6715 |
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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6715 嘉基 |
實收資本額 |
664 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2019/12/12 |
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發 言
人 |
涂志翔 |
電 話 |
(02)8226-5880 |
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地 址 |
新北市中和區建一路166號12樓 |
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產 業
別 |
電子上游-連接元件 |
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主要產品 |
高速電/光傳輸線及連接器相關產品之研發、生產與銷售 |
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2025/5/2 股價 |
121.00 |
法人買賣超合計(近一日) |
買超 19.792 張 |
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2025/5/2
漲跌 |
1.00
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法人買賣超合計(近一週) |
買超
73.5 張 |
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2025/5/2
漲跌幅 |
0.83
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法人買賣超合計(近一月) |
買超
249.53 張 |
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券 資 比 |
0.08
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外資連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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2024/06/12 |
4.47 |
#N/A |
#N/A |
2023/07/18 |
3.69% |
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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 |
2025/05/29 |
3.90 |
0.00 |
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3.22% |
0% |
3.22% |
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2023 |
2024/06/12 |
3.30 |
0.00 |
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2024/08/07 |
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2.73% |
0% |
2.73% |
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2022 |
2023/06/15 |
4.47 |
0.00 |
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2023/07/18 |
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3.69% |
0% |
3.69% |
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2021 |
2022/06/15 |
1.80 |
0.00 |
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2022/07/14 |
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1.49% |
0% |
1.49% |
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機構估稅後EPS |
6.02 |
K(9) |
74.29 |
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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) |
54.43 |
D(9) |
68.1 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
20.10 |
周K(9) |
35.32 |
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1.2 |
1.6 |
1.6 |
0 |
0.5 |
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股價淨值比 |
2.22 |
周D(9) |
30.91 |
綜合評分: |
4.9 |
建議: |
觀望 |
目標價: |
127.05 |
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月線乖離率 |
3.71 |
季線乖離率 |
-10.43 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
120.40 |
3*PB |
163.51 |
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股價 |
137.50 |
112.50 |
117.50 |
118.00 |
121.00 |
15*PE |
90.30 |
2*PB |
109.01 |
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成交量(千股) |
768 |
1,245 |
628 |
396 |
358 |
10*PE |
60.20 |
1*PB |
54.50 |
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資餘 |
2,686 |
2,606 |
2,599 |
2,585 |
2,552 |
5*PE |
30.10 |
0.5*PB |
27.25 |
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券餘 |
4 |
2 |
2 |
2 |
2 |
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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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548,341
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580,566
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558,493
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556,109
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579,540
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622,387
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583,214
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營業成本(千) |
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387,056
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354,373
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316,886
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324,667
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369,182
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365,664
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397,616
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營業毛利(千) |
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161,285
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226,193
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241,607
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231,442
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210,358
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256,723
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185,598
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營業費用(千) |
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119,252
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113,158
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118,487
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125,796
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112,081
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106,823
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96,831
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營業利益(千) |
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42,033
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113,035
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123,120
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105,646
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98,277
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149,900
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88,767
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營業外收入及支出(千) |
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25,203
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-4,631 |
14,078
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28,644
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-31,034 |
31,186
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41,217
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稅前純益(千) |
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67,236
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108,404
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137,198
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134,290
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67,243
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181,086
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129,984
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所得稅(千) |
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27,778
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35,161
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50,733
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36,464
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13,771
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46,933
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41,846
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稅後純益(千) |
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39,458
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73,243
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86,465
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97,826
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53,472
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134,153
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88,138
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其他綜合損益(千) |
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-12,477 |
44,249
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3,684
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3,392
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-1,844 |
7,469
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-18,697 |
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綜合損益(千) |
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26,981
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117,492
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90,149
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101,218
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51,628
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141,622
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69,441
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原始每股稅前盈餘(元) |
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1.01
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1.63
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2.07
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2.04
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1.07
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2.89
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2.09
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原始每股稅後盈餘(元) |
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0.77
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1.35
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1.48
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1.58
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1.07
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2.25
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1.44
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毛利率(%) |
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29.41
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38.96
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43.26
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41.62
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36.30
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41.25
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31.82
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營業利益率(%) |
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7.67
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19.47
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22.05
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19.00
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16.96
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24.08
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15.22
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稅後純益率(%) |
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7.20
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12.62
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15.48
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17.59
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9.23
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21.55
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15.11
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稅後權益報酬率(%) |
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1.08
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2.04
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2.42
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2.95
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1.79
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4.66
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3.04
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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
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0.00
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0.00
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0 |
0 |
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202503 |
176,385 |
434,626 |
64.42
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0.82
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-21.85 |
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434,626
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-21.85 |
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202502 |
107,278 |
258,241 |
-28.94 |
-22.51 |
-32.25 |
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創近一年新低 |
429,466
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-31.36 |
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202501 |
150,963 |
150,963 |
-11.83 |
-37.80 |
-37.80 |
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491,786
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-25.97 |
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202412 |
171,225 |
2,243,509 |
0.96
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-29.98 |
-8.61 |
6.73
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548,341
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-6.08 |
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202411 |
169,598 |
2,072,284 |
-18.27 |
-4.21 |
-6.43 |
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566,654
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4.15 |
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202410 |
207,518 |
1,902,686 |
9.49
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27.91
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-6.62 |
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587,434
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0.65 |
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202409 |
189,538 |
1,695,168 |
-0.44 |
-7.44 |
-9.61 |
5.72
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580,566
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-6.72 |
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202408 |
190,378 |
1,505,630 |
-5.12 |
-12.11 |
-9.87 |
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590,156
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-1.46 |
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202407 |
200,650 |
1,315,251 |
0.76
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-0.18 |
-9.54 |
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588,923
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6.44 |
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202406 |
199,128 |
1,114,602 |
5.28
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9.84
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-11.04 |
4.09
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558,492
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-4.24 |
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202405 |
189,145 |
915,473 |
11.12
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10.63
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-14.58 |
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534,314
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-18.76 |
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202404 |
170,219 |
726,328 |
-2.70 |
-26.30 |
-19.36 |
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483,606
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-33.47 |
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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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1440 |
美林 |
9 |
9 |
0 |
8560 |
新光 |
-13 |
5 |
18 |
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1480 |
美商高盛 |
5 |
5 |
0 |
6460 |
大昌 |
-11 |
0 |
11 |
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1650 |
新加坡商瑞銀 |
5 |
5 |
0 |
5920 |
元富 |
-6 |
0 |
6 |
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5380 |
第一金 |
4 |
5 |
1 |
9100 |
群益金鼎 |
-1 |
2 |
3 |
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9600 |
富邦 |
3 |
3 |
0 |
9200 |
凱基 |
-1 |
0 |
1 |
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8880 |
國泰 |
2 |
3 |
1 |
8150 |
台新 |
-1 |
0 |
1 |
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9300 |
華南永昌 |
2 |
2 |
0 |
9A00 |
永豐金 |
-1 |
0 |
1 |
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1470 |
台灣摩根士丹利 |
1 |
1 |
0 |
9800 |
元大 |
0 |
3 |
3 |
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6110 |
台中銀 |
1 |
1 |
0 |
7000 |
兆豐 |
0 |
0 |
0 |
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6160 |
中國信託 |
1 |
1 |
0 |
1040 |
臺銀證券 |
0 |
1 |
1 |
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20250428 |
嘉基獲高階傳輸線新單 |
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20241101 |
中信證券主辦圓裕一無擔保可轉換公司債 11月1日掛牌 |
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20241101 |
中信證券主辦「圓裕一」無擔保可轉換公司債 今日掛牌 |
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20241017 |
中信證券主辦圓裕一可轉債競拍 10月17日開始投標 |
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20241004 |
中信證券主辦「正淩三」無擔保 可轉換公司債、10月4日掛牌 |
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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 |
-2.1 |
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10日籌碼集中度 |
13.2 |
優 |
單日買賣超 |
-1 |
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5日籌碼集中度 |
12.4 |
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20日籌碼集中度 |
9.3 |
優 |
累計買賣超 |
132 |
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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 |
592 |
借券餘額 |
1057 |
千張大戶戶數 |
11 |
大戶比例 |
73.83 |
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更新日期: |
2025/5/2 20:26 |
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