8081 |
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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8081 致新 |
實收資本額 |
862 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2008/12/30 |
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發 言
人 |
吳錦川 |
電 話 |
03-5788833 |
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地 址 |
新竹市科學園區工業東三路2號 |
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產 業
別 |
電子上游-IC-設計 |
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主要產品 |
類比IC100%(研究開發生產製造及銷售數位與類比混合IC及特殊應用IC) |
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2024/4/26 股價 |
285.50 |
法人買賣超合計(近一日) |
賣超 -86.259 張 |
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2024/4/26
漲跌 |
-0.50
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法人買賣超合計(近一週) |
買超
530.52 張 |
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2024/4/26
漲跌幅 |
-0.17
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法人買賣超合計(近一月) |
買超
1274.56 張 |
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券 資 比 |
0.21
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投信連17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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2024/06/13 |
14.00 |
0.20 |
2009/07/23 |
2023/07/04 |
4.90% |
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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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2023 |
2024/06/13 |
14.00 |
0.00 |
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4.9% |
0% |
4.9% |
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2022 |
2023/06/14 |
14.00 |
0.00 |
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2023/07/04 |
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4.9% |
0% |
4.9% |
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2021 |
2022/06/09 |
16.00 |
0.00 |
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2022/06/29 |
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5.6% |
0% |
5.6% |
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2020 |
2021/07/20 |
9.50 |
0.00 |
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2021/08/05 |
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3.33% |
0% |
3.33% |
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機構估稅後EPS |
19.53 |
K(9) |
59.58 |
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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) |
85.00 |
D(9) |
45.9 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
14.62 |
周K(9) |
69.64 |
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1.6 |
1.2 |
2 |
1.2 |
0.5 |
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股價淨值比 |
3.36 |
周D(9) |
69.11 |
綜合評分: |
6.5 |
建議: |
列入追踪 |
目標價: |
299.78 |
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月線乖離率 |
3.5 |
季線乖離率 |
8.19 |
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2024/3/29 |
2024/4/3 |
2024/4/12 |
2024/4/19 |
2024/4/26 |
20*PE |
391.10 |
3*PB |
253.40 |
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股價 |
266.50 |
273.50 |
288.00 |
269.00 |
285.50 |
15*PE |
293.32 |
2*PB |
168.93 |
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成交量(千股) |
3,335 |
1,215 |
5,046 |
4,040 |
3,085 |
10*PE |
195.55 |
1*PB |
84.47 |
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資餘 |
1,484 |
1,427 |
1,481 |
1,437 |
1,430 |
5*PE |
97.77 |
0.5*PB |
42.23 |
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券餘 |
32 |
0 |
3 |
4 |
3 |
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季IFRS財報(損益單季) |
202401 |
202304 |
202303 |
202302 |
202301 |
202204 |
202203 |
202202 |
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營業收入淨額(千) |
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1,808,078
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2,242,299
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2,082,823
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1,777,670
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1,712,766
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1,787,064
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2,380,007
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營業成本(千) |
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1,045,794
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1,322,242
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1,250,827
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1,094,197
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1,110,361
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997,267
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1,222,415
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營業毛利(千) |
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762,284
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920,057
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831,996
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683,473
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602,405
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789,797
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1,157,592
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營業費用(千) |
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382,086
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447,384
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399,569
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383,521
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322,916
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416,729
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460,240
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營業利益(千) |
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380,198
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472,673
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432,427
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299,952
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279,489
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373,068
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697,352
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營業外收入及支出(千) |
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-67,406 |
156,846
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120,892
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-10,183 |
-125,135 |
183,267
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117,402
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稅前純益(千) |
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312,792
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629,519
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553,319
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289,769
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154,354
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556,335
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814,754
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所得稅(千) |
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21,815
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104,472
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124,921
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48,242
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15,872
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102,706
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147,940
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稅後純益(千) |
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290,977
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525,047
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428,398
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241,527
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138,482
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453,629
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666,814
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其他綜合損益(千) |
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-183 |
-68,839 |
591,260
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45,179
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35,998
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-53,880 |
-84,175 |
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綜合損益(千) |
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290,794
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456,208
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1,019,658
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286,706
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174,480
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399,749
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582,639
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原始每股稅前盈餘(元) |
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3.65
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7.34
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6.45
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3.38
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1.80
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6.49
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9.50
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原始每股稅後盈餘(元) |
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3.38
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6.09
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4.90
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2.97
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1.77
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5.20
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7.47
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毛利率(%) |
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42.16
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41.03
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39.95
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38.45
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35.17
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44.20
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48.64
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營業利益率(%) |
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21.03
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21.08
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20.76
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16.87
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16.32
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20.88
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29.30
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稅後純益率(%) |
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16.09
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23.42
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20.57
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13.59
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8.09
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25.38
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28.02
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稅後權益報酬率(%) |
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3.60
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6.96
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6.29
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3.56
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1.94
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6.61
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9.40
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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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202403 |
710,732 |
1,938,917 |
26.30
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3.47 |
9.07 |
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1,938,917
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9.07 |
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202402 |
562,752 |
1,228,185 |
-15.43 |
6.00 |
12.60
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1,767,008
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7.39 |
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202401 |
665,433 |
665,433 |
23.50
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18.85
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18.85
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1,801,694
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5.38 |
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202312 |
538,823 |
7,910,870 |
-9.81 |
-2.85 |
-6.05 |
20.71
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1,808,078
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5.56 |
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202311 |
597,438 |
7,372,046 |
-11.07 |
0.37 |
-6.27 |
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1,984,530
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13.18 |
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202310 |
671,817 |
6,774,608 |
-6.08 |
19.35
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-6.82 |
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2,201,396
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27.59 |
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202309 |
715,275 |
6,102,792 |
-12.16 |
20.17
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-9.01 |
17.08
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2,242,299
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25.47 |
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202308 |
814,304 |
5,387,517 |
14.25
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43.57
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-11.85 |
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創近一年新高 |
2,229,454
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19.13 |
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202307 |
712,720 |
4,573,213 |
1.46 |
14.10
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-17.52 |
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創近一年新高 |
2,122,039
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0.61 |
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202306 |
702,430 |
3,860,493 |
-0.63 |
3.35 |
-21.54 |
9.78 |
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2,082,823
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-12.49 |
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202305 |
706,889 |
3,158,063 |
4.96 |
-12.18 |
-25.53 |
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創近一年新高 |
2,067,277
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-21.63 |
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202304 |
673,504 |
2,451,174 |
-1.95 |
-24.78 |
-28.65 |
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1,891,272
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-27.83 |
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202303 |
686,884 |
1,777,670 |
29.38
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-26.74 |
-30.02 |
3.36
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1,777,670
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-30.02 |
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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 |
53 |
122 |
69 |
1590 |
花旗環球 |
-64 |
0 |
64 |
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9800 |
元大 |
20 |
59 |
39 |
1650 |
新加坡商瑞銀 |
-48 |
9 |
57 |
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1030 |
土銀 |
20 |
20 |
0 |
1480 |
美商高盛 |
-17 |
14 |
31 |
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7000 |
兆豐 |
17 |
24 |
7 |
1560 |
港商野村 |
-16 |
1 |
17 |
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9300 |
華南永昌 |
16 |
25 |
9 |
1440 |
美林 |
-15 |
5 |
20 |
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5260 |
美好 |
14 |
15 |
1 |
1470 |
台灣摩根士丹利 |
-12 |
8 |
20 |
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1570 |
港商法國興業 |
10 |
11 |
1 |
9100 |
群益金鼎 |
-9 |
9 |
18 |
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6010 |
奔亞證券 |
10 |
10 |
0 |
8880 |
國泰 |
-5 |
9 |
14 |
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8440 |
摩根大通 |
9 |
34 |
25 |
8150 |
台新 |
-5 |
9 |
14 |
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9600 |
富邦 |
8 |
26 |
18 |
8380 |
安泰 |
-4 |
0 |
4 |
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20240410 |
IC設計廠 3月業績同步成長 |
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20240206 |
致新去年每股純益17.33元 續拚車用 |
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20240205 |
台股封關 華邦電、聯詠等9家法說不打烊 |
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20240124 |
德儀展望不如預期 法人相對看好兩檔類比 IC 股 |
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20240102 |
2024年開紅盤 台股上漲8點、台積電開盤跌3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 |
-10.1 |
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10日籌碼集中度 |
1.9 |
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單日買賣超 |
-53 |
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5日籌碼集中度 |
13.7 |
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20日籌碼集中度 |
3.8 |
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累計買賣超 |
491 |
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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 |
778 |
借券餘額 |
5384 |
千張大戶戶數 |
6 |
大戶比例 |
27.5 |
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