4977 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
4977 眾達-KY |
實收資本額 |
802 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2013/11/20 |
|
|
|
|
|
|
|
|
|
發 言
人 |
莊敏男 |
電 話 |
(02)27006650 |
|
|
|
|
|
|
|
|
|
地 址 |
4F. Harbour Place 103 S Church St. PO Box 10240 Grand
Cayman |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子中游-網通 |
|
|
|
|
|
|
|
|
|
主要產品 |
設計、研發、生產及銷售光收發模組 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
95.70 |
法人買賣超合計(近一日) |
買超 385.514 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
1.20
|
法人買賣超合計(近一週) |
買超
1197.95 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
1.27
|
法人買賣超合計(近一月) |
買超
4460.12 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
1.65
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/06/27 |
2.50 |
0.31 |
2019/07/12 |
2023/08/02 |
2.61% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
2024 |
2025/06/16 |
|
|
|
|
|
|
|
|
|
|
|
|
2023 |
2024/06/27 |
2.20 |
0.00 |
|
2024/08/13 |
|
2.3% |
0% |
2.3% |
|
|
|
|
2022 |
2023/06/06 |
2.50 |
0.00 |
|
2023/08/02 |
|
2.61% |
0% |
2.61% |
|
|
|
|
2021 |
2022/06/24 |
3.22 |
0.00 |
|
2022/07/14 |
|
3.36% |
0% |
3.36% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
3.92 |
K(9) |
80.85 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
48.80 |
D(9) |
75.07 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
24.41 |
周K(9) |
28.28 |
|
1.6 |
1.6 |
1.6 |
1.2 |
1 |
|
|
|
|
股價淨值比 |
1.96 |
周D(9) |
21.74 |
綜合評分: |
7 |
建議: |
列入追踪 |
目標價: |
110.06 |
|
|
|
|
月線乖離率 |
6.92 |
季線乖離率 |
-12.9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
78.44 |
3*PB |
146.48 |
|
|
|
|
股價 |
105.00 |
83.00 |
90.20 |
91.80 |
95.70 |
15*PE |
58.83 |
2*PB |
97.65 |
|
|
|
|
成交量(千股) |
8,750 |
6,494 |
12,212 |
20,210 |
9,690 |
10*PE |
39.22 |
1*PB |
48.83 |
|
|
|
|
資餘 |
7,826 |
5,984 |
5,814 |
5,668 |
5,645 |
5*PE |
19.61 |
0.5*PB |
24.41 |
|
|
|
|
券餘 |
170 |
0 |
57 |
96 |
93 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
392,808
|
357,644
|
203,918
|
137,436
|
203,330
|
231,019
|
529,453
|
|
|
|
|
營業成本(千) |
|
284,158
|
259,842
|
174,590
|
129,832
|
182,043
|
190,301
|
429,214
|
|
|
|
|
營業毛利(千) |
|
108,650
|
97,802
|
29,328
|
7,604
|
21,287
|
40,718
|
100,239
|
|
|
|
|
營業費用(千) |
|
44,029
|
49,389
|
59,222
|
36,513
|
42,161
|
51,488
|
51,615
|
|
|
|
|
營業利益(千) |
|
63,283
|
46,357
|
-34,286 |
-25,386 |
-21,505 |
-12,473 |
46,703
|
|
|
|
|
營業外收入及支出(千) |
|
98,413
|
42,989
|
59,920
|
34,626
|
-11,038 |
40,192
|
75,099
|
|
|
|
|
稅前純益(千) |
|
161,696
|
89,346
|
25,634
|
9,240
|
-32,543 |
27,719
|
121,802
|
|
|
|
|
所得稅(千) |
|
-2,111 |
162
|
27,458
|
-216 |
-3,927 |
-3,249 |
-2,277 |
|
|
|
|
稅後純益(千) |
|
163,807
|
89,184
|
-1,824 |
9,456
|
-28,616 |
30,968
|
124,079
|
|
|
|
|
其他綜合損益(千) |
|
-209,486 |
47,114
|
15,954
|
111,337
|
-65,491 |
83,884
|
-94,471 |
|
|
|
|
綜合損益(千) |
|
-45,679 |
136,298
|
14,130
|
120,793
|
-94,107 |
114,852
|
29,608
|
|
|
|
|
原始每股稅前盈餘(元) |
|
2.02
|
1.11
|
0.32
|
0.12
|
-0.41 |
0.35
|
1.52
|
|
|
|
|
原始每股稅後盈餘(元) |
|
2.04
|
1.11
|
-0.02 |
0.15
|
-0.25 |
0.40
|
1.60
|
|
|
|
|
毛利率(%) |
|
27.66
|
27.35
|
14.38
|
5.53
|
10.47
|
17.63
|
18.93
|
|
|
|
|
營業利益率(%) |
|
16.11
|
12.96
|
-16.81 |
-18.47 |
-10.58 |
-5.40 |
8.82
|
|
|
|
|
稅後純益率(%) |
|
41.70
|
24.94
|
-0.89 |
6.88
|
-14.07 |
13.40
|
23.44
|
|
|
|
|
稅後權益報酬率(%) |
|
4.16
|
2.29
|
-0.05 |
0.25
|
-0.73 |
0.79
|
3.13
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
202504 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
202503 |
108,247 |
272,989 |
1.28
|
101.73
|
98.63
|
|
|
272,989
|
98.63 |
|
|
|
|
202502 |
106,880 |
164,742 |
84.72
|
153.28
|
96.65
|
|
|
269,536
|
86.64 |
|
|
|
|
202501 |
57,862 |
57,862 |
-44.79 |
39.16
|
39.16
|
|
|
307,443
|
79.34 |
|
|
|
|
202412 |
104,794 |
1,091,806 |
-27.62 |
72.81
|
-37.37 |
3.57
|
|
392,808
|
93.19 |
|
|
|
|
202411 |
144,787 |
987,012 |
1.09
|
109.18
|
-41.34 |
|
創近一年新高 |
426,048
|
104.63 |
|
|
|
|
202410 |
143,227 |
842,225 |
3.76
|
94.94
|
-47.80 |
|
創近一年新高 |
419,263
|
98.73 |
|
|
|
|
202409 |
138,034 |
698,998 |
0.02
|
110.68
|
-54.61 |
1.55
|
創近一年新高 |
357,644
|
54.81 |
|
|
|
|
202408 |
138,002 |
560,964 |
69.10
|
91.72
|
-61.95 |
|
創近一年新高 |
295,071
|
1.81 |
|
|
|
|
202407 |
81,608 |
422,962 |
8.15
|
-12.74 |
-69.84 |
|
創近一年新高 |
231,028
|
-37.95 |
|
|
|
|
202406 |
75,461 |
341,354 |
2.03
|
-39.30 |
-73.92 |
0.43
|
|
203,918
|
-61.49 |
|
|
|
|
202405 |
73,959 |
265,893 |
35.71
|
-52.12 |
-77.55 |
|
|
182,117
|
-72.7 |
|
|
|
|
202404 |
54,498 |
191,934 |
1.56
|
-78.26 |
-81.37 |
|
|
150,356
|
-80.46 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
1470 |
台灣摩根士丹利 |
232 |
270 |
38 |
9100 |
群益金鼎 |
-311 |
54 |
365 |
|
|
|
|
1650 |
新加坡商瑞銀 |
146 |
272 |
126 |
9A00 |
永豐金 |
-70 |
96 |
166 |
|
|
|
|
9200 |
凱基 |
129 |
303 |
174 |
9600 |
富邦 |
-65 |
85 |
150 |
|
|
|
|
1440 |
美林 |
106 |
107 |
1 |
5380 |
第一金 |
-58 |
17 |
75 |
|
|
|
|
1480 |
美商高盛 |
71 |
160 |
89 |
8880 |
國泰 |
-54 |
75 |
129 |
|
|
|
|
9800 |
元大 |
43 |
376 |
333 |
5920 |
元富 |
-47 |
57 |
104 |
|
|
|
|
1560 |
港商野村 |
25 |
25 |
0 |
8150 |
台新 |
-41 |
45 |
86 |
|
|
|
|
1020 |
合庫 |
13 |
36 |
23 |
7000 |
兆豐 |
-26 |
63 |
89 |
|
|
|
|
5850 |
統一 |
11 |
62 |
51 |
8840 |
玉山 |
-16 |
41 |
57 |
|
|
|
|
1040 |
臺銀證券 |
8 |
17 |
9 |
8560 |
新光 |
-10 |
26 |
36 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250425 |
矽光子雙題材激勵 創威飆漲停 這幾檔也齊表態大漲逾5% |
|
|
|
|
20250415 |
資金轉戰跌深股!矽光子報復反彈 12檔亮燈漲停 |
|
|
|
|
20250321 |
矽光子、低軌衛星領軍網通股 波若威、昇達科飆天價 |
|
|
|
|
20250212 |
台股下跌94點 三大法人賣超9.49億元 |
|
|
|
|
20250205 |
收復所有均線!台股漲367點收23,161點 台積電收高15元 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
15.2 |
|
10日籌碼集中度 |
2.1 |
|
單日買賣超 |
368 |
|
|
|
5日籌碼集中度 |
8.2 |
|
20日籌碼集中度 |
5.5 |
優 |
累計買賣超 |
1540 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
2942 |
借券餘額 |
5556 |
千張大戶戶數 |
9 |
大戶比例 |
24.34 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 20:00 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|