| 6197 |
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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| 6197 佳必琪 |
實收資本額 |
1221 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2004/11/08 |
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| 發 言
人 |
易瑋鈴 |
電 話 |
02-82271658 |
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| 地 址 |
新北市中和區建一路176號9樓 |
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| 產 業
別 |
電子上游-連接元件 |
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| 主要產品 |
高速光電/光纜/模組/連接器/線束(雲端網通)、連接器/線束(智能連結產業)、(新能源)、(消費性電子)、IoT(物聯網系統)之以上相關產品研發，生產與銷售 |
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| 2025/5/2 股價 |
128.50 |
法人買賣超合計(近一日) |
買超 204.707 張 |
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| 2025/5/2
漲跌 |
3.00
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法人買賣超合計(近一週) |
買超
253.91 張 |
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| 2025/5/2
漲跌幅 |
2.39
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法人買賣超合計(近一月) |
買超
122.61 張 |
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| 券 資 比 |
1.67
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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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| 2024/06/13 |
4.20 |
1.00 |
2010/08/19 |
2024/07/04 |
3.27% |
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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 |
2025/05/27 |
7.00 |
0.00 |
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5.45% |
0% |
5.45% |
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| 2023 |
2024/06/13 |
4.20 |
0.00 |
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2024/07/04 |
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3.27% |
0% |
3.27% |
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| 2022 |
2023/06/26 |
3.20 |
0.00 |
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2023/07/12 |
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2.49% |
0% |
2.49% |
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| 2021 |
2022/06/15 |
3.00 |
0.00 |
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2022/07/15 |
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2.33% |
0% |
2.33% |
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| 機構估稅後EPS |
9.70 |
K(9) |
80.88 |
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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) |
36.14 |
D(9) |
74.63 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
13.25 |
周K(9) |
43.82 |
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1.6 |
1.2 |
2 |
1.6 |
1 |
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| 股價淨值比 |
3.56 |
周D(9) |
39.67 |
綜合評分: |
7.4 |
建議: |
列入追踪 |
目標價: |
147.78 |
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| 月線乖離率 |
6.86 |
季線乖離率 |
-3.29 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
194.70 |
3*PB |
108.29 |
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| 股價 |
139.50 |
118.50 |
118.50 |
122.00 |
128.50 |
15*PE |
146.02 |
2*PB |
72.19 |
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| 成交量(千股) |
11,570 |
6,928 |
4,683 |
3,207 |
4,437 |
10*PE |
97.35 |
1*PB |
36.10 |
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| 資餘 |
4,948 |
3,759 |
3,683 |
3,670 |
3,772 |
5*PE |
48.67 |
0.5*PB |
18.05 |
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| 券餘 |
198 |
45 |
69 |
54 |
63 |
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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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1,657,321
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1,880,154
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1,750,961
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1,476,642
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1,473,025
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1,340,000
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1,063,732
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| 營業成本(千) |
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1,143,840
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1,259,505
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1,130,409
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988,984
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1,008,797
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921,385
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767,926
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| 營業毛利(千) |
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513,481
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620,649
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620,552
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487,658
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464,228
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418,615
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295,806
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| 營業費用(千) |
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274,434
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255,464
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277,955
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230,659
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217,929
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230,124
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190,217
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| 營業利益(千) |
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239,047
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365,185
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342,597
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256,999
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246,299
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188,491
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105,589
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| 營業外收入及支出(千) |
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97,760
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-17,399 |
77,093
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49,424
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-14,771 |
39,929
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100,632
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| 稅前純益(千) |
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336,807
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347,786
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419,690
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306,423
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231,528
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228,420
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206,221
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| 所得稅(千) |
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73,849
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67,328
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78,982
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50,538
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54,762
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39,389
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16,096
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| 稅後純益(千) |
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262,958
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280,458
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340,708
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255,885
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176,766
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189,031
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190,125
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| 其他綜合損益(千) |
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-15,566 |
39,479
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146,502
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121,046
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-41,784 |
72,081
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-34,760 |
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| 綜合損益(千) |
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247,392
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319,937
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487,210
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376,931
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134,982
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261,112
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155,365
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| 原始每股稅前盈餘(元) |
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2.76
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2.85
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3.44
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2.51
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1.90
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1.87
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1.69
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| 原始每股稅後盈餘(元) |
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1.92
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2.18
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2.65
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1.94
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1.33
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1.47
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1.57
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| 毛利率(%) |
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30.98
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33.01
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35.44
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33.02
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31.52
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31.24
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27.81
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| 營業利益率(%) |
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14.42
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19.42
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19.57
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17.40
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16.72
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14.07
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9.93
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| 稅後純益率(%) |
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15.87
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14.92
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19.46
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17.33
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12.00
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14.11
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17.87
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| 稅後權益報酬率(%) |
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6.02
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7.07
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9.53
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7.49
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5.17
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5.87
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6.33
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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 |
639,635 |
1,674,698 |
43.25
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13.63
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13.93
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1,674,698
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13.93 |
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| 202502 |
446,516 |
1,035,063 |
-24.13 |
35.75
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14.11
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創近一年新低 |
1,560,854
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14.29 |
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| 202501 |
588,547 |
588,547 |
11.94
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1.80
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1.80
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1,689,321
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7.63 |
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| 202412 |
525,791 |
6,765,078 |
-8.56 |
14.63
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36.33
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11.55
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1,655,504
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11.84 |
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| 202411 |
574,983 |
6,242,915 |
3.65
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7.93
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38.69
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1,721,408
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14.09 |
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| 202410 |
554,730 |
5,667,932 |
-6.25 |
13.49
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42.82
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1,794,948
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27.47 |
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| 202409 |
591,695 |
5,107,757 |
-8.76 |
21.43
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46.39
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8.80
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1,886,169
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41.7 |
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| 202408 |
648,523 |
4,521,506 |
0.40
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50.09
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51.09
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創近一年新高 |
1,894,638
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55.28 |
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| 202407 |
645,951 |
3,872,983 |
7.63
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56.89
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51.26
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創近一年新高 |
1,867,333
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64.1 |
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| 202406 |
600,164 |
3,227,603 |
-3.39 |
59.47
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50.18
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5.95
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1,756,870
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65.38 |
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| 202405 |
621,218 |
2,626,652 |
16.01
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77.54
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48.19
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創近一年新高 |
1,719,599
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53.49 |
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| 202404 |
535,488 |
2,005,434 |
-4.87 |
59.32
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40.97
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1,427,310
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27.85 |
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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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| 8440 |
摩根大通 |
124 |
129 |
5 |
9800 |
元大 |
-63 |
129 |
192 |
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| 1440 |
美林 |
39 |
91 |
52 |
9600 |
富邦 |
-38 |
38 |
76 |
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| 1470 |
台灣摩根士丹利 |
34 |
34 |
0 |
9300 |
華南永昌 |
-32 |
16 |
48 |
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| 8880 |
國泰 |
31 |
72 |
41 |
7000 |
兆豐 |
-26 |
11 |
37 |
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| 1480 |
美商高盛 |
20 |
30 |
10 |
5380 |
第一金 |
-23 |
1 |
24 |
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| 6460 |
大昌 |
11 |
12 |
1 |
9200 |
凱基 |
-20 |
108 |
128 |
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| 1650 |
新加坡商瑞銀 |
9 |
20 |
11 |
9A00 |
永豐金 |
-19 |
5 |
24 |
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| 1020 |
合庫 |
6 |
18 |
12 |
8560 |
新光 |
-18 |
3 |
21 |
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| 6160 |
中國信託 |
6 |
18 |
12 |
8840 |
玉山 |
-11 |
5 |
16 |
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| 5850 |
統一 |
5 |
15 |
10 |
1040 |
臺銀證券 |
-9 |
1 |
10 |
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| 20250330 |
三科技廠法說談營運 |
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| 20250226 |
美超微財報壓線達陣…麗臺等台鏈嗨起來 分析師這樣看 |
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| 20241111 |
台股續演謝票行情 有影 |
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| 20241105 |
佳必琪財報／第3季獲利2.66億元歷史次高 看好2025業績成長 |
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| 20241105 |
11月5日盤前／觀望美國大選、Fed 利率會議 台股本周先震後彈 |
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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 |
26.2 |
優 |
10日籌碼集中度 |
4 |
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單日買賣超 |
224 |
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| 5日籌碼集中度 |
4.4 |
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20日籌碼集中度 |
-0.6 |
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累計買賣超 |
-236 |
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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 |
5504 |
借券餘額 |
6164 |
千張大戶戶數 |
11 |
大戶比例 |
40.14 |
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更新日期： |
2025/5/2 20:08 |
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