5306 |
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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5306 桂盟 |
實收資本額 |
1260 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2022/03/08 |
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發 言
人 |
陳泳仁 |
電 話 |
(06)3037111 |
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地 址 |
台南市永康區中華路425號8F-5 |
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產 業
別 |
傳產-自行車 |
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主要產品 |
自行車鏈條及機車鏈條、鏈輪之製造與銷售 |
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2025/5/2 股價 |
96.30 |
法人買賣超合計(近一日) |
賣超 -2.224 張 |
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2025/5/2
漲跌 |
-0.10
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法人買賣超合計(近一週) |
買超
91.01 張 |
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2025/5/2
漲跌幅 |
-0.10
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法人買賣超合計(近一月) |
買超
188.08 張 |
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券 資 比 |
0.34
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外資連2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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2024/05/31 |
0.72 |
0.50 |
2018/07/17 |
2024/09/16 |
0.75% |
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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 |
2025/05/29 |
4.36 |
0.00 |
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2025/06/30 |
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4.53% |
0% |
4.53% |
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2023 |
2024/05/31 |
3.53 |
0.00 |
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2024/06/28 |
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3.67% |
0% |
3.67% |
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2022 |
2023/05/31 |
9.00 |
0.00 |
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2023/06/29 |
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9.35% |
0% |
9.35% |
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2021 |
2022/06/30 |
9.00 |
0.00 |
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2022/07/01 |
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9.35% |
0% |
9.35% |
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機構估稅後EPS |
7.57 |
K(9) |
75.67 |
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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) |
66.05 |
D(9) |
72.36 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
12.72 |
周K(9) |
26.07 |
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1.2 |
0.8 |
2 |
2 |
0.5 |
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股價淨值比 |
1.46 |
周D(9) |
28.88 |
綜合評分: |
6.5 |
建議: |
列入追踪 |
目標價: |
110.75 |
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月線乖離率 |
2.09 |
季線乖離率 |
-14.63 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
151.65 |
3*PB |
197.88 |
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股價 |
113.00 |
89.00 |
94.10 |
94.90 |
96.30 |
15*PE |
113.74 |
2*PB |
131.92 |
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成交量(千股) |
565 |
2,873 |
1,007 |
645 |
439 |
10*PE |
75.83 |
1*PB |
65.96 |
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資餘 |
397 |
331 |
310 |
294 |
297 |
5*PE |
37.91 |
0.5*PB |
32.98 |
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券餘 |
5 |
2 |
1 |
1 |
1 |
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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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1,134,097
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1,366,053
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1,357,940
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1,101,726
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1,020,444
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1,161,904
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1,234,184
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營業成本(千) |
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676,340
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716,167
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804,925
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692,490
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634,951
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744,055
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748,550
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營業毛利(千) |
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457,757
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649,886
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553,015
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409,236
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385,493
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417,849
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485,634
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營業費用(千) |
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277,653
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243,185
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239,786
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230,086
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244,496
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225,516
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201,069
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營業利益(千) |
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178,865
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406,147
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312,070
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178,728
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140,867
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191,853
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284,517
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營業外收入及支出(千) |
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55,027
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7,254
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28,337
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29,581
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11,403
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20,706
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40,180
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稅前純益(千) |
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233,892
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413,401
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340,407
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208,309
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152,270
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212,559
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324,697
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所得稅(千) |
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51,451
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93,128
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78,434
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56,488
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34,255
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53,181
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105,000
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稅後純益(千) |
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182,441
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320,273
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261,973
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151,821
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118,015
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159,378
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219,697
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其他綜合損益(千) |
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-98,240 |
147,190
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64,996
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165,650
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-140,188 |
148,294
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-148,562 |
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綜合損益(千) |
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84,201
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467,463
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326,969
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317,471
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-22,173 |
307,672
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71,135
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原始每股稅前盈餘(元) |
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1.86
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3.28
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2.70
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1.65
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1.21
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1.69
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2.58
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原始每股稅後盈餘(元) |
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1.45
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2.54
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2.08
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1.21
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0.94
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1.27
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1.74
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毛利率(%) |
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40.36
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47.57
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40.72
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37.14
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37.78
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35.96
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39.35
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營業利益率(%) |
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15.77
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29.73
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22.98
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16.22
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13.80
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16.51
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23.05
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稅後純益率(%) |
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16.09
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23.45
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19.29
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13.78
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11.57
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13.72
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17.80
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稅後權益報酬率(%) |
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2.18
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3.87
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3.27
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1.96
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1.55
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2.11
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2.93
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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 |
473,596 |
1,278,749 |
26.19
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24.46
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16.91
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創近一年新高 |
1,278,749
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16.91 |
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202502 |
375,291 |
805,153 |
-12.70 |
50.37
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12.87
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1,219,339
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18.23 |
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202501 |
429,862 |
429,862 |
3.78
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-7.31 |
-7.31 |
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1,226,292
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9.09 |
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202412 |
414,186 |
4,959,816 |
8.36
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30.24
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4.85
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9.49
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1,162,429
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14.55 |
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202411 |
382,244 |
4,569,961 |
4.44
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11.67
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4.32
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1,190,341
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13.45 |
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202410 |
365,999 |
4,187,717 |
-17.21 |
3.26
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3.70
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1,261,869
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13.99 |
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202409 |
442,098 |
3,825,719 |
-2.57 |
25.42
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3.12
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7.64
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1,367,651
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18.12 |
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202408 |
453,772 |
3,379,620 |
-3.82 |
13.44
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1.45
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1,391,545
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13.47 |
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202407 |
471,781 |
2,925,848 |
1.24
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16.39
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-0.19 |
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創近一年新高 |
1,385,835
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13.06 |
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202406 |
465,992 |
2,459,666 |
4.00
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10.68
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-3.47 |
4.35
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創近一年新高 |
1,360,232
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11.45 |
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202405 |
448,062 |
1,988,075 |
0.42
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12.19
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-5.56 |
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1,274,749
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-1.29 |
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202404 |
446,178 |
1,540,013 |
17.26
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11.52
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-9.71 |
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1,076,270
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-18.28 |
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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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9600 |
富邦 |
22 |
23 |
1 |
1480 |
美商高盛 |
-7 |
5 |
12 |
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1650 |
新加坡商瑞銀 |
5 |
7 |
2 |
1560 |
港商野村 |
-7 |
0 |
7 |
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9300 |
華南永昌 |
3 |
3 |
0 |
9A00 |
永豐金 |
-6 |
4 |
10 |
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8880 |
國泰 |
2 |
2 |
0 |
7000 |
兆豐 |
-4 |
6 |
10 |
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5850 |
統一 |
2 |
2 |
0 |
9200 |
凱基 |
-3 |
16 |
19 |
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6160 |
中國信託 |
1 |
2 |
1 |
1470 |
台灣摩根士丹利 |
-3 |
0 |
3 |
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7790 |
國票 |
1 |
1 |
0 |
9800 |
元大 |
-3 |
8 |
11 |
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1440 |
美林 |
1 |
3 |
2 |
1040 |
臺銀證券 |
-2 |
0 |
2 |
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1440 |
美林 |
1 |
3 |
2 |
5920 |
元富 |
-1 |
3 |
4 |
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6210 |
新百王 |
0 |
0 |
0 |
5260 |
美好 |
-1 |
0 |
1 |
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20250328 |
證交所「2025自行車產業投資論壇」主題式業績發表會 獲熱烈回響 |
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20250318 |
台積電等三檔今除息 影響指數減少36.69點 |
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20250317 |
3檔個股18日除息 光是台積電就讓台股蒸發36.51點 |
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20250314 |
賠錢還發錢!美利達股價失速下探又爬升 投資人捏一把冷汗 |
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20250313 |
產業「錢」景俏 美利達虧損仍堅持派利 |
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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 |
-4.3 |
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10日籌碼集中度 |
2 |
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單日買賣超 |
-4 |
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5日籌碼集中度 |
1.6 |
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20日籌碼集中度 |
-7.6 |
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累計買賣超 |
-444 |
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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 |
385 |
借券餘額 |
1117 |
千張大戶戶數 |
11 |
大戶比例 |
63.8 |
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更新日期: |
2025/5/2 20:01 |
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