3526 |
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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3526 凡甲 |
實收資本額 |
640 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2007/11/02 |
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發 言
人 |
陳忠毅 |
電 話 |
222251688 |
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地 址 |
新北市中和區中山路三段102號3樓 |
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產 業
別 |
電子上游-連接元件 |
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主要產品 |
電子連接器、連接線及其零組件之研發、生產、銷售及前述有關產品、之進出口貿易業務,若按終端應用主要可區分為伺服器、汽車、筆記、型電腦、工業電腦、網通設備、醫療設備等連接器及高速連接線 |
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2025/5/2 股價 |
248.50 |
法人買賣超合計(近一日) |
買超 10.143 張 |
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2025/5/2
漲跌 |
5.00
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法人買賣超合計(近一週) |
買超
226.78 張 |
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2025/5/2
漲跌幅 |
2.05
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法人買賣超合計(近一月) |
賣超 -385.41 張 |
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券 資 比 |
1.83
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外資連4賣 |
投信連2買 |
自營連3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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2023/06/21 |
9.40 |
1.00 |
2011/08/02 |
2023/07/24 |
3.78% |
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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 |
2025/06/13 |
16.46 |
0.00 |
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2025/04/11 |
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6.62% |
0% |
6.62% |
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2023 |
2024/06/19 |
11.39 |
0.00 |
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2024/07/26 |
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4.58% |
0% |
4.58% |
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2022 |
2023/06/21 |
9.40 |
0.00 |
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2023/07/24 |
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3.78% |
0% |
3.78% |
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2021 |
2022/06/23 |
11.08 |
0.00 |
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2022/07/25 |
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4.46% |
0% |
4.46% |
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機構估稅後EPS |
17.94 |
K(9) |
84.09 |
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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) |
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D(9) |
70.44 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
13.85 |
周K(9) |
43.3 |
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1.6 |
1.2 |
2 |
1.6 |
1 |
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股價淨值比 |
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周D(9) |
39.27 |
綜合評分: |
7.4 |
建議: |
列入追踪 |
目標價: |
285.78 |
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月線乖離率 |
8.9 |
季線乖離率 |
-0.59 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
360.14 |
3*PB |
175.83 |
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股價 |
269.00 |
216.00 |
228.00 |
232.00 |
248.50 |
15*PE |
270.11 |
2*PB |
117.22 |
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成交量(千股) |
981 |
4,095 |
2,110 |
1,276 |
1,136 |
10*PE |
180.07 |
1*PB |
58.61 |
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資餘 |
1,606 |
1,216 |
1,272 |
1,128 |
1,149 |
5*PE |
90.04 |
0.5*PB |
29.30 |
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券餘 |
14 |
8 |
12 |
17 |
21 |
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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) |
924,249
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946,758
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907,734
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768,595
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588,159
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686,616
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682,380
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596,017
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營業成本(千) |
442,989
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458,702
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423,268
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364,948
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275,499
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325,226
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319,687
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292,743
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營業毛利(千) |
481,260
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488,056
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484,466
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403,647
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312,660
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361,390
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362,693
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303,274
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營業費用(千) |
173,397
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176,796
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164,919
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156,409
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133,617
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132,653
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131,479
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130,658
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營業利益(千) |
307,863
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311,260
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319,547
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247,238
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179,043
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228,737
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231,214
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172,616
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營業外收入及支出(千) |
30,584
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83,395
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-6,119 |
49,444
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37,102
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4,680
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16,150
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56,489
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稅前純益(千) |
338,447
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394,655
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313,428
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296,682
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216,145
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233,417
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247,364
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229,105
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所得稅(千) |
73,445
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77,673
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48,493
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38,925
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35,066
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33,497
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37,876
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28,465
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稅後純益(千) |
265,002
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316,982
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264,935
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257,757
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181,079
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199,920
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209,488
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200,640
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其他綜合損益(千) |
51,887
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33,741
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-24,193 |
28,088
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119,017
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-105,866 |
112,759
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-70,079 |
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綜合損益(千) |
316,889
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350,723
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240,742
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285,845
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300,096
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94,054
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322,247
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130,561
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原始每股稅前盈餘(元) |
5.20
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6.17
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4.98
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4.93
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3.64
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3.95
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4.19
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3.88
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原始每股稅後盈餘(元) |
4.07
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4.95
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4.21
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4.28
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3.05
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3.38
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3.55
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3.40
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毛利率(%) |
52.07
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51.55
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53.37
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52.52
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53.16
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52.63
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53.15
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50.88
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營業利益率(%) |
33.31
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32.88
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35.20
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32.17
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30.44
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33.31
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33.88
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28.96
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稅後純益率(%) |
28.67
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33.48
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29.19
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33.54
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30.79
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29.12
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30.70
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33.66
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稅後權益報酬率(%) |
7.50
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8.98
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8.83
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8.95
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6.44
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7.81
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8.92
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8.38
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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 |
354,161 |
924,116 |
29.82
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50.64
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56.87
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創歷史新高 |
924,116
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56.87 |
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202502 |
272,816 |
569,955 |
-8.19 |
123.37
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61.01
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911,295
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58.16 |
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202501 |
297,139 |
297,139 |
-12.95 |
28.16
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28.16
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939,868
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34.68 |
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202412 |
341,340 |
3,211,246 |
13.26
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53.63
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34.08
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19.08
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創歷史新高 |
949,820
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37.79 |
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202411 |
301,389 |
2,874,108 |
-1.86 |
23.61
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32.15
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948,760
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32.81 |
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202410 |
307,091 |
2,572,719 |
-9.75 |
37.53
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33.23
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947,890
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36.76 |
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202409 |
340,280 |
2,264,488 |
13.23
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37.63
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32.55
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12.91
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創歷史新高 |
907,440
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33.18 |
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202408 |
300,519 |
1,925,348 |
12.71
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35.02
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31.83
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創近一年新高 |
817,135
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21.51 |
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202407 |
266,641 |
1,624,829 |
6.67
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26.05
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31.26
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795,749
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21.94 |
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202406 |
249,975 |
1,356,754 |
-10.45 |
4.88
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32.24
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8.01
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769,099
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28.75 |
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202405 |
279,133 |
1,108,213 |
16.31
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37.70
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40.64
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創近一年新高 |
754,225
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45.01 |
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202404 |
239,991 |
829,080 |
2.08
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53.53
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41.65
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597,231
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30.8 |
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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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9300 |
華南永昌 |
52 |
54 |
2 |
1440 |
美林 |
-31 |
2 |
33 |
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1480 |
美商高盛 |
31 |
46 |
15 |
9200 |
凱基 |
-21 |
38 |
59 |
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9100 |
群益金鼎 |
7 |
9 |
2 |
1470 |
台灣摩根士丹利 |
-11 |
0 |
11 |
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9600 |
富邦 |
6 |
14 |
8 |
1560 |
港商野村 |
-11 |
0 |
11 |
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6910 |
德信 |
6 |
6 |
0 |
8880 |
國泰 |
-8 |
6 |
14 |
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5850 |
統一 |
5 |
8 |
3 |
7000 |
兆豐 |
-8 |
2 |
10 |
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1020 |
合庫 |
2 |
4 |
2 |
9A00 |
永豐金 |
-7 |
14 |
21 |
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1030 |
土銀 |
2 |
2 |
0 |
8490 |
京城 |
-6 |
0 |
6 |
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6110 |
台中銀 |
1 |
1 |
0 |
7790 |
國票 |
-4 |
4 |
8 |
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6380 |
光和 |
1 |
1 |
0 |
1650 |
新加坡商瑞銀 |
-4 |
7 |
11 |
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20250324 |
這檔「AI伺服器」連結器股調整配息率 每股配發16.46元 |
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20250307 |
這檔連接器股配息16.75元 法人預期高殖利率有助推升投資評價 |
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20250203 |
台股蛇年開工日下殺!一度重跌千點破2萬3千點 台積電重摔70元 |
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20241105 |
凡甲財報/第三季獲利2.65億元創單季新高 前三季賺超過一個股本 |
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20240923 |
台股上漲126點 三大法人買超185億元 |
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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 |
2.5 |
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10日籌碼集中度 |
3.7 |
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單日買賣超 |
8 |
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5日籌碼集中度 |
7.9 |
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20日籌碼集中度 |
-4.8 |
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累計買賣超 |
-458 |
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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 |
868 |
借券餘額 |
2767 |
千張大戶戶數 |
7 |
大戶比例 |
33.08 |
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更新日期: |
2025/5/2 17:44 |
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