6151 |
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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6151 晉倫 |
實收資本額 |
553 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2002/02/25 |
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發 言
人 |
簡嘉毅 |
電 話 |
(03)386-8820 |
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地 址 |
桃園市大園區南港里11鄰長發路250號 |
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產 業
別 |
傳產-塑膠 |
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主要產品 |
營業收入100%(橡膠複合材料及塑膠複合材料之製造加工及買賣,電子零組件製造業、工業用塑膠製品製造業,其他電機及電子機械器材製造業(連接器)) |
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2025/5/2 股價 |
32.45 |
法人買賣超合計(近一日) |
賣超 -63.63 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) |
賣超 -535.1 張 |
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2025/5/2
漲跌幅 |
0.15
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法人買賣超合計(近一月) |
買超
514.37 張 |
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券 資 比 |
0.91
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外資連4賣 |
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自營連2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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2023/05/30 |
2.00 |
0.70 |
2014/07/09 |
2023/06/16 |
6.16% |
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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 |
2025/05/23 |
1.50 |
0.00 |
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2025/05/27 |
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4.62% |
0% |
4.62% |
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2023 |
2024/05/27 |
1.50 |
0.00 |
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2024/03/27 |
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4.62% |
0% |
4.62% |
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2022 |
2023/05/30 |
2.00 |
0.00 |
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2023/06/16 |
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6.16% |
0% |
6.16% |
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2021 |
2022/05/27 |
3.00 |
0.00 |
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2022/06/16 |
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9.24% |
0% |
9.24% |
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機構估稅後EPS |
1.45 |
K(9) |
77.95 |
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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) |
18.54 |
D(9) |
76.25 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
22.38 |
周K(9) |
35.13 |
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0.8 |
1.6 |
1.2 |
1.6 |
0 |
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股價淨值比 |
1.75 |
周D(9) |
24.9 |
綜合評分: |
5.2 |
建議: |
列入追踪 |
目標價: |
37.32 |
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月線乖離率 |
11.09 |
季線乖離率 |
-5.97 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
28.97 |
3*PB |
55.63 |
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股價 |
31.95 |
27.70 |
28.25 |
30.85 |
32.45 |
15*PE |
21.73 |
2*PB |
37.09 |
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成交量(千股) |
1,168 |
4,098 |
1,311 |
1,370 |
5,040 |
10*PE |
14.49 |
1*PB |
18.54 |
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資餘 |
2,471 |
1,293 |
1,240 |
1,256 |
1,321 |
5*PE |
7.24 |
0.5*PB |
9.27 |
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券餘 |
5 |
4 |
2 |
2 |
12 |
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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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426,143
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402,761
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482,963
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352,292
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399,643
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399,013
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367,569
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營業成本(千) |
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342,075
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321,933
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386,870
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279,728
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314,035
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314,989
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287,986
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營業毛利(千) |
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84,068
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80,828
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96,093
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72,564
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85,608
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84,024
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79,583
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營業費用(千) |
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47,187
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53,625
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62,483
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55,361
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60,291
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59,547
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62,792
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營業利益(千) |
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36,881
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27,203
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33,610
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17,203
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25,317
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24,477
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16,791
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營業外收入及支出(千) |
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-14,758 |
1,136
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2,802
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2,397
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-466 |
3,490
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8,231
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稅前純益(千) |
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22,123
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28,339
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36,412
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19,600
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24,851
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27,967
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25,022
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所得稅(千) |
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5,028
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6,904
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6,931
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5,566
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5,829
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8,449
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5,421
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稅後純益(千) |
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17,095
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21,435
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29,481
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14,034
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19,022
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19,518
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19,601
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其他綜合損益(千) |
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3,376
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313
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4,724
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14,226
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-21,265 |
15,928
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-8,704 |
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綜合損益(千) |
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20,471
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21,748
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34,205
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28,260
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-2,243 |
35,446
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10,897
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原始每股稅前盈餘(元) |
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0.40
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0.51
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0.66
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0.35
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0.45
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0.51
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0.45
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原始每股稅後盈餘(元) |
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0.31
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0.39
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0.53
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0.25
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0.34
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0.35
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0.35
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毛利率(%) |
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19.73
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20.07
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19.90
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20.60
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21.42
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21.06
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21.65
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營業利益率(%) |
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8.65
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6.75
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6.96
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4.88
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6.33
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6.13
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4.57
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稅後純益率(%) |
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4.01
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5.32
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6.10
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3.98
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4.76
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4.89
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5.33
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稅後權益報酬率(%) |
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1.69
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2.16
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3.05
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1.44
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1.90
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1.98
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1.92
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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 |
162,595 |
413,592 |
22.26
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22.79
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17.25
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0.48
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413,592
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17.25 |
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202502 |
132,987 |
250,997 |
12.69
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44.27
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13.92
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0.24
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397,379
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8.59 |
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202501 |
118,010 |
118,010 |
-19.38 |
-7.92 |
-7.92 |
0.09
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405,566
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0.24 |
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202412 |
146,382 |
1,664,159 |
3.69
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0.52
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6.79
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1.93
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425,514
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6.22 |
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202411 |
141,174 |
1,518,760 |
2.33
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7.92
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7.39
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1.86
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407,469
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7.51 |
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202410 |
137,958 |
1,377,586 |
7.50
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11.11
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7.34
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1.69
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394,159
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0.81 |
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202409 |
128,337 |
1,238,016 |
0.37
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3.47
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6.84
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1.53
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402,952
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1.18 |
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202408 |
127,864 |
1,111,291 |
-12.87 |
-10.45 |
7.35
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1.33
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420,387
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6.29 |
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202407 |
146,751 |
983,427 |
0.67
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11.64
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10.19
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1.21
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458,736
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22.22 |
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202406 |
145,772 |
835,255 |
-12.30 |
20.19
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9.94
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1.02
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483,925
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31.31 |
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202405 |
166,213 |
690,904 |
-3.33 |
35.57
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8.00
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0.87
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470,569
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21 |
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202404 |
171,940 |
524,691 |
29.85
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37.94
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1.46
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0.64
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創近一年新高 |
396,534
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-1.34 |
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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 |
51 |
90 |
39 |
9200 |
凱基 |
-36 |
43 |
79 |
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9300 |
華南永昌 |
16 |
22 |
6 |
8440 |
摩根大通 |
-14 |
1 |
15 |
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8560 |
新光 |
16 |
20 |
4 |
2180 |
亞東 |
-14 |
0 |
14 |
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8150 |
台新 |
12 |
14 |
2 |
6380 |
光和 |
-10 |
0 |
10 |
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6910 |
德信 |
9 |
9 |
0 |
1560 |
港商野村 |
-9 |
0 |
9 |
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5600 |
永興 |
5 |
5 |
0 |
5380 |
第一金 |
-7 |
4 |
11 |
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5850 |
統一 |
4 |
6 |
2 |
1440 |
美林 |
-7 |
7 |
14 |
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9A00 |
永豐金 |
4 |
12 |
8 |
8840 |
玉山 |
-6 |
3 |
9 |
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7030 |
致和 |
3 |
3 |
0 |
1020 |
合庫 |
-5 |
0 |
5 |
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6160 |
中國信託 |
1 |
4 |
3 |
1030 |
土銀 |
-2 |
0 |
2 |
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20241023 |
10月23日盤前/PCB 及光電雙覽展啟航 台股多頭掌控發球權 5日線上擇優布局 |
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20241023 |
中低價族群 短多可期 |
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20240327 |
3月27日重要財經行事曆 |
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20201018 |
季報亮點股出列 獲利超標金雞股必買 |
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20180316 |
晉倫科技:增訂本公司董事會決議召開一零七年股東常會相關事宜公告 |
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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 |
-7.2 |
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10日籌碼集中度 |
-3.1 |
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單日買賣超 |
-24 |
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5日籌碼集中度 |
-3.3 |
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20日籌碼集中度 |
2.2 |
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累計買賣超 |
59 |
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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 |
727 |
借券餘額 |
819 |
千張大戶戶數 |
5 |
大戶比例 |
18.22 |
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更新日期: |
2025/5/2 18:01 |
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