3455 |
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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3455 由田 |
實收資本額 |
599 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2007/12/27 |
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發 言
人 |
張文杰 |
電 話 |
02-8226-2088 |
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地 址 |
新北市中和區連城路268號10樓之1 |
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產 業
別 |
電子上游-PCB-材料設備 |
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主要產品 |
檢測系統及設備 |
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2025/5/2 股價 |
94.20 |
法人買賣超合計(近一日) |
買超 26 張 |
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2025/5/2
漲跌 |
0.90
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法人買賣超合計(近一週) |
買超
241.24 張 |
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2025/5/2
漲跌幅 |
0.96
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法人買賣超合計(近一月) |
買超
503.65 張 |
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券 資 比 |
1.78
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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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2023/06/16 |
8.50 |
0.10 |
2008/08/11 |
2023/08/31 |
9.02% |
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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 |
2025/06/25 |
4.50 |
0.00 |
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4.78% |
0% |
4.78% |
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2023 |
2024/06/12 |
5.00 |
0.00 |
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2024/06/28 |
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5.31% |
0% |
5.31% |
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2022 |
2023/06/16 |
8.50 |
0.00 |
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2023/08/31 |
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9.02% |
0% |
9.02% |
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2021 |
2022/06/28 |
5.50 |
0.00 |
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2022/09/01 |
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5.84% |
0% |
5.84% |
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機構估稅後EPS |
5.01 |
K(9) |
80.79 |
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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) |
44.58 |
D(9) |
79.1 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
18.80 |
周K(9) |
38.6 |
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0.8 |
1.6 |
1.6 |
0 |
0.5 |
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股價淨值比 |
2.11 |
周D(9) |
33.67 |
綜合評分: |
4.5 |
建議: |
觀望 |
目標價: |
108.33 |
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月線乖離率 |
5.8 |
季線乖離率 |
-8.28 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
100.21 |
3*PB |
133.93 |
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股價 |
100.50 |
82.60 |
90.10 |
91.50 |
94.20 |
15*PE |
75.16 |
2*PB |
89.29 |
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成交量(千股) |
1,391 |
2,358 |
1,721 |
994 |
751 |
10*PE |
50.11 |
1*PB |
44.64 |
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資餘 |
2,547 |
1,730 |
1,560 |
1,527 |
1,515 |
5*PE |
25.05 |
0.5*PB |
22.32 |
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券餘 |
19 |
8 |
0 |
17 |
27 |
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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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666,586
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463,629
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390,080
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331,678
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820,810
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414,927
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376,856
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營業成本(千) |
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268,509
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216,756
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185,434
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179,944
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349,908
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156,996
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155,422
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營業毛利(千) |
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398,077
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246,873
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204,646
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151,734
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470,902
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257,931
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221,434
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營業費用(千) |
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202,873
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215,152
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202,679
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190,208
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201,987
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204,768
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204,689
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營業利益(千) |
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195,204
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31,721
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1,967
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-38,474 |
268,915
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53,163
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16,745
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營業外收入及支出(千) |
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40,010
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15,101
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30,010
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46,352
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-50,671 |
50,495
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15,605
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稅前純益(千) |
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235,214
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46,822
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31,977
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7,878
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218,244
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103,658
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32,350
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所得稅(千) |
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33,015
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9,364
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-3,088 |
-33,958 |
45,379
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-7,753 |
21,657
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稅後純益(千) |
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202,199
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37,458
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35,065
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41,836
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172,865
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111,411
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10,693
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其他綜合損益(千) |
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-7,544 |
1,965
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531
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2,987
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-1,424 |
2,803
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-1,697 |
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綜合損益(千) |
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194,655
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39,423
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35,596
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44,823
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171,441
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114,214
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8,996
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原始每股稅前盈餘(元) |
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3.93
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0.78
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0.53
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0.13
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3.65
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1.73
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0.54
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原始每股稅後盈餘(元) |
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3.38
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0.63
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0.59
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0.70
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2.89
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1.86
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0.18
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毛利率(%) |
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59.72
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53.25
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52.46
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45.75
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57.37
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62.16
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58.76
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營業利益率(%) |
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29.28
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6.84
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0.50
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-11.60 |
32.76
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12.81
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4.44
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稅後純益率(%) |
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30.33
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8.08
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8.99
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12.61
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21.06
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26.85
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2.84
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稅後權益報酬率(%) |
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7.87
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1.53
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1.45
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1.66
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6.73
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4.60
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0.45
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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 |
211,021 |
363,057 |
149.53
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89.12
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9.46
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363,057
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9.46 |
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202502 |
84,569 |
152,036 |
25.35
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-19.56 |
-30.92 |
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408,253
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-30.89 |
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202501 |
67,467 |
67,467 |
-73.67 |
-41.31 |
-41.31 |
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創近一年新低 |
529,535
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-27.56 |
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202412 |
256,217 |
1,851,973 |
24.47
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-30.88 |
-7.85 |
5.37
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創近一年新高 |
666,586
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-18.79 |
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202411 |
205,851 |
1,595,756 |
0.65
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-16.09 |
-2.65 |
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577,959
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-2.86 |
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202410 |
204,518 |
1,389,905 |
22.03
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-0.14 |
-0.28 |
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527,303
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6.77 |
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202409 |
167,590 |
1,185,387 |
7.99
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15.70
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-0.30 |
1.45
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463,629
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11.74 |
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202408 |
155,195 |
1,017,797 |
10.19
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7.64
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-2.52 |
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431,833
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9.8 |
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202407 |
140,844 |
862,602 |
3.72
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11.88
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-4.15 |
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410,248
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7.95 |
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202406 |
135,794 |
721,758 |
1.63
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10.22
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-6.76 |
0.67
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390,080
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3.51 |
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202405 |
133,610 |
585,964 |
10.72
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2.04
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-9.97 |
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365,869
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-3.68 |
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202404 |
120,676 |
452,354 |
8.15
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-1.66 |
-13.00 |
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337,394
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-10.37 |
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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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1480 |
美商高盛 |
17 |
18 |
1 |
9800 |
元大 |
-12 |
21 |
33 |
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1650 |
新加坡商瑞銀 |
12 |
13 |
1 |
8840 |
玉山 |
-10 |
1 |
11 |
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9200 |
凱基 |
8 |
15 |
7 |
6160 |
中國信託 |
-9 |
1 |
10 |
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5920 |
元富 |
7 |
7 |
0 |
8440 |
摩根大通 |
-6 |
10 |
16 |
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5850 |
統一 |
6 |
6 |
0 |
8880 |
國泰 |
-6 |
1 |
7 |
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1560 |
港商野村 |
5 |
5 |
0 |
9600 |
富邦 |
-5 |
7 |
12 |
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7000 |
兆豐 |
3 |
13 |
10 |
7790 |
國票 |
-5 |
0 |
5 |
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9300 |
華南永昌 |
3 |
3 |
0 |
8560 |
新光 |
-3 |
0 |
3 |
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8150 |
台新 |
2 |
6 |
4 |
8560 |
新光 |
-3 |
0 |
3 |
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1040 |
臺銀證券 |
2 |
2 |
0 |
9100 |
群益金鼎 |
-3 |
2 |
5 |
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20250410 |
由田營收/3月創上櫃同期次高 中美關稅影響不顯著 |
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20250316 |
高配息率PCB股 聚光 |
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20250312 |
AOI廠再掀比價行情 牧德由田帶頭聯策反彈攻漲停 |
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20250311 |
由田財報/2024年每股稅後純益5.29元 配息率85% |
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20250117 |
黃仁勳、魏哲家粉碎 CoWoS 砍單傳聞 這檔設備股漲最多 |
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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 |
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10日籌碼集中度 |
8.2 |
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單日買賣超 |
3 |
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5日籌碼集中度 |
9.5 |
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20日籌碼集中度 |
1.2 |
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累計買賣超 |
-250 |
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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 |
1510 |
借券餘額 |
1959 |
千張大戶戶數 |
6 |
大戶比例 |
13.62 |
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更新日期: |
2025/5/2 17:44 |
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