4933 |
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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4933 友輝 |
實收資本額 |
819 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2011/07/29 |
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發 言
人 |
楊堯如 |
電 話 |
03-3074830 |
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地 址 |
桃園市大溪區仁善里新光東路80號 |
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產 業
別 |
電子中游-LCD-零組件 |
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主要產品 |
LCD背光模組零組件-聚光片 |
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2025/5/2 股價 |
80.50 |
法人買賣超合計(近一日) |
買超 192.272 張 |
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2025/5/2
漲跌 |
-0.90
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法人買賣超合計(近一週) |
買超
617.82 張 |
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2025/5/2
漲跌幅 |
-1.11
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法人買賣超合計(近一月) |
賣超 -294.01 張 |
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券 資 比 |
0.64
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外資連4買 |
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自營連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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2023/06/07 |
2.91 |
3.00 |
2013/09/04 |
2023/08/01 |
3.62% |
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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 |
2025/06/10 |
6.00 |
0.00 |
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7.45% |
0% |
7.45% |
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2023 |
2024/06/03 |
2.98 |
0.00 |
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2024/08/01 |
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3.7% |
0% |
3.7% |
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2022 |
2023/06/07 |
2.91 |
0.00 |
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2023/08/01 |
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3.62% |
0% |
3.62% |
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2021 |
2022/06/06 |
3.32 |
0.00 |
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2022/08/03 |
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4.12% |
0% |
4.12% |
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機構估稅後EPS |
6.00 |
K(9) |
77.36 |
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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) |
45.40 |
D(9) |
70.86 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
13.42 |
周K(9) |
54.12 |
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1.2 |
0.8 |
2 |
1.2 |
1 |
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股價淨值比 |
1.77 |
周D(9) |
54.95 |
綜合評分: |
6.2 |
建議: |
列入追踪 |
目標價: |
92.58 |
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月線乖離率 |
8.46 |
季線乖離率 |
4.04 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
120.15 |
3*PB |
136.44 |
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股價 |
82.40 |
72.30 |
72.50 |
73.70 |
80.50 |
15*PE |
90.11 |
2*PB |
90.96 |
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成交量(千股) |
2,443 |
5,274 |
2,681 |
2,232 |
7,189 |
10*PE |
60.07 |
1*PB |
45.48 |
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資餘 |
2,158 |
1,531 |
1,668 |
1,507 |
1,718 |
5*PE |
30.04 |
0.5*PB |
22.74 |
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券餘 |
0 |
4 |
6 |
6 |
11 |
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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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870,368
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732,375
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722,796
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611,238
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693,631
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703,698
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658,175
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營業成本(千) |
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605,283
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502,250
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490,584
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439,823
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488,616
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516,564
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465,505
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營業毛利(千) |
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265,085
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230,125
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232,212
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171,415
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205,015
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187,134
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192,670
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營業費用(千) |
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127,809
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111,007
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96,013
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102,498
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84,088
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111,071
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103,434
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營業利益(千) |
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137,276
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119,118
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136,199
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68,917
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120,927
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76,063
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89,236
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營業外收入及支出(千) |
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47,928
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-10,531 |
68,351
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129,546
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-79,324 |
105,986
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69,500
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稅前純益(千) |
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185,204
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108,587
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204,550
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198,463
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41,603
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182,049
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158,736
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所得稅(千) |
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32,812
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6,702
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41,774
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39,927
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-16,009 |
36,235
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31,787
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稅後純益(千) |
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152,392
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101,885
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162,776
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158,536
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57,612
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145,814
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126,949
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其他綜合損益(千) |
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-24,736 |
9,284
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8,414
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-5,561 |
-34,403 |
-3,380 |
-6,355 |
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綜合損益(千) |
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127,656
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111,169
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171,190
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152,975
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23,209
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142,434
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120,594
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原始每股稅前盈餘(元) |
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2.26
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1.33
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2.51
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2.44
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0.51
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2.26
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1.98
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原始每股稅後盈餘(元) |
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1.86
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1.25
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2.00
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1.95
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0.71
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1.81
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1.58
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毛利率(%) |
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30.46
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31.42
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32.13
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28.04
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29.56
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26.59
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29.27
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營業利益率(%) |
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15.77
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16.26
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18.84
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11.27
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17.43
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10.81
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13.56
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稅後純益率(%) |
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17.51
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13.91
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22.52
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25.94
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8.31
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20.72
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19.29
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稅後權益報酬率(%) |
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4.18
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2.89
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4.81
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4.75
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1.72
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4.47
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4.06
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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 |
282,072 |
744,941 |
17.60
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28.17
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21.87
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2.86
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744,941
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21.87 |
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202502 |
239,864 |
462,869 |
7.56
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54.30
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18.33
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772,730
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22.7 |
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202501 |
223,005 |
223,005 |
-28.03 |
-5.39 |
-5.39 |
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822,563
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16.45 |
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202412 |
309,861 |
2,936,777 |
6.96
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29.84
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17.55
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8.53
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創近一年新高 |
883,116
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24.87 |
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202411 |
289,697 |
2,639,663 |
2.16
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24.87
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16.12
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創近一年新高 |
811,946
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14.8 |
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202410 |
283,558 |
2,349,966 |
18.80
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19.86
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15.13
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創近一年新高 |
787,596
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7.53 |
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202409 |
238,691 |
2,066,409 |
-10.05 |
-0.01 |
14.51
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6.26
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732,374
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4.07 |
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202408 |
265,347 |
1,827,717 |
16.21
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3.17
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16.72
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創近一年新高 |
748,440
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8.84 |
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202407 |
228,336 |
1,562,370 |
-10.37 |
9.88
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19.38
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716,821
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7.18 |
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202406 |
254,757 |
1,334,034 |
9.00
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14.42
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21.17
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4.93
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722,796
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9.82 |
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202405 |
233,728 |
1,079,277 |
-0.25 |
-1.93 |
22.88
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688,124
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10.28 |
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202404 |
234,311 |
845,549 |
6.46
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18.83
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32.13
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609,847
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14.72 |
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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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5380 |
第一金 |
128 |
140 |
12 |
9A00 |
永豐金 |
-268 |
112 |
380 |
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1650 |
新加坡商瑞銀 |
97 |
165 |
68 |
9100 |
群益金鼎 |
-159 |
81 |
240 |
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8150 |
台新 |
65 |
91 |
26 |
9600 |
富邦 |
-106 |
105 |
211 |
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8450 |
康和 |
59 |
63 |
4 |
9200 |
凱基 |
-77 |
374 |
451 |
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1470 |
台灣摩根士丹利 |
45 |
50 |
5 |
9800 |
元大 |
-71 |
392 |
463 |
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1440 |
美林 |
42 |
48 |
6 |
1030 |
土銀 |
-20 |
15 |
35 |
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5050 |
大展 |
37 |
38 |
1 |
9300 |
華南永昌 |
-16 |
65 |
81 |
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5920 |
元富 |
34 |
65 |
31 |
8840 |
玉山 |
-11 |
35 |
46 |
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5260 |
美好 |
32 |
34 |
2 |
8560 |
新光 |
-10 |
45 |
55 |
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1560 |
港商野村 |
27 |
27 |
0 |
6210 |
新百王 |
-8 |
0 |
8 |
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20250429 |
友輝財報/今年首季 EPS 2.29元 刷新單季新高 |
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20250429 |
友輝第1季每股賺2.29元 彩晶-0.26元 |
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20250305 |
友輝財報/去年 EPS 7.07元 擬配6元現金股利 |
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20240724 |
友輝第2季每股純益2元 深耕NB、車用 |
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20240724 |
友輝財報/第2季稅後純益1.63億元 EPS 2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 |
-20.7 |
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10日籌碼集中度 |
-4 |
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單日買賣超 |
-487 |
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5日籌碼集中度 |
-5.4 |
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20日籌碼集中度 |
1.6 |
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累計買賣超 |
-510 |
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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 |
640 |
借券餘額 |
1500 |
千張大戶戶數 |
2 |
大戶比例 |
53.38 |
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更新日期: |
2025/5/2 17:53 |
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