8403 |
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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8403 盛弘 |
實收資本額 |
1311 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2011/03/01 |
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發 言
人 |
何偉光 |
電 話 |
03-3469595 |
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地 址 |
桃園市經國路168號19樓 |
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產 業
別 |
傳產-生技 |
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主要產品 |
西藥批發業、租賃業、管理顧問業 |
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2025/5/2 股價 |
28.00 |
法人買賣超合計(近一日) |
買超 37 張 |
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2025/5/2
漲跌 |
0.35
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法人買賣超合計(近一週) |
買超
46.14 張 |
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2025/5/2
漲跌幅 |
1.27
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法人買賣超合計(近一月) |
賣超 -3.33 張 |
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券 資 比 |
0.00
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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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2023/06/30 |
0.50 |
0.50 |
2022/08/30 |
2022/08/30 |
1.79% |
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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 |
2025/06/16 |
0.50 |
0.50 |
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3.57% |
0.02% |
1.79% |
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2023 |
2024/06/24 |
0.40 |
0.40 |
2024/08/27 |
2024/08/27 |
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2.86% |
0.01% |
1.43% |
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2022 |
2023/06/30 |
0.50 |
0.50 |
2023/08/29 |
2023/08/29 |
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3.57% |
0.02% |
1.79% |
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2021 |
2022/06/29 |
0.50 |
0.50 |
2022/08/30 |
2022/08/30 |
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3.57% |
0.02% |
1.79% |
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機構估稅後EPS |
7.32 |
K(9) |
73.7 |
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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) |
27.13 |
D(9) |
66.26 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
3.83 |
周K(9) |
61.03 |
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1.6 |
1.2 |
2 |
0.4 |
1.5 |
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股價淨值比 |
1.03 |
周D(9) |
54.44 |
綜合評分: |
6.7 |
建議: |
列入追踪 |
目標價: |
29.4 |
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月線乖離率 |
4.28 |
季線乖離率 |
-0.82 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
147.37 |
3*PB |
81.55 |
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股價 |
28.60 |
26.20 |
27.25 |
27.30 |
28.00 |
15*PE |
110.53 |
2*PB |
54.37 |
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成交量(千股) |
352 |
1,799 |
539 |
239 |
310 |
10*PE |
73.68 |
1*PB |
27.18 |
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資餘 |
1,239 |
1,019 |
1,021 |
1,020 |
998 |
5*PE |
36.84 |
0.5*PB |
13.59 |
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券餘 |
0 |
0 |
0 |
0 |
0 |
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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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1,111,766
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1,149,776
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1,091,740
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972,549
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1,066,882
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969,074
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941,170
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營業成本(千) |
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940,670
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975,242
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894,221
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801,294
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843,249
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821,782
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752,772
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營業毛利(千) |
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171,096
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174,534
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197,519
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171,255
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223,633
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147,292
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188,398
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營業費用(千) |
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207,628
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173,839
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199,730
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169,100
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188,526
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182,823
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175,268
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營業利益(千) |
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99,973
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19,761
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35,942
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22,813
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53,815
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13,216
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31,053
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營業外收入及支出(千) |
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-29,073 |
-5,829 |
28,752
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1,571
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-7,473 |
-6,175 |
-2,535 |
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稅前純益(千) |
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70,900
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13,932
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64,694
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24,384
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46,342
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7,041
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28,518
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所得稅(千) |
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13,983
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12,624
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14,019
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10,886
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14,324
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13,154
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14,196
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稅後純益(千) |
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56,917
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1,308
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50,675
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13,498
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32,018
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-6,113 |
14,322
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其他綜合損益(千) |
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-41,349 |
-25,878 |
-63,060 |
54,253
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-44,611 |
101,385
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27,467
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綜合損益(千) |
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15,568
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-24,570 |
-12,385 |
67,751
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-12,593 |
95,272
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41,789
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原始每股稅前盈餘(元) |
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0.54
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0.11
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0.51
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0.19
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0.37
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0.06
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0.24
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原始每股稅後盈餘(元) |
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0.67
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0.13
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0.56
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0.19
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0.35
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0.08
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0.27
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毛利率(%) |
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15.39
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15.18
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18.09
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17.61
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20.96
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15.20
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20.02
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營業利益率(%) |
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8.99
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1.72
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3.29
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2.35
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5.04
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1.36
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3.30
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稅後純益率(%) |
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5.12
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0.11
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4.64
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1.39
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3.00
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-0.63 |
1.52
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稅後權益報酬率(%) |
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1.43
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0.03
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1.27
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0.34
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0.81
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-0.16 |
0.36
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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 |
392,124 |
1,047,567 |
29.20
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20.27
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7.70
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創近一年新高 |
1,047,567
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7.7 |
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202502 |
303,492 |
655,443 |
-13.77 |
10.58
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1.36
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創近一年新低 |
1,029,939
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-0.31 |
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202501 |
351,951 |
351,951 |
-6.02 |
-5.44 |
-5.44 |
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1,092,535
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-0.36 |
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202412 |
374,496 |
4,325,831 |
2.30
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-3.10 |
11.68
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1.33
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1,111,373
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4.09 |
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202411 |
366,088 |
3,951,096 |
-1.27 |
8.37
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13.35
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1,115,930
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10.37 |
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202410 |
370,789 |
3,585,008 |
-2.18 |
7.97
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13.88
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1,133,513
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12.28 |
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202409 |
379,053 |
3,214,065 |
-1.20 |
14.90
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14.52
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0.79
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1,145,961
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18.15 |
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202408 |
383,671 |
2,835,166 |
0.11
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14.12
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14.57
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1,154,996
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16.37 |
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202407 |
383,237 |
2,451,495 |
-1.25 |
26.13
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14.64
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1,146,204
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18.51 |
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202406 |
388,088 |
2,064,289 |
3.52
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10.09
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12.35
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0.68
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創近一年新高 |
1,095,578
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16.94 |
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202405 |
374,879 |
1,680,170 |
12.71
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20.61
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13.36
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1,033,534
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11.43 |
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202404 |
332,611 |
1,305,291 |
2.01
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21.60
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11.44
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933,102
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8.62 |
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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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9100 |
群益金鼎 |
31 |
40 |
9 |
5920 |
元富 |
-41 |
2 |
43 |
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9200 |
凱基 |
22 |
53 |
31 |
9800 |
元大 |
-22 |
7 |
29 |
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9A00 |
永豐金 |
8 |
8 |
0 |
9600 |
富邦 |
-3 |
8 |
11 |
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5600 |
永興 |
6 |
6 |
0 |
8450 |
康和 |
-3 |
0 |
3 |
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8150 |
台新 |
3 |
3 |
0 |
9300 |
華南永昌 |
-2 |
1 |
3 |
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8840 |
玉山 |
2 |
3 |
1 |
6010 |
奔亞證券 |
-2 |
1 |
3 |
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5850 |
統一 |
1 |
4 |
3 |
6110 |
台中銀 |
-1 |
0 |
1 |
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5320 |
高橋 |
1 |
1 |
0 |
5380 |
第一金 |
-1 |
0 |
1 |
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5850 |
統一 |
1 |
4 |
3 |
1650 |
新加坡商瑞銀 |
-1 |
0 |
1 |
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5320 |
高橋 |
1 |
1 |
0 |
5380 |
第一金 |
-1 |
0 |
1 |
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20250430 |
盛弘採購服務優勢浮現 |
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20250414 |
盛弘藥品採購平台 報捷 |
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20241212 |
盛弘拚四事業 營運喊衝 |
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20241211 |
迎接敏盛集團50周年 盛弘四路齊發明年業績挑戰50億元 |
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20241001 |
櫃買中心公告第4季得為認購(售)權證標的證券 |
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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 |
5.4 |
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10日籌碼集中度 |
18.1 |
優 |
單日買賣超 |
8 |
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5日籌碼集中度 |
15.5 |
優 |
20日籌碼集中度 |
-1.2 |
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累計買賣超 |
-361 |
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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 |
419 |
借券餘額 |
518 |
千張大戶戶數 |
6 |
大戶比例 |
30.71 |
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更新日期: |
2025/5/2 18:24 |
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