5283 |
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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5283 禾聯碩 |
實收資本額 |
730 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2019/05/24 |
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發 言
人 |
雷鎵駿 |
電 話 |
(03)396-1188 |
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地 址 |
(333001)桃園市龜山區樂善里文禾路289號9樓 |
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產 業
別 |
傳產-電機 |
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主要產品 |
電子零組件製造業、電器批發業及其他等相關產業 |
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2025/5/2 股價 |
84.90 |
法人買賣超合計(近一日) |
買超 32.433 張 |
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2025/5/2
漲跌 |
0.00
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法人買賣超合計(近一週) |
買超
68.9 張 |
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2025/5/2
漲跌幅 |
0.00
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法人買賣超合計(近一月) |
賣超 -125.88 張 |
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券 資 比 |
0.00
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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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2024/06/24 |
4.00 |
1.00 |
2017/09/01 |
2024/03/19 |
4.71% |
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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 |
2025/06/03 |
0.00 |
2.00 |
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2.36% |
0.02% |
0% |
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2023 |
2024/06/24 |
8.00 |
0.00 |
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2024/08/29 |
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9.42% |
0% |
9.42% |
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2022 |
2023/06/02 |
8.00 |
0.00 |
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2023/08/31 |
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9.42% |
0% |
9.42% |
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2021 |
2022/06/08 |
8.00 |
0.00 |
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2022/09/02 |
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9.42% |
0% |
9.42% |
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機構估稅後EPS |
6.99 |
K(9) |
59.16 |
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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) |
59.81 |
D(9) |
42.05 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
12.15 |
周K(9) |
16.84 |
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1.6 |
0.4 |
1.6 |
0.8 |
1 |
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股價淨值比 |
1.42 |
周D(9) |
21.37 |
綜合評分: |
5.4 |
建議: |
列入追踪 |
目標價: |
89.15 |
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月線乖離率 |
-0.71 |
季線乖離率 |
-12.27 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
139.18 |
3*PB |
179.37 |
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股價 |
97.10 |
88.20 |
84.30 |
81.10 |
84.90 |
15*PE |
104.39 |
2*PB |
119.58 |
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成交量(千股) |
780 |
1,154 |
467 |
813 |
248 |
10*PE |
69.59 |
1*PB |
59.79 |
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資餘 |
44 |
37 |
30 |
53 |
57 |
5*PE |
34.80 |
0.5*PB |
29.89 |
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券餘 |
0 |
0 |
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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1,443,411
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1,938,409
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1,910,943
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1,124,415
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1,370,459
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1,613,631
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1,976,147
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營業成本(千) |
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1,086,399
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1,233,978
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1,254,488
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805,238
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1,013,669
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1,016,640
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1,279,145
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營業毛利(千) |
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357,012
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704,431
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656,455
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319,177
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356,790
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596,991
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697,002
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營業費用(千) |
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296,787
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467,197
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451,976
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380,045
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307,737
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395,469
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414,821
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營業利益(千) |
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60,225
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237,234
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204,479
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-60,868 |
49,053
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201,522
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282,181
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營業外收入及支出(千) |
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22,335
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42,515
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32,144
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24,299
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48,231
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11,701
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19,492
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稅前純益(千) |
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82,560
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279,749
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236,623
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-36,569 |
97,284
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213,223
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301,673
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所得稅(千) |
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11,555
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51,272
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35,269
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-3,230 |
12,074
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45,963
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54,593
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稅後純益(千) |
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71,005
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228,477
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201,354
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-33,339 |
85,210
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167,260
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247,080
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其他綜合損益(千) |
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540
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98 |
25 |
-2,270 |
2,128
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0 |
0 |
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綜合損益(千) |
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71,545
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228,575
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201,379
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-35,609 |
87,338
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167,260
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247,080
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原始每股稅前盈餘(元) |
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1.13
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3.83
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3.24
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-0.50 |
1.33
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2.92
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4.13
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原始每股稅後盈餘(元) |
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0.97
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3.13
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2.76
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-0.46 |
1.17
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2.29
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3.38
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毛利率(%) |
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24.73
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36.34
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34.35
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28.39
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26.03
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37.00
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35.27
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營業利益率(%) |
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4.17
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12.24
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10.70
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-5.41 |
3.58
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12.49
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14.28
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稅後純益率(%) |
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4.92
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11.79
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10.54
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-2.97 |
6.22
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10.37
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12.50
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稅後權益報酬率(%) |
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1.64
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5.47
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5.08
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-0.83 |
1.98
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3.88
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6.02
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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 |
565,493 |
1,266,004 |
76.65
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8.85
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12.59
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1,266,004
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12.59 |
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202502 |
320,128 |
700,511 |
-15.84 |
24.56
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15.81
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創近一年新低 |
1,256,303
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4.55 |
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202501 |
380,383 |
380,383 |
-31.56 |
9.35
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9.35
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1,351,307
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1.41 |
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202412 |
555,792 |
6,417,178 |
33.88
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-6.87 |
3.63
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7.70
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1,443,411
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5.32 |
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202411 |
415,132 |
5,861,386 |
-12.14 |
7.04
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4.75
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1,391,718
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21.03 |
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202410 |
472,487 |
5,446,254 |
-6.27 |
22.45
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4.58
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1,571,317
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22.76 |
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202409 |
504,099 |
4,973,767 |
-15.24 |
34.00
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3.15
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6.57
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1,938,409
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20.13 |
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202408 |
594,731 |
4,469,668 |
-29.16 |
14.82
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0.54
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2,001,910
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1.86 |
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202407 |
839,579 |
3,874,937 |
47.92
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16.69
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-1.34 |
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創歷史新高 |
1,994,368
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-3.44 |
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202406 |
567,600 |
3,035,358 |
-3.34 |
-22.03 |
-5.38 |
2.74
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1,910,943
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-3.3 |
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202405 |
587,189 |
2,467,758 |
-22.35 |
-4.97 |
-0.50 |
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1,862,871
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-0.77 |
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202404 |
756,154 |
1,880,569 |
45.55
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19.97
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0.99
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創近一年新高 |
1,532,699
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-2.19 |
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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 |
28 |
29 |
1 |
8840 |
玉山 |
-21 |
0 |
21 |
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8440 |
摩根大通 |
7 |
7 |
0 |
7000 |
兆豐 |
-11 |
0 |
11 |
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1590 |
花旗環球 |
4 |
4 |
0 |
5920 |
元富 |
-7 |
0 |
7 |
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1650 |
新加坡商瑞銀 |
2 |
5 |
3 |
9800 |
元大 |
-5 |
13 |
18 |
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1440 |
美林 |
2 |
2 |
0 |
8150 |
台新 |
-3 |
0 |
3 |
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9300 |
華南永昌 |
2 |
2 |
0 |
8880 |
國泰 |
-2 |
0 |
2 |
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9600 |
富邦 |
2 |
5 |
3 |
7790 |
國票 |
-2 |
0 |
2 |
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6110 |
台中銀 |
1 |
1 |
0 |
1560 |
港商野村 |
-1 |
0 |
1 |
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9100 |
群益金鼎 |
1 |
2 |
1 |
1040 |
臺銀證券 |
0 |
0 |
0 |
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7750 |
北城 |
1 |
1 |
0 |
8560 |
新光 |
0 |
0 |
0 |
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20250324 |
禾聯碩養金雞 營運向上 |
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20250310 |
禾聯碩財報/稅後純益4.67億元、年減21.62% EPS 6.4元 |
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20241218 |
禾聯碩2024上半年配股利1元 |
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20240927 |
禾聯碩保守看下半年 |
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20240625 |
禾聯碩 銷售增溫 |
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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 |
-5.2 |
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10日籌碼集中度 |
-24.6 |
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單日買賣超 |
-4 |
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5日籌碼集中度 |
-9.7 |
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20日籌碼集中度 |
-21.6 |
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累計買賣超 |
-731 |
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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 |
467 |
借券餘額 |
506 |
千張大戶戶數 |
13 |
大戶比例 |
54.75 |
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更新日期: |
2025/5/2 20:01 |
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