8467 |
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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8467 波力-KY |
實收資本額 |
518 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2015/12/15 |
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發 言
人 |
戴珮君 |
電 話 |
(04)2537-6022 |
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地 址 |
PO Box 309
Ugland House Grand
Cayman KY1-1104 Cayman Isl |
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產 業
別 |
傳產-其他 |
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主要產品 |
碳纖維複材用品、非碳纖維複材用品 |
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2025/5/2 股價 |
167.00 |
法人買賣超合計(近一日) |
賣超 -29.988 張 |
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2025/5/2
漲跌 |
4.00
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法人買賣超合計(近一週) |
賣超 -173.75 張 |
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2025/5/2
漲跌幅 |
2.45
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法人買賣超合計(近一月) |
賣超 -730.35 張 |
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券 資 比 |
0.52
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外資連7買 |
投信連4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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2024/05/15 |
3.00 |
#N/A |
#N/A |
2022/12/22 |
1.80% |
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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 |
2025/05/22 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2023 |
2024/05/15 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2022 |
2023/05/25 |
5.00 |
0.00 |
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2022/12/22 |
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2.99% |
0% |
2.99% |
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2021 |
2022/05/26 |
0.50 |
0.00 |
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2021/07/15 |
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0.3% |
0% |
0.3% |
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機構估稅後EPS |
10.04 |
K(9) |
83.13 |
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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) |
55.03 |
D(9) |
76.69 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
16.63 |
周K(9) |
19 |
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1.6 |
1.6 |
1.6 |
1.6 |
1 |
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股價淨值比 |
3.03 |
周D(9) |
16.03 |
綜合評分: |
7.4 |
建議: |
列入追踪 |
目標價: |
192.05 |
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月線乖離率 |
7.17 |
季線乖離率 |
-20.97 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
201.20 |
3*PB |
164.80 |
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股價 |
183.00 |
145.00 |
153.50 |
165.00 |
167.00 |
15*PE |
150.90 |
2*PB |
109.87 |
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成交量(千股) |
2,159 |
2,280 |
2,567 |
1,444 |
781 |
10*PE |
100.60 |
1*PB |
54.93 |
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資餘 |
880 |
721 |
746 |
721 |
769 |
5*PE |
50.30 |
0.5*PB |
27.47 |
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券餘 |
20 |
4 |
7 |
4 |
4 |
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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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656,817
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622,081
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672,537
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518,727
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494,976
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609,439
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468,889
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營業成本(千) |
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379,008
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375,243
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396,065
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309,435
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286,207
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360,674
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289,415
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營業毛利(千) |
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277,809
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246,838
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276,472
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209,292
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208,769
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248,765
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179,474
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營業費用(千) |
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117,874
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105,342
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97,109
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100,395
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96,074
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86,033
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85,186
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營業利益(千) |
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159,935
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141,496
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179,363
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108,897
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112,695
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162,732
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94,288
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營業外收入及支出(千) |
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55,716
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30,851
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30,711
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-2,632 |
6,398
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-9,921 |
50,707
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稅前純益(千) |
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215,651
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172,347
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210,074
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106,265
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119,093
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152,811
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144,995
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所得稅(千) |
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37,298
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28,433
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32,582
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18,213
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22,330
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22,247
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18,664
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稅後純益(千) |
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178,353
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143,914
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177,492
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88,052
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96,763
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130,564
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126,331
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其他綜合損益(千) |
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-15,271 |
36,407
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-305 |
24,950
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-11,693 |
35,650
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-94,560 |
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綜合損益(千) |
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163,082
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180,321
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177,187
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113,002
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85,070
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166,214
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31,771
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原始每股稅前盈餘(元) |
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4.16
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3.36
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4.10
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2.07
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2.32
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2.98
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2.93
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原始每股稅後盈餘(元) |
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3.45
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2.82
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3.48
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1.72
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1.91
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2.56
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2.56
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毛利率(%) |
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42.30
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39.68
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41.11
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40.35
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42.18
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40.82
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38.28
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營業利益率(%) |
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24.35
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22.75
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26.67
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20.99
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22.77
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26.70
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20.11
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稅後純益率(%) |
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27.15
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23.13
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26.39
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16.97
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19.55
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21.42
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26.94
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稅後權益報酬率(%) |
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6.58
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5.79
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7.82
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4.21
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4.86
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7.21
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7.61
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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 |
209,461 |
603,141 |
5.89
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8.45
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16.27
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603,141
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16.27 |
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202502 |
197,816 |
393,680 |
1.00
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38.85
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20.91
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641,692
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36.82 |
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202501 |
195,864 |
195,864 |
-21.03 |
6.96
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6.96
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673,603
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26.93 |
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202412 |
248,012 |
2,470,162 |
7.96
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72.94
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24.25
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13.60
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656,817
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32.7 |
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202411 |
229,727 |
2,222,150 |
28.28
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12.52
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20.46
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611,419
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15.66 |
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202410 |
179,078 |
1,992,423 |
-11.62 |
21.49
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21.45
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593,944
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11.55 |
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202409 |
202,614 |
1,813,345 |
-4.54 |
14.44
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21.45
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9.43
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622,081
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2.07 |
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202408 |
212,252 |
1,610,731 |
2.43
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2.04
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22.39
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704,632
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8.15 |
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202407 |
207,215 |
1,398,479 |
-27.34 |
-7.65 |
26.21
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688,985
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14.28 |
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202406 |
285,165 |
1,191,264 |
45.04
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30.12
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34.81
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6.11
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創歷史新高 |
672,537
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43.43 |
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202405 |
196,605 |
906,099 |
3.06
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23.38
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36.36
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580,513
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37.57 |
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202404 |
190,767 |
709,494 |
-1.23 |
111.05
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40.45
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526,374
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29.26 |
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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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1440 |
美林 |
17 |
18 |
1 |
9600 |
富邦 |
-17 |
65 |
82 |
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1480 |
美商高盛 |
10 |
14 |
4 |
9800 |
元大 |
-14 |
20 |
34 |
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9200 |
凱基 |
6 |
17 |
11 |
5850 |
統一 |
-5 |
11 |
16 |
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9100 |
群益金鼎 |
5 |
19 |
14 |
1030 |
土銀 |
-5 |
0 |
5 |
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9A00 |
永豐金 |
3 |
7 |
4 |
8840 |
玉山 |
-4 |
1 |
5 |
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1650 |
新加坡商瑞銀 |
3 |
13 |
10 |
1470 |
台灣摩根士丹利 |
-3 |
2 |
5 |
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1260 |
宏遠 |
2 |
2 |
0 |
5260 |
美好 |
-1 |
0 |
1 |
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1020 |
合庫 |
2 |
3 |
1 |
5380 |
第一金 |
-1 |
0 |
1 |
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8440 |
摩根大通 |
2 |
11 |
9 |
6110 |
台中銀 |
-1 |
0 |
1 |
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1590 |
花旗環球 |
1 |
1 |
0 |
5260 |
美好 |
-1 |
0 |
1 |
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20250425 |
行政院特別條例還待立法院支持 這檔軍工股先表態漲停 |
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20250305 |
波力2024年EPS 11.5元 搶航太商機 |
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20250305 |
波力財報/去年每股稅後純益11.5元、獲利創新高 上季不分派股利 |
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20250214 |
波力奪航太材料大單 股價飆漲停朝季線挺進 |
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20241219 |
投信連六買 波力-KY 再刷新高價 |
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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 |
1.8 |
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10日籌碼集中度 |
6.6 |
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單日買賣超 |
4 |
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5日籌碼集中度 |
0.4 |
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20日籌碼集中度 |
-1.3 |
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累計買賣超 |
-267 |
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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 |
284 |
借券餘額 |
858 |
千張大戶戶數 |
15 |
大戶比例 |
69.24 |
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更新日期: |
2025/5/2 22:42 |
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