| 2365 |
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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| 2365 昆盈 |
實收資本額 |
2215 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
1997/11/03 |
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| 發 言
人 |
卓世坤 |
電 話 |
(02)29956645 |
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| 地 址 |
新北市三重區重新路五段492號1-8樓 |
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| 產 業
別 |
電子下游-電腦周邊 |
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| 主要產品 |
影像光電產品50.55%、電腦週邊產品38.87%、消費性電子產品1.65%(電腦週邊設備之製造及買賣) |
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| 2025/8/4 股價 |
41.85 |
法人買賣超合計(近一日) |
賣超 -236.205 張 |
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| 2025/8/4
漲跌 |
-0.10
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法人買賣超合計(近一週) |
賣超 -2652.65 張 |
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| 2025/8/4
漲跌幅 |
-0.24
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法人買賣超合計(近一月) |
賣超 -1893.16 張 |
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| 券 資 比 |
16.61
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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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| 2024/06/21 |
0.20 |
0.42 |
2015/11/09 |
2023/07/27 |
0.48% |
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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 |
2025/06/09 |
0.60 |
0.00 |
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2025/07/08 |
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1.43% |
0% |
1.43% |
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| 2023 |
2024/06/21 |
0.30 |
0.00 |
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2024/07/26 |
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0.72% |
0% |
0.72% |
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| 2022 |
2023/06/21 |
0.20 |
0.00 |
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2023/07/27 |
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0.48% |
0% |
0.48% |
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| 2021 |
2022/06/09 |
0.20 |
0.00 |
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2022/08/11 |
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0.48% |
0% |
0.48% |
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| 機構估稅後EPS |
0.18 |
K(9) |
56.37 |
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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) |
14.24 |
D(9) |
66.46 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
232.50 |
周K(9) |
63.6 |
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0 |
1.6 |
1.2 |
0.8 |
0 |
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| 股價淨值比 |
2.94 |
周D(9) |
54.82 |
綜合評分: |
3.6 |
建議: |
觀望 |
目標價: |
48.13 |
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| 月線乖離率 |
7.97 |
季線乖離率 |
11.33 |
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2025/7/11 |
2025/7/18 |
2025/7/25 |
2025/8/1 |
2025/8/4 |
20*PE |
3.61 |
3*PB |
42.70 |
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| 股價 |
33.85 |
38.10 |
43.10 |
41.95 |
41.85 |
15*PE |
2.71 |
2*PB |
28.47 |
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| 成交量(千股) |
7,817 |
11,229 |
286,592 |
67,133 |
6,046 |
10*PE |
1.81 |
1*PB |
14.23 |
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| 資餘 |
10,794 |
11,058 |
11,177 |
12,093 |
12,820 |
5*PE |
0.90 |
0.5*PB |
7.12 |
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| 券餘 |
0 |
404 |
512 |
2,598 |
2,130 |
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| 季IFRS財報(損益單季) |
202502 |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
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| 營業收入淨額(千) |
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234,422
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226,936
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264,701
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263,528
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223,651
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197,111
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222,622
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| 營業成本(千) |
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143,372
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137,922
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154,480
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153,835
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138,207
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129,818
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130,418
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| 營業毛利(千) |
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91,050
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89,014
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110,221
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109,693
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85,444
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67,293
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92,204
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| 營業費用(千) |
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83,554
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79,350
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83,521
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84,230
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73,136
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77,968
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72,316
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| 營業利益(千) |
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7,496
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9,664
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26,700
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25,463
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12,308
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-10,675 |
19,888
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| 營業外收入及支出(千) |
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16,081
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15,591
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35,687
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23,158
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31,935
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12,807
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19,305
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| 稅前純益(千) |
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23,577
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25,255
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62,387
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48,621
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44,243
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2,132
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39,193
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| 所得稅(千) |
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7,734
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4,592
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14,477
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9,199
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9,434
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7,281
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8,215
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| 稅後純益(千) |
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15,843
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20,663
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47,910
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39,422
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34,809
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-5,149 |
30,978
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| 其他綜合損益(千) |
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42,130
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-14,015 |
-21,465 |
43,870
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27,530
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-18,320 |
13,942
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| 綜合損益(千) |
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57,973
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6,648
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26,445
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83,292
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62,339
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-23,469 |
44,920
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| 原始每股稅前盈餘(元) |
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0.11
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0.11
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0.28
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0.22
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0.20
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0.01
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0.18
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| 原始每股稅後盈餘(元) |
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0.07
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0.09
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0.22
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0.18
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0.16
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-0.02 |
0.14
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| 毛利率(%) |
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38.84
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39.22
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41.64
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41.62
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38.20
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34.14
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41.42
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| 營業利益率(%) |
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3.20
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4.26
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10.09
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9.66
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5.50
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-5.42 |
8.93
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| 稅後純益率(%) |
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6.76
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9.11
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18.10
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14.96
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15.56
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-2.61 |
13.92
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| 稅後權益報酬率(%) |
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0.50
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0.66
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1.54
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1.28
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1.14
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-0.17 |
1.03
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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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| 202507 |
0 |
0 |
0.00
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0.00
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0.00
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0 |
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| 202506 |
95,985 |
467,071 |
52.32
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7.80
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-4.13 |
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232,649
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-11.72 |
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| 202505 |
63,015 |
371,086 |
-14.44 |
-28.48 |
-6.80 |
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創近一年新低 |
236,321
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-9.85 |
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| 202504 |
73,649 |
308,071 |
-26.10 |
-14.75 |
-0.63 |
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239,295
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4.65 |
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| 202503 |
99,657 |
234,422 |
51.02
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13.70
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4.82
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0.11
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234,422
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4.82 |
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| 202502 |
65,989 |
132,984 |
-1.50 |
20.78
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-2.22 |
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222,796
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9.38 |
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| 202501 |
66,995 |
66,995 |
-25.41 |
-17.67 |
-17.67 |
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228,284
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4.42 |
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| 202412 |
89,812 |
978,816 |
25.65
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32.69
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27.19
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0.81
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226,936
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15.13 |
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| 202411 |
71,477 |
889,004 |
8.88
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2.75
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26.66
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212,662
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3.29 |
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| 202410 |
65,647 |
817,527 |
-13.09 |
9.67
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29.29
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241,057
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19.95 |
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| 202409 |
75,538 |
751,880 |
-24.37 |
-1.21 |
31.35
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0.70
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264,701
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18.9 |
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| 202408 |
99,872 |
676,342 |
11.85
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54.50
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36.37
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創近一年新高 |
278,201
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39.9 |
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| 202407 |
89,291 |
576,470 |
0.28
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9.54
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33.65
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創近一年新高 |
266,432
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39.62 |
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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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| 9600 |
富邦 |
139 |
821 |
682 |
9200 |
凱基 |
-171 |
484 |
655 |
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| 8560 |
新光 |
85 |
247 |
162 |
8880 |
國泰 |
-126 |
316 |
442 |
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| 8440 |
摩根大通 |
57 |
89 |
32 |
8840 |
玉山 |
-63 |
124 |
187 |
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| 9100 |
群益金鼎 |
52 |
248 |
196 |
8520 |
中農 |
-60 |
0 |
60 |
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| 5380 |
第一金 |
48 |
127 |
79 |
1470 |
台灣摩根士丹利 |
-44 |
12 |
56 |
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| 7790 |
國票 |
38 |
105 |
67 |
9300 |
華南永昌 |
-36 |
199 |
235 |
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| 9800 |
元大 |
32 |
1378 |
1346 |
1650 |
新加坡商瑞銀 |
-35 |
147 |
182 |
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| 8380 |
安泰 |
31 |
34 |
3 |
1480 |
美商高盛 |
-21 |
114 |
135 |
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| 8450 |
康和 |
26 |
85 |
59 |
1040 |
臺銀證券 |
-17 |
32 |
49 |
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| 6450 |
永全 |
19 |
20 |
1 |
7000 |
兆豐 |
-14 |
112 |
126 |
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| 20250724 |
三大法人續買超127億元 鴻海成交值超車權王奪冠、台玻爆量漲停最吸睛 |
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| 20250724 |
昆盈6月EPS -0.08元 橘子-0.22元 |
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| 20250724 |
台股上漲55點收23,373點 台積電收平盤1145元 |
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| 20250721 |
黃仁勳、魏哲家都喊讚！加上 AI 機器人產業大聯盟成軍 這幾檔大漲表態 |
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| 20250721 |
魏哲家點名人形機器人潛力 市場熱烈回應概念股連日強攻 |
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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 |
-3.5 |
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10日籌碼集中度 |
-0.2 |
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單日買賣超 |
-210 |
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| 5日籌碼集中度 |
-3 |
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20日籌碼集中度 |
-0.5 |
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累計買賣超 |
-1480 |
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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 |
12514 |
借券餘額 |
12648 |
千張大戶戶數 |
9 |
大戶比例 |
15.67 |
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更新日期： |
2025/8/4 19:36 |
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