4939 |
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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4939 亞電 |
實收資本額 |
982 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2011/09/19 |
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發 言
人 |
鄭宛鈺 |
電 話 |
03-6569308 |
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地 址 |
新竹縣竹北市中華路676巷18號4樓 |
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產 業
別 |
電子上游-PCB-製造 |
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主要產品 |
軟性印刷電路板100%(覆蓋膜、軟性銅箔基層板、補強板) |
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2025/5/2 股價 |
20.10 |
法人買賣超合計(近一日) |
買超 15 張 |
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2025/5/2
漲跌 |
0.05
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法人買賣超合計(近一週) |
買超
65 張 |
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2025/5/2
漲跌幅 |
0.25
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法人買賣超合計(近一月) |
買超
122.55 張 |
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券 資 比 |
0.00
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外資連6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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2023/05/24 |
0.48 |
0.30 |
2014/07/24 |
2023/06/09 |
2.39% |
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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 |
2025/05/22 |
0.50 |
0.00 |
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2.49% |
0% |
2.49% |
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2023 |
2024/05/24 |
0.50 |
0.00 |
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2024/06/11 |
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2.49% |
0% |
2.49% |
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2022 |
2023/05/24 |
0.48 |
0.00 |
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2023/06/09 |
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2.39% |
0% |
2.39% |
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2021 |
2022/05/17 |
1.40 |
0.00 |
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2022/06/02 |
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6.97% |
0% |
6.97% |
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機構估稅後EPS |
0.31 |
K(9) |
53.19 |
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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) |
15.77 |
D(9) |
67.46 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
64.84 |
周K(9) |
81.9 |
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0.4 |
1.6 |
1.2 |
0.8 |
2 |
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股價淨值比 |
1.27 |
周D(9) |
70.32 |
綜合評分: |
6 |
建議: |
列入追踪 |
目標價: |
20.5 |
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月線乖離率 |
4.87 |
季線乖離率 |
1.63 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
6.11 |
3*PB |
47.48 |
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股價 |
20.30 |
17.50 |
20.45 |
20.15 |
20.10 |
15*PE |
4.58 |
2*PB |
31.65 |
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成交量(千股) |
339 |
1,647 |
844 |
928 |
304 |
10*PE |
3.05 |
1*PB |
15.83 |
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資餘 |
2,379 |
1,991 |
1,872 |
1,837 |
1,821 |
5*PE |
1.53 |
0.5*PB |
7.91 |
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券餘 |
0 |
1 |
4 |
6 |
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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374,267
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409,745
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400,737
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356,955
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421,571
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447,110
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364,898
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營業成本(千) |
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313,242
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318,306
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309,206
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275,245
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338,172
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342,318
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284,172
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營業毛利(千) |
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61,025
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91,439
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91,531
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81,710
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83,399
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104,792
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80,726
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營業費用(千) |
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68,502
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74,474
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79,299
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68,318
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65,137
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74,413
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58,736
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營業利益(千) |
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-7,477 |
16,965
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12,232
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13,392
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18,262
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30,379
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21,990
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營業外收入及支出(千) |
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-6,699 |
821
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-3,079 |
5,450
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-13,903 |
9,293
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-23,903 |
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稅前純益(千) |
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-14,176 |
17,786
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9,153
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18,842
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4,359
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39,672
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-1,913 |
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所得稅(千) |
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-4,822 |
6,641
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4,927
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5,775
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1,533
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10,092
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-466 |
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稅後純益(千) |
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-9,354 |
11,145
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4,226
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13,067
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2,826
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29,580
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-1,447 |
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其他綜合損益(千) |
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8,377
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-13,904 |
12,415
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53,589
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-48,092 |
57,350
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-32,005 |
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綜合損益(千) |
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-977 |
-2,759 |
16,641
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66,656
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-45,266 |
86,930
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-33,452 |
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原始每股稅前盈餘(元) |
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-0.14 |
0.18
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0.09
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0.19
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0.04
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0.40
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-0.02 |
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原始每股稅後盈餘(元) |
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-0.10 |
0.11
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0.04
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0.13
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0.03
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0.30
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-0.01 |
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毛利率(%) |
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16.31
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22.32
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22.84
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22.89
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19.78
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23.44
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22.12
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營業利益率(%) |
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-2.00 |
4.14
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3.05
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3.75
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4.33
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6.79
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6.03
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稅後純益率(%) |
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-2.50 |
2.72
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1.05
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3.66
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0.67
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6.62
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-0.40 |
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稅後權益報酬率(%) |
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-0.60 |
0.72
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0.27
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0.84
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0.18
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1.95
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-0.10 |
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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 |
119,256 |
335,309 |
11.52
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0.11
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-6.06 |
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335,309
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-6.06 |
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202502 |
106,936 |
216,053 |
-2.00 |
32.32
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-9.16 |
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創近一年新低 |
340,824
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-12.01 |
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202501 |
109,117 |
109,117 |
-12.55 |
-30.51 |
-30.51 |
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365,212
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-19.1 |
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202412 |
124,771 |
1,541,704 |
-4.99 |
-16.55 |
-0.44 |
0.32
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374,267
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-11.22 |
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202411 |
131,324 |
1,416,933 |
11.13
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-9.36 |
1.28
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386,425
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-11.55 |
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202410 |
118,172 |
1,285,609 |
-13.70 |
-7.07 |
2.51
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396,601
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-8.87 |
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202409 |
136,929 |
1,167,437 |
-3.23 |
-16.92 |
3.59
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0.47
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409,745
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-8.36 |
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202408 |
141,500 |
1,030,508 |
7.76
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-1.20 |
7.11
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401,290
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-2.82 |
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202407 |
131,316 |
889,008 |
2.21
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-5.59 |
8.56
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394,983
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1.25 |
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202406 |
128,474 |
757,692 |
-4.97 |
-1.66 |
11.45
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0.29
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400,737
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9.82 |
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202405 |
135,193 |
629,218 |
-1.37 |
12.29
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14.57
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391,387
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7.5 |
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202404 |
137,070 |
494,025 |
15.06
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20.38
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15.21
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337,008
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-4.78 |
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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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9800 |
元大 |
49 |
55 |
6 |
7000 |
兆豐 |
-59 |
1 |
60 |
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9200 |
凱基 |
11 |
17 |
6 |
9300 |
華南永昌 |
-11 |
1 |
12 |
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1260 |
宏遠 |
10 |
10 |
0 |
6160 |
中國信託 |
-6 |
0 |
6 |
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8440 |
摩根大通 |
9 |
9 |
0 |
1650 |
新加坡商瑞銀 |
-6 |
2 |
8 |
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1480 |
美商高盛 |
7 |
8 |
1 |
5260 |
美好 |
-5 |
0 |
5 |
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9600 |
富邦 |
6 |
7 |
1 |
5920 |
元富 |
-5 |
1 |
6 |
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8150 |
台新 |
3 |
3 |
0 |
8560 |
新光 |
-4 |
0 |
4 |
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8880 |
國泰 |
2 |
4 |
2 |
6380 |
光和 |
-1 |
0 |
1 |
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6210 |
新百王 |
1 |
1 |
0 |
9100 |
群益金鼎 |
-1 |
3 |
4 |
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5850 |
統一 |
1 |
1 |
0 |
7030 |
致和 |
-1 |
0 |
1 |
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20250226 |
亞電財報/去年全年 EPS 0.19元 擬配息0.50元 |
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20250107 |
亞電營收/去年全年15.42億元 調整兩廠生產重心 |
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20241206 |
鉅橡、亞電同步公布11月營收 積極開拓多元應用 |
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20241122 |
大亞法說報喜 訂單滿檔 |
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20241112 |
大亞財報/第3季稅後純益2.58億元、年增31% EPS 0.33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 |
-1.5 |
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10日籌碼集中度 |
16 |
優 |
單日買賣超 |
-2 |
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5日籌碼集中度 |
10.6 |
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20日籌碼集中度 |
22.8 |
優 |
累計買賣超 |
241 |
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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 |
940 |
借券餘額 |
945 |
千張大戶戶數 |
10 |
大戶比例 |
30.77 |
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更新日期: |
2025/5/2 17:53 |
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