| 3645 |
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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| 3645 達邁 |
實收資本額 |
1322 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2011/10/05 |
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| 發 言
人 |
陳岱村 |
電 話 |
03-5896088 |
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| 地 址 |
新竹縣新埔鎮文德路三段127號 |
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| 產 業
別 |
電子上游-PCB-製造 |
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| 主要產品 |
聚醯亞胺薄膜之製造與銷售、電子零組件製造業 |
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| 2025/5/2 股價 |
55.80 |
法人買賣超合計(近一日) |
賣超 -581.704 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) |
賣超 -310.61 張 |
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| 2025/5/2
漲跌幅 |
9.84
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法人買賣超合計(近一月) |
買超
4391.92 張 |
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| 券 資 比 |
0.29
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外資連3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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| 2024/06/25 |
0.60 |
0.50 |
2019/07/24 |
2023/07/31 |
1.08% |
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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 |
2025/06/26 |
1.20 |
0.00 |
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2.15% |
0% |
2.15% |
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| 2023 |
2024/06/25 |
0.30 |
0.00 |
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2024/07/26 |
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0.54% |
0% |
0.54% |
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| 2022 |
2023/06/21 |
0.60 |
0.00 |
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2023/07/31 |
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1.08% |
0% |
1.08% |
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| 2021 |
2022/06/24 |
1.19 |
0.00 |
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2022/07/22 |
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2.14% |
0% |
2.14% |
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| 機構估稅後EPS |
2.27 |
K(9) |
78.33 |
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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) |
22.71 |
D(9) |
64.07 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
24.58 |
周K(9) |
25.32 |
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1.6 |
1.6 |
1.2 |
0.8 |
1 |
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| 股價淨值比 |
2.46 |
周D(9) |
24.75 |
綜合評分: |
6.2 |
建議: |
列入追踪 |
目標價: |
58.59 |
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| 月線乖離率 |
12.84 |
季線乖離率 |
-13.01 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
45.37 |
3*PB |
66.96 |
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| 股價 |
58.20 |
46.95 |
49.65 |
48.70 |
55.80 |
15*PE |
34.02 |
2*PB |
44.64 |
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| 成交量(千股) |
10,260 |
9,665 |
18,993 |
12,272 |
12,412 |
10*PE |
22.68 |
1*PB |
22.32 |
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| 資餘 |
8,998 |
6,609 |
6,632 |
6,565 |
6,491 |
5*PE |
11.34 |
0.5*PB |
11.16 |
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| 券餘 |
503 |
159 |
8 |
4 |
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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572,800
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619,045
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589,783
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464,951
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353,253
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506,423
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446,703
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| 營業成本(千) |
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419,307
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432,913
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406,855
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363,555
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329,515
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364,157
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361,149
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| 營業毛利(千) |
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153,493
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186,132
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182,928
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101,396
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23,738
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142,266
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85,554
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| 營業費用(千) |
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122,636
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124,101
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89,275
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77,130
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94,818
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82,152
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100,532
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| 營業利益(千) |
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30,857
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62,031
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93,653
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24,266
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-71,080 |
60,114
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-14,978 |
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| 營業外收入及支出(千) |
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-7,796 |
-255 |
21,466
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3,533
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-13,845 |
11,236
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-7,170 |
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| 稅前純益(千) |
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23,061
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61,776
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115,119
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27,799
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-84,925 |
71,350
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-22,148 |
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| 所得稅(千) |
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1,552
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535
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-1,464 |
3,067
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2,026
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8,610
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1,215
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| 稅後純益(千) |
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21,509
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61,241
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116,583
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24,732
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-86,951 |
62,740
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-23,363 |
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| 其他綜合損益(千) |
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-442 |
1,129
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492
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1,118
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-2,412 |
1,720
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-1,911 |
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| 綜合損益(千) |
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21,067
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62,370
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117,075
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25,850
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-89,363 |
64,460
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-25,274 |
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| 原始每股稅前盈餘(元) |
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0.17
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0.47
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0.87
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0.21
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-0.64 |
0.54
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-0.17 |
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| 原始每股稅後盈餘(元) |
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0.18
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0.49
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0.91
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0.22
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-0.62 |
0.50
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-0.15 |
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| 毛利率(%) |
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26.80
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30.07
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31.02
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21.81
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6.72
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28.09
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19.15
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| 營業利益率(%) |
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5.39
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10.02
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15.88
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5.22
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-20.12 |
11.87
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-3.35 |
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| 稅後純益率(%) |
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3.76
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9.89
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19.77
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5.32
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-24.61 |
12.39
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-5.23 |
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| 稅後權益報酬率(%) |
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0.72
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2.07
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4.04
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0.87
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-3.04 |
2.19
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-0.81 |
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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 |
184,872 |
555,015 |
4.58
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5.10
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19.37
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555,015
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19.37 |
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| 202502 |
176,773 |
370,143 |
-8.58 |
27.58
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28.05
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580,894
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33.56 |
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| 202501 |
193,370 |
193,370 |
-8.25 |
28.49
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28.49
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0.15
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585,840
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48.35 |
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| 202412 |
210,751 |
2,246,579 |
15.98
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44.47
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41.03
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1.72
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572,800
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62.15 |
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| 202411 |
181,719 |
2,035,828 |
0.77
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84.41
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40.68
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554,578
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48.89 |
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| 202410 |
180,330 |
1,854,109 |
-6.34 |
65.68
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37.48
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580,154
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28.64 |
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| 202409 |
192,529 |
1,673,779 |
-7.12 |
16.61
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35.01
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1.55
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619,045
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22.24 |
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| 202408 |
207,295 |
1,481,250 |
-5.44 |
17.07
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37.83
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640,638
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28.69 |
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| 202407 |
219,221 |
1,273,955 |
2.38
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33.46
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41.93
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創近一年新高 |
624,473
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28.27 |
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| 202406 |
214,122 |
1,054,734 |
12.03
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36.82
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43.83
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1.08
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創近一年新高 |
589,783
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32.03 |
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| 202405 |
191,130 |
840,612 |
3.58
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15.08
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45.72
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創近一年新高 |
551,561
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33.91 |
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| 202404 |
184,531 |
649,482 |
4.91
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48.66
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58.11
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創近一年新高 |
498,992
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50.54 |
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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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| 9600 |
富邦 |
1325 |
1762 |
437 |
9800 |
元大 |
-408 |
574 |
982 |
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| 5920 |
元富 |
152 |
278 |
126 |
9300 |
華南永昌 |
-147 |
60 |
207 |
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| 9A00 |
永豐金 |
105 |
324 |
219 |
1650 |
新加坡商瑞銀 |
-132 |
39 |
171 |
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| 7790 |
國票 |
16 |
135 |
119 |
1470 |
台灣摩根士丹利 |
-131 |
4 |
135 |
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| 8560 |
新光 |
10 |
53 |
43 |
9200 |
凱基 |
-119 |
270 |
389 |
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| 1260 |
宏遠 |
9 |
18 |
9 |
8440 |
摩根大通 |
-113 |
36 |
149 |
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| 7750 |
北城 |
3 |
3 |
0 |
1480 |
美商高盛 |
-102 |
63 |
165 |
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| 8490 |
京城 |
3 |
3 |
0 |
5850 |
統一 |
-63 |
101 |
164 |
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| 6210 |
新百王 |
3 |
5 |
2 |
1560 |
港商野村 |
-54 |
2 |
56 |
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| 6620 |
口袋 |
3 |
4 |
1 |
6160 |
中國信託 |
-41 |
31 |
72 |
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| 20250218 |
電腦設備題材豐 飛捷漲停亮燈、宏碁挺進40元關卡 |
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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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| 20250213 |
台股上漲109點收23,399點 台積電下跌10元收1,090元 |
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| 20250212 |
台股收盤跌94點收23,289點 台積電跌10元收1,100元 |
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| 20250210 |
台股下挫226點收23,252點 台積電下跌20元收1,105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 |
25.5 |
優 |
10日籌碼集中度 |
4.9 |
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單日買賣超 |
1198 |
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| 5日籌碼集中度 |
9.2 |
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20日籌碼集中度 |
5.1 |
優 |
累計買賣超 |
2186 |
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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 |
2523 |
借券餘額 |
9312 |
千張大戶戶數 |
20 |
大戶比例 |
34.09 |
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更新日期： |
2025/5/2 19:52 |
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