6282 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
6282 康舒 |
實收資本額 |
8586 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2003/09/08 |
|
|
|
|
|
|
|
|
|
發 言
人 |
薛惠文 |
電 話 |
(02)2621-7672 |
|
|
|
|
|
|
|
|
|
地 址 |
臺北市北投區中央南路2段18號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子中游-電源供應器 |
|
|
|
|
|
|
|
|
|
主要產品 |
電源供應器93.51%(交換式電源供應器之研發設計、製造及銷售) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
26.50 |
法人買賣超合計(近一日) |
買超 690.633 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.80
|
法人買賣超合計(近一週) |
買超
2818.75 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
3.11
|
法人買賣超合計(近一月) |
買超
4409.7 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.41
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/06/20 |
0.20 |
0.05 |
2009/08/10 |
2023/06/26 |
0.74% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/05/28 |
0.50 |
0.00 |
|
|
|
1.89% |
0% |
1.89% |
|
|
|
|
2023 |
2024/06/20 |
0.50 |
0.00 |
|
2024/09/02 |
|
1.89% |
0% |
1.89% |
|
|
|
|
2022 |
2023/05/26 |
0.20 |
0.00 |
|
2023/06/26 |
|
0.74% |
0% |
0.74% |
|
|
|
|
2021 |
2022/06/22 |
1.00 |
0.00 |
|
2022/04/21 |
|
3.77% |
0% |
3.77% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
-0.10 |
K(9) |
72.54 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
26.87 |
D(9) |
59.36 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
-265.00 |
周K(9) |
35.46 |
|
1.6 |
1.2 |
1.2 |
1.2 |
2 |
|
|
|
|
股價淨值比 |
0.99 |
周D(9) |
38.93 |
綜合評分: |
7.2 |
建議: |
列入追踪 |
目標價: |
27.82 |
|
|
|
|
月線乖離率 |
4.18 |
季線乖離率 |
-10.25 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
|
3*PB |
80.30 |
|
|
|
|
股價 |
30.30 |
24.00 |
25.60 |
25.00 |
26.50 |
15*PE |
|
2*PB |
53.54 |
|
|
|
|
成交量(千股) |
8,306 |
19,819 |
22,390 |
8,203 |
6,693 |
10*PE |
|
1*PB |
26.77 |
|
|
|
|
資餘 |
21,589 |
17,171 |
19,521 |
19,364 |
19,233 |
5*PE |
|
0.5*PB |
13.38 |
|
|
|
|
券餘 |
60 |
7 |
109 |
78 |
79 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
8,146,098
|
8,425,058
|
7,939,041
|
7,184,901
|
8,241,275
|
9,783,654
|
4,798,698
|
|
|
|
|
營業成本(千) |
|
6,306,528
|
6,502,388
|
6,007,065
|
5,499,666
|
6,209,516
|
7,615,961
|
3,894,257
|
|
|
|
|
營業毛利(千) |
|
1,839,570
|
1,922,670
|
1,931,976
|
1,685,235
|
2,031,759
|
2,167,693
|
904,441
|
|
|
|
|
營業費用(千) |
|
1,884,484
|
2,011,457
|
1,866,697
|
1,743,268
|
1,780,656
|
1,956,744
|
860,288
|
|
|
|
|
營業利益(千) |
|
-44,914 |
-88,787 |
65,279
|
-58,033 |
251,103
|
210,949
|
44,153
|
|
|
|
|
營業外收入及支出(千) |
|
180,295
|
-114,246 |
141,177
|
79,126
|
-183,389 |
24,271
|
-27,255 |
|
|
|
|
稅前純益(千) |
|
135,381
|
-203,033 |
206,456
|
21,093
|
67,714
|
235,220
|
16,898
|
|
|
|
|
所得稅(千) |
|
3,863
|
27,534
|
66,846
|
100,240
|
137,716
|
132,855
|
21,179
|
|
|
|
|
稅後純益(千) |
|
144,508
|
-221,826 |
139,610
|
-79,147 |
-69,702 |
73,293
|
28,166
|
|
|
|
|
其他綜合損益(千) |
|
292,094
|
-204,447 |
81,524
|
280,249
|
-374,876 |
319,125
|
20,375
|
|
|
|
|
綜合損益(千) |
|
436,602
|
-426,273 |
221,134
|
201,102
|
-444,578 |
392,418
|
48,541
|
|
|
|
|
原始每股稅前盈餘(元) |
|
0.16
|
-0.24 |
0.24
|
0.02
|
0.08
|
0.28
|
0.03
|
|
|
|
|
原始每股稅後盈餘(元) |
|
0.16
|
-0.26 |
0.16
|
-0.09 |
-0.08 |
0.08
|
0.03
|
|
|
|
|
毛利率(%) |
|
22.58
|
22.82
|
24.34
|
23.46
|
24.65
|
22.16
|
18.85
|
|
|
|
|
營業利益率(%) |
|
-0.55 |
-1.05 |
0.82
|
-0.81 |
3.05
|
2.16
|
0.92
|
|
|
|
|
稅後純益率(%) |
|
1.77
|
-2.63 |
1.76
|
-1.10 |
-0.85 |
0.75
|
0.59
|
|
|
|
|
稅後權益報酬率(%) |
|
0.62
|
-0.95 |
0.60
|
-0.34 |
-0.30 |
0.42
|
0.26
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2,681,888 |
7,163,239 |
12.78
|
-9.36 |
-0.30 |
|
|
7,163,239
|
-0.3 |
|
|
|
|
202502 |
2,377,932 |
4,481,351 |
13.05
|
29.25
|
6.04
|
|
|
7,678,125
|
4.66 |
|
|
|
|
202501 |
2,103,419 |
2,103,419 |
-34.20 |
-11.85 |
-11.85 |
|
|
7,944,879
|
-3.33 |
|
|
|
|
202412 |
3,196,774 |
31,695,098 |
20.88
|
2.78
|
13.83
|
0.19
|
創近一年新高 |
8,203,268
|
-0.46 |
|
|
|
|
202411 |
2,644,686 |
28,588,163 |
11.98
|
-2.84 |
14.41
|
|
|
8,202,183
|
-7.32 |
|
|
|
|
202410 |
2,361,808 |
25,943,477 |
-26.09 |
-1.96 |
16.52
|
|
|
8,328,961
|
-12.46 |
|
|
|
|
202409 |
3,195,689 |
23,549,000 |
15.31
|
-14.08 |
20.12
|
0.03
|
創近一年新高 |
8,457,727
|
-13.55 |
|
|
|
|
202408 |
2,771,464 |
20,385,980 |
11.28
|
-18.15 |
26.33
|
|
|
8,430,891
|
6.98 |
|
|
|
|
202407 |
2,490,574 |
17,614,516 |
-21.40 |
-7.01 |
38.14
|
|
|
7,973,199
|
32.87 |
|
|
|
|
202406 |
3,168,853 |
15,123,942 |
36.96
|
74.47
|
54.01
|
0.26
|
|
7,939,041
|
60.91 |
|
|
|
|
202405 |
2,313,772 |
11,955,089 |
-5.81 |
53.61
|
44.80
|
|
|
7,729,082
|
58.1 |
|
|
|
|
202404 |
2,456,416 |
9,641,317 |
-16.98 |
52.46
|
42.83
|
|
|
7,255,128
|
46.47 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
8440 |
摩根大通 |
242 |
269 |
27 |
9100 |
群益金鼎 |
-186 |
41 |
227 |
|
|
|
|
9200 |
凱基 |
174 |
287 |
113 |
9600 |
富邦 |
-86 |
127 |
213 |
|
|
|
|
5850 |
統一 |
94 |
124 |
30 |
8150 |
台新 |
-73 |
44 |
117 |
|
|
|
|
1440 |
美林 |
72 |
73 |
1 |
9800 |
元大 |
-64 |
233 |
297 |
|
|
|
|
6950 |
福勝 |
63 |
70 |
7 |
7000 |
兆豐 |
-55 |
28 |
83 |
|
|
|
|
1470 |
台灣摩根士丹利 |
42 |
44 |
2 |
1040 |
臺銀證券 |
-50 |
1 |
51 |
|
|
|
|
1480 |
美商高盛 |
42 |
112 |
70 |
8560 |
新光 |
-46 |
23 |
69 |
|
|
|
|
1650 |
新加坡商瑞銀 |
29 |
73 |
44 |
8880 |
國泰 |
-35 |
33 |
68 |
|
|
|
|
1020 |
合庫 |
25 |
34 |
9 |
9A00 |
永豐金 |
-29 |
32 |
61 |
|
|
|
|
1560 |
港商野村 |
13 |
13 |
0 |
5920 |
元富 |
-29 |
23 |
52 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250123 |
康舒總座 呂宜興升任 |
|
|
|
|
20241121 |
台股下跌132點收22,555點 台積電跌15元收1,010元 |
|
|
|
|
20241121 |
輝達財測不如樂觀預期 AI股疲弱、台股盤中回測季均線 |
|
|
|
|
20241121 |
11月21日盤前/市場高標審視輝達財報及展望 操作維持選股不選市 |
|
|
|
|
20241114 |
11月14日盤前/台積電ADR下跌 台股持續震盪整理 操作選股不選市 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
25.6 |
優 |
10日籌碼集中度 |
11.2 |
優 |
單日買賣超 |
508 |
|
|
|
5日籌碼集中度 |
18.5 |
優 |
20日籌碼集中度 |
9.7 |
優 |
累計買賣超 |
2980 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
20074 |
借券餘額 |
24111 |
千張大戶戶數 |
43 |
大戶比例 |
34.24 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 20:12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|