3518 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
3518 柏騰 |
實收資本額 |
970 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2007/11/28 |
|
|
|
|
|
|
|
|
|
發 言
人 |
劉明怡 |
電 話 |
(03)212-8833 |
|
|
|
|
|
|
|
|
|
地 址 |
桃園市蘆竹區南山路一段108巷2號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-其他 |
|
|
|
|
|
|
|
|
|
主要產品 |
PVD外觀鍍膜表面處理 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
17.90 |
法人買賣超合計(近一日) |
買超 78.25 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.35
|
法人買賣超合計(近一週) |
買超
233.42 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
1.99
|
法人買賣超合計(近一月) |
買超
780.18 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.02
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/06/18 |
0.50 |
0.10 |
2013/08/22 |
2023/06/30 |
2.79% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
2024 |
2025/06/11 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
2023 |
2024/06/18 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
2022 |
2023/06/13 |
0.50 |
0.00 |
|
2023/06/30 |
|
2.79% |
0% |
2.79% |
|
|
|
|
2021 |
2022/06/08 |
1.00 |
0.00 |
|
2022/06/23 |
|
5.59% |
0% |
5.59% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
-2.16 |
K(9) |
62.52 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
15.00 |
D(9) |
63.08 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
-8.29 |
周K(9) |
29 |
|
1.2 |
1.6 |
0.8 |
0.8 |
1.5 |
|
|
|
|
股價淨值比 |
1.19 |
周D(9) |
25.8 |
綜合評分: |
5.9 |
建議: |
列入追踪 |
目標價: |
22.2 |
|
|
|
|
月線乖離率 |
2.08 |
季線乖離率 |
-13.83 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
|
3*PB |
45.13 |
|
|
|
|
股價 |
20.30 |
17.00 |
17.60 |
17.80 |
17.90 |
15*PE |
|
2*PB |
30.08 |
|
|
|
|
成交量(千股) |
1,296 |
2,846 |
1,055 |
624 |
852 |
10*PE |
|
1*PB |
15.04 |
|
|
|
|
資餘 |
4,847 |
4,032 |
3,997 |
4,030 |
4,038 |
5*PE |
|
0.5*PB |
7.52 |
|
|
|
|
券餘 |
0 |
1 |
1 |
1 |
1 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
87,553
|
93,126
|
93,607
|
81,459
|
84,843
|
95,851
|
102,242
|
|
|
|
|
營業成本(千) |
|
80,421
|
80,807
|
75,343
|
62,361
|
61,035
|
68,902
|
73,681
|
|
|
|
|
營業毛利(千) |
|
7,132
|
12,319
|
18,264
|
19,098
|
23,808
|
26,949
|
28,561
|
|
|
|
|
營業費用(千) |
|
52,066
|
69,338
|
50,807
|
52,554
|
36,364
|
37,958
|
33,286
|
|
|
|
|
營業利益(千) |
|
-44,934 |
-57,019 |
-32,543 |
-33,456 |
-12,556 |
-11,009 |
-4,725 |
|
|
|
|
營業外收入及支出(千) |
|
4,251
|
-3,967 |
2,993
|
6,636
|
2,202
|
2,148
|
2,268
|
|
|
|
|
稅前純益(千) |
|
-40,683 |
-60,986 |
-29,550 |
-26,820 |
-10,354 |
-8,861 |
-2,457 |
|
|
|
|
所得稅(千) |
|
9,035
|
1,784
|
16,065
|
20,113
|
26,833
|
1,171
|
-1,274 |
|
|
|
|
稅後純益(千) |
|
-55,365 |
-64,182 |
-45,615 |
-46,933 |
-41,394 |
-14,279 |
-1,183 |
|
|
|
|
其他綜合損益(千) |
|
2,935
|
13,880
|
7,459
|
15,854
|
-23,621 |
31,804
|
-29,308 |
|
|
|
|
綜合損益(千) |
|
-52,430 |
-50,302 |
-38,156 |
-31,079 |
-65,015 |
17,525
|
-30,491 |
|
|
|
|
原始每股稅前盈餘(元) |
|
-0.42 |
-0.63 |
-0.35 |
-0.32 |
-0.12 |
-0.11 |
-0.03 |
|
|
|
|
原始每股稅後盈餘(元) |
|
-0.57 |
-0.66 |
-0.54 |
-0.56 |
-0.50 |
-0.17 |
0.00
|
|
|
|
|
毛利率(%) |
|
8.15
|
13.23
|
19.51
|
23.44
|
28.06
|
28.12
|
27.93
|
|
|
|
|
營業利益率(%) |
|
-51.32 |
-61.23 |
-34.77 |
-41.07 |
-14.80 |
-11.49 |
-4.62 |
|
|
|
|
稅後純益率(%) |
|
-63.24 |
-68.92 |
-48.73 |
-57.62 |
-48.79 |
-14.90 |
-1.16 |
|
|
|
|
稅後權益報酬率(%) |
|
-3.75 |
-4.82 |
-3.86 |
-3.87 |
-3.23 |
-1.03 |
-0.08 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
202504 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
202503 |
32,274 |
74,050 |
53.41
|
-4.62 |
-8.91 |
|
|
74,050
|
-8.91 |
|
|
|
|
202502 |
21,038 |
41,776 |
1.45
|
38.09
|
-11.97 |
|
|
67,904
|
-13.26 |
|
|
|
|
202501 |
20,738 |
20,738 |
-20.63 |
-35.64 |
-35.64 |
|
|
78,575
|
-16.8 |
|
|
|
|
202412 |
26,128 |
353,985 |
-17.60 |
-15.25 |
-5.01 |
-1.43 |
|
87,684
|
-1.34 |
|
|
|
|
202411 |
31,709 |
342,619 |
6.24
|
1.03
|
-2.47 |
|
|
88,619
|
2.72 |
|
|
|
|
202410 |
29,847 |
310,910 |
10.29
|
11.95
|
-2.82 |
|
|
86,198
|
-1.13 |
|
|
|
|
202409 |
27,063 |
266,432 |
-7.60 |
-4.13 |
-7.43 |
-1.01 |
|
105,990
|
8.01 |
|
|
|
|
202408 |
29,288 |
254,000 |
-41.00 |
-9.30 |
-4.16 |
|
|
107,299
|
-0.13 |
|
|
|
|
202407 |
49,639 |
224,712 |
74.96
|
31.98
|
-3.45 |
|
創近一年新高 |
110,869
|
0.82 |
|
|
|
|
202406 |
28,372 |
175,066 |
-13.65 |
-24.41 |
-10.39 |
-0.58 |
|
93,778
|
-8.15 |
|
|
|
|
202405 |
32,858 |
146,701 |
0.95
|
-5.64 |
-6.91 |
|
|
99,243
|
-1.35 |
|
|
|
|
202404 |
32,548 |
113,843 |
-3.81 |
9.43
|
-7.28 |
|
|
81,620
|
-17.7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
1440 |
美林 |
34 |
35 |
1 |
9100 |
群益金鼎 |
-48 |
0 |
48 |
|
|
|
|
9A00 |
永豐金 |
28 |
29 |
1 |
8440 |
摩根大通 |
-18 |
0 |
18 |
|
|
|
|
9200 |
凱基 |
18 |
48 |
30 |
9800 |
元大 |
-11 |
17 |
28 |
|
|
|
|
1480 |
美商高盛 |
17 |
18 |
1 |
5860 |
盈溢 |
-11 |
0 |
11 |
|
|
|
|
1560 |
港商野村 |
12 |
25 |
13 |
6110 |
台中銀 |
-6 |
0 |
6 |
|
|
|
|
1470 |
台灣摩根士丹利 |
12 |
12 |
0 |
6160 |
中國信託 |
-5 |
1 |
6 |
|
|
|
|
7000 |
兆豐 |
2 |
2 |
0 |
5920 |
元富 |
-4 |
20 |
24 |
|
|
|
|
9300 |
華南永昌 |
1 |
3 |
2 |
7790 |
國票 |
-4 |
0 |
4 |
|
|
|
|
9300 |
華南永昌 |
1 |
3 |
2 |
8880 |
國泰 |
-4 |
5 |
9 |
|
|
|
|
9600 |
富邦 |
1 |
4 |
3 |
5850 |
統一 |
-3 |
21 |
24 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20240801 |
16家上市法說 8月上秀 |
|
|
|
|
20240726 |
佳必琪等16家上市公司 8月假證交所場地開法說 |
|
|
|
|
20240701 |
增資股紅包抽起來 這檔「黃仁勳概念股」抽中可賺1.85萬 |
|
|
|
|
20231205 |
台股跌93點收17,328點 散裝航運族群續強 |
|
|
|
|
20231204 |
台股創高後收黑 小跌16點收17,421點 生技醫療、散裝航運族群續強 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
4.8 |
|
10日籌碼集中度 |
2.4 |
|
單日買賣超 |
13 |
|
|
|
5日籌碼集中度 |
-0.2 |
|
20日籌碼集中度 |
1.9 |
|
累計買賣超 |
11 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
1591 |
借券餘額 |
1695 |
千張大戶戶數 |
15 |
大戶比例 |
27.77 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:51 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|