6672 |
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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6672 騰輝電子-KY |
實收資本額 |
714 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2019/04/17 |
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發 言
人 |
杜喬葦 |
電 話 |
8.65127E+12 |
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地 址 |
桃園市平鎮區湧豐里工業五路10號 |
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產 業
別 |
電子上游-PCB-製造 |
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主要產品 |
生產與銷售印刷電路板所需使用之黏合片、銅箔基板和鋁基板 |
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2025/8/12 股價 |
83.30 |
法人買賣超合計(近一日) |
買超 151 張 |
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2025/8/12
漲跌 |
0.40
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法人買賣超合計(近一週) |
買超
564.42 張 |
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2025/8/12
漲跌幅 |
0.48
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法人買賣超合計(近一月) |
賣超 -671.57 張 |
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券 資 比 |
1.53
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外資連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 |
3.35 |
#N/A |
#N/A |
2024/07/02 |
4.02% |
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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 |
2025/06/23 |
3.35 |
0.00 |
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2025/06/27 |
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4.02% |
0% |
4.02% |
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2023 |
2024/06/21 |
3.35 |
0.00 |
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2024/07/02 |
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4.02% |
0% |
4.02% |
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2022 |
2023/06/16 |
3.60 |
0.00 |
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2023/06/21 |
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4.32% |
0% |
4.32% |
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2021 |
2022/06/17 |
6.60 |
0.00 |
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2022/06/21 |
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7.92% |
0% |
7.92% |
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機構估稅後EPS |
4.67 |
K(9) |
36.71 |
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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) |
43.74 |
D(9) |
48.04 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
17.84 |
周K(9) |
74.34 |
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0.8 |
1.2 |
1.6 |
0.8 |
0.5 |
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股價淨值比 |
1.90 |
周D(9) |
74.45 |
綜合評分: |
4.9 |
建議: |
觀望 |
目標價: |
87.47 |
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月線乖離率 |
5.16 |
季線乖離率 |
13.39 |
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2025/7/18 |
2025/7/25 |
2025/8/1 |
2025/8/8 |
2025/8/12 |
20*PE |
93.60 |
3*PB |
141.19 |
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股價 |
74.00 |
74.10 |
86.70 |
81.00 |
83.30 |
15*PE |
70.20 |
2*PB |
94.12 |
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成交量(千股) |
1,129 |
927 |
30,753 |
8,620 |
2,056 |
10*PE |
46.80 |
1*PB |
47.06 |
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資餘 |
1,556 |
1,563 |
2,533 |
2,286 |
2,228 |
5*PE |
23.40 |
0.5*PB |
23.53 |
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券餘 |
0 |
0 |
74 |
38 |
34 |
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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) |
1,103,049
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1,022,374
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1,028,560
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1,004,985
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1,119,473
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1,074,604
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1,100,338
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1,234,421
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營業成本(千) |
771,183
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673,665
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696,226
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665,539
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745,806
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701,740
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728,737
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823,128
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營業毛利(千) |
331,866
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348,709
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332,334
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339,446
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373,667
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372,864
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371,601
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411,293
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營業費用(千) |
246,940
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260,348
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282,207
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268,608
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273,163
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275,836
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255,558
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250,289
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營業利益(千) |
84,926
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88,361
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50,127
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70,838
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100,504
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97,028
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116,043
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161,004
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營業外收入及支出(千) |
-3,402 |
9,573
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39,272
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-832 |
25,741
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11,479
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5,960
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-317 |
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稅前純益(千) |
81,524
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97,934
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89,399
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70,006
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126,245
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108,507
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122,003
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160,687
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所得稅(千) |
-6,926 |
23,022
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6,735
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19,566
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-8,231 |
19,288
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31,290
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42,900
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稅後純益(千) |
88,450
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74,912
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82,664
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50,440
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134,476
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89,219
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90,713
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117,787
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其他綜合損益(千) |
-323,338 |
49,977
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12,705
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-9,166 |
25,526
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104,306
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-111,706 |
105,640
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綜合損益(千) |
-234,888 |
124,889
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95,369
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41,274
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160,002
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193,525
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-20,993 |
223,427
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原始每股稅前盈餘(元) |
1.14
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1.37
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1.25
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0.98
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1.77
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1.52
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1.71
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2.25
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原始每股稅後盈餘(元) |
1.24
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1.05
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1.16
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0.71
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1.88
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1.25
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1.27
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1.65
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毛利率(%) |
30.09
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34.11
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32.31
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33.78
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33.38
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34.70
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33.77
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33.32
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營業利益率(%) |
7.70
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8.64
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4.87
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7.05
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8.98
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9.03
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10.55
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13.04
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稅後純益率(%) |
8.02
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7.33
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8.04
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5.02
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12.01
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8.30
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8.24
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9.54
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稅後權益報酬率(%) |
2.73
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2.19
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2.41
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1.50
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4.13
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2.79
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2.81
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3.77
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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 |
348,652 |
2,474,075 |
2.21
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-0.91 |
-2.82 |
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1,082,691
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-2.5 |
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202506 |
341,113 |
2,125,423 |
-13.19 |
-5.09 |
-3.13 |
2.51
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1,106,493
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-1.16 |
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202505 |
392,926 |
1,784,310 |
5.50
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-1.57 |
-2.74 |
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創近一年新高 |
1,127,523
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0.57 |
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202504 |
372,454 |
1,391,384 |
2.85
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3.21
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-3.07 |
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1,074,556
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1.63 |
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202503 |
362,143 |
1,022,374 |
6.53
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0.29
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-4.86 |
1.37
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1,022,374
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-4.86 |
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202502 |
339,959 |
656,787 |
7.30
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1.37
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-7.95 |
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1,003,741
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-6.49 |
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202501 |
316,828 |
316,828 |
-8.68 |
-16.21 |
-16.21 |
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創歷史新低 |
999,803
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-10.18 |
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202412 |
346,954 |
4,227,622 |
3.25
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-3.61 |
-10.82 |
5.52
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1,027,033
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-6.66 |
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202411 |
336,021 |
3,879,141 |
-2.34 |
-10.42 |
-11.45 |
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1,014,909
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-9.33 |
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202410 |
344,058 |
3,543,120 |
2.76
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-5.82 |
-11.54 |
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997,182
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-15.08 |
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202409 |
334,830 |
3,199,062 |
5.20
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-11.63 |
-12.12 |
4.27
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1,004,986
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-18.59 |
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202408 |
318,294 |
2,864,232 |
-9.54 |
-25.99 |
-12.17 |
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創歷史新低 |
1,029,569
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-17.56 |
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202407 |
351,862 |
2,545,938 |
-2.10 |
-17.30 |
-10.07 |
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1,110,465
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-10.28 |
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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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1470 |
台灣摩根士丹利 |
54 |
57 |
3 |
9A00 |
永豐金 |
-78 |
34 |
112 |
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6010 |
奔亞證券 |
38 |
40 |
2 |
9800 |
元大 |
-44 |
145 |
189 |
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1440 |
美林 |
36 |
40 |
4 |
9100 |
群益金鼎 |
-31 |
42 |
73 |
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9200 |
凱基 |
34 |
156 |
122 |
1020 |
合庫 |
-17 |
3 |
20 |
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1480 |
美商高盛 |
28 |
69 |
41 |
5920 |
元富 |
-13 |
20 |
33 |
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1650 |
新加坡商瑞銀 |
27 |
61 |
34 |
1260 |
宏遠 |
-10 |
5 |
15 |
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9300 |
華南永昌 |
23 |
48 |
25 |
9600 |
富邦 |
-10 |
46 |
56 |
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8840 |
玉山 |
14 |
47 |
33 |
7000 |
兆豐 |
-9 |
15 |
24 |
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1560 |
港商野村 |
7 |
21 |
14 |
5850 |
統一 |
-8 |
24 |
32 |
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8710 |
陽信 |
5 |
6 |
1 |
5850 |
統一 |
-8 |
24 |
32 |
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20250806 |
騰輝營收/7月3.5億元 高速材料產品應用創新高 |
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20250805 |
騰輝2025年上半年 EPS 2.29元 台特化1.49元 |
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20250804 |
騰輝財報/上半年 EPS 2.29元 第2季獲利創近三季高 |
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20250728 |
關稅揭曉前法人連十買 台玻人氣王、19檔漲停股南亞最搶鏡 |
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20250716 |
CCL 旺季到!台光電進千元俱樂部 聯茂、騰輝、台燿同升溫 |
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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 |
12.2 |
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10日籌碼集中度 |
-2.1 |
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單日買賣超 |
123 |
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5日籌碼集中度 |
6.2 |
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20日籌碼集中度 |
-1.7 |
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累計買賣超 |
-773 |
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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 |
1414 |
借券餘額 |
1795 |
千張大戶戶數 |
7 |
大戶比例 |
18.31 |
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更新日期: |
2025/8/12 20:27 |
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