8039 |
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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8039 台虹 |
實收資本額 |
2563 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2009/12/17 |
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發 言
人 |
潘祈愿 |
電 話 |
07-8139989 |
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地 址 |
高雄市前鎮區環區三路一號 |
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產 業
別 |
電子上游-PCB-製造 |
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主要產品 |
電子材料95.87%、其他4.13%(高分子薄膜銅箔積層板、保護膠片) |
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2025/5/2 股價 |
43.90 |
法人買賣超合計(近一日) |
賣超 -230.41 張 |
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2025/5/2
漲跌 |
-0.60
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法人買賣超合計(近一週) |
買超
613.98 張 |
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2025/5/2
漲跌幅 |
-1.35
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法人買賣超合計(近一月) |
賣超 -1889.4 張 |
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券 資 比 |
0.15
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外資連2賣 |
投信連3買 |
自營連7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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2024/05/24 |
2.50 |
0.20 |
2016/08/19 |
2023/07/07 |
5.69% |
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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 |
2025/05/27 |
2.50 |
0.00 |
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5.69% |
0% |
5.69% |
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2023 |
2024/05/24 |
0.92 |
0.46 |
2024/07/23 |
2024/07/23 |
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3.14% |
0.01% |
2.09% |
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2022 |
2023/05/30 |
2.50 |
0.00 |
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2023/07/07 |
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5.69% |
0% |
5.69% |
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2021 |
2022/05/26 |
2.50 |
0.00 |
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2022/07/20 |
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5.69% |
0% |
5.69% |
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機構估稅後EPS |
2.85 |
K(9) |
87.26 |
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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) |
39.20 |
D(9) |
87 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
15.40 |
周K(9) |
50.27 |
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0.8 |
0.8 |
1.2 |
2 |
1.5 |
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股價淨值比 |
1.12 |
周D(9) |
44.61 |
綜合評分: |
6.3 |
建議: |
列入追踪 |
目標價: |
48.68 |
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月線乖離率 |
7.7 |
季線乖離率 |
-3.85 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
57.01 |
3*PB |
124.25 |
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股價 |
44.60 |
36.95 |
41.45 |
42.25 |
43.90 |
15*PE |
42.76 |
2*PB |
82.83 |
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成交量(千股) |
5,646 |
14,481 |
10,921 |
5,149 |
6,506 |
10*PE |
28.51 |
1*PB |
41.42 |
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資餘 |
7,623 |
4,142 |
4,059 |
3,926 |
3,914 |
5*PE |
14.25 |
0.5*PB |
20.71 |
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券餘 |
4 |
8 |
4 |
6 |
6 |
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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) |
2,226,994
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2,230,449
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2,853,719
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2,880,719
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1,973,248
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2,181,394
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2,487,012
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2,079,535
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營業成本(千) |
1,809,726
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1,879,877
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2,247,699
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2,152,323
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1,520,459
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1,708,694
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1,858,342
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1,610,260
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營業毛利(千) |
417,268
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350,572
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606,020
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728,396
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452,789
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472,700
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628,670
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469,275
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營業費用(千) |
334,915
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357,453
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377,340
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410,822
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329,441
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338,632
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366,494
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321,437
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營業利益(千) |
82,353
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-6,881 |
228,680
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317,574
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123,348
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134,068
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262,176
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147,838
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營業外收入及支出(千) |
22,700
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-4,154 |
-28,624 |
30,407
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40,650
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-80,073 |
74,590
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11,927
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稅前純益(千) |
105,053
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-11,035 |
200,056
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347,981
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163,998
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53,995
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336,766
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159,765
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所得稅(千) |
20,408
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4,351
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49,615
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76,359
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38,187
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19,019
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76,806
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37,588
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稅後純益(千) |
84,645
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-15,386 |
150,441
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271,622
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125,811
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34,976
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259,960
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122,177
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其他綜合損益(千) |
-38,338 |
-63,997 |
124,105
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470,293
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79,997
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-25,686 |
194,527
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-111,166 |
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綜合損益(千) |
46,307
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-79,383 |
274,546
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741,915
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205,808
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9,290
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454,487
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11,011
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原始每股稅前盈餘(元) |
0.41
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-0.04 |
0.78
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1.56
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0.78
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0.26
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1.61
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0.76
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原始每股稅後盈餘(元) |
0.32
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0.08
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0.62
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1.25
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0.63
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0.25
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1.32
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0.66
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毛利率(%) |
18.74
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15.72
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21.24
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25.29
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22.95
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21.67
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25.28
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22.57
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營業利益率(%) |
3.70
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-0.31 |
8.01
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11.02
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6.25
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6.15
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10.54
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7.11
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稅後純益率(%) |
3.80
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-0.69 |
5.27
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9.43
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6.38
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1.60
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10.45
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5.88
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稅後權益報酬率(%) |
0.82
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-0.14 |
1.49
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3.10
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1.56
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0.43
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3.32
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1.61
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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 |
816,003 |
2,226,994 |
21.81
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6.49
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12.86
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0.41
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2,226,994
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12.86 |
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202502 |
669,905 |
1,410,991 |
-9.60 |
27.29
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16.91
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創近一年新低 |
2,153,057
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14.57 |
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202501 |
741,086 |
741,086 |
-0.13 |
8.88
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8.88
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2,226,980
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6.31 |
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202412 |
742,066 |
9,938,135 |
-0.24 |
10.37
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21.93
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2.74
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2,230,449
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2.25 |
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202411 |
743,828 |
9,196,069 |
-0.10 |
0.27
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22.97
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2,361,322
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0.01 |
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202410 |
744,555 |
8,452,241 |
-14.71 |
-2.95 |
25.47
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2,582,059
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5.23 |
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202409 |
872,939 |
7,707,686 |
-9.50 |
2.44
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29.13
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2.78
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2,853,719
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14.74 |
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202408 |
964,565 |
6,834,747 |
-5.08 |
15.59
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33.57
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3,013,541
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27.23 |
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202407 |
1,016,215 |
5,870,182 |
-1.60 |
26.96
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37.07
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3,034,375
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34.13 |
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202406 |
1,032,761 |
4,853,967 |
4.81
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40.77
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39.40
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2.00
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創近一年新高 |
2,880,719
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38.53 |
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202405 |
985,399 |
3,821,206 |
14.24
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35.31
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39.03
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創近一年新高 |
2,614,264
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37.07 |
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202404 |
862,559 |
2,835,807 |
12.56
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39.65
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40.37
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創近一年新高 |
2,155,142
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33.84 |
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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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7000 |
兆豐 |
597 |
685 |
88 |
1440 |
美林 |
-204 |
38 |
242 |
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9A00 |
永豐金 |
230 |
357 |
127 |
9200 |
凱基 |
-115 |
103 |
218 |
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8880 |
國泰 |
36 |
61 |
25 |
9800 |
元大 |
-108 |
288 |
396 |
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1030 |
土銀 |
25 |
31 |
6 |
1260 |
宏遠 |
-101 |
5 |
106 |
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9100 |
群益金鼎 |
11 |
78 |
67 |
8440 |
摩根大通 |
-80 |
0 |
80 |
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6160 |
中國信託 |
10 |
24 |
14 |
5850 |
統一 |
-71 |
110 |
181 |
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6110 |
台中銀 |
7 |
7 |
0 |
1470 |
台灣摩根士丹利 |
-56 |
13 |
69 |
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5380 |
第一金 |
7 |
18 |
11 |
1650 |
新加坡商瑞銀 |
-41 |
14 |
55 |
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8450 |
康和 |
5 |
12 |
7 |
1480 |
美商高盛 |
-39 |
36 |
75 |
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8380 |
安泰 |
3 |
3 |
0 |
8840 |
玉山 |
-33 |
19 |
52 |
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20250407 |
台虹營收/3月8.16億元、月增逾21% 持續優化營運結構 |
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20250205 |
泰鼎、台燿、台虹1月營收皆優於去年同期 |
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20250114 |
台虹看好雙R應用爆發 |
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20241105 |
台虹營收/10月月減14% 電子材料仍優於去年同期 |
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20241030 |
台虹前三季每股稅後純益2.51元 發海外可轉換公司債 |
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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 |
10.3 |
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10日籌碼集中度 |
22.9 |
優 |
單日買賣超 |
259 |
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5日籌碼集中度 |
22.3 |
優 |
20日籌碼集中度 |
8.4 |
優 |
累計買賣超 |
1249 |
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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 |
10898 |
借券餘額 |
11995 |
千張大戶戶數 |
26 |
大戶比例 |
44.42 |
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更新日期: |
2025/5/2 22:38 |
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