8104 |
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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8104 錸寶 |
實收資本額 |
917 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2019/01/17 |
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發 言
人 |
王鼎章 |
電 話 |
03-5989999 |
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地 址 |
新竹縣湖口鄉新竹工業區光復北路12號 |
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產 業
別 |
電子中游-LCD-TFT面板 |
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主要產品 |
有機電激發光顯示器〈OLED〉之製造加工及買賣業務 |
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2025/8/8 股價 |
41.60 |
法人買賣超合計(近一日) |
買超 215.548 張 |
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2025/8/8
漲跌 |
-0.35
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法人買賣超合計(近一週) |
買超
2401.29 張 |
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2025/8/8
漲跌幅 |
-0.83
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法人買賣超合計(近一月) |
買超
2887.5 張 |
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券 資 比 |
1.32
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外資連5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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2024/06/25 |
1.50 |
4.30 |
2018/07/23 |
2023/08/08 |
3.61% |
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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 |
2025/06/24 |
0.10 |
0.10 |
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0.48% |
0% |
0.24% |
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2023 |
2024/06/25 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2022 |
2023/06/27 |
1.50 |
0.00 |
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2023/08/08 |
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3.61% |
0% |
3.61% |
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2021 |
2022/06/23 |
2.01 |
0.00 |
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2022/07/20 |
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4.82% |
0% |
4.82% |
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機構估稅後EPS |
0.68 |
K(9) |
76.1 |
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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) |
28.04 |
D(9) |
67.54 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
61.18 |
周K(9) |
64.12 |
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1.2 |
1.2 |
0.4 |
2 |
1 |
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股價淨值比 |
1.48 |
周D(9) |
63.72 |
綜合評分: |
5.8 |
建議: |
列入追踪 |
目標價: |
47.84 |
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月線乖離率 |
6.18 |
季線乖離率 |
8.81 |
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2025/7/11 |
2025/7/18 |
2025/7/25 |
2025/8/1 |
2025/8/8 |
20*PE |
13.53 |
3*PB |
83.20 |
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股價 |
41.00 |
39.85 |
36.90 |
38.85 |
41.60 |
15*PE |
10.15 |
2*PB |
55.47 |
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成交量(千股) |
24,897 |
8,704 |
4,922 |
10,490 |
10,819 |
10*PE |
6.76 |
1*PB |
27.73 |
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資餘 |
3,038 |
3,246 |
2,872 |
3,032 |
2,809 |
5*PE |
3.38 |
0.5*PB |
13.87 |
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券餘 |
188 |
53 |
19 |
47 |
37 |
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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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775,647
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549,548
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595,558
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598,770
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554,636
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708,376
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669,574
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營業成本(千) |
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638,570
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419,251
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473,855
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492,580
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459,077
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625,690
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594,726
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營業毛利(千) |
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137,077
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130,297
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121,703
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106,190
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95,559
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82,686
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74,848
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營業費用(千) |
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99,381
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126,490
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98,505
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116,693
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88,737
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123,569
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96,810
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營業利益(千) |
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37,696
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3,807
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23,198
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-10,503 |
6,822
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-40,883 |
-21,962 |
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營業外收入及支出(千) |
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-32,976 |
-12,051 |
19,268
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41,627
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9,734
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13,892
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18,569
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稅前純益(千) |
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4,720
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-8,244 |
42,466
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31,124
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16,556
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-26,991 |
-3,393 |
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所得稅(千) |
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6,310
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21,684
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6,597
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7,163
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1,882
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9,416
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165,669
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稅後純益(千) |
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-1,590 |
-29,928 |
35,869
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23,961
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14,674
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-36,407 |
-169,062 |
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其他綜合損益(千) |
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-11,018 |
-1,786 |
-11,710 |
-4,956 |
16,383
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-1,603 |
2,017
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綜合損益(千) |
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-12,608 |
-31,714 |
24,159
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19,005
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31,057
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-38,010 |
-167,045 |
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原始每股稅前盈餘(元) |
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0.05
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-0.09 |
0.47
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0.34
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0.22
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-0.37 |
-0.05 |
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原始每股稅後盈餘(元) |
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-0.13 |
-0.38 |
0.31
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0.21
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0.01
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-0.51 |
-2.41 |
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毛利率(%) |
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17.67
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23.71
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20.44
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17.73
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17.23
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11.67
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11.18
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營業利益率(%) |
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4.86
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0.69
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3.90
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-1.75 |
1.23
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-5.77 |
-3.28 |
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稅後純益率(%) |
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-0.20 |
-5.45 |
6.02
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4.00
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2.65
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-5.14 |
-25.25 |
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稅後權益報酬率(%) |
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-0.06 |
-1.08 |
1.35
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1.01
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0.70
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-1.73 |
-7.71 |
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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 |
517,956 |
2,581,480 |
3.98 |
171.44
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92.01
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創歷史新高 |
1,428,515
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158.94 |
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202506 |
498,153 |
2,063,524 |
20.79
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181.17
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78.87
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創歷史新高 |
1,285,731
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114.61 |
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202505 |
412,406 |
1,565,371 |
9.92 |
124.52
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60.31
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創歷史新高 |
1,172,808
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92.78 |
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202504 |
375,172 |
1,152,965 |
-2.61 |
57.48
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45.43
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963,632
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62.26 |
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202503 |
385,230 |
775,647 |
89.55
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106.61
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39.85
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0.05 |
創歷史新高 |
775,647
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39.85 |
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202502 |
203,230 |
392,563 |
7.34 |
20.11
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6.64 |
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588,634
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-8.18 |
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202501 |
189,333 |
189,333 |
-3.44 |
-4.81 |
-4.81 |
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541,434
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-19.07 |
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202412 |
196,071 |
2,298,512 |
25.66
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-28.18 |
-14.31 |
0.89 |
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563,370
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-20.47 |
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202411 |
156,030 |
2,116,830 |
-26.15 |
-20.84 |
-12.13 |
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創近一年新低 |
578,523
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-13.66 |
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202410 |
211,269 |
1,960,800 |
0.02 |
-11.35 |
-11.35 |
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616,338
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-13.05 |
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202409 |
211,224 |
1,748,964 |
8.97 |
-9.97 |
-11.39 |
0.98 |
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595,886
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-11.01 |
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202408 |
193,845 |
1,538,307 |
1.59 |
-17.83 |
-11.54 |
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561,835
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-14.45 |
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202407 |
190,817 |
1,344,462 |
7.70
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-4.14 |
-10.55 |
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551,671
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-15.01 |
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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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8440 |
摩根大通 |
175 |
201 |
26 |
9300 |
華南永昌 |
-115 |
92 |
207 |
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8560 |
新光 |
96 |
173 |
77 |
9800 |
元大 |
-80 |
390 |
470 |
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9200 |
凱基 |
64 |
431 |
367 |
8880 |
國泰 |
-42 |
65 |
107 |
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1650 |
新加坡商瑞銀 |
20 |
191 |
171 |
9100 |
群益金鼎 |
-42 |
71 |
113 |
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8580 |
聯邦商銀 |
16 |
32 |
16 |
8150 |
台新 |
-33 |
47 |
80 |
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6160 |
中國信託 |
12 |
34 |
22 |
8450 |
康和 |
-31 |
24 |
55 |
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1040 |
臺銀證券 |
12 |
30 |
18 |
7790 |
國票 |
-22 |
51 |
73 |
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1560 |
港商野村 |
11 |
11 |
0 |
9A00 |
永豐金 |
-18 |
117 |
135 |
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5660 |
日進 |
10 |
10 |
0 |
7000 |
兆豐 |
-12 |
90 |
102 |
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8840 |
玉山 |
8 |
73 |
65 |
2180 |
亞東 |
-10 |
1 |
11 |
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20250723 |
錸寶辦現增 每股32元 |
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20250722 |
錸寶董事會決議辦理現金增資 暫定每股發行價格32元 |
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20250623 |
錸寶攻儲能案場 營運衝 |
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20250604 |
錸寶搶市 攻表後儲能商機 |
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20250519 |
錸寶 超額配息0.2元 |
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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 |
2.5 |
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10日籌碼集中度 |
8.6 |
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單日買賣超 |
67 |
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5日籌碼集中度 |
19.5 |
優 |
20日籌碼集中度 |
1.3 |
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累計買賣超 |
123 |
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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 |
1664 |
借券餘額 |
1887 |
千張大戶戶數 |
7 |
大戶比例 |
44.85 |
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更新日期: |
2025/8/8 22:40 |
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