 |
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1.2 |
1.6 |
2 |
1.6 |
0 |
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股價淨值比 |
1.83 |
周D(9) |
35.93 |
綜合評分: |
6.4 |
建議: |
列入追踪 |
目標價: |
116.73 |
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月線乖離率 |
6.19 |
季線乖離率 |
-8.32 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
181.25 |
3*PB |
166.39 |
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股價 |
120.00 |
90.80 |
91.70 |
91.70 |
101.50 |
15*PE |
135.94 |
2*PB |
110.93 |
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成交量(千股) |
6,338 |
9,084 |
5,501 |
3,980 |
8,991 |
10*PE |
90.63 |
1*PB |
55.46 |
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資餘 |
3,830 |
2,673 |
2,533 |
2,188 |
2,854 |
5*PE |
45.31 |
0.5*PB |
27.73 |
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券餘 |
0 |
5 |
22 |
11 |
21 |
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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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644,714
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723,280
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727,442
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757,955
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748,700
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918,970
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686,793
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營業成本(千) |
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431,563
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544,724
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481,497
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497,570
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432,677
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686,861
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458,285
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營業毛利(千) |
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213,151
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178,556
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245,945
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260,385
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316,023
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232,109
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228,508
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營業費用(千) |
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98,060
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85,667
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91,754
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80,080
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98,907
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85,106
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72,834
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營業利益(千) |
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115,091
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92,889
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154,191
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180,305
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217,116
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147,003
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155,674
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營業外收入及支出(千) |
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16,956
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-7,332 |
70,673
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16,677
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-15,147 |
12,631
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9,552
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稅前純益(千) |
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132,047
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85,557
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224,864
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196,982
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201,969
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159,634
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165,226
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所得稅(千) |
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28,937
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16,884
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54,172
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37,160
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38,059
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36,506
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33,790
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稅後純益(千) |
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103,110
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68,673
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170,692
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159,822
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163,910
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123,128
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131,436
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其他綜合損益(千) |
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356,376
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176,258
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-105,699 |
114,254
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-34,731 |
79,040
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-61,549 |
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綜合損益(千) |
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459,486
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244,931
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64,993
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274,076
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129,179
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202,168
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69,887
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原始每股稅前盈餘(元) |
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2.25
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1.46
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3.83
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3.36
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3.44
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2.72
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2.82
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原始每股稅後盈餘(元) |
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1.69
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1.18
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2.90
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2.66
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2.83
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2.06
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2.17
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毛利率(%) |
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33.06
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24.69
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33.81
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34.35
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42.21
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25.26
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33.27
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營業利益率(%) |
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17.85
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12.84
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21.20
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23.79
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29.00
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16.00
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22.67
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稅後純益率(%) |
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15.99
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9.49
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23.46
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21.09
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21.89
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13.40
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19.14
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稅後權益報酬率(%) |
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3.38
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2.54
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6.31
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5.93
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6.57
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5.29
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5.72
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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 |
176,416 |
762,694 |
-20.52 |
-47.44 |
0.63
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762,694
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0.63 |
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202502 |
221,965 |
586,278 |
-39.07 |
40.27
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38.83
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746,282
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25.8 |
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202501 |
364,313 |
364,313 |
127.69
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37.97
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37.97
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創歷史新高 |
825,020
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5.05 |
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202412 |
160,004 |
2,853,391 |
-46.79 |
-6.40 |
-4.53 |
10.89
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644,714
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-13.88 |
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202411 |
300,703 |
2,693,386 |
63.42
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-14.17 |
-4.42 |
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709,794
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-21.06 |
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202410 |
184,007 |
2,392,683 |
-18.25 |
-19.07 |
-3.04 |
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675,920
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-24.95 |
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202409 |
225,084 |
2,208,677 |
-15.64 |
-29.98 |
-1.41 |
8.64
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723,279
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-21.28 |
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202408 |
266,829 |
1,983,592 |
15.33
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-24.15 |
3.38
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741,142
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-14.45 |
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202407 |
231,366 |
1,716,763 |
-4.77 |
-5.78 |
9.56
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743,084
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-1.16 |
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202406 |
242,947 |
1,485,397 |
-9.61 |
-9.68 |
12.41
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7.19
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727,442
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5.92 |
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202405 |
268,771 |
1,242,450 |
24.59
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13.29
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18.06
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820,155
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32.68 |
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202404 |
215,724 |
973,679 |
-35.73 |
19.46
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19.44
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709,627
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11.73 |
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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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9300 |
華南永昌 |
48 |
78 |
30 |
5850 |
統一 |
-40 |
13 |
53 |
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7000 |
兆豐 |
17 |
103 |
86 |
1440 |
美林 |
-31 |
28 |
59 |
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7790 |
國票 |
14 |
22 |
8 |
1570 |
港商法國興業 |
-25 |
9 |
34 |
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1020 |
合庫 |
13 |
17 |
4 |
1650 |
新加坡商瑞銀 |
-21 |
39 |
60 |
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8880 |
國泰 |
12 |
31 |
19 |
8840 |
玉山 |
-11 |
24 |
35 |
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6480 |
福邦 |
10 |
10 |
0 |
6950 |
福勝 |
-8 |
0 |
8 |
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5660 |
日進 |
10 |
10 |
0 |
8560 |
新光 |
-7 |
11 |
18 |
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5920 |
元富 |
9 |
55 |
46 |
8150 |
台新 |
-7 |
26 |
33 |
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9200 |
凱基 |
9 |
119 |
110 |
9100 |
群益金鼎 |
-7 |
28 |
35 |
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9800 |
元大 |
8 |
109 |
101 |
5960 |
日茂 |
-6 |
0 |
6 |
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20250312 |
茂訊2024年EPS 8.44元 微星8.04元 |
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20250312 |
茂訊財報/去年 EPS 達8.44元 擬發現金股利6元 |
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20250226 |
茂訊1月 EPS 達1.64元 |
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20240903 |
茂訊喊衝 雙引擎熱轉 |
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20231208 |
量價齊揚股 盤面焦點 |
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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 |
1.7 |
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10日籌碼集中度 |
-1.8 |
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單日買賣超 |
18 |
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5日籌碼集中度 |
-0.3 |
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20日籌碼集中度 |
-1.8 |
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累計買賣超 |
-672 |
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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 |
1765 |
借券餘額 |
2364 |
千張大戶戶數 |
5 |
大戶比例 |
19.82 |
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更新日期: |
2025/5/2 17:41 |
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