| 8358 |
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 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
| 8358 金居 |
實收資本額 |
2526 (百萬) |
|
|
|
|
|
|
|
|
|
| 市 場
別 |
OTC |
上 櫃 日 期 |
2010/09/27 |
|
|
|
|
|
|
|
|
|
| 發 言
人 |
李思賢 |
電 話 |
02-6615-8899 |
|
|
|
|
|
|
|
|
|
| 地 址 |
台北市內湖區瑞光路392號18樓 |
|
|
|
|
|
|
|
|
|
| 產 業
別 |
電子上游-PCB-材料設備 |
|
|
|
|
|
|
|
|
|
| 主要產品 |
CC01080電子零組件製造業、CA04010金屬表面處理業、CA01110鍊銅業 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2026/7/20 股價 |
371.00 |
法人買賣超合計(近一日) |
買超 707.575 張 |
|
|
|
|
|
|
|
|
|
| 2026/7/20
漲跌 |
-27.50
|
法人買賣超合計(近一週) |
買超
4136.17 張 |
|
|
|
|
|
|
|
|
|
| 2026/7/20
漲跌幅 |
-6.90
|
法人買賣超合計(近一月) |
賣超 -7228.46 張 |
|
|
|
|
|
|
|
|
|
| 券 資 比 |
0.27
|
外資連3買 |
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 2025 |
2026/06/08 |
2.00 |
0.00 |
|
2026/07/17 |
|
0.54% |
0% |
0.54% |
|
|
|
|
| 2024 |
2025/06/23 |
1.50 |
0.00 |
|
2025/07/21 |
|
0.4% |
0% |
0.4% |
|
|
|
|
| 2023 |
2024/06/21 |
1.50 |
0.00 |
|
2024/07/09 |
|
0.4% |
0% |
0.4% |
|
|
|
|
| 2022 |
2023/06/19 |
2.50 |
0.00 |
|
2023/07/07 |
|
0.67% |
0% |
0.67% |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 機構估稅後EPS |
10.95 |
K(9) |
5.16 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
| 淨值(元) |
32.27 |
D(9) |
7.51 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
| 預估本益比 |
33.88 |
周K(9) |
29.72 |
|
0.8 |
0.4 |
1.6 |
2 |
1 |
|
|
|
|
| 股價淨值比 |
11.50 |
周D(9) |
51.09 |
綜合評分: |
5.8 |
建議: |
列入追踪 |
目標價: |
426.65 |
|
|
|
|
| 月線乖離率 |
-31.32 |
季線乖離率 |
-28.18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
2026/6/26 |
2026/7/3 |
2026/7/9 |
2026/7/17 |
2026/7/20 |
20*PE |
218.88 |
3*PB |
96.78 |
|
|
|
|
| 股價 |
570.00 |
590.00 |
533.00 |
398.50 |
371.00 |
15*PE |
164.16 |
2*PB |
64.52 |
|
|
|
|
| 成交量(千股) |
79,718 |
49,003 |
37,410 |
40,077 |
7,688 |
10*PE |
109.44 |
1*PB |
32.26 |
|
|
|
|
| 資餘 |
15,326 |
16,194 |
16,011 |
14,274 |
13,836 |
5*PE |
54.72 |
0.5*PB |
16.13 |
|
|
|
|
| 券餘 |
439 |
444 |
225 |
9 |
37 |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 季IFRS財報(損益單季) |
202602 |
202601 |
202504 |
202503 |
202502 |
202501 |
202404 |
202403 |
|
|
|
|
| 營業收入淨額(千) |
|
2,532,020
|
2,164,182
|
1,985,761
|
2,002,055
|
1,727,943
|
1,706,575
|
1,793,022
|
|
|
|
|
| 營業成本(千) |
|
1,805,002
|
1,597,623
|
1,577,846
|
1,624,368
|
1,365,153
|
1,407,719
|
1,464,741
|
|
|
|
|
| 營業毛利(千) |
|
727,018
|
566,559
|
407,915
|
377,687
|
362,790
|
298,856
|
328,281
|
|
|
|
|
| 營業費用(千) |
|
78,042
|
79,412
|
70,779
|
60,312
|
57,089
|
56,928
|
47,771
|
|
|
|
|
| 營業利益(千) |
|
648,976
|
487,147
|
337,136
|
317,375
|
305,701
|
241,928
|
280,510
|
|
|
|
|
| 營業外收入及支出(千) |
|
118
|
693
|
-22,020 |
-109,855 |
24,511
|
773
|
-3,059 |
|
|
|
|
| 稅前純益(千) |
|
649,094
|
487,840
|
315,116
|
207,520
|
330,212
|
242,701
|
277,451
|
|
|
|
|
| 所得稅(千) |
|
129,487
|
110,531
|
61,882
|
40,510
|
65,229
|
47,621
|
54,743
|
|
|
|
|
| 稅後純益(千) |
|
519,607
|
377,309
|
253,234
|
167,010
|
264,983
|
195,080
|
222,708
|
|
|
|
|
| 其他綜合損益(千) |
|
118,163
|
-4,997 |
316,193
|
-19,768 |
121
|
4,181
|
44 |
|
|
|
|
| 綜合損益(千) |
|
637,770
|
372,312
|
569,427
|
147,242
|
265,104
|
199,261
|
222,752
|
|
|
|
|
| 原始每股稅前盈餘(元) |
|
2.57
|
1.93
|
1.25
|
0.82
|
1.31
|
0.96
|
1.10
|
|
|
|
|
| 原始每股稅後盈餘(元) |
|
2.06
|
1.49
|
1.00
|
0.66
|
1.05
|
0.77
|
0.88
|
|
|
|
|
| 毛利率(%) |
|
28.71
|
26.18
|
20.54
|
18.86
|
21.00
|
17.51
|
18.31
|
|
|
|
|
| 營業利益率(%) |
|
25.63
|
22.51
|
16.98
|
15.85
|
17.69
|
14.18
|
15.64
|
|
|
|
|
| 稅後純益率(%) |
|
20.52
|
17.43
|
12.75
|
8.34
|
15.34
|
11.43
|
12.42
|
|
|
|
|
| 稅後權益報酬率(%) |
|
6.64
|
5.15
|
3.70
|
2.50
|
3.98
|
3.03
|
3.58
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 202606 |
962,293 |
5,336,990 |
2.16
|
43.37
|
43.13
|
|
創歷史新高 |
2,804,964
|
40.2 |
|
|
|
|
| 202605 |
941,901 |
4,374,697 |
4.57
|
41.38
|
43.08
|
|
創歷史新高 |
2,703,362
|
39.91 |
|
|
|
|
| 202604 |
900,770 |
3,432,796 |
4.66
|
35.81
|
43.56
|
|
創歷史新高 |
2,612,375
|
42.83 |
|
|
|
|
| 202603 |
860,691 |
2,532,020 |
1.15
|
42.81
|
46.53
|
2.57
|
創歷史新高 |
2,532,020
|
46.53 |
|
|
|
|
| 202602 |
850,914 |
1,671,335 |
3.72
|
51.13
|
48.53
|
|
創歷史新高 |
2,422,034
|
38.51 |
|
|
|
|
| 202601 |
820,421 |
820,421 |
9.29
|
45.92
|
45.92
|
0.83
|
創歷史新高 |
2,286,935
|
31 |
|
|
|
|
| 202512 |
750,699 |
7,879,941 |
4.87
|
20.43
|
15.53
|
5.31
|
創近一年新高 |
2,168,008
|
27.05 |
|
|
|
|
| 202511 |
715,815 |
7,129,282 |
2.04
|
27.81
|
15.03
|
|
創近一年新高 |
2,087,943
|
25.42 |
|
|
|
|
| 202510 |
701,494 |
6,413,467 |
4.60
|
34.13
|
13.76
|
|
創近一年新高 |
2,033,480
|
18.82 |
|
|
|
|
| 202509 |
670,634 |
5,715,759 |
1.40
|
15.30
|
11.75
|
3.38
|
|
1,983,282
|
10.61 |
|
|
|
|
| 202508 |
661,352 |
5,041,339 |
1.54
|
8.98
|
11.22
|
|
|
1,983,866
|
6.12 |
|
|
|
|
| 202507 |
651,296 |
4,379,987 |
-2.97 |
7.73
|
11.56
|
|
|
1,988,750
|
6.45 |
|
|
|
|
| 202506 |
671,218 |
3,729,998 |
0.75
|
1.99
|
12.26
|
2.13
|
創近一年新高 |
2,000,730
|
10.22 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 1480 |
美商高盛 |
546 |
819 |
273 |
8890 |
大和國泰 |
-390 |
0 |
390 |
|
|
|
|
| 9200 |
凱基 |
527 |
1251 |
724 |
1470 |
台灣摩根士丹利 |
-237 |
761 |
998 |
|
|
|
|
| 8440 |
摩根大通 |
116 |
479 |
363 |
1560 |
港商野村 |
-136 |
14 |
150 |
|
|
|
|
| 9600 |
富邦 |
49 |
398 |
349 |
8880 |
國泰 |
-132 |
270 |
402 |
|
|
|
|
| 1650 |
新加坡商瑞銀 |
44 |
330 |
286 |
5850 |
統一 |
-110 |
164 |
274 |
|
|
|
|
| 1440 |
美林 |
32 |
58 |
26 |
9800 |
元大 |
-91 |
933 |
1024 |
|
|
|
|
| 6110 |
台中銀 |
16 |
35 |
19 |
8840 |
玉山 |
-50 |
114 |
164 |
|
|
|
|
| 5260 |
美好 |
12 |
27 |
15 |
7790 |
國票 |
-47 |
70 |
117 |
|
|
|
|
| 8450 |
康和 |
11 |
39 |
28 |
1590 |
花旗環球 |
-47 |
5 |
52 |
|
|
|
|
| 9100 |
群益金鼎 |
8 |
225 |
217 |
9A00 |
永豐金 |
-39 |
296 |
335 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 1日籌碼集中度 |
4.4 |
|
10日籌碼集中度 |
-0.6 |
|
單日買賣超 |
336 |
|
|
|
| 5日籌碼集中度 |
6.9 |
|
20日籌碼集中度 |
-5 |
|
累計買賣超 |
-13411 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 單日借賣張數 |
5739 |
借券餘額 |
6063 |
千張大戶戶數 |
35 |
大戶比例 |
46.39 |
|
|
|
|
| |
|
|
|
|
|
|
|
更新日期: |
2026/7/21 02:55 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|