3532 |
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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3532 台勝科 |
實收資本額 |
3878 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2007/12/10 |
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發 言
人 |
邱紹勛 |
電 話 |
02-27122211 |
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地 址 |
台北市內湖區南京東路六段380號 (台塑企業內湖大樓A1棟8樓) |
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產 業
別 |
電子上游-晶圓材料 |
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主要產品 |
矽晶圓電子材料之製造及銷售進出口業務、前項原材料之買賣及進出口業務、除許可業務外,得經營非法令非禁止或限制之業務 |
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2025/5/2 股價 |
79.50 |
法人買賣超合計(近一日) |
賣超 -28.252 張 |
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2025/5/2
漲跌 |
0.10
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法人買賣超合計(近一週) |
買超
20.06 張 |
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2025/5/2
漲跌幅 |
0.13
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法人買賣超合計(近一月) |
賣超 -125.13 張 |
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券 資 比 |
0.96
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外資連2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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2024/06/27 |
7.30 |
0.50 |
2009/07/15 |
2023/07/11 |
9.18% |
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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 |
2025/06/06 |
1.80 |
0.00 |
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2.26% |
0% |
2.26% |
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2023 |
2024/06/27 |
5.00 |
0.00 |
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2024/07/26 |
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6.29% |
0% |
6.29% |
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2022 |
2023/06/15 |
7.30 |
0.00 |
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2023/07/11 |
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9.18% |
0% |
9.18% |
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2021 |
2022/06/17 |
2.22 |
0.00 |
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2022/07/13 |
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2.79% |
0% |
2.79% |
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機構估稅後EPS |
3.88 |
K(9) |
86.76 |
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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) |
63.96 |
D(9) |
85.23 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
20.49 |
周K(9) |
40.23 |
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0.8 |
1.2 |
1.6 |
1.6 |
0.5 |
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股價淨值比 |
1.24 |
周D(9) |
37.12 |
綜合評分: |
5.7 |
建議: |
列入追踪 |
目標價: |
91.43 |
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月線乖離率 |
6.49 |
季線乖離率 |
-7.29 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
77.56 |
3*PB |
192.34 |
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股價 |
82.90 |
71.80 |
74.20 |
78.40 |
79.50 |
15*PE |
58.17 |
2*PB |
128.23 |
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成交量(千股) |
1,394 |
3,653 |
1,512 |
1,146 |
767 |
10*PE |
38.78 |
1*PB |
64.11 |
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資餘 |
2,403 |
1,945 |
1,980 |
1,995 |
1,979 |
5*PE |
19.39 |
0.5*PB |
32.06 |
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券餘 |
1 |
27 |
28 |
19 |
19 |
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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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3,117,093
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3,050,105
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3,225,016
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3,029,421
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3,846,190
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3,627,849
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3,638,953
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營業成本(千) |
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2,449,017
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2,372,411
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2,525,680
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2,412,692
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2,649,206
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2,390,314
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2,377,903
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營業毛利(千) |
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668,076
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677,694
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699,336
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616,729
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1,196,984
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1,237,535
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1,261,050
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營業費用(千) |
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280,292
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287,198
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255,602
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232,665
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251,961
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231,248
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227,804
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營業利益(千) |
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387,784
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390,496
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443,734
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384,064
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945,023
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1,006,287
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1,033,246
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營業外收入及支出(千) |
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109,709
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-173,606 |
-10,060 |
98,325
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-146,498 |
174,367
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181,806
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稅前純益(千) |
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497,493
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216,890
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433,674
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482,389
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798,525
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1,180,654
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1,215,052
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所得稅(千) |
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103,672
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43,092
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87,096
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96,722
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160,002
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236,391
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224,978
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稅後純益(千) |
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393,821
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173,798
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346,578
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385,667
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638,523
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944,263
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990,074
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其他綜合損益(千) |
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-11,038 |
28,366
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-12,284 |
-8,805 |
11,927
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1,030
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-21,742 |
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綜合損益(千) |
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382,783
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202,164
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334,294
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376,862
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650,450
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945,293
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968,332
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原始每股稅前盈餘(元) |
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1.28
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0.56
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1.12
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1.24
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2.06
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3.04
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3.13
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原始每股稅後盈餘(元) |
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1.02
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0.45
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0.89
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0.99
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1.65
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2.43
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2.55
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毛利率(%) |
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21.43
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22.22
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21.68
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20.36
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31.12
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34.11
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34.65
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營業利益率(%) |
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12.44
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12.80
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13.76
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12.68
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24.57
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27.74
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28.39
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稅後純益率(%) |
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12.63
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5.70
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10.75
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12.73
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16.60
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26.03
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27.21
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稅後權益報酬率(%) |
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1.60
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0.71
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1.44
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1.56
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2.54
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3.88
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4.24
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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 |
1,030,059 |
2,984,378 |
-0.94 |
-1.26 |
-1.49 |
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2,984,378
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-1.49 |
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202502 |
1,039,797 |
1,954,319 |
13.70
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7.53
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-1.60 |
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3,033,647
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-10.6 |
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202501 |
914,522 |
914,522 |
-15.27 |
-10.27 |
-10.27 |
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創近一年新低 |
3,057,508
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-18.95 |
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202412 |
1,079,328 |
12,421,635 |
1.47
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-23.29 |
-16.50 |
4.20
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3,117,093
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-18.96 |
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202411 |
1,063,658 |
11,342,307 |
9.19
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-20.98 |
-15.79 |
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3,059,129
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-17.03 |
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202410 |
974,107 |
10,278,649 |
-4.63 |
-10.89 |
-15.21 |
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3,003,151
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-15.2 |
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202409 |
1,021,364 |
9,304,542 |
1.36
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-18.15 |
-15.64 |
2.92
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3,050,105
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-15.93 |
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202408 |
1,007,680 |
8,283,178 |
-1.31 |
-16.06 |
-15.32 |
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3,176,524
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-15.36 |
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202407 |
1,021,061 |
7,275,498 |
-11.04 |
-13.43 |
-15.22 |
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3,215,609
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-12.73 |
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202406 |
1,147,783 |
6,254,437 |
9.65
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-16.40 |
-15.51 |
2.36
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3,225,015
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-11.38 |
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202405 |
1,046,765 |
5,106,653 |
1.58
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-7.55 |
-15.30 |
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3,120,483
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-13.94 |
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202404 |
1,030,467 |
4,059,888 |
-1.23 |
-9.11 |
-17.09 |
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3,040,733
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-19.39 |
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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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1470 |
台灣摩根士丹利 |
22 |
23 |
1 |
1480 |
美商高盛 |
-19 |
4 |
23 |
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5850 |
統一 |
5 |
5 |
0 |
8440 |
摩根大通 |
-11 |
1 |
12 |
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5920 |
元富 |
3 |
4 |
1 |
9200 |
凱基 |
-7 |
11 |
18 |
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5260 |
美好 |
3 |
3 |
0 |
9800 |
元大 |
-6 |
6 |
12 |
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1230 |
彰銀 |
3 |
3 |
0 |
1560 |
港商野村 |
-6 |
2 |
8 |
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1110 |
台灣企銀 |
2 |
2 |
0 |
1030 |
土銀 |
-3 |
1 |
4 |
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8150 |
台新 |
2 |
3 |
1 |
7790 |
國票 |
-3 |
0 |
3 |
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1590 |
花旗環球 |
2 |
2 |
0 |
5600 |
永興 |
-2 |
0 |
2 |
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1110 |
台灣企銀 |
2 |
2 |
0 |
5600 |
永興 |
-2 |
0 |
2 |
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1590 |
花旗環球 |
2 |
2 |
0 |
6460 |
大昌 |
-1 |
0 |
1 |
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20241224 |
封關倒數可以買什麼? 分析師曝除了機器人還有這族群 |
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20241206 |
富時羅素公布臺灣50等五大指數成分股定審結果 12月23日生效 |
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20241114 |
銳澤上櫃 啟動蜜月行情 |
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20241113 |
銳澤掛牌上櫃展開蜜月行情 中籤者開盤賣可賺4.65萬 |
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20241113 |
銳澤120元掛牌上櫃早盤衝上168.5元高點 展開蜜月行情 |
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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 |
-6.1 |
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10日籌碼集中度 |
9.3 |
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單日買賣超 |
-7 |
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5日籌碼集中度 |
6.6 |
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20日籌碼集中度 |
5 |
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累計買賣超 |
313 |
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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 |
2875 |
借券餘額 |
4590 |
千張大戶戶數 |
7 |
大戶比例 |
85.99 |
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更新日期: |
2025/5/2 19:51 |
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