4721 |
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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4721 美琪瑪 |
實收資本額 |
750 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2001/03/09 |
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發 言
人 |
嚴文志 |
電 話 |
03-4833788 |
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地 址 |
桃園市觀音區草漯里大同一路1號 |
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產 業
別 |
傳產-化學工業 |
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主要產品 |
醋酸鈷、錳、磁性材料生產製造買賣及進出口業務、鈷化合物、錳化合物之生產買賣及進出口業務、鈷金屬、錳金屬之買賣及進出口業務 |
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2025/5/2 股價 |
53.40 |
法人買賣超合計(近一日) |
買超 27.527 張 |
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2025/5/2
漲跌 |
0.70
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法人買賣超合計(近一週) |
買超
203.72 張 |
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2025/5/2
漲跌幅 |
1.33
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法人買賣超合計(近一月) |
買超
681.32 張 |
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券 資 比 |
0.15
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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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2023/06/27 |
4.60 |
0.37 |
2011/08/30 |
2023/07/17 |
8.61% |
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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 |
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2023 |
2024/06/20 |
1.10 |
0.00 |
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2024/07/10 |
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2.06% |
0% |
2.06% |
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2022 |
2023/06/27 |
4.60 |
0.00 |
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2023/07/17 |
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8.61% |
0% |
8.61% |
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2021 |
2022/06/22 |
3.80 |
0.00 |
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2022/07/11 |
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7.12% |
0% |
7.12% |
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機構估稅後EPS |
3.07 |
K(9) |
83.13 |
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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) |
17.49 |
D(9) |
79 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
17.39 |
周K(9) |
27.89 |
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1.6 |
1.6 |
1.2 |
0 |
0.5 |
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股價淨值比 |
3.05 |
周D(9) |
26.36 |
綜合評分: |
4.9 |
建議: |
觀望 |
目標價: |
56.07 |
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月線乖離率 |
4.51 |
季線乖離率 |
-12.04 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
61.38 |
3*PB |
52.52 |
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股價 |
60.60 |
48.60 |
50.20 |
51.80 |
53.40 |
15*PE |
46.03 |
2*PB |
35.02 |
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成交量(千股) |
591 |
1,549 |
923 |
737 |
503 |
10*PE |
30.69 |
1*PB |
17.51 |
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資餘 |
971 |
745 |
699 |
667 |
652 |
5*PE |
15.34 |
0.5*PB |
8.75 |
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券餘 |
12 |
1 |
0 |
1 |
1 |
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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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514,394
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480,667
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571,829
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554,764
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485,462
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549,880
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642,328
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營業成本(千) |
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422,345
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395,032
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442,886
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446,329
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414,959
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456,417
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603,710
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營業毛利(千) |
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92,049
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85,635
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128,943
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108,435
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70,503
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93,463
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38,618
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營業費用(千) |
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32,887
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39,147
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36,480
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41,664
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32,459
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31,174
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29,097
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營業利益(千) |
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59,233
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46,424
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92,447
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70,494
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38,760
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66,810
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11,466
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營業外收入及支出(千) |
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7,921
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-5,827 |
7,765
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4,708
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-17,563 |
-640 |
-31,899 |
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稅前純益(千) |
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67,154
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40,597
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100,212
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75,202
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21,197
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66,170
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-20,433 |
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所得稅(千) |
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13,702
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9,800
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-8,560 |
16,306
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4,755
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18,314
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5,309
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稅後純益(千) |
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53,452
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30,797
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108,772
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58,896
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16,442
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47,856
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-25,742 |
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其他綜合損益(千) |
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-20,656 |
30,498
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1,023
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9,364
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-12,693 |
15,332
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-13,098 |
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綜合損益(千) |
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32,796
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61,295
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109,795
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68,260
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3,749
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63,188
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-38,840 |
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原始每股稅前盈餘(元) |
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0.90
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0.54
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1.34
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1.00
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0.28
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0.88
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-0.27 |
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原始每股稅後盈餘(元) |
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0.71
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0.41
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1.45
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0.79
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0.22
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0.64
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-0.34 |
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毛利率(%) |
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17.89
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17.82
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22.55
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19.55
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14.52
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17.00
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6.01
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營業利益率(%) |
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11.52
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9.66
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16.17
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12.71
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7.98
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12.15
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1.79
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稅後純益率(%) |
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10.39
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6.41
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19.02
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10.62
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3.39
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8.70
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-4.01 |
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稅後權益報酬率(%) |
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4.13
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2.47
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9.36
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5.28
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1.47
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4.41
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-2.40 |
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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 |
112,925 |
479,682 |
-28.09 |
-37.85 |
-13.53 |
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創近一年新低 |
479,682
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-13.53 |
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202502 |
157,046 |
366,757 |
-25.11 |
-9.53 |
-1.69 |
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527,591
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-3.85 |
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202501 |
209,711 |
209,711 |
30.39
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5.13
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5.13
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創近一年新高 |
544,243
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0.93 |
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202412 |
160,834 |
2,121,654 |
-7.41 |
-8.42 |
-8.42 |
3.78
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514,052
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5.89 |
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202411 |
173,698 |
1,960,478 |
-3.24 |
5.85
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-8.42 |
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485,613
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-0.27 |
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202410 |
179,520 |
1,786,780 |
35.59
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23.18
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-9.61 |
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472,420
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-10.8 |
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202409 |
132,395 |
1,607,260 |
-17.51 |
-25.24 |
-12.21 |
2.88
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創近一年新低 |
480,668
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-12.59 |
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202408 |
160,505 |
1,474,865 |
-14.52 |
-22.37 |
-10.82 |
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514,422
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-13.46 |
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202407 |
187,768 |
1,314,360 |
13.01
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13.10
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-9.17 |
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560,691
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-5.63 |
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202406 |
166,149 |
1,126,593 |
-19.65 |
-25.05 |
-12.06 |
2.34
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571,828
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-10.98 |
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202405 |
206,774 |
960,443 |
3.96
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0.15
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-9.34 |
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587,368
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-5.7 |
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202404 |
198,905 |
753,669 |
9.48
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-7.14 |
-11.63 |
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554,189
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-10.29 |
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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 |
9 |
16 |
7 |
1040 |
臺銀證券 |
-10 |
0 |
10 |
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1020 |
合庫 |
7 |
7 |
0 |
9A00 |
永豐金 |
-6 |
0 |
6 |
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1470 |
台灣摩根士丹利 |
6 |
6 |
0 |
8150 |
台新 |
-4 |
1 |
5 |
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1560 |
港商野村 |
4 |
4 |
0 |
8880 |
國泰 |
-4 |
0 |
4 |
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8710 |
陽信 |
4 |
4 |
0 |
9600 |
富邦 |
-4 |
0 |
4 |
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7000 |
兆豐 |
2 |
2 |
0 |
6160 |
中國信託 |
-3 |
0 |
3 |
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1650 |
新加坡商瑞銀 |
2 |
2 |
0 |
9800 |
元大 |
-2 |
5 |
7 |
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5920 |
元富 |
2 |
2 |
0 |
8840 |
玉山 |
-2 |
0 |
2 |
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7030 |
致和 |
1 |
1 |
0 |
9800 |
元大 |
-2 |
5 |
7 |
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7790 |
國票 |
1 |
15 |
14 |
8840 |
玉山 |
-2 |
0 |
2 |
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20240702 |
大型股鴻海、聯電除息行情失靈? 法人說想參加除息要這樣選 |
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20240609 |
松下涉足 EV 電池回收利用 法人估康普、美琪瑪等受惠 |
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20240501 |
電動車族群領漲抗跌 小米電動車SU7 「台廠受惠股」前景樂 |
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20240501 |
電動車概念股飆
法人:長線布局電動車基金、ETF |
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20240430 |
特斯拉突破中國自駕障礙 台廠概念股同慶 這六檔紛紛攻上漲停 |
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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 |
7.3 |
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10日籌碼集中度 |
15.4 |
優 |
單日買賣超 |
6 |
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5日籌碼集中度 |
16.5 |
優 |
20日籌碼集中度 |
9.2 |
優 |
累計買賣超 |
91 |
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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 |
1327 |
借券餘額 |
1384 |
千張大戶戶數 |
6 |
大戶比例 |
26.76 |
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更新日期: |
2025/5/2 17:51 |
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