3305 |
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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3305 昇貿 |
實收資本額 |
1342 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2008/07/10 |
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發 言
人 |
李弘偉 |
電 話 |
(03)416-0177 |
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地 址 |
桃園市觀音區大潭北路665號 |
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產 業
別 |
電子上游-PCB-材料設備 |
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主要產品 |
經營銲錫絲、銲錫棒、BGA錫球及銲錫膏等之製造及銷售 |
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2025/5/2 股價 |
58.60 |
法人買賣超合計(近一日) |
賣超 -63.78 張 |
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2025/5/2
漲跌 |
0.10
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法人買賣超合計(近一週) |
賣超 -294.58 張 |
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2025/5/2
漲跌幅 |
0.17
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法人買賣超合計(近一月) |
賣超 -1744.91 張 |
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券 資 比 |
0.81
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外資連9賣 |
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自營連2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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2024/06/13 |
2.00 |
0.47 |
2011/08/03 |
2024/07/11 |
3.41% |
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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 |
2.20 |
0.00 |
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3.75% |
0% |
3.75% |
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2023 |
2024/06/13 |
2.00 |
0.00 |
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2024/07/11 |
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3.41% |
0% |
3.41% |
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2022 |
2023/06/13 |
1.99 |
0.00 |
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2023/07/06 |
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3.4% |
0% |
3.4% |
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2021 |
2022/06/14 |
2.50 |
0.00 |
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2022/07/07 |
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4.26% |
0% |
4.26% |
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機構估稅後EPS |
3.58 |
K(9) |
83.76 |
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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) |
37.56 |
D(9) |
77.07 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
16.37 |
周K(9) |
46.43 |
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1.6 |
1.2 |
0.8 |
2 |
0 |
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股價淨值比 |
1.56 |
周D(9) |
43.82 |
綜合評分: |
5.6 |
建議: |
列入追踪 |
目標價: |
67.39 |
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月線乖離率 |
8.35 |
季線乖離率 |
-6.15 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
71.46 |
3*PB |
111.27 |
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股價 |
62.00 |
49.45 |
57.40 |
57.80 |
58.60 |
15*PE |
53.60 |
2*PB |
74.18 |
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成交量(千股) |
7,552 |
4,610 |
6,187 |
8,057 |
3,042 |
10*PE |
35.73 |
1*PB |
37.09 |
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資餘 |
7,325 |
5,613 |
5,038 |
4,523 |
4,205 |
5*PE |
17.87 |
0.5*PB |
18.54 |
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券餘 |
0 |
12 |
41 |
38 |
34 |
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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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2,306,345
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2,367,129
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2,025,743
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1,511,459
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1,439,501
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1,641,248
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1,539,795
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營業成本(千) |
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2,025,958
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2,052,727
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1,762,359
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1,288,041
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1,257,030
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1,394,034
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1,309,270
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營業毛利(千) |
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280,387
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314,402
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263,384
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223,418
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182,471
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247,214
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230,525
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營業費用(千) |
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149,050
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123,462
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123,528
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112,829
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118,046
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128,805
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121,123
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營業利益(千) |
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131,337
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190,940
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139,856
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110,589
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64,425
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118,409
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109,402
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營業外收入及支出(千) |
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-1,323 |
-8,091 |
30,033
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23,854
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-14,197 |
2,157
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24,880
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稅前純益(千) |
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130,014
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182,849
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169,889
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134,443
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50,228
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120,566
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134,282
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所得稅(千) |
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63,735
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57,658
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59,353
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27,378
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28,190
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44,142
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44,217
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稅後純益(千) |
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66,279
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125,191
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110,536
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107,065
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22,038
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76,424
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90,065
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其他綜合損益(千) |
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11,876
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-11,095 |
40,883
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55,426
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-97,251 |
55,518
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-58,346 |
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綜合損益(千) |
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78,155
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114,096
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151,419
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162,491
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-75,213 |
131,942
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31,719
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原始每股稅前盈餘(元) |
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0.98
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1.38
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1.29
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1.02
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0.38
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0.92
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1.02
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原始每股稅後盈餘(元) |
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0.50
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0.95
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0.84
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0.81
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0.16
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0.58
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0.69
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毛利率(%) |
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12.16
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13.28
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13.00
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14.78
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12.68
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15.06
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14.97
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營業利益率(%) |
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5.69
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8.07
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6.90
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7.32
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4.48
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7.21
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7.10
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稅後純益率(%) |
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2.87
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5.29
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5.46
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7.08
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1.53
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4.66
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5.85
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稅後權益報酬率(%) |
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1.34
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2.59
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2.28
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2.22
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0.46
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1.63
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1.90
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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 |
0.00 |
0.00 |
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0 |
0 |
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202503 |
798,705 |
2,328,501 |
11.84
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53.39
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55.30
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2,328,501
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55.3 |
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202502 |
714,161 |
1,529,795 |
-12.44 |
66.71
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56.31
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2,300,247
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57.29 |
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202501 |
815,635 |
815,635 |
5.86 |
48.21
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48.21
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創近一年新高 |
2,363,770
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53.03 |
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202412 |
770,451 |
8,210,676 |
-0.93 |
59.28
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34.19
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4.60 |
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2,253,500
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54.05 |
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202411 |
777,684 |
7,334,431 |
10.25
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52.31
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30.29
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創近一年新高 |
2,247,330
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47.43 |
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202410 |
705,365 |
6,556,746 |
-7.71 |
50.56
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28.10
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2,245,594
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44.35 |
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202409 |
764,281 |
5,904,331 |
-1.50 |
40.18
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26.19
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3.63 |
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2,290,892
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42.1 |
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202408 |
775,948 |
5,087,100 |
3.37 |
43.18
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23.93
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創近一年新高 |
2,235,642
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39.44 |
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202407 |
750,663 |
4,311,152 |
5.87 |
42.99
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21.00
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創近一年新高 |
2,175,445
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37.19 |
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202406 |
709,031 |
3,537,202 |
-0.94 |
32.18
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16.44
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2.27 |
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2,061,094
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31.07 |
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202405 |
715,751 |
2,851,458 |
12.48
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36.49
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13.99
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創近一年新高 |
1,872,775
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19.99 |
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202404 |
636,312 |
2,135,707 |
22.20
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24.35
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8.02
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創近一年新高 |
1,585,397
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4.32 |
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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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9600 |
富邦 |
53 |
73 |
20 |
1480 |
美商高盛 |
-52 |
3 |
55 |
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2180 |
亞東 |
31 |
31 |
0 |
9100 |
群益金鼎 |
-24 |
19 |
43 |
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7790 |
國票 |
28 |
29 |
1 |
8560 |
新光 |
-20 |
9 |
29 |
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5380 |
第一金 |
26 |
32 |
6 |
8880 |
國泰 |
-18 |
24 |
42 |
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5850 |
統一 |
19 |
45 |
26 |
9300 |
華南永昌 |
-16 |
23 |
39 |
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9200 |
凱基 |
19 |
83 |
64 |
8440 |
摩根大通 |
-13 |
30 |
43 |
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9A00 |
永豐金 |
8 |
33 |
25 |
7000 |
兆豐 |
-9 |
29 |
38 |
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8450 |
康和 |
4 |
11 |
7 |
1560 |
港商野村 |
-9 |
0 |
9 |
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6460 |
大昌 |
4 |
8 |
4 |
1560 |
港商野村 |
-9 |
0 |
9 |
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1260 |
宏遠 |
4 |
7 |
3 |
1650 |
新加坡商瑞銀 |
-9 |
27 |
36 |
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20250421 |
4月庫藏大軍全都露 這檔獨掛漲停、世紀鋼重挫 |
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20250106 |
昇貿跨足半導體封裝 |
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20240927 |
昇貿擬收購大瑞科技 |
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20240805 |
昇貿財報/上半年每股稅後純益1.65元 第三季目標季增 |
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20240805 |
台股股災 PCB 族群成重災區 這幾檔重挫跌停 |
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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 |
14.7 |
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10日籌碼集中度 |
6.5 |
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單日買賣超 |
93 |
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5日籌碼集中度 |
12.3 |
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20日籌碼集中度 |
-0.4 |
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累計買賣超 |
-433 |
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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 |
1625 |
借券餘額 |
2581 |
千張大戶戶數 |
11 |
大戶比例 |
40.74 |
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更新日期: |
2025/5/2 19:49 |
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