8473 |
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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8473 山林水 |
實收資本額 |
1809 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2016/09/08 |
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發 言
人 |
吳人傑 |
電 話 |
02-2100-2195 |
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地 址 |
台北市吉林路99號3樓 |
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產 業
別 |
傳產-綠能環保 |
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主要產品 |
水處理承攬工程收入58.28%、水處理操作維護收入26.82%、服務特許權收入8.84%、事業廢棄物處理收入5.25%、其他營業收入0.81%(環境保護工程營造業、廢(污)水處理業) |
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2025/5/2 股價 |
31.00 |
法人買賣超合計(近一日) |
買超 174.734 張 |
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2025/5/2
漲跌 |
1.10
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法人買賣超合計(近一週) |
買超
309.8 張 |
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2025/5/2
漲跌幅 |
3.68
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法人買賣超合計(近一月) |
買超
391.68 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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2024/06/13 |
0.85 |
0.70 |
2021/09/30 |
2022/08/11 |
2.74% |
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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 |
2025/06/26 |
0.73 |
0.00 |
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2.34% |
0% |
2.34% |
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2023 |
2024/06/13 |
0.00 |
0.32 |
2024/11/04 |
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1.03% |
0.01% |
0% |
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2022 |
2023/06/13 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2021 |
2022/06/14 |
0.85 |
0.00 |
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2022/08/11 |
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2.74% |
0% |
2.74% |
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機構估稅後EPS |
1.11 |
K(9) |
77.53 |
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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) |
36.28 |
D(9) |
67.79 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
27.93 |
周K(9) |
30.34 |
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1.6 |
1.6 |
1.2 |
1.6 |
1.5 |
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股價淨值比 |
0.85 |
周D(9) |
27.29 |
綜合評分: |
7.5 |
建議: |
列入追踪 |
目標價: |
32.55 |
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月線乖離率 |
7.28 |
季線乖離率 |
-9.62 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
22.14 |
3*PB |
109.41 |
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股價 |
32.00 |
29.20 |
29.00 |
28.85 |
31.00 |
15*PE |
16.61 |
2*PB |
72.94 |
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成交量(千股) |
1,408 |
4,962 |
1,819 |
1,107 |
1,421 |
10*PE |
11.07 |
1*PB |
36.47 |
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資餘 |
2,709 |
2,213 |
2,209 |
2,174 |
2,104 |
5*PE |
5.54 |
0.5*PB |
18.24 |
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券餘 |
13 |
10 |
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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1,174,161
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797,682
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669,983
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745,052
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849,250
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831,688
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1,049,365
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營業成本(千) |
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994,287
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700,733
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501,408
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438,757
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705,190
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631,667
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897,499
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營業毛利(千) |
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179,874
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96,949
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168,575
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306,295
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144,060
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200,021
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151,866
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營業費用(千) |
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66,046
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59,033
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58,952
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59,437
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57,127
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52,475
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52,338
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營業利益(千) |
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113,828
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37,916
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109,623
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246,858
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86,933
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147,546
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99,528
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營業外收入及支出(千) |
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-33,165 |
7,085
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-17,382 |
-31,346 |
12,368
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-67,458 |
-41,132 |
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稅前純益(千) |
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80,663
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45,001
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92,241
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215,512
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99,301
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80,088
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58,396
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所得稅(千) |
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44,013
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7,580
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25,034
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46,345
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30,285
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18,535
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41,228
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稅後純益(千) |
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36,650
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37,421
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67,207
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169,167
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69,016
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61,553
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17,168
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其他綜合損益(千) |
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-56,565 |
108
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23,876
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13,399
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1,357
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6,524
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47,148
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綜合損益(千) |
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-19,915 |
37,529
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91,083
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182,566
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70,373
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68,077
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64,316
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原始每股稅前盈餘(元) |
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0.45
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0.26
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0.56
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1.33
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0.63
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0.54
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0.40
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原始每股稅後盈餘(元) |
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0.03
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-0.01 |
0.20
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0.79
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0.23
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0.25
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-0.08 |
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毛利率(%) |
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15.32
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12.15
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25.16
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41.11
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16.96
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24.05
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14.47
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營業利益率(%) |
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9.69
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4.75
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16.36
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33.13
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10.24
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17.74
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9.48
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稅後純益率(%) |
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3.12
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4.69
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10.03
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22.71
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8.13
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7.40
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1.64
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稅後權益報酬率(%) |
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0.47
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0.48
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0.86
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2.21
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0.95
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0.88
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0.24
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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 |
595,228 |
1,169,199 |
120.73
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117.81
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56.93
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創歷史新高 |
1,169,199
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56.93 |
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202502 |
269,665 |
573,971 |
-11.38 |
65.11
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21.66
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963,243
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22.88 |
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202501 |
304,306 |
304,306 |
-21.83 |
-1.34 |
-1.34 |
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1,234,677
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33.98 |
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202412 |
389,272 |
3,386,878 |
-28.06 |
24.71
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-7.96 |
2.40
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1,174,161
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35.86 |
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202411 |
541,099 |
2,997,607 |
121.95
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79.80
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-11.38 |
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創近一年新高 |
966,283
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10.31 |
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202410 |
243,790 |
2,456,508 |
34.40
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-2.94 |
-20.28 |
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793,170
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-4.43 |
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202409 |
181,394 |
2,212,717 |
-50.71 |
-43.98 |
-21.82 |
1.95
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797,684
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-4.09 |
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202408 |
367,986 |
2,031,324 |
48.20
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44.35
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-18.96 |
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創近一年新高 |
809,152
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-5.84 |
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202407 |
248,304 |
1,663,338 |
28.75
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-1.83 |
-26.13 |
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670,939
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-31.87 |
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202406 |
192,862 |
1,415,035 |
-16.06 |
-45.12 |
-29.20 |
1.70
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669,982
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-36.15 |
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202405 |
229,773 |
1,222,172 |
-7.10 |
-39.59 |
-25.81 |
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750,402
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-31.11 |
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202404 |
247,347 |
992,399 |
-9.49 |
-22.11 |
-21.67 |
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683,958
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-31.44 |
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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 |
103 |
146 |
43 |
8150 |
台新 |
-159 |
12 |
171 |
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1480 |
美商高盛 |
72 |
84 |
12 |
9A00 |
永豐金 |
-24 |
7 |
31 |
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1470 |
台灣摩根士丹利 |
18 |
21 |
3 |
9100 |
群益金鼎 |
-13 |
6 |
19 |
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1040 |
臺銀證券 |
16 |
16 |
0 |
9600 |
富邦 |
-12 |
45 |
57 |
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1560 |
港商野村 |
12 |
12 |
0 |
8440 |
摩根大通 |
-10 |
21 |
31 |
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8880 |
國泰 |
11 |
33 |
22 |
7000 |
兆豐 |
-6 |
10 |
16 |
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1440 |
美林 |
7 |
9 |
2 |
6160 |
中國信託 |
-5 |
0 |
5 |
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1590 |
花旗環球 |
2 |
2 |
0 |
9800 |
元大 |
-5 |
32 |
37 |
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1590 |
花旗環球 |
2 |
2 |
0 |
5380 |
第一金 |
-3 |
0 |
3 |
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9300 |
華南永昌 |
2 |
8 |
6 |
1110 |
台灣企銀 |
-3 |
0 |
3 |
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20250313 |
山林水財報/2024年 EPS 0.97元 配息0.725元 |
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20250118 |
山林水奪兩大案 總價29億 |
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20241113 |
力麒財報/前三季稅後純益5997萬元、年減71% EPS 0.08元 |
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20240722 |
今年來第二大!台股終場殺612點收22,256點 台積電跌31元收939元 |
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20240720 |
日勝生、力麒 攻水資源商機 |
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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 |
7.9 |
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10日籌碼集中度 |
3.8 |
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單日買賣超 |
43 |
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5日籌碼集中度 |
8.8 |
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20日籌碼集中度 |
-0.7 |
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累計買賣超 |
-290 |
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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 |
1511 |
借券餘額 |
1683 |
千張大戶戶數 |
9 |
大戶比例 |
65.03 |
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更新日期: |
2025/5/2 22:42 |
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