4729 |
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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4729 熒茂 |
實收資本額 |
777 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2009/02/24 |
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發 言
人 |
謝富雅 |
電 話 |
(07)6955699 |
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地 址 |
高雄市路竹區竹南里路科三路7號 |
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產 業
別 |
電子中游-其他 |
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主要產品 |
觸控面板之製造,銷售及進出口業務、疾病檢測生物晶片、分析儀之製造,銷售及進出口業務 |
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2025/5/2 股價 |
21.60 |
法人買賣超合計(近一日) |
買超 46 張 |
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2025/5/2
漲跌 |
0.45
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法人買賣超合計(近一週) |
買超
149.69 張 |
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2025/5/2
漲跌幅 |
2.13
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法人買賣超合計(近一月) |
買超
648.62 張 |
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券 資 比 |
0.00
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外資連8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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2023/06/14 |
0.50 |
#N/A |
#N/A |
2023/06/20 |
2.31% |
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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 |
2025/06/20 |
0.50 |
0.00 |
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2025/04/18 |
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2.31% |
0% |
2.31% |
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2023 |
2024/06/13 |
0.50 |
0.00 |
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2024/06/13 |
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2.31% |
0% |
2.31% |
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2022 |
2023/06/14 |
0.50 |
0.00 |
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2023/06/20 |
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2.31% |
0% |
2.31% |
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2021 |
2022/06/10 |
0.00 |
0.00 |
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0% |
0% |
0% |
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機構估稅後EPS |
0.39 |
K(9) |
83.51 |
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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) |
14.80 |
D(9) |
76.69 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
55.38 |
周K(9) |
45.76 |
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1.6 |
1.2 |
1.2 |
0.8 |
0.5 |
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股價淨值比 |
1.46 |
周D(9) |
36.09 |
綜合評分: |
5.3 |
建議: |
列入追踪 |
目標價: |
24.84 |
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月線乖離率 |
9.25 |
季線乖離率 |
-3.24 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
7.73 |
3*PB |
44.38 |
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股價 |
22.45 |
19.35 |
20.10 |
20.70 |
21.60 |
15*PE |
5.80 |
2*PB |
29.59 |
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成交量(千股) |
933 |
2,219 |
1,373 |
1,033 |
595 |
10*PE |
3.86 |
1*PB |
14.79 |
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資餘 |
2,572 |
1,789 |
1,739 |
1,673 |
1,687 |
5*PE |
1.93 |
0.5*PB |
7.40 |
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券餘 |
5 |
5 |
0 |
0 |
0 |
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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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261,137
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234,009
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265,968
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229,046
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221,086
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247,976
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316,472
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營業成本(千) |
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202,409
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188,809
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211,235
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202,788
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196,607
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208,385
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250,241
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營業毛利(千) |
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58,728
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45,200
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54,733
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26,258
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24,479
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39,591
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66,231
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營業費用(千) |
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52,305
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51,059
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51,976
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47,756
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41,227
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49,230
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49,862
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營業利益(千) |
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6,423
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-5,859 |
2,757
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-21,498 |
-16,748 |
-9,639 |
16,369
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營業外收入及支出(千) |
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13,581
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24,167
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12,901
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21,080
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8,235
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22,887
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5,982
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稅前純益(千) |
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20,004
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18,308
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15,658
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-418 |
-8,513 |
13,248
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22,351
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所得稅(千) |
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2,829
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4,069
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6,370
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2,000
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4,500
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3,101
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3,864
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稅後純益(千) |
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17,175
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14,239
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9,288
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-2,418 |
-13,013 |
10,147
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18,487
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其他綜合損益(千) |
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31,336
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-23,815 |
22,348
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58,073
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-95,760 |
57,406
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28,617
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綜合損益(千) |
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48,511
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-9,576 |
31,636
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55,655
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-108,773 |
67,553
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47,104
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原始每股稅前盈餘(元) |
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0.26
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0.24
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0.20
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-0.01 |
-0.11 |
0.17
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0.29
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原始每股稅後盈餘(元) |
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0.19
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0.16
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0.10
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-0.05 |
-0.19 |
0.12
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0.23
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毛利率(%) |
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22.49
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19.32
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20.58
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11.46
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11.07
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15.97
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20.93
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營業利益率(%) |
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2.46
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-2.50 |
1.04
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-9.39 |
-7.58 |
-3.89 |
5.17
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稅後純益率(%) |
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6.58
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6.08
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3.49
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-1.06 |
-5.89 |
4.09
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5.84
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稅後權益報酬率(%) |
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1.25
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1.05
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0.68
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-0.18 |
-0.95 |
0.73
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1.37
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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 |
91,235 |
274,085 |
-4.66 |
17.45
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19.66
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274,085
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19.66 |
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202502 |
95,693 |
182,850 |
9.79
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25.83
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20.80
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284,962
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25.63 |
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202501 |
87,157 |
87,157 |
-14.65 |
15.72
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15.72
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266,785
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14.46 |
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202412 |
102,112 |
990,160 |
31.73
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35.30
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-10.08 |
0.69
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創近一年新高 |
261,137
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18.12 |
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202411 |
77,516 |
888,048 |
-4.90 |
-5.81 |
-13.42 |
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233,243
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4.89 |
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202410 |
81,509 |
810,532 |
9.82
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28.73
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-14.09 |
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237,327
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5.9 |
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202409 |
74,218 |
729,023 |
-9.05 |
-3.31 |
-17.17 |
0.43
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234,009
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-5.63 |
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202408 |
81,600 |
654,805 |
4.36
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-2.90 |
-18.49 |
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249,424
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-8.29 |
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202407 |
78,191 |
573,205 |
-12.77 |
-10.32 |
-20.31 |
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259,241
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-13.2 |
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202406 |
89,633 |
495,014 |
-1.95 |
-11.02 |
-21.69 |
0.20
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265,968
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-15.96 |
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202405 |
91,417 |
405,381 |
7.65
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-17.45 |
-23.71 |
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254,017
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-24.07 |
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202404 |
84,918 |
313,964 |
9.31
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-19.12 |
-25.36 |
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238,648
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-25.2 |
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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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1650 |
新加坡商瑞銀 |
21 |
27 |
6 |
9800 |
元大 |
-31 |
2 |
33 |
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9600 |
富邦 |
20 |
25 |
5 |
5380 |
第一金 |
-10 |
0 |
10 |
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1480 |
美商高盛 |
13 |
14 |
1 |
9A00 |
永豐金 |
-7 |
1 |
8 |
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6210 |
新百王 |
10 |
10 |
0 |
8840 |
玉山 |
-7 |
1 |
8 |
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1440 |
美林 |
6 |
10 |
4 |
9100 |
群益金鼎 |
-6 |
4 |
10 |
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1230 |
彰銀 |
6 |
6 |
0 |
5850 |
統一 |
-4 |
0 |
4 |
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5260 |
美好 |
3 |
3 |
0 |
5920 |
元富 |
-4 |
0 |
4 |
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7000 |
兆豐 |
2 |
4 |
2 |
8880 |
國泰 |
-3 |
5 |
8 |
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9200 |
凱基 |
2 |
5 |
3 |
7790 |
國票 |
-2 |
0 |
2 |
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5960 |
日茂 |
1 |
1 |
0 |
1260 |
宏遠 |
-2 |
0 |
2 |
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20241120 |
11月20日盤前/回測季線初見止穩 觀察盤後期貨結算、外資空單變化及輝達財報 |
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20241115 |
11月15日盤前/台指期結算前維持震盪整理格局 選股不選市、汰弱留強 |
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20241023 |
10月23日盤前/PCB 及光電雙覽展啟航 台股多頭掌控發球權 5日線上擇優布局 |
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20241002 |
熒茂8月 EPS 0.04元 |
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20240716 |
台股漲117點收23,997點 台積電漲15元收1,055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 |
18.4 |
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10日籌碼集中度 |
8.8 |
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單日買賣超 |
23 |
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5日籌碼集中度 |
22.8 |
優 |
20日籌碼集中度 |
10.9 |
優 |
累計買賣超 |
278 |
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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 |
397 |
借券餘額 |
397 |
千張大戶戶數 |
5 |
大戶比例 |
45.55 |
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更新日期: |
2025/5/2 17:51 |
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