6753 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
6753 龍德造船 |
實收資本額 |
1131 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2023/03/10 |
|
|
|
|
|
|
|
|
|
發 言
人 |
黃守真 |
電 話 |
(03)9901166 |
|
|
|
|
|
|
|
|
|
地 址 |
宜蘭縣冬山鄉大興村德興五路15號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-航運 |
|
|
|
|
|
|
|
|
|
主要產品 |
船舶及其零件製造業、船舶維修 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
102.00 |
法人買賣超合計(近一日) |
買超 345.886 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
2.20
|
法人買賣超合計(近一週) |
買超
568.79 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
2.20
|
法人買賣超合計(近一月) |
買超
423.08 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.98
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
1.00 |
2.25 |
2022/08/29 |
2023/08/31 |
0.98% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/06/17 |
1.25 |
0.00 |
|
|
|
1.23% |
0% |
1.23% |
|
|
|
|
2023 |
2024/06/20 |
1.10 |
0.50 |
2024/08/26 |
2024/08/26 |
|
1.57% |
0% |
1.08% |
|
|
|
|
2022 |
2023/06/13 |
1.00 |
0.00 |
|
2023/08/31 |
|
0.98% |
0% |
0.98% |
|
|
|
|
2021 |
2022/06/23 |
0.25 |
2.25 |
2022/08/29 |
2022/08/29 |
|
2.45% |
0.02% |
0.25% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
6.01 |
K(9) |
56.39 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
32.62 |
D(9) |
48.82 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
16.97 |
周K(9) |
40.84 |
|
1.6 |
0.8 |
1.2 |
1.6 |
1.5 |
|
|
|
|
股價淨值比 |
3.13 |
周D(9) |
46.91 |
綜合評分: |
6.7 |
建議: |
列入追踪 |
目標價: |
117.3 |
|
|
|
|
月線乖離率 |
1.65 |
季線乖離率 |
-5.29 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
120.00 |
3*PB |
97.76 |
|
|
|
|
股價 |
116.00 |
100.00 |
100.50 |
99.70 |
102.00 |
15*PE |
90.00 |
2*PB |
65.18 |
|
|
|
|
成交量(千股) |
53,788 |
26,321 |
8,963 |
4,187 |
3,227 |
10*PE |
60.00 |
1*PB |
32.59 |
|
|
|
|
資餘 |
4,966 |
3,342 |
3,393 |
2,335 |
2,349 |
5*PE |
30.00 |
0.5*PB |
16.29 |
|
|
|
|
券餘 |
108 |
0 |
21 |
28 |
23 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
1,710,388
|
996,349
|
1,273,105
|
1,139,238
|
1,248,038
|
1,240,943
|
977,979
|
|
|
|
|
營業成本(千) |
|
1,452,742
|
848,574
|
880,612
|
772,748
|
849,902
|
1,071,720
|
835,692
|
|
|
|
|
營業毛利(千) |
|
257,646
|
147,775
|
392,493
|
366,490
|
398,136
|
169,223
|
142,287
|
|
|
|
|
營業費用(千) |
|
34,909
|
44,882
|
45,431
|
34,020
|
49,300
|
32,960
|
30,028
|
|
|
|
|
營業利益(千) |
|
222,737
|
102,893
|
347,062
|
332,470
|
348,836
|
136,263
|
112,259
|
|
|
|
|
營業外收入及支出(千) |
|
-51,379 |
13,453
|
-76,565 |
-10,760 |
-47,204 |
-13,074 |
-7,811 |
|
|
|
|
稅前純益(千) |
|
171,358
|
116,346
|
270,497
|
321,710
|
301,632
|
123,189
|
104,448
|
|
|
|
|
所得稅(千) |
|
29,179
|
23,387
|
53,841
|
66,881
|
61,882
|
25,560
|
21,897
|
|
|
|
|
稅後純益(千) |
|
142,179
|
92,959
|
216,656
|
254,829
|
239,750
|
97,629
|
82,551
|
|
|
|
|
其他綜合損益(千) |
|
-2,543 |
3,250
|
1,392
|
129
|
7,297
|
588
|
316
|
|
|
|
|
綜合損益(千) |
|
139,636
|
96,209
|
218,048
|
254,958
|
247,047
|
98,217
|
82,867
|
|
|
|
|
原始每股稅前盈餘(元) |
|
1.51
|
1.03
|
2.51
|
2.99
|
2.80
|
1.14
|
0.97
|
|
|
|
|
原始每股稅後盈餘(元) |
|
1.26
|
0.82
|
2.01
|
2.37
|
2.23
|
0.91
|
0.77
|
|
|
|
|
毛利率(%) |
|
15.06
|
14.83
|
30.83
|
32.17
|
31.90
|
13.64
|
14.55
|
|
|
|
|
營業利益率(%) |
|
13.02
|
10.33
|
27.26
|
29.18
|
27.95
|
10.98
|
11.48
|
|
|
|
|
稅後純益率(%) |
|
8.31
|
9.33
|
17.02
|
22.37
|
19.21
|
7.87
|
8.44
|
|
|
|
|
稅後權益報酬率(%) |
|
3.93
|
2.65
|
6.43
|
8.06
|
8.24
|
3.57
|
3.06
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
395,705 |
1,236,952 |
11.34
|
-3.93 |
8.58
|
|
|
1,236,952
|
8.58 |
|
|
|
|
202502 |
355,411 |
841,247 |
-26.85 |
-6.41 |
15.66
|
|
|
1,583,022
|
36.84 |
|
|
|
|
202501 |
485,836 |
485,836 |
-34.50 |
39.77
|
39.77
|
|
|
1,778,118
|
48.16 |
|
|
|
|
202412 |
741,775 |
5,119,080 |
34.74
|
72.70
|
2.64
|
7.78
|
創歷史新高 |
1,710,388
|
37.05 |
|
|
|
|
202411 |
550,507 |
4,377,305 |
31.67
|
30.13
|
-3.96 |
|
創近一年新高 |
1,314,075
|
12.6 |
|
|
|
|
202410 |
418,106 |
3,826,798 |
21.03
|
5.72
|
-7.45 |
|
|
1,163,150
|
-10.79 |
|
|
|
|
202409 |
345,462 |
3,408,692 |
-13.54 |
-0.87 |
-8.84 |
6.26
|
|
996,349
|
-19.71 |
|
|
|
|
202408 |
399,582 |
3,063,230 |
59.00
|
-28.63 |
-9.66 |
|
|
1,009,889
|
-15.19 |
|
|
|
|
202407 |
251,305 |
2,663,648 |
-30.00 |
-24.43 |
-5.91 |
|
創近一年新低 |
1,078,671
|
16.32 |
|
|
|
|
202406 |
359,002 |
2,412,343 |
-23.35 |
20.32
|
-3.45 |
5.24
|
|
1,273,105
|
30.18 |
|
|
|
|
202405 |
468,364 |
2,053,341 |
5.08
|
58.00
|
-6.67 |
|
|
1,325,987
|
0.61 |
|
|
|
|
202404 |
445,739 |
1,584,977 |
8.22
|
16.32
|
-16.74 |
|
|
1,237,371
|
-5.96 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
1480 |
美商高盛 |
81 |
119 |
38 |
9200 |
凱基 |
-161 |
207 |
368 |
|
|
|
|
9A00 |
永豐金 |
79 |
135 |
56 |
5920 |
元富 |
-47 |
160 |
207 |
|
|
|
|
8440 |
摩根大通 |
52 |
54 |
2 |
9600 |
富邦 |
-45 |
66 |
111 |
|
|
|
|
9800 |
元大 |
49 |
257 |
208 |
9100 |
群益金鼎 |
-23 |
51 |
74 |
|
|
|
|
6160 |
中國信託 |
39 |
43 |
4 |
7000 |
兆豐 |
-23 |
12 |
35 |
|
|
|
|
1040 |
臺銀證券 |
24 |
38 |
14 |
8840 |
玉山 |
-19 |
11 |
30 |
|
|
|
|
1440 |
美林 |
21 |
30 |
9 |
8560 |
新光 |
-19 |
25 |
44 |
|
|
|
|
1650 |
新加坡商瑞銀 |
18 |
21 |
3 |
8880 |
國泰 |
-16 |
31 |
47 |
|
|
|
|
1020 |
合庫 |
15 |
22 |
7 |
9300 |
華南永昌 |
-13 |
28 |
41 |
|
|
|
|
1030 |
土銀 |
4 |
9 |
5 |
5850 |
統一 |
-10 |
12 |
22 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20160128 |
直搗黃龍!傳郭台銘將赴大阪找夏普高層直接協商 |
|
|
|
|
20241119 |
匯僑設計 今年營收上攻 |
|
|
|
|
20240808 |
半年報犀利 第2季獲利增四倍 這檔居家生活股跳空漲停鎖死 |
|
|
|
|
20240711 |
匯僑設計除息首日盤中填息近五成 上半年營收年增四成 |
|
|
|
|
20231109 |
財報效應 匯僑設計、億豐領軍居家生活類股大漲 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
11.6 |
|
10日籌碼集中度 |
1.4 |
|
單日買賣超 |
168 |
|
|
|
5日籌碼集中度 |
5.7 |
|
20日籌碼集中度 |
0.1 |
|
累計買賣超 |
-59 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
1921 |
借券餘額 |
2377 |
千張大戶戶數 |
10 |
大戶比例 |
53.66 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 20:31 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|