6742 |
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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6742 澤米 |
實收資本額 |
713 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2023/12/05 |
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發 言
人 |
何昆年 |
電 話 |
(037)586-396 |
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地 址 |
苗栗縣竹南鎮和興路330號 |
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產 業
別 |
電子中游-光學鏡片 |
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主要產品 |
精密光學元件製造、半導體光學鍍膜、薄膜濾光片及光學鍍膜 |
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2025/5/2 股價 |
53.10 |
法人買賣超合計(近一日) |
賣超 -252.049 張 |
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2025/5/2
漲跌 |
1.80
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法人買賣超合計(近一週) |
賣超 -467.58 張 |
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2025/5/2
漲跌幅 |
3.51
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法人買賣超合計(近一月) |
買超
319.94 張 |
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券 資 比 |
0.47
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外資連2賣 |
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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 |
1.75 |
0.75 |
2023/08/29 |
2023/08/29 |
3.30% |
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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 |
2025/06/16 |
0.30 |
0.00 |
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0.56% |
0% |
0.56% |
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2023 |
2024/06/27 |
1.20 |
0.00 |
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2024/08/22 |
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2.26% |
0% |
2.26% |
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2022 |
2023/06/26 |
1.75 |
0.75 |
2023/08/29 |
2023/08/29 |
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4.71% |
0.01% |
3.3% |
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2021 |
2022/06/30 |
0.00 |
0.20 |
2022/09/01 |
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0.38% |
0% |
0% |
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機構估稅後EPS |
0.28 |
K(9) |
75.09 |
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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) |
20.12 |
D(9) |
70.43 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
189.64 |
周K(9) |
24.54 |
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1.6 |
1.6 |
1.2 |
0.8 |
1 |
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股價淨值比 |
2.64 |
周D(9) |
22.63 |
綜合評分: |
6.2 |
建議: |
列入追踪 |
目標價: |
55.76 |
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月線乖離率 |
11.04 |
季線乖離率 |
-14.94 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
5.61 |
3*PB |
60.34 |
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股價 |
56.10 |
43.65 |
46.65 |
50.80 |
53.10 |
15*PE |
4.21 |
2*PB |
40.23 |
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成交量(千股) |
1,849 |
3,626 |
3,304 |
5,539 |
3,257 |
10*PE |
2.81 |
1*PB |
20.11 |
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資餘 |
2,796 |
2,055 |
2,142 |
1,980 |
1,903 |
5*PE |
1.40 |
0.5*PB |
10.06 |
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券餘 |
9 |
0 |
0 |
8 |
9 |
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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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160,059
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188,492
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179,639
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142,804
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145,800
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121,050
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112,230
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營業成本(千) |
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145,191
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153,103
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143,049
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130,950
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122,151
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116,233
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96,455
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營業毛利(千) |
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14,868
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35,389
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36,590
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11,854
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23,649
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4,817
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15,775
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營業費用(千) |
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25,467
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28,239
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29,002
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26,947
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23,224
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22,600
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25,141
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營業利益(千) |
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-10,599 |
7,150
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7,588
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-15,093 |
425
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-17,783 |
-9,366 |
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營業外收入及支出(千) |
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27,200
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-10,602 |
11,597
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20,676
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-14,156 |
23,276
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19,863
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稅前純益(千) |
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16,601
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-3,452 |
19,185
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5,583
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-13,731 |
5,493
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10,497
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所得稅(千) |
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1,047
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875
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10,608
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3,895
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-6,392 |
1,879
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-10,089 |
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稅後純益(千) |
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15,554
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-4,327 |
8,577
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1,688
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-7,339 |
3,614
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20,586
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其他綜合損益(千) |
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3,792
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-2,791 |
1,652
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4,607
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-5,094 |
2,969
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1,775
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綜合損益(千) |
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19,346
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-7,118 |
10,229
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6,295
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-12,433 |
6,583
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22,361
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原始每股稅前盈餘(元) |
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0.23
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-0.05 |
0.27
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0.08
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-0.19 |
0.09
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0.17
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原始每股稅後盈餘(元) |
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0.22
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-0.06 |
0.12
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0.02
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-0.10 |
0.06
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0.34
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毛利率(%) |
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9.29
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18.77
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20.37
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8.30
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16.22
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3.98
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14.06
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營業利益率(%) |
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-6.62 |
3.79
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4.22
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-10.57 |
0.29
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-14.69 |
-8.35 |
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稅後純益率(%) |
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9.72
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-2.30 |
4.77
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1.18
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-5.03 |
2.99
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18.34
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稅後權益報酬率(%) |
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1.09
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-0.31 |
0.59
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0.11
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-0.55 |
0.31
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1.70
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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 |
61,890 |
150,199 |
44.61
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12.77
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5.18
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150,199
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5.18 |
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202502 |
42,798 |
88,310 |
-5.96 |
-13.87 |
0.44
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創近一年新低 |
139,295
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7.39 |
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202501 |
45,511 |
45,511 |
-10.74 |
19.05
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19.05
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創近一年新低 |
149,824
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16.34 |
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202412 |
50,986 |
670,994 |
-4.39 |
22.00
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22.80
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0.53
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160,059
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9.78 |
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202411 |
53,327 |
620,008 |
-4.34 |
9.37
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22.87
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169,802
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13.46 |
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202410 |
55,746 |
566,681 |
-8.21 |
0.90
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24.31
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174,890
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24.38 |
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202409 |
60,729 |
510,935 |
3.96
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33.02
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27.54
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0.30
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188,492
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55.71 |
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202408 |
58,415 |
450,206 |
-15.77 |
47.11
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26.83
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188,212
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59.82 |
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202407 |
69,348 |
391,791 |
14.72
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94.32
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24.28
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創近一年新高 |
189,060
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66.98 |
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202406 |
60,449 |
322,443 |
2.00
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42.68
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15.34
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0.35
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創近一年新高 |
179,641
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60.06 |
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202405 |
59,263 |
261,995 |
-1.11 |
68.50
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10.45
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174,075
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43.75 |
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202404 |
59,929 |
202,732 |
9.19
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72.73
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0.35
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創近一年新高 |
164,504
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23.99 |
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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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6160 |
中國信託 |
100 |
110 |
10 |
9200 |
凱基 |
-104 |
135 |
239 |
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5850 |
統一 |
38 |
60 |
22 |
1650 |
新加坡商瑞銀 |
-52 |
35 |
87 |
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5920 |
元富 |
25 |
51 |
26 |
1440 |
美林 |
-41 |
1 |
42 |
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9600 |
富邦 |
25 |
103 |
78 |
8440 |
摩根大通 |
-38 |
21 |
59 |
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9800 |
元大 |
21 |
273 |
252 |
1470 |
台灣摩根士丹利 |
-36 |
30 |
66 |
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9A00 |
永豐金 |
20 |
93 |
73 |
7000 |
兆豐 |
-11 |
34 |
45 |
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7790 |
國票 |
13 |
31 |
18 |
1560 |
港商野村 |
-9 |
0 |
9 |
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6210 |
新百王 |
13 |
24 |
11 |
8450 |
康和 |
-8 |
4 |
12 |
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6460 |
大昌 |
12 |
14 |
2 |
8880 |
國泰 |
-7 |
61 |
68 |
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8840 |
玉山 |
11 |
27 |
16 |
5320 |
高橋 |
-6 |
11 |
17 |
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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 |
-7.1 |
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10日籌碼集中度 |
1.5 |
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單日買賣超 |
-109 |
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5日籌碼集中度 |
-4.1 |
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20日籌碼集中度 |
0.9 |
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累計買賣超 |
-388 |
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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 |
2791 |
借券餘額 |
2804 |
千張大戶戶數 |
8 |
大戶比例 |
24.07 |
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更新日期: |
2025/5/2 20:27 |
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