3665 |
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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3665 貿聯-KY |
實收資本額 |
1901 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2011/04/21 |
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發 言
人 |
鄧劍華 |
電 話 |
02-82261000 |
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地 址 |
23553新北市中和區建一路186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 |
電腦週邊零組件之研發、生產及銷售、汽車、醫療、通訊及太陽能設備相關接線組之研發、生產及銷售、連接器、線材、光電子元件等產品之研發、生產及銷售 |
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2025/4/24 股價 |
532.00 |
法人買賣超合計(近一日) |
賣超 -36.765 張 |
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2025/4/24
漲跌 |
21.00
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法人買賣超合計(近一週) |
賣超 -929.15 張 |
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2025/4/24
漲跌幅 |
4.11
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法人買賣超合計(近一月) |
買超
392.05 張 |
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券 資 比 |
5.66
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外資連11賣 |
投信連10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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2024/05/30 |
9.00 |
0.10 |
2023/07/25 |
2024/07/23 |
1.69% |
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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 |
2025/05/29 |
12.00 |
0.10 |
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2.27% |
0% |
2.26% |
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2023 |
2024/05/30 |
8.83 |
0.00 |
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2024/07/23 |
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1.66% |
0% |
1.66% |
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2022 |
2023/06/27 |
10.10 |
0.10 |
2023/07/25 |
2023/07/25 |
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1.92% |
0% |
1.9% |
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2021 |
2022/06/23 |
9.54 |
0.00 |
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2022/07/14 |
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1.79% |
0% |
1.79% |
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機構估稅後EPS |
36.31 |
K(9) |
81.84 |
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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) |
191.02 |
D(9) |
75.53 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
14.65 |
周K(9) |
35.02 |
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1.6 |
1.6 |
2 |
1.6 |
1 |
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股價淨值比 |
2.79 |
周D(9) |
29.23 |
綜合評分: |
7.8 |
建議: |
列入追踪 |
目標價: |
611.8 |
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月線乖離率 |
8.17 |
季線乖離率 |
-7.11 |
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2025/3/28 |
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/24 |
20*PE |
723.81 |
3*PB |
570.00 |
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股價 |
542.00 |
514.00 |
454.00 |
517.00 |
532.00 |
15*PE |
542.86 |
2*PB |
380.00 |
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成交量(千股) |
13,910 |
6,685 |
15,000 |
19,278 |
17,054 |
10*PE |
361.90 |
1*PB |
190.00 |
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資餘 |
4,178 |
4,013 |
2,820 |
2,809 |
3,037 |
5*PE |
180.95 |
0.5*PB |
95.00 |
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券餘 |
141 |
182 |
57 |
141 |
172 |
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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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14,411,637
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14,259,287
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12,983,996
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12,425,561
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12,195,595
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13,150,145
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13,004,395
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營業成本(千) |
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10,263,642
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10,077,379
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9,333,998
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9,152,624
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9,204,831
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9,640,582
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10,154,233
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營業毛利(千) |
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4,147,995
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4,181,908
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3,649,998
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3,272,937
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2,990,764
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3,509,563
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2,850,162
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營業費用(千) |
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2,158,806
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2,189,485
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2,166,723
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2,171,510
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2,126,261
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2,095,794
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2,028,747
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營業利益(千) |
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1,989,189
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1,992,423
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1,483,275
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1,101,427
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864,503
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1,413,769
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821,415
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營業外收入及支出(千) |
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103,633
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-179,383 |
1,142
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-173,278 |
-117,632 |
-316,553 |
-93,560 |
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稅前純益(千) |
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2,092,822
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1,813,040
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1,484,417
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928,149
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746,871
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1,097,216
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727,855
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所得稅(千) |
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536,509
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556,062
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485,200
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350,147
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240,283
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358,194
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288,429
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稅後純益(千) |
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1,556,313
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1,256,978
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999,217
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578,002
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506,588
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739,022
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439,426
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其他綜合損益(千) |
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-627,845 |
1,180,726
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315,079
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401,718
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-98,760 |
341,467
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-384,294 |
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綜合損益(千) |
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928,468
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2,437,704
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1,314,296
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979,720
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407,828
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1,080,489
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55,132
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原始每股稅前盈餘(元) |
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11.04
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9.89
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8.91
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5.68
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4.57
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6.72
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4.50
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原始每股稅後盈餘(元) |
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8.21
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6.86
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6.02
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3.55
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3.11
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4.53
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2.73
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毛利率(%) |
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28.78
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29.33
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28.11
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26.34
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24.52
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26.69
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21.92
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營業利益率(%) |
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13.80
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13.97
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11.42
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8.86
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7.09
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10.75
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6.32
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稅後純益率(%) |
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10.80
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8.82
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7.70
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4.65
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4.15
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5.62
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3.38
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稅後權益報酬率(%) |
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4.48
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4.23
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3.97
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2.37
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2.08
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3.13
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1.96
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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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202503 |
5,738,989 |
16,296,705 |
14.74
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34.37
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31.81
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創歷史新高 |
16,296,705
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31.81 |
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202502 |
5,001,880 |
10,557,716 |
-9.97 |
30.38
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30.46
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15,199,703
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31.24 |
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202501 |
5,555,836 |
5,555,836 |
19.69
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30.53
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30.53
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創歷史新高 |
15,108,573
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27.1 |
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202412 |
4,641,987 |
54,080,481 |
-5.47 |
33.07
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5.93
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33.33
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14,463,884
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19.36 |
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202411 |
4,910,750 |
49,436,809 |
-0.01 |
18.54
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4.26
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14,411,529
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11.42 |
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202410 |
4,911,147 |
44,526,059 |
7.01
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9.46
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2.90
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14,059,580
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6.96 |
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202409 |
4,589,632 |
39,668,844 |
0.68
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6.61
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2.09
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22.29
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14,158,994
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7.95 |
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202408 |
4,558,801 |
35,025,279 |
-9.02 |
4.73
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1.58
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13,840,007
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5.76 |
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202407 |
5,010,561 |
30,466,478 |
17.33
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12.39
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1.12
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創近一年新高 |
13,600,878
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3.4 |
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202406 |
4,270,645 |
25,409,557 |
-1.13 |
-0.10 |
-1.15 |
12.72
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13,092,022
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0.68 |
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202405 |
4,319,672 |
21,185,273 |
-4.04 |
-2.29 |
-0.98 |
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13,092,329
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-1.63 |
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202404 |
4,501,705 |
16,865,600 |
5.40
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4.49
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-0.64 |
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創近一年新高 |
12,609,172
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-2.23 |
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202403 |
4,270,952 |
12,425,561 |
11.32
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-6.76 |
-2.17 |
4.90
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12,425,561
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-2.17 |
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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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1440 |
美林 |
577 |
770 |
193 |
1470 |
台灣摩根士丹利 |
-339 |
173 |
512 |
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9600 |
富邦 |
218 |
530 |
312 |
9200 |
凱基 |
-312 |
687 |
999 |
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8890 |
大和國泰 |
187 |
187 |
0 |
1650 |
新加坡商瑞銀 |
-166 |
170 |
336 |
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7000 |
兆豐 |
136 |
298 |
162 |
8440 |
摩根大通 |
-142 |
25 |
167 |
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1560 |
港商野村 |
60 |
70 |
10 |
9800 |
元大 |
-89 |
621 |
710 |
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8150 |
台新 |
58 |
176 |
118 |
9100 |
群益金鼎 |
-78 |
184 |
262 |
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9A00 |
永豐金 |
54 |
348 |
294 |
1360 |
港商麥格理 |
-62 |
9 |
71 |
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6160 |
中國信託 |
43 |
117 |
74 |
7790 |
國票 |
-46 |
53 |
99 |
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8880 |
國泰 |
36 |
254 |
218 |
1480 |
美商高盛 |
-44 |
172 |
216 |
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9300 |
華南永昌 |
32 |
243 |
211 |
8840 |
玉山 |
-38 |
76 |
114 |
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20250424 |
權值股疲弱 台股下跌160點收19,478點 台積電下挫9元收864元 |
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20250424 |
東陽、貿聯 四檔馬力強 |
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20250423 |
馬斯克要回去救特斯拉了 電動車多頭跟著催油門 |
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20250422 |
台股失守萬九大關 下跌312點收18,793點 、台積電跌19元 |
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20250421 |
台股收19,106點下跌288點 台積電收835元下跌15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 |
11.5 |
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10日籌碼集中度 |
1.5 |
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單日買賣超 |
681 |
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5日籌碼集中度 |
2 |
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20日籌碼集中度 |
0.5 |
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累計買賣超 |
176 |
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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 |
3926 |
借券餘額 |
15345 |
千張大戶戶數 |
35 |
大戶比例 |
52.64 |
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更新日期: |
2025/4/24 19:54 |
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