8042 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
8042 金山電 |
實收資本額 |
1295 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
OTC |
上 櫃 日 期 |
2004/03/22 |
|
|
|
|
|
|
|
|
|
發 言
人 |
陳安琪 |
電 話 |
(02)29950535 |
|
|
|
|
|
|
|
|
|
地 址 |
新北市三重區光復路一段六十八巷十一弄一號二樓 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子上游-被動元件 |
|
|
|
|
|
|
|
|
|
主要產品 |
各種電子器材電容器之製造加工買賣及進出口業務、承包設計各種無線電工程業務、除許可業務外得經營法令非禁止或限制之業務 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
32.45 |
法人買賣超合計(近一日) |
買超 68.014 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
1.15
|
法人買賣超合計(近一週) |
買超
284.1 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
3.67
|
法人買賣超合計(近一月) |
買超
207.28 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.31
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2023/05/31 |
1.50 |
0.30 |
2021/10/08 |
2023/06/26 |
4.62% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/06/13 |
1.50 |
0.00 |
|
2025/04/11 |
|
4.62% |
0% |
4.62% |
|
|
|
|
2023 |
2024/05/27 |
1.20 |
0.00 |
|
2024/06/27 |
|
3.7% |
0% |
3.7% |
|
|
|
|
2022 |
2023/05/31 |
1.50 |
0.00 |
|
2023/06/26 |
|
4.62% |
0% |
4.62% |
|
|
|
|
2021 |
2022/06/08 |
1.00 |
0.00 |
|
2022/07/07 |
|
3.08% |
0% |
3.08% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
1.00 |
K(9) |
72.92 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
31.38 |
D(9) |
59.77 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
32.45 |
周K(9) |
30.24 |
|
1.6 |
1.2 |
1.2 |
1.2 |
0.5 |
|
|
|
|
股價淨值比 |
1.03 |
周D(9) |
30.38 |
綜合評分: |
5.7 |
建議: |
列入追踪 |
目標價: |
34.07 |
|
|
|
|
月線乖離率 |
5.73 |
季線乖離率 |
-5.64 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
20.09 |
3*PB |
94.51 |
|
|
|
|
股價 |
37.90 |
29.70 |
31.00 |
30.60 |
32.45 |
15*PE |
15.07 |
2*PB |
63.01 |
|
|
|
|
成交量(千股) |
1,985 |
2,844 |
2,148 |
1,178 |
1,150 |
10*PE |
10.05 |
1*PB |
31.50 |
|
|
|
|
資餘 |
1,660 |
967 |
1,046 |
1,008 |
983 |
5*PE |
5.02 |
0.5*PB |
15.75 |
|
|
|
|
券餘 |
3 |
1 |
0 |
7 |
3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
885,827
|
963,732
|
844,879
|
735,743
|
836,110
|
888,405
|
810,861
|
|
|
|
|
營業成本(千) |
|
708,301
|
762,746
|
676,605
|
607,975
|
719,393
|
710,365
|
669,912
|
|
|
|
|
營業毛利(千) |
|
177,526
|
200,986
|
168,274
|
127,768
|
116,717
|
178,040
|
140,949
|
|
|
|
|
營業費用(千) |
|
142,462
|
132,892
|
136,552
|
122,481
|
134,643
|
128,982
|
124,259
|
|
|
|
|
營業利益(千) |
|
35,064
|
68,094
|
31,722
|
5,287
|
-17,926 |
49,058
|
16,690
|
|
|
|
|
營業外收入及支出(千) |
|
-13,161 |
-5,047 |
19,794
|
-4,554 |
69,937
|
-22,293 |
32,074
|
|
|
|
|
稅前純益(千) |
|
21,903
|
63,047
|
51,516
|
733
|
52,011
|
26,765
|
48,764
|
|
|
|
|
所得稅(千) |
|
14,428
|
25,837
|
14,674
|
4,169
|
17,114
|
16,620
|
9,658
|
|
|
|
|
稅後純益(千) |
|
7,475
|
37,210
|
36,842
|
-3,436 |
34,897
|
10,145
|
39,106
|
|
|
|
|
其他綜合損益(千) |
|
24,993
|
91,247
|
60,258
|
122,546
|
-151,462 |
160,161
|
-26,261 |
|
|
|
|
綜合損益(千) |
|
32,468
|
128,457
|
97,100
|
119,110
|
-116,565 |
170,306
|
12,845
|
|
|
|
|
原始每股稅前盈餘(元) |
|
0.17
|
0.49
|
0.40
|
0.01
|
0.40
|
0.21
|
0.38
|
|
|
|
|
原始每股稅後盈餘(元) |
|
0.08
|
0.27
|
0.28
|
-0.03 |
0.28
|
0.07
|
0.30
|
|
|
|
|
毛利率(%) |
|
20.04
|
20.85
|
19.92
|
17.37
|
13.96
|
20.04
|
17.38
|
|
|
|
|
營業利益率(%) |
|
3.96
|
7.07
|
3.75
|
0.72
|
-2.14 |
5.52
|
2.06
|
|
|
|
|
稅後純益率(%) |
|
0.84
|
3.86
|
4.36
|
-0.47 |
4.17
|
1.14
|
4.82
|
|
|
|
|
稅後權益報酬率(%) |
|
0.18
|
0.92
|
0.92
|
-0.09 |
0.88
|
0.26
|
0.99
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
310,204 |
841,119 |
24.27
|
27.55
|
13.76
|
|
|
841,119
|
13.76 |
|
|
|
|
202502 |
249,625 |
530,915 |
-11.26 |
24.12
|
7.00
|
|
|
832,249
|
7.63 |
|
|
|
|
202501 |
281,290 |
281,290 |
-6.65 |
-4.67 |
-4.67 |
|
|
890,861
|
1.79 |
|
|
|
|
202412 |
301,334 |
3,430,181 |
-2.24 |
8.76
|
7.41
|
1.06
|
|
895,375
|
4.87 |
|
|
|
|
202411 |
308,237 |
3,157,041 |
7.85
|
1.70
|
7.41
|
|
|
914,145
|
3.15 |
|
|
|
|
202410 |
285,804 |
2,848,804 |
-10.72 |
4.42
|
8.06
|
|
|
937,447
|
4.92 |
|
|
|
|
202409 |
320,104 |
2,544,354 |
-3.45 |
3.44
|
7.93
|
0.89
|
|
967,456
|
10.28 |
|
|
|
|
202408 |
331,539 |
2,242,896 |
4.98
|
6.83
|
9.24
|
|
創近一年新高 |
953,883
|
15.34 |
|
|
|
|
202407 |
315,813 |
1,911,357 |
3.03
|
22.64
|
9.67
|
|
創近一年新高 |
909,052
|
12.1 |
|
|
|
|
202406 |
306,531 |
1,580,622 |
6.91
|
18.27
|
7.60
|
0.40
|
|
856,166
|
3.16 |
|
|
|
|
202405 |
286,708 |
1,289,013 |
9.04
|
-2.55 |
5.13
|
|
|
792,841
|
-2.24 |
|
|
|
|
202404 |
262,927 |
1,002,305 |
8.11
|
-4.93 |
7.56
|
|
|
707,242
|
-4.9 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
49 |
64 |
15 |
8840 |
玉山 |
-28 |
1 |
29 |
|
|
|
|
6910 |
德信 |
25 |
25 |
0 |
9800 |
元大 |
-18 |
23 |
41 |
|
|
|
|
1470 |
台灣摩根士丹利 |
10 |
10 |
0 |
6480 |
福邦 |
-16 |
0 |
16 |
|
|
|
|
8150 |
台新 |
10 |
11 |
1 |
8880 |
國泰 |
-9 |
2 |
11 |
|
|
|
|
9600 |
富邦 |
8 |
23 |
15 |
9100 |
群益金鼎 |
-8 |
4 |
12 |
|
|
|
|
1650 |
新加坡商瑞銀 |
3 |
16 |
13 |
5860 |
盈溢 |
-8 |
0 |
8 |
|
|
|
|
1480 |
美商高盛 |
2 |
4 |
2 |
5850 |
統一 |
-5 |
5 |
10 |
|
|
|
|
6210 |
新百王 |
2 |
2 |
0 |
9A00 |
永豐金 |
-4 |
1 |
5 |
|
|
|
|
6210 |
新百王 |
2 |
2 |
0 |
9A00 |
永豐金 |
-4 |
1 |
5 |
|
|
|
|
7790 |
國票 |
2 |
4 |
2 |
5260 |
美好 |
-3 |
4 |
7 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250402 |
被動元件股不怕川普關稅?台幣重貶 國巨領軍大漲 |
|
|
|
|
20250325 |
3月25日重要財經行事曆 |
|
|
|
|
20250318 |
輝達GTC大會登場 漲勢最強的是BBU?這兩檔強鎖漲停 |
|
|
|
|
20250313 |
3月13日重要財經行事曆 |
|
|
|
|
20241205 |
台股上漲12點收23,267點 資服股異軍突起 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
21.2 |
優 |
10日籌碼集中度 |
4 |
|
單日買賣超 |
47 |
|
|
|
5日籌碼集中度 |
11.4 |
|
20日籌碼集中度 |
4.5 |
|
累計買賣超 |
33 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
1568 |
借券餘額 |
1719 |
千張大戶戶數 |
22 |
大戶比例 |
60.78 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 18:18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|