8074 |
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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8074 鉅橡 |
實收資本額 |
810 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2004/01/27 |
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發 言
人 |
馮興運 |
電 話 |
06-7266335 |
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地 址 |
台南市佳里區海澄里萊芊寮12-27號 |
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產 業
別 |
電子上游-PCB-材料設備 |
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主要產品 |
印刷電路基板之製造加工買賣業務、絕緣材料之製造加工買賣業務、電木管電木棒之製造加工買賣業務 |
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2025/5/2 股價 |
20.45 |
法人買賣超合計(近一日) |
賣超 -14 張 |
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2025/5/2
漲跌 |
0.05
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法人買賣超合計(近一週) |
賣超 -44 張 |
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2025/5/2
漲跌幅 |
0.25
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法人買賣超合計(近一月) |
賣超 -364 張 |
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券 資 比 |
0.00
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外資連2賣 |
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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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2023/05/03 |
1.50 |
0.70 |
2011/06/16 |
2023/05/25 |
7.33% |
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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 |
2025/04/30 |
1.00 |
0.00 |
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4.89% |
0% |
4.89% |
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2023 |
2024/04/30 |
1.00 |
0.00 |
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2024/05/23 |
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4.89% |
0% |
4.89% |
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2022 |
2023/05/03 |
1.50 |
0.00 |
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2023/05/25 |
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7.33% |
0% |
7.33% |
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2021 |
2022/04/26 |
1.00 |
0.00 |
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2022/05/25 |
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4.89% |
0% |
4.89% |
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機構估稅後EPS |
1.36 |
K(9) |
67.98 |
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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) |
18.99 |
D(9) |
66.53 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
15.04 |
周K(9) |
48.79 |
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1.6 |
0.8 |
1.2 |
0.4 |
0 |
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股價淨值比 |
1.08 |
周D(9) |
51.71 |
綜合評分: |
4 |
建議: |
觀望 |
目標價: |
21.47 |
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月線乖離率 |
1.86 |
季線乖離率 |
-4.76 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
27.09 |
3*PB |
56.81 |
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股價 |
21.90 |
20.05 |
20.35 |
20.40 |
20.45 |
15*PE |
20.31 |
2*PB |
37.87 |
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成交量(千股) |
258 |
1,030 |
239 |
346 |
214 |
10*PE |
13.54 |
1*PB |
18.94 |
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資餘 |
731 |
451 |
462 |
450 |
454 |
5*PE |
6.77 |
0.5*PB |
9.47 |
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券餘 |
0 |
0 |
0 |
0 |
0 |
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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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309,188
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345,845
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320,453
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282,081
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305,006
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298,953
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278,889
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營業成本(千) |
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237,647
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263,292
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246,255
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221,503
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244,740
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237,382
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227,079
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營業毛利(千) |
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71,541
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82,553
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74,198
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60,578
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60,266
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61,571
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51,810
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營業費用(千) |
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42,041
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48,476
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45,838
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40,124
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44,034
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45,635
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41,764
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營業利益(千) |
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29,500
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34,087
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28,360
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20,616
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16,192
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17,079
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10,000
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營業外收入及支出(千) |
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3,349
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-1,640 |
-2,613 |
16,278
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-13,498 |
25,086
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18,185
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稅前純益(千) |
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32,849
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32,447
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25,747
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36,894
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2,694
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42,165
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28,185
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所得稅(千) |
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8,164
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5,852
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3,481
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7,290
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-815 |
7,592
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11,806
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稅後純益(千) |
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24,685
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26,595
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22,266
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29,604
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3,509
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34,573
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16,379
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其他綜合損益(千) |
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2,367
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7,366
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6,905
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7,730
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-6,032 |
6,681
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-12,767 |
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綜合損益(千) |
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27,052
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33,961
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29,171
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37,334
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-2,523 |
41,254
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3,612
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原始每股稅前盈餘(元) |
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0.41
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0.40
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0.32
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0.46
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0.03
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0.52
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0.35
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原始每股稅後盈餘(元) |
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0.27
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0.30
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0.26
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0.34
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0.02
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0.40
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0.17
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毛利率(%) |
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23.14
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23.87
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23.15
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21.48
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19.76
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20.60
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18.58
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營業利益率(%) |
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9.54
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9.86
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8.85
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7.31
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5.31
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5.71
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3.59
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稅後純益率(%) |
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7.98
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7.69
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6.95
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10.49
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1.15
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11.56
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5.87
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稅後權益報酬率(%) |
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1.57
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1.72
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1.47
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1.94
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0.23
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2.26
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1.09
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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 |
112,610 |
300,717 |
26.98
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5.50
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6.62
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300,717
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6.62 |
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202502 |
88,682 |
188,107 |
-10.81 |
27.41
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7.30
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創近一年新低 |
298,041
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9.31 |
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202501 |
99,425 |
99,425 |
-9.56 |
-5.94 |
-5.94 |
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308,441
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0.5 |
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202412 |
109,934 |
1,257,567 |
10.95
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12.92
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10.76
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1.58
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314,556
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4.41 |
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202411 |
99,082 |
1,152,949 |
-6.12 |
-4.58 |
11.46
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318,635
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4.44 |
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202410 |
105,540 |
1,053,867 |
-7.43 |
5.45
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13.25
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340,162
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12.59 |
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202409 |
114,013 |
948,379 |
-5.47 |
12.69
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14.19
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1.17
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345,826
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15.67 |
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202408 |
120,609 |
834,314 |
8.46
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19.57
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14.40
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創近一年新高 |
336,610
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16.24 |
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202407 |
111,204 |
713,705 |
6.11
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14.71
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13.57
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創近一年新高 |
321,131
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11.48 |
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202406 |
104,797 |
602,534 |
-0.32 |
14.21
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13.36
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0.77
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320,452
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14.89 |
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202405 |
105,130 |
497,704 |
-4.88 |
5.82
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13.18
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322,392
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13.41 |
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202404 |
110,525 |
392,574 |
3.55
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25.88
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15.33
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創近一年新高 |
286,865
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7.87 |
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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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1020 |
合庫 |
8 |
8 |
0 |
9200 |
凱基 |
-14 |
4 |
18 |
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8840 |
玉山 |
4 |
5 |
1 |
6910 |
德信 |
-4 |
0 |
4 |
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9800 |
元大 |
4 |
13 |
9 |
7000 |
兆豐 |
-3 |
0 |
3 |
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9600 |
富邦 |
3 |
3 |
0 |
8560 |
新光 |
-3 |
0 |
3 |
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8880 |
國泰 |
2 |
3 |
1 |
8150 |
台新 |
-1 |
0 |
1 |
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9100 |
群益金鼎 |
2 |
2 |
0 |
6160 |
中國信託 |
-1 |
0 |
1 |
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9A00 |
永豐金 |
1 |
5 |
4 |
8450 |
康和 |
0 |
0 |
0 |
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1040 |
臺銀證券 |
1 |
1 |
0 |
9300 |
華南永昌 |
0 |
0 |
0 |
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5850 |
統一 |
1 |
1 |
0 |
8450 |
康和 |
0 |
0 |
0 |
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5920 |
元富 |
0 |
0 |
0 |
7790 |
國票 |
0 |
0 |
0 |
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20250408 |
鉅橡營收/3月1.12億元年月雙增 首季年增6.6% |
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20250303 |
鉅橡財報/2024年 EPS 1.17元、擬配息1元 配發率85% |
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20250108 |
鉅橡營收/2024年全年12.6億元 年增率11.6% |
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20241206 |
鉅橡、亞電同步公布11月營收 積極開拓多元應用 |
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20241108 |
鉅橡營收/10月1.05億元 PCB 高階材料需求成長 |
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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 |
0 |
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10日籌碼集中度 |
-16.7 |
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單日買賣超 |
0 |
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5日籌碼集中度 |
-10.6 |
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20日籌碼集中度 |
-5.4 |
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累計買賣超 |
-115 |
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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 |
311 |
借券餘額 |
335 |
千張大戶戶數 |
13 |
大戶比例 |
39.34 |
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更新日期: |
2025/5/2 18:20 |
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