8027 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
8027 鈦昇 |
實收資本額 |
1084 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
OTC |
上 櫃 日 期 |
2015/06/09 |
|
|
|
|
|
|
|
|
|
發 言
人 |
林傑倫 |
電 話 |
(07)6156600 |
|
|
|
|
|
|
|
|
|
地 址 |
高雄市燕巢區橫山路六十一號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-電機 |
|
|
|
|
|
|
|
|
|
主要產品 |
自動化設備暨零件之設計、研發、製造、安裝及買賣業務 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
75.80 |
法人買賣超合計(近一日) |
買超 105.553 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.70
|
法人買賣超合計(近一週) |
買超
426.32 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
0.93
|
法人買賣超合計(近一月) |
買超
600.15 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
2.34
|
|
|
自營連3買 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2023/06/21 |
2.00 |
0.20 |
2019/10/01 |
2023/04/20 |
2.64% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/06/12 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
2023 |
2024/06/20 |
0.50 |
0.00 |
|
2024/04/02 |
|
0.66% |
0% |
0.66% |
|
|
|
|
2022 |
2023/06/21 |
2.00 |
0.00 |
|
2023/04/20 |
|
2.64% |
0% |
2.64% |
|
|
|
|
2021 |
2022/06/16 |
1.59 |
0.00 |
|
2022/06/21 |
|
2.1% |
0% |
2.1% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
1.01 |
K(9) |
51.31 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
26.66 |
D(9) |
54.6 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
75.05 |
周K(9) |
45.53 |
|
1.2 |
1.2 |
1.2 |
0.4 |
1.5 |
|
|
|
|
股價淨值比 |
2.84 |
周D(9) |
37.3 |
綜合評分: |
5.5 |
建議: |
列入追踪 |
目標價: |
79.59 |
|
|
|
|
月線乖離率 |
6.17 |
季線乖離率 |
-5.4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
20.29 |
3*PB |
77.88 |
|
|
|
|
股價 |
74.90 |
63.60 |
78.20 |
73.60 |
75.80 |
15*PE |
15.22 |
2*PB |
51.92 |
|
|
|
|
成交量(千股) |
2,703 |
3,798 |
5,773 |
4,695 |
2,145 |
10*PE |
10.15 |
1*PB |
25.96 |
|
|
|
|
資餘 |
6,422 |
5,162 |
5,490 |
5,399 |
5,294 |
5*PE |
5.07 |
0.5*PB |
12.98 |
|
|
|
|
券餘 |
0 |
27 |
211 |
127 |
124 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
430,680
|
422,485
|
503,896
|
287,847
|
433,503
|
423,056
|
282,100
|
|
|
|
|
營業成本(千) |
|
266,405
|
279,785
|
306,141
|
194,933
|
255,059
|
248,790
|
174,448
|
|
|
|
|
營業毛利(千) |
|
164,275
|
142,700
|
197,755
|
92,914
|
178,444
|
174,266
|
107,652
|
|
|
|
|
營業費用(千) |
|
193,673
|
182,238
|
175,459
|
165,213
|
147,719
|
161,592
|
154,953
|
|
|
|
|
營業利益(千) |
|
-29,398 |
-39,538 |
22,296
|
-72,299 |
30,725
|
12,674
|
-47,301 |
|
|
|
|
營業外收入及支出(千) |
|
20,163
|
-4,155 |
8,610
|
40,975
|
-28,136 |
29,705
|
21,005
|
|
|
|
|
稅前純益(千) |
|
-9,235 |
-43,693 |
30,906
|
-31,324 |
2,589
|
42,379
|
-26,296 |
|
|
|
|
所得稅(千) |
|
8,101
|
-3,642 |
2,080
|
-1,026 |
1,827
|
9,601
|
-1,397 |
|
|
|
|
稅後純益(千) |
|
-17,336 |
-40,051 |
28,826
|
-30,298 |
762
|
32,778
|
-24,899 |
|
|
|
|
其他綜合損益(千) |
|
2,044
|
-1,325 |
8,019
|
20,257
|
-8,556 |
16,871
|
-5,646 |
|
|
|
|
綜合損益(千) |
|
-15,292 |
-41,376 |
36,845
|
-10,041 |
-7,794 |
49,649
|
-30,545 |
|
|
|
|
原始每股稅前盈餘(元) |
|
-0.09 |
-0.42 |
0.31
|
-0.31 |
0.03
|
0.44
|
-0.27 |
|
|
|
|
原始每股稅後盈餘(元) |
|
-0.14 |
-0.38 |
0.30
|
-0.28 |
0.04
|
0.36
|
-0.24 |
|
|
|
|
毛利率(%) |
|
38.14
|
33.78
|
39.25
|
32.28
|
41.16
|
41.19
|
38.16
|
|
|
|
|
營業利益率(%) |
|
-6.83 |
-9.36 |
4.42
|
-25.12 |
7.09
|
3.00
|
-16.77 |
|
|
|
|
稅後純益率(%) |
|
-4.03 |
-9.48 |
5.72
|
-10.53 |
0.18
|
7.75
|
-8.83 |
|
|
|
|
稅後權益報酬率(%) |
|
-0.62 |
-1.49 |
1.13
|
-1.25 |
0.03
|
1.40
|
-1.04 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
160,923 |
314,912 |
94.29
|
58.91
|
9.40
|
|
|
314,912
|
9.4 |
|
|
|
|
202502 |
82,826 |
153,989 |
16.39
|
12.65
|
-17.47 |
|
|
323,980
|
-15.28 |
|
|
|
|
202501 |
71,163 |
71,163 |
-58.14 |
-37.06 |
-37.06 |
|
創近一年新低 |
392,164
|
-9.77 |
|
|
|
|
202412 |
169,991 |
1,644,908 |
12.57
|
-13.20 |
6.17
|
-0.49 |
|
430,675
|
-0.65 |
|
|
|
|
202411 |
151,010 |
1,474,917 |
37.69
|
20.12
|
8.97
|
|
|
401,090
|
10.25 |
|
|
|
|
202410 |
109,674 |
1,323,907 |
-21.89 |
-2.02 |
7.83
|
|
|
389,875
|
-4.74 |
|
|
|
|
202409 |
140,406 |
1,214,228 |
0.44
|
11.31
|
8.81
|
-0.41 |
|
422,490
|
-0.13 |
|
|
|
|
202408 |
139,795 |
1,073,827 |
-1.75 |
-18.35 |
8.50
|
|
|
446,422
|
6.57 |
|
|
|
|
202407 |
142,289 |
934,032 |
-13.42 |
13.19
|
14.11
|
|
|
513,879
|
49.37 |
|
|
|
|
202406 |
164,338 |
791,743 |
-20.71 |
34.71
|
14.28
|
|
|
503,896
|
78.61 |
|
|
|
|
202405 |
207,252 |
627,405 |
56.65
|
115.16
|
9.91
|
|
創近一年新高 |
440,823
|
24.73 |
|
|
|
|
202404 |
132,306 |
420,153 |
30.65
|
107.40
|
-11.45 |
|
|
307,097
|
-14.85 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
9200 |
凱基 |
73 |
149 |
76 |
9800 |
元大 |
-58 |
85 |
143 |
|
|
|
|
1480 |
美商高盛 |
39 |
49 |
10 |
5920 |
元富 |
-22 |
14 |
36 |
|
|
|
|
7000 |
兆豐 |
16 |
41 |
25 |
9300 |
華南永昌 |
-17 |
32 |
49 |
|
|
|
|
1560 |
港商野村 |
14 |
14 |
0 |
9100 |
群益金鼎 |
-13 |
15 |
28 |
|
|
|
|
8710 |
陽信 |
13 |
15 |
2 |
9600 |
富邦 |
-12 |
23 |
35 |
|
|
|
|
1020 |
合庫 |
7 |
20 |
13 |
8880 |
國泰 |
-10 |
10 |
20 |
|
|
|
|
1440 |
美林 |
7 |
9 |
2 |
8440 |
摩根大通 |
-10 |
0 |
10 |
|
|
|
|
1110 |
台灣企銀 |
5 |
5 |
0 |
1650 |
新加坡商瑞銀 |
-9 |
18 |
27 |
|
|
|
|
1040 |
臺銀證券 |
4 |
11 |
7 |
1650 |
新加坡商瑞銀 |
-9 |
18 |
27 |
|
|
|
|
1030 |
土銀 |
1 |
2 |
1 |
8560 |
新光 |
-8 |
11 |
19 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250219 |
台積供應鏈好嗨 昇陽半創高、家登叩關500元、均豪登百元 |
|
|
|
|
20241028 |
雙C族群 躍盤面焦點 |
|
|
|
|
20240923 |
台股上漲126點收22,285點挑戰季線 台積電漲4元收977元 |
|
|
|
|
20240830 |
台積電開高1元 台股開盤上漲28點 |
|
|
|
|
20240828 |
群翊搶商機 明年展望樂觀 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
13.3 |
|
10日籌碼集中度 |
0.7 |
|
單日買賣超 |
85 |
|
|
|
5日籌碼集中度 |
10.2 |
|
20日籌碼集中度 |
4.7 |
|
累計買賣超 |
212 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
3819 |
借券餘額 |
3830 |
千張大戶戶數 |
13 |
大戶比例 |
20.08 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 18:17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|