8086 |
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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8086 宏捷科 |
實收資本額 |
1965 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2009/06/01 |
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發 言
人 |
薛文翔 |
電 話 |
06-5050999 |
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地 址 |
南部科學園區台南市新市區大利一路6號 |
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產 業
別 |
電子上游-IC-代工 |
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主要產品 |
無線通信機械器材製造、砷化鎵晶片、數位行動電話功率放大器模組 |
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2025/5/2 股價 |
75.00 |
法人買賣超合計(近一日) |
買超 127.203 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) |
賣超 -145.95 張 |
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2025/5/2
漲跌幅 |
-0.79
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法人買賣超合計(近一月) |
買超
1822.19 張 |
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券 資 比 |
1.06
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自營連3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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2023/06/29 |
2.80 |
0.48 |
2012/07/12 |
2022/07/06 |
3.73% |
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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 |
2025/05/28 |
1.19 |
0.00 |
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1.59% |
0% |
1.59% |
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2023 |
2024/05/28 |
1.00 |
0.00 |
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2024/08/27 |
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1.33% |
0% |
1.33% |
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2022 |
2023/06/29 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2021 |
2022/06/20 |
2.80 |
0.00 |
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2022/07/06 |
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3.73% |
0% |
3.73% |
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機構估稅後EPS |
2.74 |
K(9) |
70.43 |
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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) |
39.72 |
D(9) |
70.96 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
27.37 |
周K(9) |
26.57 |
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0.4 |
1.2 |
1.2 |
1.6 |
0 |
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股價淨值比 |
1.89 |
周D(9) |
24.7 |
綜合評分: |
4.4 |
建議: |
觀望 |
目標價: |
86.25 |
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月線乖離率 |
3.15 |
季線乖離率 |
-13.96 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
54.74 |
3*PB |
119.05 |
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股價 |
85.50 |
67.00 |
72.20 |
72.10 |
75.00 |
15*PE |
41.06 |
2*PB |
79.37 |
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成交量(千股) |
3,375 |
5,937 |
7,690 |
3,353 |
9,618 |
10*PE |
27.37 |
1*PB |
39.68 |
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資餘 |
5,642 |
4,698 |
4,664 |
4,777 |
4,987 |
5*PE |
13.69 |
0.5*PB |
19.84 |
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券餘 |
42 |
19 |
22 |
26 |
53 |
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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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759,955
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1,102,077
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1,307,332
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1,286,220
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1,069,698
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784,488
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527,238
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營業成本(千) |
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718,049
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913,402
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969,324
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969,716
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809,687
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591,053
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448,124
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營業毛利(千) |
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41,906
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188,675
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338,008
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316,504
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260,011
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193,435
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79,114
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營業費用(千) |
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75,603
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91,646
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97,840
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94,857
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92,827
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85,282
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88,830
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營業利益(千) |
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-33,697 |
97,029
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240,168
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221,647
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167,184
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108,153
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-9,716 |
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營業外收入及支出(千) |
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35,152
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-3,255 |
5,038
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34,941
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-5,027 |
17,528
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11,468
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稅前純益(千) |
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1,455
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93,774
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245,206
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256,588
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162,157
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125,681
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1,752
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所得稅(千) |
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-14,769 |
12,076
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36,224
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42,568
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9,826
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1,637
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-209 |
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稅後純益(千) |
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16,224
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81,698
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208,982
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214,020
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152,331
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124,044
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1,961
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其他綜合損益(千) |
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綜合損益(千) |
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16,224
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81,698
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208,982
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214,020
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152,331
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124,044
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1,961
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原始每股稅前盈餘(元) |
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0.01
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0.48
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1.25
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1.31
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0.83
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0.64
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0.01
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原始每股稅後盈餘(元) |
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0.08
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0.42
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1.06
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1.09
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0.78
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0.63
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0.01
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毛利率(%) |
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5.51
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17.12
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25.85
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24.61
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24.31
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24.66
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15.01
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營業利益率(%) |
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-4.43 |
8.80
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18.37
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17.23
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15.63
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13.79
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-1.84 |
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稅後純益率(%) |
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2.13
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7.41
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15.99
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16.64
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14.24
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15.81
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0.37
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稅後權益報酬率(%) |
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0.21
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1.05
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2.71
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2.82
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2.06
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1.71
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0.03
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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 |
291,995 |
771,758 |
12.19
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-33.79 |
-40.00 |
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771,758
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-40 |
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202502 |
260,278 |
479,763 |
18.59
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-38.80 |
-43.24 |
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735,695
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-40.36 |
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202501 |
219,485 |
219,485 |
-14.24 |
-47.73 |
-47.73 |
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創近一年新低 |
727,104
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-37.52 |
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202412 |
255,932 |
4,455,584 |
1.69
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-34.12 |
63.62
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3.04
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759,955
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-28.96 |
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202411 |
251,687 |
4,199,652 |
-0.26 |
-29.18 |
79.88
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創近一年新低 |
822,331
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-15.05 |
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202410 |
252,336 |
3,947,965 |
-20.73 |
-22.56 |
99.47
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創近一年新低 |
945,288
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7.62 |
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202409 |
318,308 |
3,695,629 |
-15.04 |
10.98
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123.52
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3.03
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創近一年新低 |
1,102,077
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40.48 |
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202408 |
374,644 |
3,377,321 |
-8.43 |
40.99
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147.14
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1,210,107
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70.71 |
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202407 |
409,125 |
3,002,677 |
-4.04 |
76.38
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172.75
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1,269,913
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98.29 |
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202406 |
426,338 |
2,593,552 |
-1.87 |
101.88
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198.48
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2.55
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1,307,332
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147.96 |
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202405 |
434,450 |
2,167,214 |
-2.71 |
120.21
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229.50
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1,322,014
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204.54 |
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202404 |
446,544 |
1,732,764 |
1.25
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276.01
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276.33
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創近一年新高 |
1,312,880
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284.15 |
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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 |
116 |
155 |
39 |
8880 |
國泰 |
-258 |
53 |
311 |
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9800 |
元大 |
84 |
235 |
151 |
9600 |
富邦 |
-132 |
86 |
218 |
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6460 |
大昌 |
55 |
55 |
0 |
8840 |
玉山 |
-61 |
18 |
79 |
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1470 |
台灣摩根士丹利 |
42 |
42 |
0 |
9A00 |
永豐金 |
-56 |
35 |
91 |
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8560 |
新光 |
28 |
55 |
27 |
1230 |
彰銀 |
-2 |
0 |
2 |
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1650 |
新加坡商瑞銀 |
26 |
76 |
50 |
7790 |
國票 |
-2 |
15 |
17 |
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9300 |
華南永昌 |
23 |
40 |
17 |
8380 |
安泰 |
-1 |
0 |
1 |
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7000 |
兆豐 |
23 |
32 |
9 |
8440 |
摩根大通 |
-1 |
10 |
11 |
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9100 |
群益金鼎 |
20 |
44 |
24 |
8380 |
安泰 |
-1 |
0 |
1 |
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5920 |
元富 |
16 |
48 |
32 |
8440 |
摩根大通 |
-1 |
10 |
11 |
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20250414 |
智慧手機對等關稅暫豁免 這幾檔 iPhone 概念股領漲表態 |
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20250402 |
宏捷科3月營收月增12% 拓展手機客戶 |
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20250313 |
宏捷科 搶單蘋果機器人 |
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20250227 |
中美晶財報/2024年營收近800億元 全年配發6.5元現金股利 |
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20250220 |
iPhone 16e亮相 概念股漲不動?蘋概三王僅大立光上漲 |
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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 |
-26.9 |
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10日籌碼集中度 |
-4.3 |
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單日買賣超 |
-338 |
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5日籌碼集中度 |
-8.8 |
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20日籌碼集中度 |
-4.3 |
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累計買賣超 |
-2046 |
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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 |
14664 |
借券餘額 |
16580 |
千張大戶戶數 |
15 |
大戶比例 |
45.35 |
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更新日期: |
2025/5/2 18:20 |
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