6525 |
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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6525 捷敏-KY |
實收資本額 |
1290 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2016/04/12 |
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發 言
人 |
王瑞萍 |
電 話 |
02-2248-0680 |
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地 址 |
新北市中和區橋安街35號10樓 |
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產 業
別 |
電子上游-IC-封測 |
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主要產品 |
功率半導體封裝測試 |
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2025/5/2 股價 |
65.30 |
法人買賣超合計(近一日) |
買超 20.137 張 |
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2025/5/2
漲跌 |
0.30
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法人買賣超合計(近一週) |
買超
124.05 張 |
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2025/5/2
漲跌幅 |
0.46
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法人買賣超合計(近一月) |
賣超 -546.77 張 |
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券 資 比 |
0.00
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外資連5買 |
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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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2024/05/27 |
3.50 |
1.00 |
2019/07/09 |
2024/05/30 |
5.36% |
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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 |
2025/05/26 |
4.20 |
0.00 |
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6.43% |
0% |
6.43% |
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2023 |
2024/05/27 |
3.50 |
0.00 |
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2024/05/30 |
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5.36% |
0% |
5.36% |
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2022 |
2023/05/31 |
5.50 |
0.00 |
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2023/06/20 |
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8.42% |
0% |
8.42% |
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2021 |
2022/06/27 |
5.50 |
0.00 |
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2022/07/19 |
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8.42% |
0% |
8.42% |
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機構估稅後EPS |
5.43 |
K(9) |
78.58 |
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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) |
35.04 |
D(9) |
76.94 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
12.03 |
周K(9) |
46.66 |
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0.8 |
0.8 |
2 |
0.8 |
0.5 |
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股價淨值比 |
1.86 |
周D(9) |
50.42 |
綜合評分: |
4.9 |
建議: |
觀望 |
目標價: |
75.1 |
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月線乖離率 |
2.75 |
季線乖離率 |
-5.64 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
108.83 |
3*PB |
105.32 |
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股價 |
69.70 |
61.80 |
64.30 |
64.40 |
65.30 |
15*PE |
81.63 |
2*PB |
70.22 |
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成交量(千股) |
837 |
1,571 |
768 |
578 |
511 |
10*PE |
54.42 |
1*PB |
35.11 |
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資餘 |
826 |
725 |
748 |
764 |
681 |
5*PE |
27.21 |
0.5*PB |
17.55 |
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券餘 |
0 |
0 |
0 |
0 |
0 |
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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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1,229,251
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1,193,946
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1,185,916
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1,061,426
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1,149,592
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1,114,376
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1,087,763
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營業成本(千) |
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950,176
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902,910
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915,450
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843,033
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917,191
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890,712
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864,820
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營業毛利(千) |
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279,075
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291,036
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270,466
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218,393
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232,401
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223,664
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222,943
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營業費用(千) |
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107,169
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90,880
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88,166
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88,747
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79,567
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87,883
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88,199
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營業利益(千) |
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171,906
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200,156
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182,300
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129,646
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152,834
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135,781
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134,744
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營業外收入及支出(千) |
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86,538
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-13,705 |
17,544
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66,520
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-11,742 |
32,318
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69,363
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稅前純益(千) |
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258,444
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186,451
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199,844
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196,166
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141,092
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168,099
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204,107
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所得稅(千) |
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59,582
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39,597
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37,816
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39,713
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26,107
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32,208
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48,831
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稅後純益(千) |
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198,862
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146,854
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162,028
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156,453
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114,985
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135,891
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155,276
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其他綜合損益(千) |
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30,442
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-24,731 |
49,796
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98,786
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-101,259 |
114,732
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-54,882 |
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綜合損益(千) |
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229,304
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122,123
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211,824
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255,239
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13,726
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250,623
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100,394
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原始每股稅前盈餘(元) |
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2.00
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1.44
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1.55
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1.52
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1.09
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1.30
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1.58
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原始每股稅後盈餘(元) |
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1.54
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1.14
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1.26
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1.21
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0.89
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1.05
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1.20
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毛利率(%) |
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22.70
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24.38
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22.81
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20.58
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20.22
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20.07
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20.50
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營業利益率(%) |
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13.98
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16.76
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15.37
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12.21
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13.29
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12.18
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12.39
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稅後純益率(%) |
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16.18
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12.30
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13.66
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14.74
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10.00
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12.19
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14.27
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稅後權益報酬率(%) |
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4.51
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3.47
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3.99
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3.86
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2.77
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3.38
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4.04
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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 |
442,144 |
1,214,351 |
14.28
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11.98
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14.41
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創近一年新高 |
1,214,351
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14.41 |
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202502 |
386,899 |
772,207 |
0.41 |
24.74
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15.85
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1,196,890
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15.59 |
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202501 |
385,308 |
385,308 |
-9.27 |
8.11 |
8.11 |
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1,212,801
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9.17 |
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202412 |
424,683 |
4,670,539 |
5.43 |
15.13
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5.69 |
6.52 |
創近一年新高 |
1,229,251
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6.93 |
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202411 |
402,810 |
4,245,856 |
0.26 |
4.45 |
4.83 |
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1,199,984
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2.83 |
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202410 |
401,758 |
3,843,046 |
1.60 |
1.70 |
4.87 |
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1,192,504
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3.78 |
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202409 |
395,416 |
3,441,288 |
0.02 |
2.36 |
5.26 |
4.52 |
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1,193,946
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7.14 |
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202408 |
395,330 |
3,045,872 |
-1.95 |
7.52 |
5.65 |
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1,205,457
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11.06 |
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202407 |
403,200 |
2,650,542 |
-0.92 |
11.87
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5.37 |
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1,206,724
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12.38 |
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202406 |
406,927 |
2,247,342 |
2.60 |
13.90
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4.28 |
3.07 |
創近一年新高 |
1,185,916
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9.02 |
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202405 |
396,597 |
1,840,415 |
3.71 |
11.38
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2.37 |
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創近一年新高 |
1,173,842
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6.37 |
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202404 |
382,392 |
1,443,818 |
-3.16 |
2.13
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0.15
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1,087,408
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-1.62 |
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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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8150 |
台新 |
12 |
12 |
0 |
9800 |
元大 |
-27 |
19 |
46 |
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1650 |
新加坡商瑞銀 |
11 |
13 |
2 |
6480 |
福邦 |
-26 |
0 |
26 |
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5920 |
元富 |
8 |
8 |
0 |
6620 |
口袋 |
-7 |
0 |
7 |
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9200 |
凱基 |
8 |
11 |
3 |
7000 |
兆豐 |
-7 |
3 |
10 |
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8880 |
國泰 |
8 |
8 |
0 |
9600 |
富邦 |
-5 |
4 |
9 |
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5380 |
第一金 |
7 |
7 |
0 |
9A00 |
永豐金 |
-1 |
0 |
1 |
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1480 |
美商高盛 |
5 |
5 |
0 |
1570 |
港商法國興業 |
-1 |
0 |
1 |
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1440 |
美林 |
4 |
5 |
1 |
1470 |
台灣摩根士丹利 |
-1 |
0 |
1 |
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1020 |
合庫 |
3 |
3 |
0 |
7790 |
國票 |
0 |
0 |
0 |
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5600 |
永興 |
2 |
2 |
0 |
8450 |
康和 |
0 |
0 |
0 |
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20240716 |
ETF換什麼股?五檔台股ETF成分股新名單一次看 |
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20240522 |
第一上市、創新板 法說連發 |
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20240521 |
證交所第2季第一上市公司及創新板公司法說會圓滿落幕 |
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20240517 |
捷敏搶市 瞄準東南亞 |
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20240513 |
第一上市、創新板法說 四連發 |
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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 |
-31.5 |
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10日籌碼集中度 |
-14.9 |
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單日買賣超 |
-34 |
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5日籌碼集中度 |
-19.9 |
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20日籌碼集中度 |
-7.4 |
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累計買賣超 |
-398 |
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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 |
588 |
借券餘額 |
936 |
千張大戶戶數 |
5 |
大戶比例 |
57.22 |
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更新日期: |
2025/5/2 20:16 |
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