6244 |
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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6244 茂迪 |
實收資本額 |
3870 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2003/05/15 |
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發 言
人 |
王丁召 |
電 話 |
(06)5050789 |
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地 址 |
新北市深坑區北深路3段248號6樓 |
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產 業
別 |
電子下游-太陽能 |
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主要產品 |
太陽能電池、太陽能模組、太陽能電力轉換器之製造及銷售、太陽能發電系統之設計架設及銷售、太陽能電力之銷售 |
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2025/5/2 股價 |
19.05 |
法人買賣超合計(近一日) |
買超 359.458 張 |
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2025/5/2
漲跌 |
0.25
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法人買賣超合計(近一週) |
賣超 -852.49 張 |
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2025/5/2
漲跌幅 |
1.33
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法人買賣超合計(近一月) |
賣超 -3146.4 張 |
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券 資 比 |
0.98
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自營連5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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2023/06/19 |
0.45 |
1.50 |
2011/07/11 |
2023/07/18 |
2.36% |
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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 |
2025/06/20 |
0.36 |
0.00 |
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1.89% |
0% |
1.89% |
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2023 |
2024/06/18 |
0.32 |
0.00 |
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2024/07/16 |
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1.68% |
0% |
1.68% |
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2022 |
2023/06/19 |
0.45 |
0.00 |
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2023/07/18 |
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2.36% |
0% |
2.36% |
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2021 |
2022/06/21 |
0.20 |
0.00 |
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2022/07/28 |
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1.05% |
0% |
1.05% |
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機構估稅後EPS |
0.39 |
K(9) |
58.69 |
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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) |
11.49 |
D(9) |
60.81 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
48.85 |
周K(9) |
39.74 |
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0.4 |
1.2 |
1.2 |
0 |
0 |
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股價淨值比 |
1.66 |
周D(9) |
42.44 |
綜合評分: |
2.8 |
建議: |
不列入追踪 |
目標價: |
22.98 |
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月線乖離率 |
3.89 |
季線乖離率 |
-7.61 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
7.76 |
3*PB |
34.43 |
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股價 |
21.20 |
16.70 |
17.60 |
19.00 |
19.05 |
15*PE |
5.82 |
2*PB |
22.95 |
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成交量(千股) |
4,003 |
10,269 |
5,348 |
22,735 |
10,781 |
10*PE |
3.88 |
1*PB |
11.48 |
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資餘 |
9,301 |
7,975 |
8,121 |
8,981 |
9,208 |
5*PE |
1.94 |
0.5*PB |
5.74 |
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券餘 |
21 |
2 |
2 |
104 |
90 |
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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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830,215
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717,703
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792,410
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885,173
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930,102
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954,523
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826,802
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營業成本(千) |
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685,824
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601,750
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611,214
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690,580
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766,841
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805,444
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716,646
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營業毛利(千) |
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144,391
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115,953
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181,196
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194,593
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163,261
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149,079
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110,156
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營業費用(千) |
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86,830
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92,671
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96,227
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87,174
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83,764
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79,255
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95,508
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營業利益(千) |
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57,561
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23,282
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84,969
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107,419
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79,497
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69,824
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14,648
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營業外收入及支出(千) |
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-23,664 |
6,445
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-29,982 |
20,305
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-114,337 |
10,386
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11,261
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稅前純益(千) |
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33,897
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29,727
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54,987
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127,724
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-34,840 |
80,210
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25,909
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所得稅(千) |
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-876 |
3,616
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2,388
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607 |
1,094
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2,463
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1,525
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稅後純益(千) |
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34,773
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26,111
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52,599
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127,117
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-35,934 |
77,747
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24,384
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其他綜合損益(千) |
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3,793
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13,700
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10,386
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30,373
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-20,445 |
37,495
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-41,806 |
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綜合損益(千) |
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38,566
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39,811
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62,985
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157,490
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-56,379 |
115,242
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-17,422 |
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原始每股稅前盈餘(元) |
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0.09
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0.08
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0.14
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0.33
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-0.09 |
0.21
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0.07
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原始每股稅後盈餘(元) |
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0.09
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0.06
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0.13
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0.33
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-0.10 |
0.20
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0.06
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毛利率(%) |
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17.39
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16.16
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22.87
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21.98
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17.55
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15.62
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13.32
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營業利益率(%) |
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6.93
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3.24
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10.72
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12.14
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8.55
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7.32
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1.77
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稅後純益率(%) |
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4.19
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3.64
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6.64
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14.36
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-3.86 |
8.15
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2.95
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稅後權益報酬率(%) |
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0.77
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0.58
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1.17
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2.87
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-0.82 |
1.78
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0.55
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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 |
0.00 |
0.00 |
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0 |
0 |
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202503 |
267,439 |
793,433 |
-4.04 |
-7.84 |
-10.36 |
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793,433
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-10.36 |
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202502 |
278,692 |
525,994 |
12.69
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21.69
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-11.59 |
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813,732
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-15.19 |
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202501 |
247,302 |
247,302 |
-14.05 |
-32.42 |
-32.42 |
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853,271
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-20.58 |
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202412 |
287,738 |
3,225,501 |
-9.58 |
-21.07 |
-20.67 |
0.64 |
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830,215
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-10.74 |
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202411 |
318,231 |
2,937,763 |
41.91
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-7.46 |
-20.63 |
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806,762
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-9.26 |
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202410 |
224,246 |
2,619,532 |
-15.15 |
1.16 |
-21.98 |
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732,673
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-15.61 |
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202409 |
264,285 |
2,395,286 |
8.25 |
-18.31 |
-23.62 |
0.55 |
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717,703
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-24.81 |
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202408 |
244,142 |
2,131,001 |
16.66
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-24.40 |
-24.23 |
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709,328
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-20.78 |
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202407 |
209,276 |
1,886,859 |
-18.22 |
-32.06 |
-24.20 |
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創近一年新低 |
725,367
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-13.39 |
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202406 |
255,910 |
1,677,583 |
-1.64 |
-3.20 |
-23.09 |
0.47 |
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792,410
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-4.16 |
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202405 |
260,181 |
1,421,673 |
-5.84 |
-1.87 |
-25.84 |
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826,700
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-23.01 |
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202404 |
276,319 |
1,161,492 |
-4.78 |
-7.05 |
-29.68 |
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795,546
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-38.27 |
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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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1650 |
新加坡商瑞銀 |
137 |
167 |
30 |
9800 |
元大 |
-451 |
217 |
668 |
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9200 |
凱基 |
113 |
172 |
59 |
8880 |
國泰 |
-95 |
48 |
143 |
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9100 |
群益金鼎 |
88 |
108 |
20 |
8560 |
新光 |
-67 |
28 |
95 |
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7000 |
兆豐 |
75 |
78 |
3 |
8840 |
玉山 |
-51 |
8 |
59 |
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8440 |
摩根大通 |
55 |
65 |
10 |
9A00 |
永豐金 |
-34 |
37 |
71 |
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1560 |
港商野村 |
52 |
52 |
0 |
8150 |
台新 |
-31 |
27 |
58 |
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6160 |
中國信託 |
36 |
41 |
5 |
8490 |
京城 |
-10 |
2 |
12 |
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7030 |
致和 |
34 |
39 |
5 |
1470 |
台灣摩根士丹利 |
-10 |
0 |
10 |
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8450 |
康和 |
29 |
32 |
3 |
1470 |
台灣摩根士丹利 |
-10 |
0 |
10 |
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9300 |
華南永昌 |
25 |
58 |
33 |
2180 |
亞東 |
-9 |
5 |
14 |
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20250423 |
太陽能族群火熱期待東南亞轉單潮 但要小心一件事 |
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20250306 |
3月6日重要財經行事曆 |
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20241113 |
11月13日重要財經行事曆 |
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20240827 |
台股修正跌55點收22,185點 台積電跌8元收942元 |
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20240827 |
太陽能族群 迎接轉單 |
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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 |
-13.7 |
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10日籌碼集中度 |
-8.9 |
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單日買賣超 |
-223 |
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5日籌碼集中度 |
-9.3 |
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20日籌碼集中度 |
-7.2 |
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累計買賣超 |
-4779 |
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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 |
9876 |
借券餘額 |
10250 |
千張大戶戶數 |
29 |
大戶比例 |
22.59 |
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更新日期: |
2025/5/2 18:04 |
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