6451 |
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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6451 訊芯-KY |
實收資本額 |
1075 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2015/01/26 |
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發 言
人 |
王耀偉 |
電 話 |
02-22688368 |
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地 址 |
台北市信義區光復南路495號11樓之5 |
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產 業
別 |
電子上游-IC-封測 |
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主要產品 |
系統模組封裝產品及其他各型積體電路模組之封裝、測試及銷售 |
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2025/5/2 股價 |
144.50 |
法人買賣超合計(近一日) |
買超 27.775 張 |
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2025/5/2
漲跌 |
4.00
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法人買賣超合計(近一週) |
買超
361.13 張 |
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2025/5/2
漲跌幅 |
2.85
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法人買賣超合計(近一月) |
買超
1694.05 張 |
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券 資 比 |
0.79
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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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2024/06/27 |
2.46 |
#N/A |
#N/A |
2024/07/25 |
1.70% |
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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 |
2025/06/25 |
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2023 |
2024/06/27 |
2.46 |
0.00 |
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2024/07/26 |
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1.7% |
0% |
1.7% |
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2022 |
2023/06/28 |
1.17 |
0.00 |
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2023/07/27 |
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0.81% |
0% |
0.81% |
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2021 |
2022/06/23 |
2.56 |
0.00 |
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2022/07/27 |
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1.77% |
0% |
1.77% |
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機構估稅後EPS |
2.05 |
K(9) |
74.03 |
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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) |
62.77 |
D(9) |
68.62 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
70.49 |
周K(9) |
22.5 |
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1.6 |
1.6 |
1.2 |
2 |
1.5 |
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股價淨值比 |
2.30 |
周D(9) |
17.84 |
綜合評分: |
7.9 |
建議: |
列入追踪 |
目標價: |
166.18 |
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月線乖離率 |
5.05 |
季線乖離率 |
-19.24 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
40.93 |
3*PB |
186.05 |
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股價 |
161.00 |
130.00 |
138.50 |
142.00 |
144.50 |
15*PE |
30.70 |
2*PB |
124.03 |
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成交量(千股) |
6,633 |
5,902 |
10,293 |
5,067 |
3,910 |
10*PE |
20.47 |
1*PB |
62.02 |
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資餘 |
5,028 |
4,464 |
4,476 |
4,288 |
4,323 |
5*PE |
10.23 |
0.5*PB |
31.01 |
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券餘 |
216 |
40 |
0 |
33 |
34 |
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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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1,694,180
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1,362,551
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1,205,841
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925,428
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1,335,827
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1,354,788
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1,196,421
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營業成本(千) |
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1,507,415
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1,253,853
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962,424
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780,710
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984,948
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947,433
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959,265
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營業毛利(千) |
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186,765
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108,698
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243,417
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144,718
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350,879
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407,355
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237,156
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營業費用(千) |
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248,989
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238,143
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216,929
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206,404
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287,905
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230,772
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206,427
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營業利益(千) |
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-62,224 |
-129,445 |
26,488
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-61,686 |
62,974
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176,583
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30,729
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營業外收入及支出(千) |
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65,437
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128,945
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68,088
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-43,919 |
172,641
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6,643
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70,701
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稅前純益(千) |
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3,213
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-500 |
94,576
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-105,605 |
235,615
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183,226
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101,430
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所得稅(千) |
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-40,577 |
4,627
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2,174
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-13,489 |
48,528
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44,383
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35,655
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稅後純益(千) |
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43,790
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-5,127 |
92,402
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-92,116 |
187,087
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138,843
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65,775
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其他綜合損益(千) |
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38,688
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20,345
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54,639
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406,878
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-455,467 |
418,100
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-287,348 |
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綜合損益(千) |
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82,478
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15,218
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147,041
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314,762
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-268,380 |
556,943
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-221,573 |
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原始每股稅前盈餘(元) |
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0.03
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0.00
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0.89
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-0.99 |
2.22
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1.73
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0.96
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原始每股稅後盈餘(元) |
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0.29
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0.08
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0.84
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-0.81 |
1.57
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1.25
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0.76
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毛利率(%) |
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11.02
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7.98
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20.19
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15.64
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26.27
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30.07
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19.82
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營業利益率(%) |
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-3.67 |
-9.50 |
2.20
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-6.67 |
4.71
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13.03
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2.57
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稅後純益率(%) |
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2.58
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-0.38 |
7.66
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-9.95 |
14.01
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10.25
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5.50
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稅後權益報酬率(%) |
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0.57
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-0.07 |
1.21
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-1.24 |
2.54
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1.94
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0.94
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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 |
768,574 |
1,976,833 |
15.40
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153.20
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113.61
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創歷史新高 |
1,976,833
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113.61 |
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202502 |
666,004 |
1,208,259 |
22.82
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164.40
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94.29
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1,920,390
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71.29 |
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202501 |
542,255 |
542,255 |
-23.85 |
46.56
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46.56
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1,687,765
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28.69 |
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202412 |
712,131 |
5,188,000 |
64.32
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42.63
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-0.46 |
-0.08 |
創歷史新高 |
1,694,181
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26.83 |
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202411 |
433,379 |
4,475,869 |
-21.01 |
-2.01 |
-5.03 |
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1,452,045
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18.34 |
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202410 |
548,671 |
4,042,490 |
16.74
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39.16
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-5.34 |
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創近一年新高 |
1,471,487
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11.74 |
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202409 |
469,995 |
3,493,820 |
3.79
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20.36
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-9.87 |
-0.11 |
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1,362,551
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0.57 |
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202408 |
452,821 |
3,023,825 |
2.98
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-14.90 |
-13.26 |
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1,363,124
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-2.48 |
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202407 |
439,735 |
2,571,004 |
-6.55 |
1.74
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-12.96 |
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1,215,742
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-3.59 |
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202406 |
470,568 |
2,131,269 |
54.06
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8.54
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-15.48 |
-0.10 |
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1,205,841
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0.79 |
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202405 |
305,439 |
1,660,701 |
-28.94 |
-22.71 |
-20.47 |
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1,038,822
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-16.28 |
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202404 |
429,834 |
1,355,262 |
41.60
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16.91
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-19.94 |
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985,274
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-21.86 |
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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 |
42 |
245 |
203 |
5920 |
元富 |
-40 |
24 |
64 |
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9300 |
華南永昌 |
25 |
40 |
15 |
9600 |
富邦 |
-26 |
55 |
81 |
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7000 |
兆豐 |
19 |
59 |
40 |
1440 |
美林 |
-22 |
44 |
66 |
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1480 |
美商高盛 |
19 |
50 |
31 |
1020 |
合庫 |
-17 |
6 |
23 |
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5260 |
美好 |
19 |
21 |
2 |
1110 |
台灣企銀 |
-15 |
5 |
20 |
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1470 |
台灣摩根士丹利 |
17 |
37 |
20 |
1030 |
土銀 |
-8 |
17 |
25 |
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2180 |
亞東 |
13 |
13 |
0 |
8880 |
國泰 |
-8 |
28 |
36 |
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9100 |
群益金鼎 |
9 |
49 |
40 |
1650 |
新加坡商瑞銀 |
-7 |
62 |
69 |
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8150 |
台新 |
7 |
30 |
23 |
5600 |
永興 |
-6 |
1 |
7 |
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7790 |
國票 |
4 |
16 |
12 |
8840 |
玉山 |
-6 |
30 |
36 |
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20250502 |
台股飆升552點 三大法人買超385億元 |
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20250425 |
矽光子雙題材激勵 創威飆漲停 這幾檔也齊表態大漲逾5% |
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20250415 |
資金轉戰跌深股!矽光子報復反彈 12檔亮燈漲停 |
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20250409 |
訊芯3月合併營收月增15% 聯詠、瑞鼎小增 |
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20250408 |
訊芯營收/3月創新高 越南客戶機種組合改變 |
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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 |
10 |
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10日籌碼集中度 |
6.9 |
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單日買賣超 |
115 |
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5日籌碼集中度 |
6.8 |
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20日籌碼集中度 |
2.6 |
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累計買賣超 |
317 |
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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 |
1792 |
借券餘額 |
2989 |
千張大戶戶數 |
4 |
大戶比例 |
63.33 |
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更新日期: |
2025/5/2 20:14 |
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