| 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 |
電腦週邊產品53.51%、影像光電產品43.8%、消費性電子產品2.54%(電腦週邊設備之製造及買賣) |
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| 2026/5/26 股價 |
38.15 |
法人買賣超合計(近一日) |
賣超 -170.649 張 |
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| 2026/5/26
漲跌 |
-1.50
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法人買賣超合計(近一週) |
買超
4981.91 張 |
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| 2026/5/26
漲跌幅 |
-3.78
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法人買賣超合計(近一月) |
買超
7468.17 張 |
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| 券 資 比 |
0.72
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外資連2賣 |
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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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| 2025 |
2026/06/17 |
0.30 |
0.00 |
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0.79% |
0% |
0.79% |
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| 2024 |
2025/06/09 |
0.60 |
0.00 |
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2025/07/08 |
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1.57% |
0% |
1.57% |
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| 2023 |
2024/06/21 |
0.30 |
0.00 |
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2024/07/26 |
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0.79% |
0% |
0.79% |
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| 2022 |
2023/06/21 |
0.20 |
0.00 |
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2023/07/27 |
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0.52% |
0% |
0.52% |
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| 機構估稅後EPS |
0.59 |
K(9) |
68.77 |
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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) |
14.00 |
D(9) |
61.69 |
評分表 |
(短線) |
(中長線) |
(安全性) |
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| 預估本益比 |
64.66 |
周K(9) |
71.61 |
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0.8 |
1.2 |
1.2 |
0.8 |
0.5 |
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| 股價淨值比 |
2.73 |
周D(9) |
58.62 |
綜合評分: |
4.5 |
建議: |
觀望 |
目標價: |
43.87 |
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| 月線乖離率 |
4.05 |
季線乖離率 |
10 |
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2026/4/30 |
2026/5/8 |
2026/5/15 |
2026/5/22 |
2026/5/26 |
20*PE |
11.74 |
3*PB |
41.92 |
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| 股價 |
35.90 |
36.25 |
36.65 |
39.15 |
38.15 |
15*PE |
8.80 |
2*PB |
27.95 |
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| 成交量(千股) |
61,995 |
34,455 |
45,465 |
37,704 |
20,986 |
10*PE |
5.87 |
1*PB |
13.97 |
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| 資餘 |
9,963 |
9,962 |
9,770 |
9,761 |
9,899 |
5*PE |
2.93 |
0.5*PB |
6.99 |
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| 券餘 |
76 |
33 |
47 |
71 |
71 |
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| 季IFRS財報(損益單季) |
202601 |
202504 |
202503 |
202502 |
202501 |
202404 |
202403 |
202402 |
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| 營業收入淨額(千) |
241,791
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244,856
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247,437
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232,649
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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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| 營業成本(千) |
146,853
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147,174
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144,282
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131,434
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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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| 營業毛利(千) |
94,938
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97,682
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103,155
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101,215
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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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| 營業費用(千) |
77,312
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94,296
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74,735
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87,637
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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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| 營業利益(千) |
17,626
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3,386
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28,420
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13,578
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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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| 營業外收入及支出(千) |
19,268
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24,812
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22,926
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-24,850 |
16,081
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15,591
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35,687
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23,158
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| 稅前純益(千) |
36,894
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28,198
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51,346
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-11,272 |
23,577
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25,255
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62,387
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48,621
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| 所得稅(千) |
6,272
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6,917
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7,968
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-1,027 |
7,734
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4,592
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14,477
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9,199
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| 稅後純益(千) |
30,622
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21,281
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43,378
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-10,245 |
15,843
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20,663
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47,910
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39,422
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| 其他綜合損益(千) |
20,390
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49,885
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20,388
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-96,676 |
42,130
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-14,015 |
-21,465 |
43,870
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| 綜合損益(千) |
51,012
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71,166
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63,766
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-106,921 |
57,973
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6,648
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26,445
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83,292
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| 原始每股稅前盈餘(元) |
0.17
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0.13
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0.23
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-0.05 |
0.11
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0.11
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0.28
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0.22
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| 原始每股稅後盈餘(元) |
0.14
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0.10
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0.20
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-0.04 |
0.07
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0.09
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0.22
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0.18
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| 毛利率(%) |
39.26
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39.89
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41.69
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43.51
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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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| 營業利益率(%) |
7.29
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1.38
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11.49
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5.84
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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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| 稅後純益率(%) |
12.66
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8.69
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17.53
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-4.40 |
6.76
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9.11
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18.10
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14.96
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| 稅後權益報酬率(%) |
0.98
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0.70
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1.46
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-0.33 |
0.50
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0.66
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1.54
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1.28
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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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| 202604 |
88,062 |
329,853 |
-13.90 |
19.57
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7.07
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256,670
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6.47 |
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| 202603 |
102,282 |
241,791 |
54.21
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0.83
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3.14
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0.17
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241,791
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3.14 |
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| 202602 |
66,326 |
139,509 |
-9.37 |
0.51
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4.91
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247,470
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11.07 |
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| 202601 |
73,183 |
73,183 |
-32.21 |
9.24
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9.24
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258,147
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13.08 |
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| 202512 |
107,961 |
959,364 |
40.20
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20.21
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-1.99 |
0.41
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創近一年新高 |
244,856
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7.9 |
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| 202511 |
77,003 |
851,403 |
28.57
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7.73
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-4.23 |
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211,331
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-0.63 |
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| 202510 |
59,892 |
774,400 |
-19.54 |
-8.77 |
-5.28 |
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創近一年新低 |
216,090
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-10.36 |
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| 202509 |
74,436 |
714,508 |
-8.96 |
-1.46 |
-4.97 |
0.29
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247,437
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-6.52 |
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| 202508 |
81,762 |
640,072 |
-10.39 |
-18.13 |
-5.36 |
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268,986
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-3.31 |
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| 202507 |
91,239 |
558,310 |
-4.94 |
2.18
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-3.15 |
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250,239
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-6.08 |
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| 202506 |
95,985 |
467,071 |
52.32
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7.80
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-4.13 |
0.06
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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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| 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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| 6480 |
福邦 |
390 |
390 |
0 |
9200 |
凱基 |
-489 |
1126 |
1615 |
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| 9600 |
富邦 |
172 |
564 |
392 |
8880 |
國泰 |
-182 |
270 |
452 |
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| 5850 |
統一 |
160 |
254 |
94 |
7000 |
兆豐 |
-115 |
147 |
262 |
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| 1470 |
台灣摩根士丹利 |
74 |
98 |
24 |
1480 |
美商高盛 |
-110 |
212 |
322 |
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| 8440 |
摩根大通 |
69 |
126 |
57 |
9100 |
群益金鼎 |
-81 |
154 |
235 |
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| 9A00 |
永豐金 |
58 |
322 |
264 |
9800 |
元大 |
-70 |
1299 |
1369 |
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| 9B00 |
台新 |
49 |
338 |
289 |
8450 |
康和 |
-52 |
60 |
112 |
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| 6160 |
中國信託 |
36 |
83 |
47 |
9300 |
華南永昌 |
-38 |
215 |
253 |
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| 8560 |
新光 |
34 |
101 |
67 |
1020 |
合庫 |
-19 |
48 |
67 |
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| 6460 |
大昌 |
32 |
34 |
2 |
8490 |
京城 |
-10 |
2 |
12 |
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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 |
-5.5 |
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10日籌碼集中度 |
7.1 |
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單日買賣超 |
-372 |
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| 5日籌碼集中度 |
11.5 |
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20日籌碼集中度 |
2.8 |
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累計買賣超 |
5217 |
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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 |
12082 |
借券餘額 |
12104 |
千張大戶戶數 |
12 |
大戶比例 |
17.69 |
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更新日期: |
2026/5/26 19:09 |
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