| 3338 |
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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| 3338 泰碩 |
實收資本額 |
879 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2013/12/13 |
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| 發 言
人 |
劉克平 |
電 話 |
(02)26562658 |
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| 地 址 |
(114)台北市內湖區瑞光路302號3樓 |
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| 產 業
別 |
電子中游-散熱零組件 |
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| 主要產品 |
散熱模組及電子電腦零組件之加工、製造及買賣業務、電線電纜之加工、製造及買賣業務、汽機車零配件等加工、製造及買賣業務 |
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| 2025/5/2 股價 |
50.40 |
法人買賣超合計(近一日) |
買超 77.534 張 |
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| 2025/5/2
漲跌 |
1.00
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法人買賣超合計(近一週) |
買超
342.58 張 |
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| 2025/5/2
漲跌幅 |
2.02
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法人買賣超合計(近一月) |
買超
1492.1 張 |
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| 券 資 比 |
0.39
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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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| 2024/05/24 |
2.00 |
1.20 |
2007/07/26 |
2024/06/20 |
3.97% |
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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 |
2025/05/22 |
2.00 |
0.00 |
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3.97% |
0% |
3.97% |
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| 2023 |
2024/05/24 |
2.00 |
0.00 |
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2024/06/20 |
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3.97% |
0% |
3.97% |
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| 2022 |
2023/05/30 |
2.00 |
0.00 |
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2023/06/27 |
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3.97% |
0% |
3.97% |
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| 2021 |
2022/05/20 |
1.50 |
0.00 |
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2022/06/20 |
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2.98% |
0% |
2.98% |
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| 機構估稅後EPS |
3.19 |
K(9) |
83.02 |
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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) |
24.18 |
D(9) |
77.13 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
15.80 |
周K(9) |
33.01 |
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1.6 |
1.6 |
1.6 |
0.8 |
0.5 |
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| 股價淨值比 |
2.08 |
周D(9) |
31.32 |
綜合評分: |
6.1 |
建議: |
列入追踪 |
目標價: |
57.96 |
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| 月線乖離率 |
7.75 |
季線乖離率 |
-9.51 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
63.80 |
3*PB |
69.36 |
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| 股價 |
54.30 |
45.60 |
46.00 |
48.00 |
50.40 |
15*PE |
47.85 |
2*PB |
46.24 |
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| 成交量(千股) |
2,285 |
4,204 |
2,117 |
1,524 |
1,210 |
10*PE |
31.90 |
1*PB |
23.12 |
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| 資餘 |
4,568 |
3,227 |
3,110 |
3,098 |
3,080 |
5*PE |
15.95 |
0.5*PB |
11.56 |
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| 券餘 |
36 |
15 |
12 |
8 |
12 |
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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) |
937,577
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951,716
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929,521
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1,013,314
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859,331
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1,084,717
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1,042,258
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854,569
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| 營業成本(千) |
751,283
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767,911
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736,582
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809,819
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686,572
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858,045
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820,605
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680,930
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| 營業毛利(千) |
186,294
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183,805
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192,939
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203,495
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172,759
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226,672
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221,653
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173,639
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| 營業費用(千) |
130,859
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139,600
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129,752
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134,104
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126,277
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128,153
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141,796
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127,161
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| 營業利益(千) |
55,435
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44,205
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63,187
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69,391
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46,482
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98,519
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79,857
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46,478
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| 營業外收入及支出(千) |
13,693
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56,415
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-17,882 |
26,572
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41,908
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-15,065 |
30,418
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43,144
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| 稅前純益(千) |
69,128
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100,620
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45,305
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95,963
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88,390
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83,454
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110,275
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89,622
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| 所得稅(千) |
16,192
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20,887
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4,373
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21,650
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20,685
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16,954
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24,562
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25,001
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| 稅後純益(千) |
52,936
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79,733
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40,932
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74,313
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67,705
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66,500
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85,713
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64,621
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| 其他綜合損益(千) |
32,860
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-14,410 |
21,277
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12,862
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25,195
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-27,296 |
38,575
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-41,943 |
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| 綜合損益(千) |
85,796
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65,323
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62,209
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87,175
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92,900
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39,204
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124,288
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22,678
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| 原始每股稅前盈餘(元) |
0.79
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1.15
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0.52
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1.10
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1.01
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0.95
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1.26
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1.02
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| 原始每股稅後盈餘(元) |
0.61
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0.91
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0.47
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0.85
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0.77
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0.76
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0.98
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0.74
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| 毛利率(%) |
19.87
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19.31
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20.76
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20.08
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20.10
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20.90
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21.27
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20.32
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| 營業利益率(%) |
5.91
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4.64
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6.80
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6.85
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5.41
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9.08
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7.66
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5.44
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| 稅後純益率(%) |
5.65
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8.38
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4.40
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7.33
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7.88
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6.13
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8.22
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7.56
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| 稅後權益報酬率(%) |
2.55
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3.99
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2.12
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3.82
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3.48
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3.54
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4.78
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3.57
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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 |
337,369 |
937,577 |
5.61
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-4.31 |
9.11
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0.79
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937,577
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9.11 |
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| 202502 |
319,447 |
600,208 |
13.78
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69.59
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18.44
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929,076
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9.33 |
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| 202501 |
280,761 |
280,761 |
-14.63 |
-11.83 |
-11.83 |
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944,106
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-8.19 |
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| 202412 |
328,868 |
3,753,882 |
-1.68 |
-4.12 |
-1.52 |
3.76
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951,716
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-12.26 |
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| 202411 |
334,477 |
3,425,014 |
15.99
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-8.83 |
-1.26 |
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917,594
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-17.4 |
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| 202410 |
288,371 |
3,090,537 |
-2.16 |
-23.07 |
-0.37 |
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895,752
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-19.33 |
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| 202409 |
294,746 |
2,802,166 |
-5.72 |
-20.17 |
2.75
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2.61
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929,521
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-10.82 |
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| 202408 |
312,635 |
2,507,420 |
-2.95 |
-14.65 |
6.34
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975,553
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-2.44 |
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| 202407 |
322,140 |
2,194,785 |
-5.47 |
5.02
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10.20
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1,002,641
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8 |
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| 202406 |
340,778 |
1,872,645 |
0.31
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4.25
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11.15
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2.10
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1,013,314
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18.58 |
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| 202405 |
339,723 |
1,531,867 |
2.08
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15.26
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12.81
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1,025,087
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22.69 |
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| 202404 |
332,813 |
1,192,144 |
-5.60 |
42.87
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12.13
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873,723
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6.39 |
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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 |
33 |
54 |
21 |
9800 |
元大 |
-23 |
32 |
55 |
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| 1480 |
美商高盛 |
29 |
29 |
0 |
1470 |
台灣摩根士丹利 |
-17 |
2 |
19 |
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| 1440 |
美林 |
16 |
17 |
1 |
9300 |
華南永昌 |
-16 |
3 |
19 |
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| 8150 |
台新 |
13 |
15 |
2 |
9600 |
富邦 |
-14 |
10 |
24 |
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| 8440 |
摩根大通 |
9 |
18 |
9 |
7000 |
兆豐 |
-10 |
8 |
18 |
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| 1040 |
臺銀證券 |
6 |
7 |
1 |
8580 |
聯邦商銀 |
-7 |
0 |
7 |
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| 8710 |
陽信 |
6 |
8 |
2 |
5380 |
第一金 |
-7 |
9 |
16 |
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| 1560 |
港商野村 |
3 |
5 |
2 |
1020 |
合庫 |
-7 |
3 |
10 |
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| 1650 |
新加坡商瑞銀 |
3 |
10 |
7 |
5260 |
美好 |
-6 |
1 |
7 |
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| 8450 |
康和 |
2 |
2 |
0 |
1110 |
台灣企銀 |
-4 |
0 |
4 |
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| 20250429 |
泰碩第1季 EPS 0.61元 衝刺車用 |
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| 20250310 |
GB300要來了 水冷元件供應商看旺、這檔領軍漲 |
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| 20241209 |
AES-KY 跌落千金之外 這4檔 BBU 概念股重挫跌停 |
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| 20241115 |
資金流向電子 台股早盤漲逾百點 台積電開高5元 |
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| 20241115 |
11月15日盤前／台指期結算前維持震盪整理格局 選股不選市、汰弱留強 |
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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 |
12 |
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10日籌碼集中度 |
13.2 |
優 |
單日買賣超 |
37 |
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| 5日籌碼集中度 |
13.5 |
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20日籌碼集中度 |
15.5 |
優 |
累計買賣超 |
765 |
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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 |
2512 |
借券餘額 |
2627 |
千張大戶戶數 |
4 |
大戶比例 |
19.7 |
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更新日期： |
2025/5/2 19:50 |
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