8436 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
8436 大江 |
實收資本額 |
1183 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
OTC |
上 櫃 日 期 |
2013/09/12 |
|
|
|
|
|
|
|
|
|
發 言
人 |
陳嬿娟 |
電 話 |
(02)8797-7811 |
|
|
|
|
|
|
|
|
|
地 址 |
(11494)台北市內湖區港墘路187號8樓 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-生技 |
|
|
|
|
|
|
|
|
|
主要產品 |
保健食品77.73%、美容保養品7.97%(保健食品及保養品之研發、製造及銷售) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
148.50 |
法人買賣超合計(近一日) |
賣超 -126.331 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.00
|
法人買賣超合計(近一週) |
賣超 -705.95 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
0.00
|
法人買賣超合計(近一月) |
賣超 -1390.54 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.00
|
外資連3賣 |
|
自營連4買 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2023/06/27 |
5.02 |
1.49 |
2019/08/05 |
2023/07/27 |
3.38% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/06/26 |
10.00 |
0.00 |
|
|
|
6.73% |
0% |
6.73% |
|
|
|
|
2023 |
2024/06/25 |
7.00 |
0.00 |
|
2024/07/23 |
|
4.71% |
0% |
4.71% |
|
|
|
|
2022 |
2023/06/27 |
5.02 |
0.00 |
|
2023/07/27 |
|
3.38% |
0% |
3.38% |
|
|
|
|
2021 |
2022/06/29 |
8.92 |
0.00 |
|
2022/07/21 |
|
6.01% |
0% |
6.01% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
9.42 |
K(9) |
65.93 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
73.14 |
D(9) |
59.8 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
15.76 |
周K(9) |
60.7 |
|
1.6 |
0.8 |
1.6 |
0.8 |
0 |
|
|
|
|
股價淨值比 |
2.03 |
周D(9) |
65.15 |
綜合評分: |
4.8 |
建議: |
觀望 |
目標價: |
169.68 |
|
|
|
|
月線乖離率 |
3.27 |
季線乖離率 |
6.01 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
187.97 |
3*PB |
205.30 |
|
|
|
|
股價 |
151.50 |
138.50 |
150.00 |
144.00 |
148.50 |
15*PE |
140.98 |
2*PB |
136.87 |
|
|
|
|
成交量(千股) |
2,368 |
8,396 |
6,143 |
6,366 |
4,704 |
10*PE |
93.99 |
1*PB |
68.43 |
|
|
|
|
資餘 |
1,575 |
1,624 |
1,562 |
1,621 |
1,633 |
5*PE |
46.99 |
0.5*PB |
34.22 |
|
|
|
|
券餘 |
68 |
26 |
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) |
|
1,946,427
|
1,804,527
|
1,977,391
|
1,511,921
|
1,965,678
|
2,208,031
|
1,969,083
|
|
|
|
|
營業成本(千) |
|
1,054,305
|
1,013,443
|
1,117,619
|
877,093
|
1,133,849
|
1,306,539
|
1,194,256
|
|
|
|
|
營業毛利(千) |
|
892,122
|
791,084
|
859,772
|
634,828
|
831,829
|
901,492
|
774,827
|
|
|
|
|
營業費用(千) |
|
507,626
|
547,468
|
575,056
|
519,929
|
567,302
|
551,336
|
526,900
|
|
|
|
|
營業利益(千) |
|
384,496
|
243,616
|
284,716
|
114,899
|
264,527
|
350,156
|
247,927
|
|
|
|
|
營業外收入及支出(千) |
|
20,166
|
2,109
|
25,084
|
59,377
|
-13,683 |
80,538
|
25,020
|
|
|
|
|
稅前純益(千) |
|
404,662
|
245,725
|
309,800
|
174,276
|
250,844
|
430,694
|
272,947
|
|
|
|
|
所得稅(千) |
|
73,187
|
53,489
|
1,305
|
32,754
|
37,830
|
88,240
|
12,610
|
|
|
|
|
稅後純益(千) |
|
331,475
|
192,236
|
308,495
|
141,522
|
213,014
|
342,454
|
260,337
|
|
|
|
|
其他綜合損益(千) |
|
-28,254 |
62,400
|
30,364
|
67,109
|
-66,051 |
106,804
|
-114,265 |
|
|
|
|
綜合損益(千) |
|
303,221
|
254,636
|
338,859
|
208,631
|
146,963
|
449,258
|
146,072
|
|
|
|
|
原始每股稅前盈餘(元) |
|
3.66
|
2.22
|
2.80
|
1.51
|
2.18
|
3.74
|
2.37
|
|
|
|
|
原始每股稅後盈餘(元) |
|
2.62
|
1.47
|
2.45
|
1.11
|
1.77
|
2.78
|
1.81
|
|
|
|
|
毛利率(%) |
|
45.83
|
43.84
|
43.48
|
41.99
|
42.32
|
40.83
|
39.35
|
|
|
|
|
營業利益率(%) |
|
19.75
|
13.50
|
14.40
|
7.60
|
13.46
|
15.86
|
12.59
|
|
|
|
|
稅後純益率(%) |
|
17.03
|
10.65
|
15.60
|
9.36
|
10.84
|
15.51
|
13.22
|
|
|
|
|
稅後權益報酬率(%) |
|
3.56
|
2.13
|
3.25
|
1.42
|
2.17
|
3.61
|
2.67
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
609,641 |
1,586,954 |
37.90
|
12.65
|
4.96
|
|
|
1,586,954
|
4.96 |
|
|
|
|
202502 |
442,074 |
977,313 |
-17.41 |
13.98
|
0.68
|
|
創近一年新低 |
1,619,529
|
-0.33 |
|
|
|
|
202501 |
535,239 |
535,239 |
-16.66 |
-8.17 |
-8.17 |
|
|
1,811,262
|
-3.59 |
|
|
|
|
202412 |
642,216 |
7,240,266 |
1.33
|
-1.83 |
-9.67 |
9.59
|
|
1,946,427
|
-0.98 |
|
|
|
|
202411 |
633,807 |
6,598,050 |
-5.46 |
-1.23 |
-10.37 |
|
|
1,955,456
|
-4.07 |
|
|
|
|
202410 |
670,404 |
5,964,243 |
2.94
|
0.09
|
-11.24 |
|
|
1,854,374
|
-14.86 |
|
|
|
|
202409 |
651,245 |
5,293,839 |
22.25
|
-10.40 |
-12.50 |
6.17
|
|
1,804,527
|
-18.27 |
|
|
|
|
202408 |
532,725 |
4,642,594 |
-14.15 |
-31.83 |
-12.78 |
|
|
1,754,801
|
-19.25 |
|
|
|
|
202407 |
620,557 |
4,109,869 |
3.16
|
-11.32 |
-9.51 |
|
|
1,933,325
|
-5.95 |
|
|
|
|
202406 |
601,519 |
3,489,312 |
-15.43 |
-13.08 |
-9.18 |
4.09
|
|
1,977,391
|
0.42 |
|
|
|
|
202405 |
711,249 |
2,887,793 |
7.02
|
7.14
|
-8.32 |
|
|
1,917,063
|
-0.52 |
|
|
|
|
202404 |
664,623 |
2,176,544 |
22.81
|
8.38
|
-12.45 |
|
|
1,593,680
|
-12.64 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
135 |
228 |
93 |
1380 |
台灣匯立 |
-228 |
1 |
229 |
|
|
|
|
9300 |
華南永昌 |
98 |
123 |
25 |
5850 |
統一 |
-55 |
18 |
73 |
|
|
|
|
1470 |
台灣摩根士丹利 |
50 |
59 |
9 |
1650 |
新加坡商瑞銀 |
-53 |
6 |
59 |
|
|
|
|
9A00 |
永豐金 |
32 |
65 |
33 |
7000 |
兆豐 |
-40 |
14 |
54 |
|
|
|
|
9800 |
元大 |
23 |
102 |
79 |
1560 |
港商野村 |
-23 |
0 |
23 |
|
|
|
|
5920 |
元富 |
23 |
83 |
60 |
8150 |
台新 |
-20 |
15 |
35 |
|
|
|
|
8440 |
摩根大通 |
14 |
14 |
0 |
8880 |
國泰 |
-15 |
33 |
48 |
|
|
|
|
7790 |
國票 |
10 |
27 |
17 |
1590 |
花旗環球 |
-7 |
0 |
7 |
|
|
|
|
6480 |
福邦 |
10 |
10 |
0 |
8840 |
玉山 |
-6 |
11 |
17 |
|
|
|
|
1040 |
臺銀證券 |
10 |
22 |
12 |
1440 |
美林 |
-3 |
34 |
37 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250409 |
大江擴充美國、印度產線 |
|
|
|
|
20250309 |
殖利率、營收雙強股 領漲抗跌…大江、聯電等配息誘人 |
|
|
|
|
20250309 |
周末精選/殖利率、營收雙強股領漲 這幾檔配息誘人 |
|
|
|
|
20250305 |
3月5日重要財經行事曆 |
|
|
|
|
20250305 |
大江液態包 第2季擴產 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
-8 |
|
10日籌碼集中度 |
-7.1 |
|
單日買賣超 |
-87 |
|
|
|
5日籌碼集中度 |
-10.3 |
|
20日籌碼集中度 |
-5.8 |
|
累計買賣超 |
-1587 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
1005 |
借券餘額 |
4380 |
千張大戶戶數 |
17 |
大戶比例 |
30.47 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 18:28 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|