8104 |
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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8104 錸寶 |
實收資本額 |
917 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2019/01/17 |
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發 言
人 |
王鼎章 |
電 話 |
03-5989999 |
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地 址 |
新竹縣湖口鄉新竹工業區光復北路12號 |
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產 業
別 |
電子中游-LCD-TFT面板 |
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主要產品 |
有機電激發光顯示器〈OLED〉之製造加工及買賣業務 |
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2025/5/2 股價 |
37.40 |
法人買賣超合計(近一日) |
賣超 -200.683 張 |
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2025/5/2
漲跌 |
3.40
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法人買賣超合計(近一週) |
賣超 -30.27 張 |
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2025/5/2
漲跌幅 |
10.00
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法人買賣超合計(近一月) |
買超
747.89 張 |
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券 資 比 |
2.72
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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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2024/06/25 |
1.50 |
4.30 |
2018/07/23 |
2023/08/08 |
4.01% |
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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 |
2025/06/24 |
0.00 |
0.10 |
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0.27% |
0% |
0% |
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2023 |
2024/06/25 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2022 |
2023/06/27 |
1.50 |
0.00 |
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2023/08/08 |
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4.01% |
0% |
4.01% |
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2021 |
2022/06/23 |
2.01 |
0.00 |
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2022/07/20 |
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5.36% |
0% |
5.36% |
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機構估稅後EPS |
0.98 |
K(9) |
85.67 |
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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) |
28.28 |
D(9) |
76.04 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
38.16 |
周K(9) |
37.27 |
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1.6 |
1.6 |
0.8 |
2 |
1 |
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股價淨值比 |
1.32 |
周D(9) |
29.78 |
綜合評分: |
7 |
建議: |
列入追踪 |
目標價: |
43.01 |
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月線乖離率 |
15.98 |
季線乖離率 |
-2.25 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
19.63 |
3*PB |
83.73 |
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股價 |
37.00 |
30.90 |
31.80 |
32.65 |
37.40 |
15*PE |
14.72 |
2*PB |
55.82 |
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成交量(千股) |
1,575 |
4,090 |
2,233 |
1,106 |
2,621 |
10*PE |
9.82 |
1*PB |
27.91 |
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資餘 |
3,455 |
2,245 |
2,191 |
2,180 |
2,354 |
5*PE |
4.91 |
0.5*PB |
13.96 |
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券餘 |
28 |
13 |
0 |
2 |
64 |
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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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549,548
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595,558
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598,770
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554,636
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708,376
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669,574
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653,648
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營業成本(千) |
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419,251
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473,855
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492,580
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459,077
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625,690
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594,726
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594,393
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營業毛利(千) |
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130,297
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121,703
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106,190
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95,559
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82,686
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74,848
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59,255
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營業費用(千) |
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126,490
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98,505
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116,693
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88,737
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123,569
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96,810
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79,808
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營業利益(千) |
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3,807
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23,198
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-10,503 |
6,822
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-40,883 |
-21,962 |
-20,553 |
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營業外收入及支出(千) |
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-12,051 |
19,268
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41,627
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9,734
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13,892
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18,569
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13,336
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稅前純益(千) |
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-8,244 |
42,466
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31,124
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16,556
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-26,991 |
-3,393 |
-7,217 |
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所得稅(千) |
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21,684
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6,597
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7,163
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1,882
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9,416
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165,669
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10,520
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稅後純益(千) |
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-29,928 |
35,869
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23,961
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14,674
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-36,407 |
-169,062 |
-17,737 |
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其他綜合損益(千) |
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-1,786 |
-11,710 |
-4,956 |
16,383
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-1,603 |
2,017
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-1,826 |
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綜合損益(千) |
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-31,714 |
24,159
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19,005
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31,057
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-38,010 |
-167,045 |
-19,563 |
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原始每股稅前盈餘(元) |
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-0.09 |
0.47
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0.34
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0.22
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-0.37 |
-0.05 |
-0.10 |
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原始每股稅後盈餘(元) |
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-0.38 |
0.31
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0.21
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0.01
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-0.51 |
-2.41 |
-0.31 |
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毛利率(%) |
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23.71
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20.44
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17.73
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17.23
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11.67
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11.18
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9.07
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營業利益率(%) |
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0.69
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3.90
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-1.75 |
1.23
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-5.77 |
-3.28 |
-3.14 |
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稅後純益率(%) |
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-5.45 |
6.02
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4.00
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2.65
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-5.14 |
-25.25 |
-2.71 |
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稅後權益報酬率(%) |
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-1.08 |
1.35
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1.01
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0.70
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-1.73 |
-7.71 |
-0.78 |
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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 |
385,230 |
777,793 |
89.55
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106.61
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40.26
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創歷史新高 |
777,793
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40.26 |
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202502 |
203,230 |
392,563 |
7.34
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20.11
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6.64
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588,634
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-8.18 |
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202501 |
189,333 |
189,333 |
-3.44 |
-4.81 |
-4.81 |
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541,434
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-19.07 |
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202412 |
196,071 |
2,298,512 |
25.66
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-28.18 |
-14.31 |
0.89
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563,370
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-20.47 |
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202411 |
156,030 |
2,116,830 |
-26.15 |
-20.84 |
-12.13 |
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創近一年新低 |
578,523
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-13.66 |
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202410 |
211,269 |
1,960,800 |
0.02
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-11.35 |
-11.35 |
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616,338
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-13.05 |
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202409 |
211,224 |
1,748,964 |
8.97
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-9.97 |
-11.39 |
0.98
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595,886
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-11.01 |
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202408 |
193,845 |
1,538,307 |
1.59
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-17.83 |
-11.54 |
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561,835
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-14.45 |
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202407 |
190,817 |
1,344,462 |
7.70
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-4.14 |
-10.55 |
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551,671
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-15.01 |
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202406 |
177,173 |
1,153,406 |
-3.54 |
-20.11 |
-11.57 |
0.52
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599,092
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-8.3 |
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202405 |
183,681 |
976,472 |
-22.90 |
-19.52 |
-9.77 |
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608,368
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-5.61 |
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202404 |
238,238 |
792,791 |
27.78
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17.18
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-7.16 |
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593,890
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-6.49 |
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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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9800 |
元大 |
254 |
434 |
180 |
9300 |
華南永昌 |
-91 |
47 |
138 |
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9200 |
凱基 |
125 |
308 |
183 |
5920 |
元富 |
-61 |
45 |
106 |
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5850 |
統一 |
58 |
92 |
34 |
9A00 |
永豐金 |
-55 |
92 |
147 |
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8880 |
國泰 |
19 |
57 |
38 |
8440 |
摩根大通 |
-54 |
15 |
69 |
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1560 |
港商野村 |
16 |
26 |
10 |
8560 |
新光 |
-46 |
23 |
69 |
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1260 |
宏遠 |
8 |
10 |
2 |
1110 |
台灣企銀 |
-40 |
6 |
46 |
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7790 |
國票 |
8 |
32 |
24 |
1440 |
美林 |
-29 |
18 |
47 |
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1020 |
合庫 |
6 |
8 |
2 |
8840 |
玉山 |
-24 |
22 |
46 |
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8150 |
台新 |
4 |
29 |
25 |
1650 |
新加坡商瑞銀 |
-21 |
58 |
79 |
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1030 |
土銀 |
3 |
4 |
1 |
1480 |
美商高盛 |
-19 |
8 |
27 |
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20250310 |
錸寶去年 EPS 0.16元 擬配發0.01元股票股利 |
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20250310 |
輝達GTC可望端出GB300 這檔BBU飆新高、AES 守千元 |
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20250115 |
錸德集團小金雞來穎以75元登錄興櫃 盤中觸及122元高點 |
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20241210 |
錸寶多元布局 捷報頻傳 |
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20241209 |
AES-KY 跌落千金之外 這4檔 BBU 概念股重挫跌停 |
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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 |
4.9 |
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10日籌碼集中度 |
3.8 |
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單日買賣超 |
77 |
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5日籌碼集中度 |
5.5 |
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20日籌碼集中度 |
4.7 |
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累計買賣超 |
154 |
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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 |
1042 |
借券餘額 |
1182 |
千張大戶戶數 |
8 |
大戶比例 |
47.62 |
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更新日期: |
2025/5/2 22:38 |
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