3680 |
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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3680 家登 |
實收資本額 |
960 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2011/08/31 |
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發 言
人 |
朱佳琳 |
電 話 |
02-2268-9141 |
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地 址 |
新北市土城區中央路4段2號9樓之5 |
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產 業
別 |
電子上游-IC-半導體設備 |
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主要產品 |
光罩解決方案產品、晶圓解決方案產品、機台設備產品 |
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2025/5/2 股價 |
372.00 |
法人買賣超合計(近一日) |
賣超 -31.065 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
144.16 張 |
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2025/5/2
漲跌幅 |
1.36
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法人買賣超合計(近一月) |
賣超 -471.22 張 |
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券 資 比 |
20.48
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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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2023/05/24 |
3.94 |
1.50 |
2013/07/09 |
2023/06/16 |
1.06% |
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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 |
2025/05/23 |
8.90 |
0.00 |
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2025/06/17 |
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2.39% |
0% |
2.39% |
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2023 |
2024/05/24 |
7.51 |
0.00 |
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2024/06/20 |
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2.02% |
0% |
2.02% |
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2022 |
2023/05/24 |
7.94 |
0.00 |
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2023/06/16 |
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2.14% |
0% |
2.14% |
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2021 |
2022/05/27 |
2.80 |
0.00 |
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2022/06/16 |
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0.75% |
0% |
0.75% |
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機構估稅後EPS |
18.13 |
K(9) |
74.3 |
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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) |
104.38 |
D(9) |
65.5 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
20.52 |
周K(9) |
30.85 |
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1.6 |
1.6 |
1.6 |
2 |
1.5 |
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股價淨值比 |
3.56 |
周D(9) |
29.22 |
綜合評分: |
8.3 |
建議: |
列入追踪 |
目標價: |
427.8 |
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月線乖離率 |
1.95 |
季線乖離率 |
-10.37 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
362.93 |
3*PB |
312.61 |
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股價 |
430.00 |
372.50 |
363.50 |
369.00 |
372.00 |
15*PE |
272.20 |
2*PB |
208.40 |
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成交量(千股) |
3,400 |
4,901 |
4,090 |
3,587 |
1,657 |
10*PE |
181.46 |
1*PB |
104.20 |
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資餘 |
2,413 |
1,928 |
1,835 |
1,722 |
1,675 |
5*PE |
90.73 |
0.5*PB |
52.10 |
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券餘 |
38 |
59 |
186 |
343 |
343 |
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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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1,474,330
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1,893,879
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1,756,163
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1,420,424
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1,322,344
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1,336,952
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977,966
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營業成本(千) |
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919,815
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977,183
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961,738
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795,124
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664,887
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704,259
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553,383
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營業毛利(千) |
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554,515
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916,696
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794,425
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625,300
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657,457
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632,693
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424,583
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營業費用(千) |
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450,907
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441,005
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411,118
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394,908
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370,491
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397,511
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321,196
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營業利益(千) |
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103,608
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475,691
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383,307
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230,392
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286,966
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235,182
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103,387
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營業外收入及支出(千) |
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204,596
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78,837
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12,646
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74,666
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-9,200 |
37,733
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88,283
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稅前純益(千) |
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308,204
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554,528
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395,953
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305,058
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277,766
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272,915
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191,670
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所得稅(千) |
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12,933
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105,342
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99,073
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69,234
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17,848
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56,885
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7,801
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稅後純益(千) |
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295,271
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449,186
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296,880
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235,824
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259,918
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216,030
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183,869
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其他綜合損益(千) |
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275,412
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186,188
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29,062
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129,373
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-55,984 |
119,281
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46,394
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綜合損益(千) |
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570,683
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635,374
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325,942
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365,197
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203,934
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335,311
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230,263
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原始每股稅前盈餘(元) |
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3.21
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5.81
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4.20
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3.24
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2.95
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3.08
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2.17
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原始每股稅後盈餘(元) |
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2.70
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4.35
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3.00
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2.24
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2.68
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1.93
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1.66
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毛利率(%) |
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37.61
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48.40
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45.24
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44.02
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49.72
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47.32
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43.41
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營業利益率(%) |
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7.03
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25.12
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21.83
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16.22
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21.70
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17.59
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10.57
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稅後純益率(%) |
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20.03
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23.72
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16.91
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16.60
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19.66
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16.16
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18.80
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稅後權益報酬率(%) |
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2.61
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4.27
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3.13
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2.63
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3.21
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3.08
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2.87
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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 |
0.00 |
0.00 |
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0 |
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202503 |
862,695 |
1,708,647 |
89.02
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76.89
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20.53
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創歷史新高 |
1,708,647
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20.53 |
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202502 |
456,411 |
845,952 |
17.17
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4.59 |
-9.02 |
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1,431,385
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-1.14 |
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202501 |
389,541 |
389,541 |
-33.46 |
-21.06 |
-21.06 |
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1,477,193
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14.11 |
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202412 |
585,433 |
6,544,796 |
16.57
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13.02
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28.88
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16.31
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1,476,758
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11.76 |
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202411 |
502,219 |
5,959,864 |
29.07
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77.39
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30.72
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1,498,229
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13.39 |
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202410 |
389,106 |
5,457,645 |
-35.89 |
-25.21 |
27.63
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1,642,027
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10.68 |
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202409 |
606,904 |
5,070,466 |
-6.05 |
17.17
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35.00
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13.09
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1,891,294
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42.07 |
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202408 |
646,017 |
4,461,635 |
1.20 |
45.04
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38.03
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1,951,695
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70.87 |
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202407 |
638,373 |
3,815,618 |
-4.34 |
73.52
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36.91
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1,867,734
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78.78 |
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202406 |
667,305 |
3,176,587 |
18.73
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102.91
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31.32
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7.31 |
創近一年新高 |
1,759,691
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80 |
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202405 |
562,056 |
2,509,940 |
5.98 |
61.54
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20.10
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創近一年新高 |
1,580,092
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17.32 |
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202404 |
530,330 |
1,947,884 |
8.74
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76.32
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12.02
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創近一年新高 |
1,454,405
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2.04 |
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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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9200 |
凱基 |
56 |
133 |
77 |
1380 |
台灣匯立 |
-52 |
0 |
52 |
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1650 |
新加坡商瑞銀 |
18 |
26 |
8 |
1590 |
花旗環球 |
-43 |
0 |
43 |
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1440 |
美林 |
18 |
25 |
7 |
8880 |
國泰 |
-26 |
10 |
36 |
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1470 |
台灣摩根士丹利 |
17 |
35 |
18 |
1480 |
美商高盛 |
-23 |
26 |
49 |
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9300 |
華南永昌 |
15 |
23 |
8 |
9600 |
富邦 |
-17 |
34 |
51 |
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8440 |
摩根大通 |
10 |
16 |
6 |
9800 |
元大 |
-12 |
60 |
72 |
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9A00 |
永豐金 |
9 |
25 |
16 |
8450 |
康和 |
-11 |
1 |
12 |
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5920 |
元富 |
8 |
18 |
10 |
8840 |
玉山 |
-11 |
8 |
19 |
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1110 |
台灣企銀 |
8 |
8 |
0 |
8560 |
新光 |
-9 |
22 |
31 |
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1560 |
港商野村 |
7 |
7 |
0 |
7000 |
兆豐 |
-5 |
7 |
12 |
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20250415 |
家登全球拓點 邁大步 |
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20250410 |
川普關稅震撼 PCB 族群公司護盤 尖點邑昇跟進啟動庫藏股 |
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20250410 |
家登營收/3月8.6億元創新高 協助客戶拚量產 |
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20250408 |
櫃買市場業績發表會 圓滿落幕 |
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20250402 |
清明後的選擇 台積電AP8廠啟動 供應鏈、設備展都有戲 |
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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 |
-12.6 |
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10日籌碼集中度 |
-1.2 |
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單日買賣超 |
-78 |
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5日籌碼集中度 |
3.2 |
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20日籌碼集中度 |
-2.9 |
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累計買賣超 |
-797 |
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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 |
2959 |
借券餘額 |
3315 |
千張大戶戶數 |
19 |
大戶比例 |
44.04 |
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更新日期: |
2025/5/2 17:46 |
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