8011 |
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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8011 台通 |
實收資本額 |
1659 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2011/09/19 |
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發 言
人 |
陸秀芳 |
電 話 |
(02)2299-1066 |
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地 址 |
新北市新莊區福慧路219號9樓 |
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產 業
別 |
電子中游-網通 |
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主要產品 |
通信網路相關產品、電信服務收入、工程收入 |
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2025/5/2 股價 |
21.25 |
法人買賣超合計(近一日) |
買超 142 張 |
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2025/5/2
漲跌 |
0.40
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法人買賣超合計(近一週) |
買超
725.13 張 |
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2025/5/2
漲跌幅 |
1.92
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法人買賣超合計(近一月) |
買超
906.62 張 |
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券 資 比 |
0.62
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外資連8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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2024/05/31 |
0.54 |
0.88 |
2002/07/12 |
2017/08/31 |
2.56% |
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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 |
1.40 |
0.00 |
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6.59% |
0% |
6.59% |
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2023 |
2024/05/31 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2022 |
2023/06/26 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2021 |
2022/05/31 |
0.00 |
0.00 |
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0% |
0% |
0% |
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機構估稅後EPS |
1.02 |
K(9) |
80.49 |
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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) |
19.75 |
D(9) |
75.32 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
20.83 |
周K(9) |
41.86 |
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1.6 |
0.8 |
1.6 |
0 |
1 |
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股價淨值比 |
1.08 |
周D(9) |
42.44 |
綜合評分: |
5 |
建議: |
列入追踪 |
目標價: |
24.44 |
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月線乖離率 |
5 |
季線乖離率 |
-5.15 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
20.53 |
3*PB |
59.03 |
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股價 |
23.05 |
19.60 |
20.35 |
20.45 |
21.25 |
15*PE |
15.40 |
2*PB |
39.35 |
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成交量(千股) |
3,729 |
7,738 |
4,567 |
2,498 |
3,093 |
10*PE |
10.27 |
1*PB |
19.68 |
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資餘 |
6,729 |
5,556 |
5,579 |
5,450 |
5,353 |
5*PE |
5.13 |
0.5*PB |
9.84 |
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券餘 |
46 |
16 |
36 |
35 |
33 |
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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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484,203
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481,421
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780,487
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741,188
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684,114
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530,274
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413,442
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營業成本(千) |
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373,432
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386,125
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636,701
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615,194
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628,200
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431,662
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347,793
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營業毛利(千) |
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110,771
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95,296
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143,786
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125,994
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55,914
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98,612
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65,649
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營業費用(千) |
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76,018
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84,112
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83,449
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64,153
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67,739
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66,857
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71,540
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營業利益(千) |
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34,753
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11,184
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60,337
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61,841
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-11,825 |
31,755
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-5,891 |
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營業外收入及支出(千) |
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271,578
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23,018
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14,072
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2,776
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18,155
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-29,147 |
8,585
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稅前純益(千) |
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306,331
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34,202
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74,409
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64,617
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6,330
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2,608
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2,694
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所得稅(千) |
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20,650
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3,562
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3,442
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10,468
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-4,847 |
788
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-3,102 |
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稅後純益(千) |
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285,681
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30,640
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70,967
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54,149
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11,177
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1,820
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5,796
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其他綜合損益(千) |
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4,977
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1,213
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6,065
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5,718
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-3,480 |
-372 |
4,498
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綜合損益(千) |
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290,658
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31,853
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77,032
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59,867
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7,697
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1,448
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10,294
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原始每股稅前盈餘(元) |
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1.85
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0.21
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0.45
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0.39
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0.04
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0.02
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0.02
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原始每股稅後盈餘(元) |
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1.67
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0.13
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0.40
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0.25
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0.00
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0.00
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0.01
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毛利率(%) |
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22.88
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19.79
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18.42
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17.00
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8.17
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18.60
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15.88
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營業利益率(%) |
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7.18
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2.32
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7.73
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8.34
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-1.73 |
5.99
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-1.42 |
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稅後純益率(%) |
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59.00
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6.36
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9.09
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7.31
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1.63
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0.34
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1.40
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稅後權益報酬率(%) |
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7.56
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0.85
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1.98
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1.48
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0.31
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0.05
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0.17
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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 |
207,416 |
484,462 |
24.39
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-39.74 |
-35.74 |
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484,462
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-35.74 |
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202502 |
166,752 |
277,046 |
51.19
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-26.80 |
-32.38 |
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483,788
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-18.45 |
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202501 |
110,294 |
110,294 |
-46.65 |
-39.37 |
-39.37 |
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創近一年新低 |
458,930
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-30.21 |
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202412 |
206,742 |
2,487,299 |
45.70
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12.67
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22.21
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2.89
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497,101
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-27.05 |
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202411 |
141,894 |
2,293,455 |
-4.43 |
-51.44 |
23.85
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創近一年新低 |
451,170
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-32.95 |
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202410 |
148,465 |
2,151,561 |
-7.68 |
-27.85 |
37.96
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創近一年新低 |
476,525
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-15.53 |
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202409 |
160,811 |
2,003,096 |
-3.85 |
-8.08 |
48.25
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1.04
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481,421
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-9.68 |
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202408 |
167,249 |
1,842,285 |
9.06
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-8.82 |
56.28
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595,874
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21.67 |
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202407 |
153,361 |
1,675,036 |
-44.29 |
-12.18 |
68.28
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創近一年新低 |
746,341
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78.93 |
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202406 |
275,264 |
1,521,675 |
-13.36 |
109.02
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85.38
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0.84
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767,760
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85.74 |
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202405 |
317,716 |
1,246,411 |
81.78
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186.79
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80.88
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836,674
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92.42 |
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202404 |
174,780 |
928,695 |
-49.22 |
2.29
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60.60
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746,773
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66.16 |
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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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9A00 |
永豐金 |
82 |
295 |
213 |
9800 |
元大 |
-81 |
53 |
134 |
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1650 |
新加坡商瑞銀 |
50 |
59 |
9 |
9600 |
富邦 |
-49 |
10 |
59 |
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9200 |
凱基 |
49 |
116 |
67 |
1560 |
港商野村 |
-31 |
0 |
31 |
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1480 |
美商高盛 |
35 |
35 |
0 |
6460 |
大昌 |
-30 |
0 |
30 |
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5920 |
元富 |
18 |
31 |
13 |
7000 |
兆豐 |
-27 |
17 |
44 |
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8560 |
新光 |
18 |
18 |
0 |
8450 |
康和 |
-13 |
1 |
14 |
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1440 |
美林 |
12 |
22 |
10 |
5960 |
日茂 |
-10 |
0 |
10 |
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8440 |
摩根大通 |
10 |
23 |
13 |
6110 |
台中銀 |
-10 |
0 |
10 |
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7030 |
致和 |
8 |
9 |
1 |
9100 |
群益金鼎 |
-9 |
17 |
26 |
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9300 |
華南永昌 |
7 |
11 |
4 |
5260 |
美好 |
-8 |
3 |
11 |
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20250326 |
台通進補 獲雲端廠訂單 |
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20241225 |
台通進擊 衝刺AI商機 |
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20241210 |
台通今年EPS衝12年高點 |
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20241113 |
AI 產品比重突破三成 智邦盤中大漲 一度創下歷史新高 |
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20241107 |
川普當選了 鴻海集團成盤面亮點、這檔先飆漲停領軍 |
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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 |
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10日籌碼集中度 |
9.1 |
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單日買賣超 |
56 |
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5日籌碼集中度 |
13.1 |
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20日籌碼集中度 |
4.2 |
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累計買賣超 |
-96 |
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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 |
6635 |
借券餘額 |
8757 |
千張大戶戶數 |
8 |
大戶比例 |
22.9 |
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更新日期: |
2025/5/2 22:37 |
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