8438 |
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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8438 昶昕 |
實收資本額 |
699 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2022/03/11 |
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發 言
人 |
陳彥亨 |
電 話 |
33860601 |
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地 址 |
33759 桃園市大園區大工路19號 |
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產 業
別 |
傳產-綠能環保 |
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主要產品 |
資源回收再生產品研發產製與銷售、特用化學品研發產製與銷售、其他綠色產品與設備之研發與銷售 |
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2025/5/2 股價 |
30.70 |
法人買賣超合計(近一日) |
買超 26.05 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
92.05 張 |
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2025/5/2
漲跌幅 |
1.15
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法人買賣超合計(近一月) |
買超
294.05 張 |
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券 資 比 |
0.00
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外資連8買 |
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自營連2買 |
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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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2024/05/24 |
1.00 |
#N/A |
#N/A |
2023/06/26 |
3.26% |
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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 |
2025/05/27 |
1.30 |
0.00 |
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4.23% |
0% |
4.23% |
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2023 |
2024/05/24 |
0.90 |
0.00 |
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2024/06/11 |
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2.93% |
0% |
2.93% |
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2022 |
2023/05/24 |
1.00 |
0.00 |
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2023/06/26 |
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3.26% |
0% |
3.26% |
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2021 |
2022/05/24 |
2.00 |
0.00 |
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2022/06/09 |
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6.51% |
0% |
6.51% |
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機構估稅後EPS |
2.15 |
K(9) |
77.56 |
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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) |
26.77 |
D(9) |
72.6 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
14.28 |
周K(9) |
39.09 |
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1.6 |
1.6 |
1.6 |
2 |
1.5 |
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股價淨值比 |
1.15 |
周D(9) |
41.05 |
綜合評分: |
8.3 |
建議: |
列入追踪 |
目標價: |
35.31 |
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月線乖離率 |
3.98 |
季線乖離率 |
-6.26 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
42.94 |
3*PB |
78.72 |
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股價 |
33.30 |
27.90 |
29.80 |
30.25 |
30.70 |
15*PE |
32.20 |
2*PB |
52.48 |
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成交量(千股) |
700 |
1,298 |
604 |
727 |
352 |
10*PE |
21.47 |
1*PB |
26.24 |
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資餘 |
942 |
698 |
674 |
632 |
610 |
5*PE |
10.73 |
0.5*PB |
13.12 |
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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) |
865,922
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867,462
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923,563
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918,280
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696,784
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764,568
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757,159
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789,466
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營業成本(千) |
749,690
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752,117
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791,824
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778,674
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605,113
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650,529
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657,527
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699,939
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營業毛利(千) |
116,232
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115,345
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131,739
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139,606
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91,671
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114,039
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99,632
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89,527
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營業費用(千) |
68,578
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78,275
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67,892
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69,860
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64,691
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63,959
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69,552
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67,836
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營業利益(千) |
47,654
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37,070
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63,847
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69,746
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26,980
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50,080
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30,080
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21,691
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營業外收入及支出(千) |
3,554
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7,270
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-3,658 |
5,955
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9,726
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-9,890 |
9,263
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7,013
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稅前純益(千) |
51,208
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44,340
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60,189
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75,701
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36,706
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40,190
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39,343
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28,704
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所得稅(千) |
17,145
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13,304
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15,539
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21,970
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11,574
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11,406
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12,876
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9,262
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稅後純益(千) |
34,063
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31,036
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44,650
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53,731
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25,132
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28,784
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26,467
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19,442
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其他綜合損益(千) |
10,496
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1,699
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8,358
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4,027
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9,263
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-8,180 |
14,741
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-18,156 |
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綜合損益(千) |
44,559
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32,735
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53,008
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57,758
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34,395
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20,604
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41,208
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1,286
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原始每股稅前盈餘(元) |
0.73
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0.63
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0.86
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1.08
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0.52
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0.57
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0.56
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0.41
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原始每股稅後盈餘(元) |
0.49
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0.44
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0.64
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0.77
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0.36
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0.41
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0.38
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0.28
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毛利率(%) |
13.42
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13.30
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14.26
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15.20
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13.16
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14.92
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13.16
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11.34
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營業利益率(%) |
5.50
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4.27
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6.91
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7.60
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3.87
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6.55
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3.97
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2.75
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稅後純益率(%) |
3.93
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3.58
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4.83
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5.85
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3.61
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3.76
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3.50
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2.46
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稅後權益報酬率(%) |
1.84
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1.71
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2.52
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3.08
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1.45
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1.69
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1.58
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1.15
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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 |
322,776 |
865,922 |
12.90
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22.54
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24.27
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0.73
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865,922
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24.27 |
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202502 |
285,901 |
543,146 |
11.14
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40.14
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25.33
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846,555
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22.24 |
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202501 |
257,245 |
257,245 |
-15.22 |
12.15
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12.15
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852,234
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16.45 |
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202412 |
303,409 |
3,406,089 |
4.06
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17.09
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11.33
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3.10
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867,461
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13.46 |
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202411 |
291,580 |
3,102,680 |
7.01
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19.82
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10.80
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865,245
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14.35 |
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202410 |
272,472 |
2,811,099 |
-9.54 |
3.96
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9.94
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870,296
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13.53 |
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202409 |
301,193 |
2,538,627 |
1.54
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19.90
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10.63
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2.47
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923,563
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21.98 |
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202408 |
296,631 |
2,237,434 |
-8.94 |
17.12
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9.49
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928,640
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20.34 |
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202407 |
325,739 |
1,940,803 |
6.36
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28.91
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8.41
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創近一年新高 |
944,284
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21.37 |
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202406 |
306,270 |
1,615,064 |
-1.92 |
15.25
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5.04
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1.61
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918,280
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16.33 |
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202405 |
312,275 |
1,308,794 |
4.18
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20.30
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2.90
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創近一年新高 |
875,407
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13.88 |
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202404 |
299,735 |
996,519 |
13.80
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13.52
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-1.56 |
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創近一年新高 |
767,136
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1.38 |
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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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9200 |
凱基 |
13 |
28 |
15 |
9800 |
元大 |
-31 |
7 |
38 |
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8150 |
台新 |
9 |
12 |
3 |
9100 |
群益金鼎 |
-9 |
3 |
12 |
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1440 |
美林 |
8 |
9 |
1 |
5920 |
元富 |
-4 |
0 |
4 |
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9300 |
華南永昌 |
7 |
7 |
0 |
9600 |
富邦 |
-3 |
1 |
4 |
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1480 |
美商高盛 |
6 |
7 |
1 |
6010 |
奔亞證券 |
-2 |
0 |
2 |
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8440 |
摩根大通 |
4 |
6 |
2 |
6160 |
中國信託 |
-2 |
0 |
2 |
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1470 |
台灣摩根士丹利 |
3 |
3 |
0 |
5850 |
統一 |
-2 |
0 |
2 |
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9A00 |
永豐金 |
2 |
3 |
1 |
8880 |
國泰 |
-2 |
1 |
3 |
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6450 |
永全 |
1 |
1 |
0 |
5850 |
統一 |
-2 |
0 |
2 |
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7000 |
兆豐 |
1 |
1 |
0 |
2180 |
亞東 |
-1 |
0 |
1 |
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20180329 |
昶昕:董事會決議股利分派 |
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20180209 |
昶昕1月營收3.13億元年增38.88% 1—1月達3.13億元 |
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20180208 |
昶昕:新竹縣政府環保局對子公司昶緣興違反廢棄物清理法等執行裁處 |
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20180110 |
昶昕12月營收3.54億元年增6.61% 1—12月達30.76億元 |
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20171208 |
昶昕11月營收2.77億元年增11.22% 1—11月達27.22億元 |
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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 |
6 |
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10日籌碼集中度 |
6.9 |
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單日買賣超 |
6 |
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5日籌碼集中度 |
8.2 |
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20日籌碼集中度 |
5.8 |
優 |
累計買賣超 |
27 |
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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 |
360 |
借券餘額 |
396 |
千張大戶戶數 |
12 |
大戶比例 |
75.75 |
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更新日期: |
2025/5/2 22:41 |
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