8028 |
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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8028 昇陽半導體 |
實收資本額 |
1726 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2018/07/10 |
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發 言
人 |
黃豐年 |
電 話 |
03-5641888 |
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地 址 |
新竹科學園區新竹市力行路6號 |
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產 業
別 |
電子上游-IC-半導體設備 |
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主要產品 |
晶圓再生及晶圓薄化代工服務 |
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2025/5/2 股價 |
133.00 |
法人買賣超合計(近一日) |
賣超 -943.099 張 |
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2025/5/2
漲跌 |
2.50
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法人買賣超合計(近一週) |
買超
719.29 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) |
賣超 -5559.1 張 |
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券 資 比 |
21.65
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外資連3賣 |
投信連9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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2024/05/28 |
1.80 |
0.60 |
2022/07/21 |
2023/06/08 |
1.35% |
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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 |
2.20 |
0.00 |
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1.65% |
0% |
1.65% |
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2023 |
2024/05/28 |
1.80 |
0.00 |
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2024/06/11 |
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1.35% |
0% |
1.35% |
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2022 |
2023/05/26 |
1.80 |
0.00 |
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2023/06/08 |
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1.35% |
0% |
1.35% |
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2021 |
2022/05/27 |
0.80 |
0.60 |
2022/07/21 |
2022/07/21 |
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1.05% |
0% |
0.6% |
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機構估稅後EPS |
5.49 |
K(9) |
89.73 |
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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) |
23.85 |
D(9) |
84.67 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
24.23 |
周K(9) |
35.47 |
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1.6 |
2 |
1.6 |
1.2 |
1 |
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股價淨值比 |
5.58 |
周D(9) |
31.73 |
綜合評分: |
7.4 |
建議: |
列入追踪 |
目標價: |
139.93 |
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月線乖離率 |
18.63 |
季線乖離率 |
0.84 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
109.92 |
3*PB |
71.51 |
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股價 |
124.00 |
104.00 |
106.00 |
122.50 |
133.00 |
15*PE |
82.44 |
2*PB |
47.67 |
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成交量(千股) |
29,016 |
19,472 |
33,345 |
87,308 |
54,130 |
10*PE |
54.96 |
1*PB |
23.84 |
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資餘 |
10,627 |
7,459 |
7,711 |
8,364 |
9,354 |
5*PE |
27.48 |
0.5*PB |
11.92 |
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券餘 |
1,285 |
958 |
1,191 |
1,824 |
2,025 |
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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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1,049,958
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938,146
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828,058
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735,445
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753,706
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787,661
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934,082
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營業成本(千) |
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685,945
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640,715
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606,803
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594,842
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608,025
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635,044
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679,989
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營業毛利(千) |
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364,013
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297,431
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221,255
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140,603
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145,681
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152,617
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254,093
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營業費用(千) |
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153,406
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124,306
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108,900
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102,017
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106,014
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132,951
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153,963
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營業利益(千) |
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210,607
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173,125
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112,355
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38,586
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39,667
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19,666
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100,130
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營業外收入及支出(千) |
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17,176
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-31,106 |
2,845
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35,357
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-31,123 |
89,572
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61,843
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稅前純益(千) |
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227,783
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142,019
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115,200
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73,943
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8,544
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109,238
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161,973
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所得稅(千) |
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27,948
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16,286
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11,866
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10,943
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6,783
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-6,700 |
29,267
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稅後純益(千) |
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199,835
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125,733
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103,334
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63,000
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1,761
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115,938
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132,706
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其他綜合損益(千) |
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綜合損益(千) |
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199,835
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125,733
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103,334
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63,000
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3,612
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115,938
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132,706
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原始每股稅前盈餘(元) |
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1.32
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0.82
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0.67
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0.43
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0.05
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0.72
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1.06
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原始每股稅後盈餘(元) |
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1.16
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0.73
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0.60
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0.36
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0.01
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0.76
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0.87
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毛利率(%) |
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34.67
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31.70
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26.72
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19.12
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19.33
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19.38
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27.20
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營業利益率(%) |
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20.06
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18.45
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13.57
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5.25
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5.26
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2.50
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10.72
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稅後純益率(%) |
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19.03
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13.40
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12.48
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8.57
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0.23
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14.72
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14.21
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稅後權益報酬率(%) |
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4.98
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3.26
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2.65
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1.59
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0.05
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3.92
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4.46
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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 |
378,279 |
1,082,444 |
9.94
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49.40
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47.18
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創歷史新高 |
1,082,444
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47.18 |
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202502 |
344,093 |
704,164 |
-4.44 |
45.62
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46.02
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1,057,687
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46.46 |
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202501 |
360,072 |
360,072 |
1.85
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46.40
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46.40
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0.49
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創歷史新高 |
1,065,356
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46.47 |
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202412 |
353,522 |
3,551,607 |
0.50
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47.34
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6.73
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3.24
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創歷史新高 |
1,049,959
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39.31 |
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202411 |
351,762 |
3,198,086 |
2.06
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45.68
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3.57
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創歷史新高 |
1,009,166
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31.51 |
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202410 |
344,675 |
2,846,324 |
10.22
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26.57
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0.00
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創歷史新高 |
968,045
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25.23 |
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202409 |
312,729 |
2,501,649 |
0.67
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23.32
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-2.81 |
1.92
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938,147
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19.11 |
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202408 |
310,641 |
2,188,920 |
-1.31 |
25.70
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-5.67 |
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919,246
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8.69 |
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202407 |
314,777 |
1,878,279 |
7.13
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9.70
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-9.40 |
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創近一年新高 |
879,732
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-3.74 |
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202406 |
293,828 |
1,563,503 |
8.37
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-5.72 |
-12.47 |
1.10
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創近一年新高 |
828,057
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-11.35 |
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202405 |
271,127 |
1,269,675 |
3.05
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-14.01 |
-13.90 |
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787,426
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-15.77 |
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202404 |
263,102 |
998,547 |
3.91
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-14.34 |
-13.87 |
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752,594
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-16.28 |
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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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9200 |
凱基 |
380 |
2788 |
2408 |
8150 |
台新 |
-635 |
507 |
1142 |
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8880 |
國泰 |
205 |
1249 |
1044 |
1470 |
台灣摩根士丹利 |
-210 |
108 |
318 |
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5380 |
第一金 |
169 |
378 |
209 |
1560 |
港商野村 |
-130 |
0 |
130 |
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5920 |
元富 |
104 |
538 |
434 |
8440 |
摩根大通 |
-109 |
17 |
126 |
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9300 |
華南永昌 |
94 |
643 |
549 |
1440 |
美林 |
-105 |
128 |
233 |
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9100 |
群益金鼎 |
93 |
870 |
777 |
1480 |
美商高盛 |
-48 |
245 |
293 |
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9800 |
元大 |
78 |
3542 |
3464 |
1570 |
港商法國興業 |
-37 |
0 |
37 |
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5850 |
統一 |
71 |
408 |
337 |
6450 |
永全 |
-28 |
6 |
34 |
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9600 |
富邦 |
66 |
1018 |
952 |
6480 |
福邦 |
-21 |
11 |
32 |
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9A00 |
永豐金 |
63 |
1183 |
1120 |
5320 |
高橋 |
-18 |
21 |
39 |
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20250430 |
台積電收漲6元撐住指數收高2點 台股4月史詩級震盪4千點 |
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20250424 |
權值股疲弱 台股下跌160點收19,478點 台積電下挫9元收864元 |
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20250423 |
三大法人買超295億元 台積電漲幅飆第四大 |
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20250423 |
外資買超263.7億元、竟買超這檔 ETF 最多 台積電也獲買超 |
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20250422 |
台股失守萬九大關 下跌312點收18,793點 、台積電跌19元 |
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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 |
-4.9 |
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10日籌碼集中度 |
0.4 |
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單日買賣超 |
-813 |
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5日籌碼集中度 |
2.3 |
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20日籌碼集中度 |
-0.4 |
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累計買賣超 |
-944 |
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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 |
4869 |
借券餘額 |
9880 |
千張大戶戶數 |
22 |
大戶比例 |
32.62 |
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更新日期: |
2025/5/2 22:38 |
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