4952 |
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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4952 凌通 |
實收資本額 |
1088 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2011/11/01 |
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發 言
人 |
劉淑勤 |
電 話 |
03-6662118 |
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地 址 |
新竹市科學園區工業東四路19號 |
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產 業
別 |
電子上游-IC-設計 |
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主要產品 |
I501010產品設計業、CC01080電子零組件製造業、I301020資料處理服務業 |
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2025/8/20 股價 |
41.25 |
法人買賣超合計(近一日) |
買超 91.855 張 |
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2025/8/20
漲跌 |
1.35
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法人買賣超合計(近一週) |
買超
194.17 張 |
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2025/8/20
漲跌幅 |
3.38
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法人買賣超合計(近一月) |
買超
288.81 張 |
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券 資 比 |
0.23
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外資連6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 |
1.30 |
#N/A |
#N/A |
2024/06/25 |
3.15% |
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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 |
2.25 |
0.00 |
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2025/06/25 |
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5.45% |
0% |
5.45% |
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2023 |
2024/05/24 |
1.30 |
0.00 |
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2024/06/25 |
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3.15% |
0% |
3.15% |
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2022 |
2023/05/24 |
5.00 |
0.00 |
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2023/06/30 |
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12.12% |
0% |
12.12% |
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2021 |
2022/05/27 |
5.40 |
0.00 |
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2022/06/22 |
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13.09% |
0% |
13.09% |
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機構估稅後EPS |
1.56 |
K(9) |
73.35 |
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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) |
18.84 |
D(9) |
69.7 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
26.44 |
周K(9) |
38.82 |
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1.2 |
1.6 |
1.2 |
0 |
1.5 |
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股價淨值比 |
2.19 |
周D(9) |
34.48 |
綜合評分: |
5.5 |
建議: |
列入追踪 |
目標價: |
43.31 |
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月線乖離率 |
5.66 |
季線乖離率 |
4.66 |
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2025/7/25 |
2025/8/1 |
2025/8/8 |
2025/8/15 |
2025/8/20 |
20*PE |
31.25 |
3*PB |
56.51 |
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股價 |
38.95 |
38.70 |
39.00 |
39.20 |
41.25 |
15*PE |
23.44 |
2*PB |
37.67 |
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成交量(千股) |
186 |
278 |
451 |
559 |
1,360 |
10*PE |
15.63 |
1*PB |
18.84 |
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資餘 |
1,752 |
1,742 |
1,730 |
1,706 |
1,717 |
5*PE |
7.81 |
0.5*PB |
9.42 |
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券餘 |
4 |
5 |
2 |
3 |
4 |
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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) |
665,014
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526,188
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470,245
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656,869
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791,017
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543,764
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497,916
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587,740
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營業成本(千) |
423,926
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333,548
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324,547
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412,734
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487,761
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335,049
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320,851
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369,270
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營業毛利(千) |
241,088
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192,640
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145,698
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244,135
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303,256
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208,715
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177,065
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218,470
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營業費用(千) |
161,692
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157,204
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146,383
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167,314
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191,541
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165,475
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150,178
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167,469
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營業利益(千) |
79,364
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35,369
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-690 |
76,821
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111,715
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43,240
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26,800
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51,001
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營業外收入及支出(千) |
-12,518 |
11,434
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8,040
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-755 |
4,801
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10,906
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-8,032 |
14,081
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稅前純益(千) |
66,846
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46,803
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7,350
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76,066
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116,516
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54,146
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18,768
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65,082
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所得稅(千) |
10,872
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839
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1,427
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15,213
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-2,413 |
-7,036 |
3,198
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11,064
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稅後純益(千) |
55,974
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45,964
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5,923
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60,853
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118,929
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61,182
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15,570
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54,018
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其他綜合損益(千) |
-62,721 |
12,131
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-441 |
9,498
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4,753
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10,418
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-11,235 |
16,566
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綜合損益(千) |
-6,747 |
58,095
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5,482
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70,351
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123,682
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71,600
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4,335
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70,584
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原始每股稅前盈餘(元) |
0.61
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0.43
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0.07
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0.70
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1.07
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0.50
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0.17
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0.60
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原始每股稅後盈餘(元) |
0.51
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0.42
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0.05
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0.56
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1.09
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0.56
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0.14
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0.50
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毛利率(%) |
36.25
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36.61
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30.98
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37.17
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38.34
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38.38
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35.56
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37.17
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營業利益率(%) |
11.93
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6.72
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-0.15 |
11.70
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14.12
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7.95
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5.38
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8.68
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稅後純益率(%) |
8.42
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8.74
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1.26
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9.26
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15.03
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11.25
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3.13
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9.19
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稅後權益報酬率(%) |
2.57
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2.02
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0.26
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2.76
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5.46
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2.85
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0.74
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2.60
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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 |
170,047 |
1,361,249 |
-10.74 |
-33.39 |
-14.39 |
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581,027
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-26.55 |
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202506 |
190,505 |
1,191,202 |
-13.59 |
-29.47 |
-10.76 |
1.04
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666,068
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-15.8 |
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202505 |
220,475 |
1,001,242 |
-13.57 |
-17.01 |
-5.96 |
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716,557
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-4.88 |
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202504 |
255,088 |
781,276 |
5.85
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-0.07 |
-2.22 |
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661,043
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3.62 |
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202503 |
240,994 |
526,188 |
46.09
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3.70
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-3.23 |
0.43
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526,188
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-3.23 |
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202502 |
164,961 |
285,059 |
37.39
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9.75
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-8.43 |
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428,203
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-8.55 |
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202501 |
120,072 |
120,072 |
-16.13 |
-25.41 |
-25.41 |
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創近一年新低 |
413,341
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-14.49 |
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202412 |
143,170 |
2,461,895 |
-4.62 |
-8.78 |
13.61
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2.34
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創近一年新低 |
470,379
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-5.55 |
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202411 |
150,099 |
2,318,804 |
-15.25 |
-9.27 |
15.35
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創近一年新低 |
508,558
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-2.49 |
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202410 |
177,110 |
2,168,760 |
-2.34 |
0.84
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17.56
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578,529
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3.35 |
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202409 |
181,349 |
1,991,650 |
-17.59 |
0.49
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19.32
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2.27
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656,718
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11.75 |
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202408 |
220,070 |
1,810,232 |
-13.80 |
8.04
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21.61
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745,465
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22.46 |
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202407 |
255,299 |
1,590,081 |
-5.48 |
25.46
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23.75
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791,067
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28.17 |
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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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1480 |
美商高盛 |
54 |
56 |
2 |
9600 |
富邦 |
-42 |
80 |
122 |
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1560 |
港商野村 |
50 |
50 |
0 |
9100 |
群益金鼎 |
-17 |
29 |
46 |
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9300 |
華南永昌 |
29 |
56 |
27 |
9200 |
凱基 |
-15 |
94 |
109 |
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8560 |
新光 |
22 |
54 |
32 |
8840 |
玉山 |
-15 |
10 |
25 |
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1650 |
新加坡商瑞銀 |
14 |
14 |
0 |
7790 |
國票 |
-15 |
28 |
43 |
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5920 |
元富 |
10 |
59 |
49 |
8880 |
國泰 |
-12 |
24 |
36 |
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9A00 |
永豐金 |
8 |
56 |
48 |
8450 |
康和 |
-11 |
2 |
13 |
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8520 |
中農 |
7 |
7 |
0 |
5850 |
統一 |
-10 |
27 |
37 |
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9800 |
元大 |
6 |
197 |
191 |
1440 |
美林 |
-9 |
42 |
51 |
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5260 |
美好 |
4 |
8 |
4 |
6010 |
奔亞證券 |
-8 |
1 |
9 |
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20250219 |
2月19日重要財經行事曆 |
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20241025 |
10月25日盤前/短期技術面背離 盤面無主流 美國大選前觀望氣氛升高 |
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20240926 |
力旺飆出第2根漲停再登股后 這幾檔IC設計股也亮燈漲停 |
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20240606 |
台股再度創新高!漲417點收21,902點 台積電大漲40元收894元 |
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20240522 |
凌通4月自結 EPS 0.29元 本季有看頭 |
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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 |
8.1 |
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10日籌碼集中度 |
4 |
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單日買賣超 |
82 |
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5日籌碼集中度 |
3.7 |
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20日籌碼集中度 |
6.2 |
優 |
累計買賣超 |
-9 |
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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 |
617 |
借券餘額 |
617 |
千張大戶戶數 |
2 |
大戶比例 |
47.79 |
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更新日期: |
2025/8/20 20:01 |
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