8240 |
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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8240 華宏 |
實收資本額 |
1000 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2005/06/23 |
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發 言
人 |
葉清彬 |
電 話 |
07-9717777 |
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地 址 |
高雄市前金區中正四路235號11樓6-7室 |
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產 業
別 |
電子中游-LCD-零組件 |
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主要產品 |
LCD膜片材料製造與銷售、BMC材料及成型品(汽車前車燈反射鏡、高鐵軌道預埋栓)、高機能工程塑膠材料及成型品 |
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2025/5/2 股價 |
33.40 |
法人買賣超合計(近一日) |
買超 19.038 張 |
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2025/5/2
漲跌 |
0.20
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法人買賣超合計(近一週) |
買超
125.86 張 |
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2025/5/2
漲跌幅 |
0.60
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法人買賣超合計(近一月) |
買超
604.7 張 |
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券 資 比 |
0.12
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自營連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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2023/05/29 |
1.50 |
0.20 |
2009/07/15 |
2023/07/06 |
4.49% |
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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 |
2025/05/26 |
1.60 |
0.00 |
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4.79% |
0% |
4.79% |
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2023 |
2024/05/29 |
1.50 |
0.00 |
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2024/06/27 |
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4.49% |
0% |
4.49% |
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2022 |
2023/05/29 |
1.50 |
0.00 |
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2023/07/06 |
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4.49% |
0% |
4.49% |
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2021 |
2022/05/26 |
2.50 |
0.00 |
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2022/06/16 |
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7.49% |
0% |
7.49% |
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機構估稅後EPS |
2.60 |
K(9) |
77.74 |
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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) |
46.98 |
D(9) |
72.82 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
12.85 |
周K(9) |
25.89 |
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1.2 |
1.2 |
1.6 |
1.2 |
0.5 |
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股價淨值比 |
0.71 |
周D(9) |
27.46 |
綜合評分: |
5.7 |
建議: |
列入追踪 |
目標價: |
38.41 |
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月線乖離率 |
3.41 |
季線乖離率 |
-15.53 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
52.19 |
3*PB |
141.13 |
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股價 |
38.25 |
31.85 |
32.25 |
32.35 |
33.40 |
15*PE |
39.14 |
2*PB |
94.08 |
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成交量(千股) |
717 |
2,087 |
705 |
502 |
632 |
10*PE |
26.09 |
1*PB |
47.04 |
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資餘 |
2,371 |
1,771 |
1,718 |
1,729 |
1,705 |
5*PE |
13.05 |
0.5*PB |
23.52 |
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券餘 |
0 |
1 |
4 |
2 |
2 |
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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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1,997,839
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2,009,394
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1,851,246
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1,653,814
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1,853,371
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2,095,606
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1,954,768
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營業成本(千) |
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1,719,505
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1,715,710
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1,548,655
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1,430,018
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1,589,967
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1,772,163
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1,646,460
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營業毛利(千) |
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278,334
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293,684
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302,591
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223,796
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263,404
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323,443
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308,308
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營業費用(千) |
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203,479
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256,511
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209,022
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192,500
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196,324
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225,113
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214,043
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營業利益(千) |
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74,855
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37,173
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93,569
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31,296
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67,080
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98,330
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94,265
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營業外收入及支出(千) |
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-25,254 |
217,883
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14,525
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17,881
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-16,873 |
-6,860 |
53,750
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稅前純益(千) |
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49,601
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255,056
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108,094
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49,177
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50,207
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91,470
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148,015
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所得稅(千) |
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29,036
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83,304
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25,794
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12,488
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10,750
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25,772
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36,102
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稅後純益(千) |
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20,565
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171,752
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82,300
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36,689
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39,457
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65,698
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111,913
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其他綜合損益(千) |
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-8,005 |
-91,604 |
209,710
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198,802
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-74,879 |
190,757
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-116,787 |
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綜合損益(千) |
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12,560
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80,148
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292,010
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235,491
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-35,422 |
256,455
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-4,874 |
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原始每股稅前盈餘(元) |
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0.50
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2.55
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1.10
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0.50
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0.51
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0.93
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1.50
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原始每股稅後盈餘(元) |
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0.17
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1.70
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0.79
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0.36
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0.37
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0.60
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1.05
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毛利率(%) |
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13.93
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14.62
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16.35
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13.53
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14.21
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15.43
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15.77
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營業利益率(%) |
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3.75
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1.85
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5.05
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1.89
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3.62
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4.69
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4.82
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稅後純益率(%) |
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1.03
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8.55
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4.45
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2.22
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2.13
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3.14
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5.73
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稅後權益報酬率(%) |
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0.43
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3.62
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1.81
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0.84
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0.91
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1.56
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2.73
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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 |
645,522 |
1,884,755 |
10.02
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11.64
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13.96
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1,884,755
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13.96 |
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202502 |
586,733 |
1,239,233 |
-10.08 |
24.11
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15.21
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1,872,434
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13.32 |
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202501 |
652,500 |
652,500 |
3.05
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8.23
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8.23
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1,975,730
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8.95 |
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202412 |
633,201 |
7,512,293 |
-8.24 |
9.78
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-0.08 |
4.62
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1,997,906
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7.8 |
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202411 |
690,029 |
6,879,159 |
2.28
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8.88
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-0.90 |
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2,077,136
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4.76 |
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202410 |
674,676 |
6,189,130 |
-5.30 |
4.95
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-1.88 |
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2,037,228
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-1.17 |
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202409 |
712,431 |
5,514,454 |
9.58
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0.87
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-2.66 |
4.12
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創近一年新高 |
2,009,393
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-4.11 |
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202408 |
650,121 |
4,802,023 |
0.51
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-8.73 |
-3.16 |
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1,874,149
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-7.99 |
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202407 |
646,841 |
4,151,902 |
12.07
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-4.46 |
-2.23 |
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1,862,364
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-7.36 |
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202406 |
577,187 |
3,505,060 |
-9.58 |
-10.87 |
-1.81 |
1.57
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1,851,098
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-5.3 |
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202405 |
638,336 |
2,927,874 |
0.43
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-6.91 |
0.20
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1,852,279
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-5.39 |
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202404 |
635,575 |
2,289,538 |
9.89
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2.26
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2.38
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1,686,682
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-3.46 |
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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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1650 |
新加坡商瑞銀 |
19 |
19 |
0 |
9800 |
元大 |
-9 |
7 |
16 |
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1020 |
合庫 |
4 |
5 |
1 |
9300 |
華南永昌 |
-6 |
4 |
10 |
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1560 |
港商野村 |
4 |
4 |
0 |
6460 |
大昌 |
-5 |
0 |
5 |
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6110 |
台中銀 |
3 |
3 |
0 |
5920 |
元富 |
-3 |
1 |
4 |
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7790 |
國票 |
2 |
2 |
0 |
7000 |
兆豐 |
-2 |
1 |
3 |
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9200 |
凱基 |
2 |
4 |
2 |
1440 |
美林 |
-2 |
1 |
3 |
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9A00 |
永豐金 |
1 |
1 |
0 |
9100 |
群益金鼎 |
-2 |
2 |
4 |
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1110 |
台灣企銀 |
1 |
1 |
0 |
9600 |
富邦 |
-1 |
6 |
7 |
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1480 |
美商高盛 |
0 |
4 |
4 |
8560 |
新光 |
-1 |
0 |
1 |
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5850 |
統一 |
0 |
1 |
1 |
7750 |
北城 |
-1 |
0 |
1 |
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20250407 |
華宏營收/3月6.46億元 月增10%、年增11.6% |
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20250205 |
華宏營收/1月6.5億元、年月雙增 面板景氣有回溫現象 |
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20250205 |
華宏營收/1月6.5億元、年增8.23% 未來一季訂單能見度高 |
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20241111 |
11月11日盤前/台積電10月營收創新高 指數有機會挑戰前波高點 |
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20241110 |
台股擂台/衛冕者「外資王牌」張貽程 本周布局光環、普安 |
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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 |
4.3 |
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10日籌碼集中度 |
10.6 |
優 |
單日買賣超 |
3 |
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5日籌碼集中度 |
9.9 |
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20日籌碼集中度 |
-4 |
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累計買賣超 |
-282 |
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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 |
1258 |
借券餘額 |
1303 |
千張大戶戶數 |
11 |
大戶比例 |
48.08 |
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更新日期: |
2025/5/2 18:23 |
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