3504 |
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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3504 揚明光 |
實收資本額 |
1141 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2007/01/26 |
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發 言
人 |
張雅容 |
電 話 |
(03)6206789 |
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地 址 |
新竹科學園區新安路7號 |
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產 業
別 |
電子中游-光學鏡片 |
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主要產品 |
電子零組件製造業;光學儀器製造業;其他設計業;國際貿易業、研究/開發/設計/製造/銷售各式顯像或取像之光源、光學元件、研究/開發/設計/製造/銷售各式顯像或取像之模組、光機引擎 |
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2025/5/2 股價 |
45.45 |
法人買賣超合計(近一日) |
買超 68.89 張 |
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2025/5/2
漲跌 |
1.10
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法人買賣超合計(近一週) |
買超
141.97 張 |
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2025/5/2
漲跌幅 |
2.48
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法人買賣超合計(近一月) |
買超
875.8 張 |
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券 資 比 |
2.57
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自營連4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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2024/06/19 |
0.50 |
0.30 |
2008/08/29 |
2019/07/22 |
1.10% |
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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 |
2025/06/17 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2023 |
2024/06/19 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2022 |
2023/06/16 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2021 |
2022/06/17 |
0.00 |
0.00 |
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0% |
0% |
0% |
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機構估稅後EPS |
-0.96 |
K(9) |
62.03 |
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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) |
24.85 |
D(9) |
56.9 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
-47.34 |
周K(9) |
15.96 |
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1.6 |
1.2 |
1.2 |
1.2 |
0.5 |
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股價淨值比 |
1.83 |
周D(9) |
17.87 |
綜合評分: |
5.7 |
建議: |
列入追踪 |
目標價: |
62.31 |
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月線乖離率 |
2.2 |
季線乖離率 |
-20.66 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
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3*PB |
73.70 |
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股價 |
54.30 |
43.55 |
43.80 |
43.95 |
45.45 |
15*PE |
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2*PB |
49.14 |
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成交量(千股) |
2,192 |
3,231 |
2,051 |
1,322 |
1,593 |
10*PE |
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1*PB |
24.57 |
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資餘 |
2,302 |
1,490 |
1,490 |
1,496 |
1,519 |
5*PE |
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0.5*PB |
12.28 |
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券餘 |
117 |
0 |
6 |
38 |
39 |
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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) |
650,049
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679,998
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694,324
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637,576
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560,130
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717,049
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746,587
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817,141
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營業成本(千) |
552,470
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571,676
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588,055
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581,473
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529,024
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627,149
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676,142
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728,270
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營業毛利(千) |
97,579
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108,322
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106,269
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56,103
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31,106
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89,900
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70,445
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88,871
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營業費用(千) |
129,864
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127,438
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145,089
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151,464
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144,459
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155,423
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153,389
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177,356
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營業利益(千) |
-32,285 |
-19,116 |
-38,820 |
-95,361 |
-113,353 |
-65,523 |
-82,944 |
-88,485 |
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營業外收入及支出(千) |
37,197
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70,222
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30,308
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36,819
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-114,670 |
-1,720 |
17,486
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18,189
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稅前純益(千) |
4,912
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51,106
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-8,512 |
-58,542 |
-228,023 |
-67,243 |
-65,458 |
-70,296 |
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所得稅(千) |
314
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3,210
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-274 |
-521 |
1,365
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-166 |
2,335
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-3,038 |
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稅後純益(千) |
4,598
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47,896
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-8,238 |
-58,021 |
-229,388 |
-67,077 |
-67,793 |
-67,258 |
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其他綜合損益(千) |
20,166
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7,817
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17,943
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8,431
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27,791
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-57,311 |
62,823
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-26,084 |
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綜合損益(千) |
24,764
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55,713
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9,705
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-49,590 |
-201,597 |
-124,388 |
-4,970 |
-93,342 |
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原始每股稅前盈餘(元) |
0.04
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0.45
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-0.07 |
-0.51 |
-2.00 |
-0.59 |
-0.57 |
-0.62 |
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原始每股稅後盈餘(元) |
0.04
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0.42
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-0.07 |
-0.51 |
-2.01 |
-0.59 |
-0.59 |
-0.59 |
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毛利率(%) |
15.01
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15.93
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15.31
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8.80
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5.55
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12.54
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9.44
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10.88
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營業利益率(%) |
-4.97 |
-2.81 |
-5.59 |
-14.96 |
-20.24 |
-9.14 |
-11.11 |
-10.83 |
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稅後純益率(%) |
0.71
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7.04
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-1.19 |
-9.10 |
-40.95 |
-9.35 |
-9.08 |
-8.23 |
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稅後權益報酬率(%) |
0.16
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1.72
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-0.30 |
-2.09 |
-7.92 |
-2.19 |
-2.17 |
-2.11 |
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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 |
231,972 |
650,049 |
5.31
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7.49
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16.05
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0.04
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650,049
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16.05 |
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202502 |
220,282 |
418,077 |
11.37
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81.74
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21.42
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667,175
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8.53 |
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202501 |
197,795 |
197,795 |
-20.60 |
-11.35 |
-11.35 |
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664,320
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-7.88 |
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202412 |
249,098 |
2,572,028 |
14.57
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-7.89 |
-14.56 |
-2.14 |
創近一年新高 |
679,998
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-5.17 |
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202411 |
217,427 |
2,322,930 |
1.85
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-4.46 |
-15.22 |
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667,730
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-3.89 |
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202410 |
213,473 |
2,105,503 |
-9.86 |
-2.54 |
-16.19 |
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663,758
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-10.27 |
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202409 |
236,830 |
1,892,030 |
10.95
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-4.57 |
-17.50 |
-2.59 |
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694,324
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-7 |
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202408 |
213,455 |
1,655,200 |
-12.53 |
-21.67 |
-19.07 |
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682,736
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-11.71 |
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202407 |
244,039 |
1,441,745 |
8.35
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8.02
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-18.67 |
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688,703
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-9.82 |
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202406 |
225,242 |
1,197,706 |
2.65
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-18.04 |
-22.57 |
-2.51 |
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637,576
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-21.97 |
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202405 |
219,422 |
972,464 |
13.74
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-16.54 |
-23.54 |
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628,145
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-25.71 |
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202404 |
192,912 |
753,042 |
-10.61 |
-30.96 |
-25.37 |
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529,927
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-32.97 |
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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 |
46 |
66 |
20 |
9800 |
元大 |
-64 |
17 |
81 |
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1440 |
美林 |
16 |
16 |
0 |
1570 |
港商法國興業 |
-18 |
0 |
18 |
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1480 |
美商高盛 |
15 |
17 |
2 |
6460 |
大昌 |
-18 |
0 |
18 |
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1650 |
新加坡商瑞銀 |
13 |
14 |
1 |
8440 |
摩根大通 |
-15 |
3 |
18 |
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7790 |
國票 |
9 |
12 |
3 |
8880 |
國泰 |
-5 |
2 |
7 |
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1560 |
港商野村 |
7 |
7 |
0 |
9A00 |
永豐金 |
-5 |
3 |
8 |
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1040 |
臺銀證券 |
6 |
10 |
4 |
9600 |
富邦 |
-5 |
5 |
10 |
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8450 |
康和 |
6 |
6 |
0 |
8560 |
新光 |
-2 |
5 |
7 |
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5850 |
統一 |
5 |
9 |
4 |
7750 |
北城 |
-2 |
0 |
2 |
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1470 |
台灣摩根士丹利 |
4 |
5 |
1 |
6160 |
中國信託 |
-2 |
0 |
2 |
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20250425 |
揚明光第1季 EPS 0.04元 出貨看升 |
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20250218 |
揚明光揮軍 CPO 報捷 |
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20250218 |
迎 AI 眼鏡商機 台積電旗下公司急拉領軍 這幾檔齊大漲 |
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20250206 |
AR眼鏡人氣回來了 這4檔漲停紅燈高掛 宏達電也反彈 |
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20250109 |
大立光法說前外資喊3,300元目標價 可惜股價卻由紅翻黑 |
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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 |
16.7 |
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10日籌碼集中度 |
0.5 |
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單日買賣超 |
42 |
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5日籌碼集中度 |
-3.9 |
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20日籌碼集中度 |
0.4 |
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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 |
1719 |
借券餘額 |
2443 |
千張大戶戶數 |
7 |
大戶比例 |
52.98 |
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更新日期: |
2025/5/2 19:51 |
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