3563 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
3563 牧德 |
實收資本額 |
581 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2019/04/02 |
|
|
|
|
|
|
|
|
|
發 言
人 |
蘇怡汎 |
電 話 |
(03)5638599 |
|
|
|
|
|
|
|
|
|
地 址 |
新竹科學園區工業東二路2之3號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子中游-儀器設備工程 |
|
|
|
|
|
|
|
|
|
主要產品 |
非接觸式機械視覺檢測系統設備 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
424.50 |
法人買賣超合計(近一日) |
買超 686.221 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
13.50
|
法人買賣超合計(近一週) |
賣超 -961.34 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
3.28
|
法人買賣超合計(近一月) |
賣超 -2124.42 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.95
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/05/30 |
6.00 |
1.00 |
2013/07/12 |
2024/06/17 |
1.41% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/05/29 |
6.00 |
0.00 |
|
|
|
1.41% |
0% |
1.41% |
|
|
|
|
2023 |
2024/05/30 |
7.00 |
0.00 |
|
2024/06/17 |
|
1.65% |
0% |
1.65% |
|
|
|
|
2022 |
2023/05/25 |
10.00 |
0.00 |
|
2023/06/07 |
|
2.36% |
0% |
2.36% |
|
|
|
|
2021 |
2022/05/26 |
12.00 |
0.00 |
|
2022/06/14 |
|
2.83% |
0% |
2.83% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
14.74 |
K(9) |
79.38 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
86.52 |
D(9) |
67.92 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
28.80 |
周K(9) |
33.63 |
|
1.6 |
1.6 |
1.6 |
2 |
0 |
|
|
|
|
股價淨值比 |
4.91 |
周D(9) |
44.2 |
綜合評分: |
6.8 |
建議: |
列入追踪 |
目標價: |
488.18 |
|
|
|
|
月線乖離率 |
6.07 |
季線乖離率 |
-4.98 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
294.79 |
3*PB |
258.84 |
|
|
|
|
股價 |
494.00 |
391.00 |
384.50 |
402.00 |
424.50 |
15*PE |
221.09 |
2*PB |
172.56 |
|
|
|
|
成交量(千股) |
6,727 |
6,176 |
8,802 |
10,334 |
12,217 |
10*PE |
147.40 |
1*PB |
86.28 |
|
|
|
|
資餘 |
6,923 |
5,682 |
5,410 |
5,590 |
5,775 |
5*PE |
73.70 |
0.5*PB |
43.14 |
|
|
|
|
券餘 |
218 |
38 |
55 |
59 |
55 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
791,985
|
605,926
|
346,713
|
311,610
|
267,582
|
235,621
|
415,342
|
578,553
|
|
|
|
|
營業成本(千) |
282,365
|
214,410
|
172,809
|
139,538
|
122,945
|
122,316
|
181,748
|
215,240
|
|
|
|
|
營業毛利(千) |
509,620
|
391,516
|
173,904
|
172,072
|
144,637
|
113,305
|
233,594
|
363,313
|
|
|
|
|
營業費用(千) |
195,585
|
216,779
|
139,087
|
107,964
|
164,817
|
113,309
|
143,729
|
184,505
|
|
|
|
|
營業利益(千) |
314,035
|
174,737
|
34,817
|
64,108
|
-20,180 |
-4 |
89,865
|
178,808
|
|
|
|
|
營業外收入及支出(千) |
53,654
|
35,242
|
5,336
|
41,432
|
57,359
|
-33,364 |
62,921
|
20,009
|
|
|
|
|
稅前純益(千) |
367,689
|
209,979
|
40,153
|
105,540
|
37,179
|
-33,368 |
152,786
|
198,817
|
|
|
|
|
所得稅(千) |
64,567
|
36,426
|
9,998
|
23,390
|
7,041
|
-11,508 |
31,842
|
37,159
|
|
|
|
|
稅後純益(千) |
303,122
|
173,553
|
30,155
|
82,150
|
30,138
|
-21,860 |
120,944
|
161,658
|
|
|
|
|
其他綜合損益(千) |
5,030
|
-3,154 |
4,878
|
3,133
|
1,834
|
-38 |
2,900
|
-3,335 |
|
|
|
|
綜合損益(千) |
308,152
|
170,399
|
35,033
|
85,283
|
31,972
|
-21,898 |
123,844
|
158,323
|
|
|
|
|
原始每股稅前盈餘(元) |
6.32
|
3.61
|
0.69
|
1.82
|
0.64
|
-0.57 |
2.63
|
3.42
|
|
|
|
|
原始每股稅後盈餘(元) |
5.22
|
2.91
|
0.59
|
1.52
|
0.50
|
-0.38 |
2.14
|
2.87
|
|
|
|
|
毛利率(%) |
64.35
|
64.61
|
50.16
|
55.22
|
54.05
|
48.09
|
56.24
|
62.80
|
|
|
|
|
營業利益率(%) |
39.65
|
28.84
|
10.04
|
20.57
|
-7.54 |
0.00
|
21.64
|
30.91
|
|
|
|
|
稅後純益率(%) |
38.27
|
28.64
|
8.70
|
26.36
|
11.26
|
-9.28 |
29.12
|
27.94
|
|
|
|
|
稅後權益報酬率(%) |
5.94
|
3.47
|
0.61
|
1.68
|
0.60
|
-0.42 |
2.33
|
4.07
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
304,683 |
791,985 |
12.12
|
226.17
|
195.98
|
6.33
|
創近一年新高 |
791,985
|
195.98 |
|
|
|
|
202502 |
271,747 |
487,112 |
26.18
|
196.45
|
183.06
|
|
創近一年新高 |
700,743
|
187.98 |
|
|
|
|
202501 |
215,365 |
215,365 |
0.81
|
167.80
|
167.80
|
|
創近一年新高 |
638,197
|
183.23 |
|
|
|
|
202412 |
213,631 |
1,531,831 |
2.12
|
199.87
|
-12.97 |
6.76
|
創近一年新高 |
606,602
|
157.08 |
|
|
|
|
202411 |
209,201 |
1,318,850 |
13.84
|
183.97
|
-21.94 |
|
創近一年新高 |
521,886
|
91.73 |
|
|
|
|
202410 |
183,770 |
1,109,649 |
42.55
|
101.84
|
-31.33 |
|
創近一年新高 |
419,217
|
23.54 |
|
|
|
|
202409 |
128,915 |
925,905 |
21.01
|
19.94
|
-39.28 |
3.15
|
創近一年新高 |
346,428
|
-16.54 |
|
|
|
|
202408 |
106,532 |
796,964 |
-4.01 |
-24.34 |
-43.77 |
|
|
322,790
|
-35.09 |
|
|
|
|
202407 |
110,981 |
690,432 |
5.42
|
-33.46 |
-45.91 |
|
|
321,376
|
-41.91 |
|
|
|
|
202406 |
105,277 |
579,192 |
0.15
|
-44.51 |
-47.79 |
2.46
|
|
313,953
|
-45.75 |
|
|
|
|
202405 |
105,118 |
474,174 |
1.51
|
-46.57 |
-48.46 |
|
|
302,088
|
-47.36 |
|
|
|
|
202404 |
103,558 |
369,056 |
10.86
|
-46.13 |
-48.97 |
|
|
288,637
|
-48.47 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
1470 |
台灣摩根士丹利 |
134 |
137 |
3 |
9600 |
富邦 |
-110 |
119 |
229 |
|
|
|
|
1480 |
美商高盛 |
89 |
138 |
49 |
9800 |
元大 |
-92 |
364 |
456 |
|
|
|
|
1650 |
新加坡商瑞銀 |
71 |
113 |
42 |
9A00 |
永豐金 |
-62 |
111 |
173 |
|
|
|
|
8440 |
摩根大通 |
57 |
60 |
3 |
7790 |
國票 |
-59 |
17 |
76 |
|
|
|
|
1440 |
美林 |
52 |
59 |
7 |
5850 |
統一 |
-50 |
72 |
122 |
|
|
|
|
1570 |
港商法國興業 |
45 |
45 |
0 |
5920 |
元富 |
-50 |
42 |
92 |
|
|
|
|
1560 |
港商野村 |
43 |
43 |
0 |
7000 |
兆豐 |
-41 |
36 |
77 |
|
|
|
|
9200 |
凱基 |
37 |
250 |
213 |
9100 |
群益金鼎 |
-36 |
120 |
156 |
|
|
|
|
1260 |
宏遠 |
23 |
41 |
18 |
9300 |
華南永昌 |
-28 |
61 |
89 |
|
|
|
|
8450 |
康和 |
10 |
28 |
18 |
1020 |
合庫 |
-25 |
17 |
42 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250429 |
牧德第1季 EPS 5.22元 毛利率衝高 |
|
|
|
|
20250429 |
牧德財報/首季 EPS 5.22 元 單季賺近去年全年 |
|
|
|
|
20250428 |
全民權證/牧德 押價內外15% |
|
|
|
|
20250402 |
牧德3月、第1季業績 同期最佳 |
|
|
|
|
20250401 |
牧德營收/3月3.05億元 與首季業績均創同期新高 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
19.8 |
|
10日籌碼集中度 |
-5.4 |
|
單日買賣超 |
471 |
|
|
|
5日籌碼集中度 |
-5.3 |
|
20日籌碼集中度 |
-5.5 |
|
累計買賣超 |
-2963 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
1000 |
借券餘額 |
2557 |
千張大戶戶數 |
9 |
大戶比例 |
41.93 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:52 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|