8277 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
8277 商丞 |
實收資本額 |
916 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
OTC |
上 櫃 日 期 |
2004/12/27 |
|
|
|
|
|
|
|
|
|
發 言
人 |
謝大偉 |
電 話 |
(02)87971108 |
|
|
|
|
|
|
|
|
|
地 址 |
台北市內湖區瑞光路513巷22弄5號3樓之6 |
|
|
|
|
|
|
|
|
|
產 業
別 |
電子上游-記憶體銷售 |
|
|
|
|
|
|
|
|
|
主要產品 |
磁碟陣列48.7%、記憶體38.94%、通訊及數位電子產品9.34%、微多孔透氣膜3.03%(CC01050資料儲存及處理設備製造業CC01080電子零組件製造業、F113050事務性機器設備批發業F213030事務性機器設備零售業、CB01020事務機器製造業F401010國際貿易業) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
9.87 |
法人買賣超合計(近一日) |
買超 21 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
-0.07
|
法人買賣超合計(近一週) |
買超
156 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
-0.70
|
法人買賣超合計(近一月) |
買超
164 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2023/06/09 |
0.50 |
1.00 |
2010/07/28 |
2014/07/15 |
5.07% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
2024 |
2025/05/29 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
2023 |
2024/05/29 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
2022 |
2023/06/09 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
2021 |
2022/06/10 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
-0.76 |
K(9) |
63.66 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
5.28 |
D(9) |
67.8 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
-12.99 |
周K(9) |
32.97 |
|
0 |
1.2 |
1.2 |
0.8 |
1.5 |
|
|
|
|
股價淨值比 |
1.87 |
周D(9) |
30.55 |
綜合評分: |
4.7 |
建議: |
觀望 |
目標價: |
11.67 |
|
|
|
|
月線乖離率 |
1.68 |
季線乖離率 |
-12.75 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
|
3*PB |
15.83 |
|
|
|
|
股價 |
11.30 |
9.35 |
10.20 |
10.00 |
9.87 |
15*PE |
|
2*PB |
10.56 |
|
|
|
|
成交量(千股) |
6,473 |
1,516 |
1,215 |
1,345 |
602 |
10*PE |
|
1*PB |
5.28 |
|
|
|
|
資餘 |
0 |
0 |
0 |
0 |
0 |
5*PE |
|
0.5*PB |
2.64 |
|
|
|
|
券餘 |
0 |
0 |
0 |
0 |
0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
91,740
|
50,101
|
84,569
|
67,272
|
60,562
|
48,812
|
91,650
|
|
|
|
|
營業成本(千) |
|
65,045
|
35,894
|
68,735
|
52,048
|
42,844
|
42,449
|
81,936
|
|
|
|
|
營業毛利(千) |
|
26,695
|
14,207
|
15,834
|
15,224
|
17,718
|
6,363
|
9,714
|
|
|
|
|
營業費用(千) |
|
38,980
|
34,303
|
29,587
|
33,926
|
32,138
|
31,480
|
34,801
|
|
|
|
|
營業利益(千) |
|
-12,285 |
-20,096 |
-13,753 |
-18,702 |
-14,420 |
-25,117 |
-25,087 |
|
|
|
|
營業外收入及支出(千) |
|
-10,557 |
-4,223 |
-1,812 |
-1,474 |
-1,035 |
75 |
503
|
|
|
|
|
稅前純益(千) |
|
-22,842 |
-24,319 |
-15,565 |
-20,176 |
-15,455 |
-25,042 |
-24,584 |
|
|
|
|
所得稅(千) |
|
26 |
-12 |
-19 |
53 |
-81 |
-56 |
64 |
|
|
|
|
稅後純益(千) |
|
-22,868 |
-24,307 |
-15,546 |
-20,229 |
-15,374 |
-24,986 |
-24,648 |
|
|
|
|
其他綜合損益(千) |
|
-116 |
-78 |
4,688
|
-276 |
101
|
-240 |
210
|
|
|
|
|
綜合損益(千) |
|
-22,984 |
-24,385 |
-10,858 |
-20,505 |
-15,273 |
-25,226 |
-24,438 |
|
|
|
|
原始每股稅前盈餘(元) |
|
-0.25 |
-0.27 |
-0.17 |
-0.22 |
-0.17 |
-0.27 |
-0.27 |
|
|
|
|
原始每股稅後盈餘(元) |
|
-0.21 |
-0.21 |
-0.15 |
-0.16 |
-0.15 |
-0.19 |
-0.18 |
|
|
|
|
毛利率(%) |
|
29.10
|
28.36
|
18.72
|
22.63
|
29.26
|
13.04
|
10.60
|
|
|
|
|
營業利益率(%) |
|
-13.39 |
-40.11 |
-16.26 |
-27.80 |
-23.81 |
-51.46 |
-27.37 |
|
|
|
|
稅後純益率(%) |
|
-24.93 |
-48.52 |
-18.38 |
-30.07 |
-25.39 |
-51.19 |
-26.89 |
|
|
|
|
稅後權益報酬率(%) |
|
-4.59 |
-4.66 |
-2.88 |
-3.64 |
-2.68 |
-4.28 |
-4.20 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
202504 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
202503 |
28,950 |
52,864 |
151.96
|
24.78
|
-21.42 |
|
|
52,864
|
-21.42 |
|
|
|
|
202502 |
11,490 |
23,914 |
-7.52 |
-41.00 |
-45.74 |
|
創近一年新低 |
49,962
|
-29.77 |
|
|
|
|
202501 |
12,424 |
12,424 |
-52.30 |
-49.49 |
-49.49 |
|
|
67,247
|
-1.88 |
|
|
|
|
202412 |
26,048 |
293,682 |
-9.48 |
-3.77 |
9.93
|
-0.91 |
|
91,740
|
51.48 |
|
|
|
|
202411 |
28,775 |
267,635 |
-22.05 |
70.61
|
11.48
|
|
|
82,920
|
55.91 |
|
|
|
|
202410 |
36,917 |
238,860 |
114.28
|
122.02
|
7.01
|
|
|
75,463
|
50.21 |
|
|
|
|
202409 |
17,228 |
201,942 |
-19.19 |
-12.50 |
-2.25 |
-0.66 |
|
50,102
|
2.64 |
|
|
|
|
202408 |
21,318 |
184,715 |
84.48
|
53.12
|
-1.17 |
|
|
49,342
|
-27.86 |
|
|
|
|
202407 |
11,556 |
163,397 |
-29.83 |
-23.98 |
-5.54 |
|
創近一年新低 |
73,467
|
-14.73 |
|
|
|
|
202406 |
16,468 |
151,841 |
-63.76 |
-58.07 |
-3.76 |
-0.39 |
|
84,569
|
-7.73 |
|
|
|
|
202405 |
45,443 |
135,373 |
100.56
|
43.41
|
14.23
|
|
創近一年新高 |
91,301
|
28.39 |
|
|
|
|
202404 |
22,658 |
89,930 |
-2.34 |
9.52
|
3.59
|
|
|
65,332
|
34.4 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
9200 |
凱基 |
43 |
48 |
5 |
1230 |
彰銀 |
-30 |
0 |
30 |
|
|
|
|
9800 |
元大 |
19 |
31 |
12 |
9300 |
華南永昌 |
-27 |
36 |
63 |
|
|
|
|
7790 |
國票 |
13 |
14 |
1 |
9100 |
群益金鼎 |
-15 |
10 |
25 |
|
|
|
|
8560 |
新光 |
7 |
7 |
0 |
6450 |
永全 |
-10 |
0 |
10 |
|
|
|
|
5920 |
元富 |
6 |
6 |
0 |
8880 |
國泰 |
-8 |
5 |
13 |
|
|
|
|
5260 |
美好 |
6 |
8 |
2 |
1110 |
台灣企銀 |
-7 |
2 |
9 |
|
|
|
|
8440 |
摩根大通 |
5 |
5 |
0 |
7000 |
兆豐 |
-3 |
5 |
8 |
|
|
|
|
5850 |
統一 |
3 |
3 |
0 |
9600 |
富邦 |
-3 |
13 |
16 |
|
|
|
|
8580 |
聯邦商銀 |
2 |
2 |
0 |
6160 |
中國信託 |
-1 |
1 |
2 |
|
|
|
|
9A00 |
永豐金 |
2 |
5 |
3 |
8150 |
台新 |
-1 |
1 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250422 |
三星DDR4傳停產 記憶體股人氣紅不讓、2檔三天飆3成 |
|
|
|
|
20240709 |
台股再刷歷史新高 上漲21點收23,900點 台積電漲5元收1,040元 |
|
|
|
|
20240619 |
電子次族群 強強滾 |
|
|
|
|
20240507 |
記憶體價格一路往上 十銓領軍這2檔齊飆漲停 |
|
|
|
|
20240407 |
報稅季效應 大股東申讓衝高 牽動台股表現 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
-21 |
|
10日籌碼集中度 |
0.7 |
|
單日買賣超 |
-43 |
|
|
|
5日籌碼集中度 |
-4.8 |
|
20日籌碼集中度 |
-4 |
|
累計買賣超 |
-401 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
0 |
借券餘額 |
0 |
千張大戶戶數 |
1 |
大戶比例 |
10.94 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 18:23 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|