6120 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
6120 達運 |
實收資本額 |
6656 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2006/09/13 |
|
|
|
|
|
|
|
|
|
發 言
人 |
荊國泰 |
電 話 |
03-5668000 |
|
|
|
|
|
|
|
|
|
地 址 |
新竹縣湖口鄉光復北路20-1號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子中游-LCD-零組件 |
|
|
|
|
|
|
|
|
|
主要產品 |
液晶顯示器及模組代工、光電科技產品及週邊零組件 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
11.50 |
法人買賣超合計(近一日) |
賣超 -9.684 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.10
|
法人買賣超合計(近一週) |
買超
194.58 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
0.88
|
法人買賣超合計(近一月) |
買超
1697.98 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.10
|
外資連3賣 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/06/14 |
0.10 |
0.37 |
2008/08/21 |
2024/07/18 |
0.87% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/06/11 |
0.25 |
0.00 |
|
|
|
2.17% |
0% |
2.17% |
|
|
|
|
2023 |
2024/06/14 |
0.10 |
0.00 |
|
2024/07/18 |
|
0.87% |
0% |
0.87% |
|
|
|
|
2022 |
2023/06/14 |
0.15 |
0.00 |
|
2023/07/20 |
|
1.33% |
0% |
1.33% |
|
|
|
|
2021 |
2022/06/15 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
0.30 |
K(9) |
80.5 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
14.45 |
D(9) |
73.48 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
38.33 |
周K(9) |
35.74 |
|
1.2 |
1.2 |
1.2 |
0.8 |
0.5 |
|
|
|
|
股價淨值比 |
0.80 |
周D(9) |
39.26 |
綜合評分: |
4.9 |
建議: |
觀望 |
目標價: |
13.23 |
|
|
|
|
月線乖離率 |
9.64 |
季線乖離率 |
-7.66 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
6.01 |
3*PB |
43.13 |
|
|
|
|
股價 |
12.35 |
9.91 |
10.20 |
10.40 |
11.50 |
15*PE |
4.50 |
2*PB |
28.75 |
|
|
|
|
成交量(千股) |
4,137 |
9,267 |
7,468 |
3,987 |
7,143 |
10*PE |
3.00 |
1*PB |
14.38 |
|
|
|
|
資餘 |
10,552 |
8,652 |
8,760 |
8,653 |
8,944 |
5*PE |
1.50 |
0.5*PB |
7.19 |
|
|
|
|
券餘 |
0 |
0 |
1 |
1 |
9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
4,618,338
|
6,003,285
|
5,253,092
|
4,997,856
|
4,735,015
|
5,160,616
|
4,617,087
|
|
|
|
|
營業成本(千) |
|
4,313,655
|
5,638,580
|
4,994,121
|
4,860,412
|
4,487,977
|
4,822,713
|
4,255,957
|
|
|
|
|
營業毛利(千) |
|
304,683
|
364,705
|
258,971
|
137,444
|
247,038
|
337,903
|
361,130
|
|
|
|
|
營業費用(千) |
|
359,226
|
308,211
|
264,503
|
281,518
|
306,195
|
276,610
|
273,562
|
|
|
|
|
營業利益(千) |
|
-54,543 |
56,494
|
-5,532 |
-144,074 |
-59,157 |
61,293
|
87,568
|
|
|
|
|
營業外收入及支出(千) |
|
389,267
|
36,418
|
101,259
|
98,827
|
40,706
|
106,333
|
81,258
|
|
|
|
|
稅前純益(千) |
|
334,724
|
92,912
|
95,727
|
-45,247 |
-18,451 |
167,626
|
168,826
|
|
|
|
|
所得稅(千) |
|
76,562
|
77,109
|
98,289
|
39,135
|
-282,008 |
113,158
|
64,554
|
|
|
|
|
稅後純益(千) |
|
258,162
|
15,803
|
-2,562 |
-84,382 |
263,557
|
54,468
|
104,272
|
|
|
|
|
其他綜合損益(千) |
|
-24,532 |
92,314
|
85,948
|
119,145
|
-152,473 |
199,176
|
-198,607 |
|
|
|
|
綜合損益(千) |
|
233,630
|
108,117
|
83,386
|
34,763
|
111,084
|
253,644
|
-94,335 |
|
|
|
|
原始每股稅前盈餘(元) |
|
0.50
|
0.14
|
0.14
|
-0.07 |
-0.03 |
0.25
|
0.25
|
|
|
|
|
原始每股稅後盈餘(元) |
|
0.39
|
0.02
|
0.00
|
-0.13 |
0.40
|
0.08
|
0.16
|
|
|
|
|
毛利率(%) |
|
6.60
|
6.08
|
4.93
|
2.75
|
5.22
|
6.55
|
7.82
|
|
|
|
|
營業利益率(%) |
|
-1.18 |
0.94
|
-0.11 |
-2.88 |
-1.25 |
1.19
|
1.90
|
|
|
|
|
稅後純益率(%) |
|
5.59
|
0.26
|
-0.05 |
-1.69 |
5.57
|
1.06
|
2.26
|
|
|
|
|
稅後權益報酬率(%) |
|
2.72
|
0.17
|
-0.03 |
-0.91 |
2.88
|
0.61
|
1.16
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
1,608,977 |
4,754,982 |
-4.30 |
-2.80 |
-4.86 |
|
|
4,754,982
|
-4.86 |
|
|
|
|
202502 |
1,681,351 |
3,146,005 |
14.80
|
2.26
|
-5.88 |
|
|
4,976,836
|
-6.56 |
|
|
|
|
202501 |
1,464,654 |
1,464,654 |
-20.00 |
-13.76 |
-13.76 |
|
|
4,898,620
|
-2.57 |
|
|
|
|
202412 |
1,830,831 |
20,872,571 |
14.20
|
-7.70 |
17.46
|
0.72
|
|
4,618,338
|
-2.46 |
|
|
|
|
202411 |
1,603,135 |
19,041,740 |
35.36
|
19.13
|
20.62
|
|
|
4,443,420
|
2.61 |
|
|
|
|
202410 |
1,184,372 |
17,438,605 |
-28.48 |
-15.74 |
20.76
|
|
創近一年新低 |
4,992,484
|
1.81 |
|
|
|
|
202409 |
1,655,913 |
16,254,233 |
-23.06 |
4.88
|
24.70
|
0.22
|
|
6,003,285
|
16.33 |
|
|
|
|
202408 |
2,152,199 |
14,598,320 |
-1.96 |
12.13
|
27.43
|
|
|
6,130,622
|
13.84 |
|
|
|
|
202407 |
2,195,173 |
12,446,121 |
23.10
|
32.05
|
30.51
|
|
創近一年新高 |
5,765,859
|
15.45 |
|
|
|
|
202406 |
1,783,250 |
10,250,948 |
-0.23 |
-1.13 |
30.18
|
0.08
|
|
5,253,092
|
13.78 |
|
|
|
|
202405 |
1,787,436 |
8,467,698 |
6.24
|
16.95
|
39.48
|
|
|
5,125,162
|
25.28 |
|
|
|
|
202404 |
1,682,406 |
6,680,262 |
1.64
|
30.92
|
47.07
|
|
|
4,981,855
|
34.97 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
9600 |
富邦 |
89 |
97 |
8 |
2180 |
亞東 |
-90 |
0 |
90 |
|
|
|
|
9200 |
凱基 |
80 |
186 |
106 |
1480 |
美商高盛 |
-58 |
11 |
69 |
|
|
|
|
1440 |
美林 |
60 |
73 |
13 |
1560 |
港商野村 |
-57 |
0 |
57 |
|
|
|
|
8880 |
國泰 |
29 |
56 |
27 |
1470 |
台灣摩根士丹利 |
-39 |
0 |
39 |
|
|
|
|
6480 |
福邦 |
24 |
39 |
15 |
9300 |
華南永昌 |
-36 |
14 |
50 |
|
|
|
|
1650 |
新加坡商瑞銀 |
22 |
47 |
25 |
9800 |
元大 |
-33 |
147 |
180 |
|
|
|
|
1020 |
合庫 |
20 |
20 |
0 |
5380 |
第一金 |
-24 |
2 |
26 |
|
|
|
|
1030 |
土銀 |
14 |
14 |
0 |
8440 |
摩根大通 |
-21 |
41 |
62 |
|
|
|
|
7000 |
兆豐 |
14 |
23 |
9 |
9100 |
群益金鼎 |
-12 |
37 |
49 |
|
|
|
|
5920 |
元富 |
11 |
21 |
10 |
5850 |
統一 |
-11 |
14 |
25 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250428 |
中光電第1季EPS 0.05元 達運-0.03元 |
|
|
|
|
20250428 |
達運擬辦理現金減資 每股退還股東1元、加計現金股利0.25元 |
|
|
|
|
20250211 |
達運2024年 EPS 0.28元 六年來高點 |
|
|
|
|
20241026 |
興櫃一周回顧/仁新超亮眼 勁揚逾52% |
|
|
|
|
20240927 |
達運衝刺系統整合業務 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
-5 |
|
10日籌碼集中度 |
5.8 |
|
單日買賣超 |
-54 |
|
|
|
5日籌碼集中度 |
5.8 |
|
20日籌碼集中度 |
-1.5 |
|
累計買賣超 |
-938 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
6759 |
借券餘額 |
9291 |
千張大戶戶數 |
30 |
大戶比例 |
53.07 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 20:05 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|