| 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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2026/5/13 股價 |
456.00 |
法人買賣超合計(近一日) |
賣超 -1374.699 張 |
|
|
|
|
|
|
|
|
|
| 2026/5/13
漲跌 |
-21.00
|
法人買賣超合計(近一週) |
買超
3569.93 張 |
|
|
|
|
|
|
|
|
|
| 2026/5/13
漲跌幅 |
-4.40
|
法人買賣超合計(近一月) |
買超
21913.79 張 |
|
|
|
|
|
|
|
|
|
| 券 資 比 |
3.56
|
|
投信連2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 |
|
|
|
0.44% |
0% |
0.44% |
|
|
|
|
| 2024 |
2025/06/23 |
1.50 |
0.00 |
|
2025/07/21 |
|
0.33% |
0% |
0.33% |
|
|
|
|
| 2023 |
2024/06/21 |
1.50 |
0.00 |
|
2024/07/09 |
|
0.33% |
0% |
0.33% |
|
|
|
|
| 2022 |
2023/06/19 |
2.50 |
0.00 |
|
2023/07/07 |
|
0.55% |
0% |
0.55% |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 機構估稅後EPS |
10.72 |
K(9) |
76.17 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
| 淨值(元) |
32.27 |
D(9) |
78.4 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
| 預估本益比 |
42.54 |
周K(9) |
78.26 |
|
0 |
1.2 |
1.6 |
2 |
0.5 |
|
|
|
|
| 股價淨值比 |
14.13 |
周D(9) |
67.83 |
綜合評分: |
5.3 |
建議: |
列入追踪 |
目標價: |
478.8 |
|
|
|
|
| 月線乖離率 |
13.66 |
季線乖離率 |
49.96 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
2026/4/17 |
2026/4/24 |
2026/4/30 |
2026/5/8 |
2026/5/13 |
20*PE |
214.59 |
3*PB |
89.18 |
|
|
|
|
| 股價 |
367.50 |
359.50 |
388.50 |
454.50 |
456.00 |
15*PE |
160.94 |
2*PB |
59.45 |
|
|
|
|
| 成交量(千股) |
243,084 |
141,941 |
34,058 |
91,834 |
76,761 |
10*PE |
107.29 |
1*PB |
29.73 |
|
|
|
|
| 資餘 |
23,234 |
23,211 |
24,710 |
27,868 |
25,852 |
5*PE |
53.65 |
0.5*PB |
14.86 |
|
|
|
|
| 券餘 |
2,248 |
1,100 |
931 |
953 |
921 |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 季IFRS財報(損益單季) |
202601 |
202504 |
202503 |
202502 |
202501 |
202404 |
202403 |
202402 |
|
|
|
|
| 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
|
1,816,546
|
|
|
|
|
| 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
|
1,399,733
|
|
|
|
|
| 營業毛利(千) |
727,018
|
566,559
|
407,915
|
377,687
|
362,790
|
298,856
|
328,281
|
416,813
|
|
|
|
|
| 營業費用(千) |
78,042
|
79,412
|
70,779
|
60,312
|
57,089
|
56,928
|
47,771
|
54,066
|
|
|
|
|
| 營業利益(千) |
648,976
|
487,147
|
337,136
|
317,375
|
305,701
|
241,928
|
280,510
|
362,747
|
|
|
|
|
| 營業外收入及支出(千) |
118
|
693
|
-22,020 |
-109,855 |
24,511
|
773
|
-3,059 |
679
|
|
|
|
|
| 稅前純益(千) |
649,094
|
487,840
|
315,116
|
207,520
|
330,212
|
242,701
|
277,451
|
363,426
|
|
|
|
|
| 所得稅(千) |
129,487
|
110,531
|
61,882
|
40,510
|
65,229
|
47,621
|
54,743
|
71,924
|
|
|
|
|
| 稅後純益(千) |
519,607
|
377,309
|
253,234
|
167,010
|
264,983
|
195,080
|
222,708
|
291,502
|
|
|
|
|
| 其他綜合損益(千) |
118,163
|
-4,997 |
316,193
|
-19,768 |
121
|
4,181
|
44 |
29 |
|
|
|
|
| 綜合損益(千) |
637,770
|
372,312
|
569,427
|
147,242
|
265,104
|
199,261
|
222,752
|
291,531
|
|
|
|
|
| 原始每股稅前盈餘(元) |
2.57
|
1.93
|
1.25
|
0.82
|
1.31
|
0.96
|
1.10
|
1.44
|
|
|
|
|
| 原始每股稅後盈餘(元) |
2.06
|
1.49
|
1.00
|
0.66
|
1.05
|
0.77
|
0.88
|
1.15
|
|
|
|
|
| 毛利率(%) |
28.71
|
26.18
|
20.54
|
18.86
|
21.00
|
17.51
|
18.31
|
22.95
|
|
|
|
|
| 營業利益率(%) |
25.63
|
22.51
|
16.98
|
15.85
|
17.69
|
14.18
|
15.64
|
19.97
|
|
|
|
|
| 稅後純益率(%) |
20.52
|
17.43
|
12.75
|
8.34
|
15.34
|
11.43
|
12.42
|
16.05
|
|
|
|
|
| 稅後權益報酬率(%) |
6.64
|
5.15
|
3.70
|
2.50
|
3.98
|
3.03
|
3.58
|
4.74
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 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 |
|
|
|
|
| 202505 |
666,236 |
3,057,473 |
0.45
|
10.02
|
14.79
|
|
創近一年新高 |
1,932,192
|
16.4 |
|
|
|
|
| 202504 |
663,276 |
2,391,237 |
10.05
|
20.24
|
16.20
|
|
創近一年新高 |
1,828,984
|
17.53 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 9800 |
元大 |
558 |
4544 |
3986 |
9200 |
凱基 |
-432 |
1994 |
2426 |
|
|
|
|
| 9100 |
群益金鼎 |
439 |
1173 |
734 |
1590 |
花旗環球 |
-401 |
0 |
401 |
|
|
|
|
| 9600 |
富邦 |
366 |
1371 |
1005 |
1650 |
新加坡商瑞銀 |
-293 |
301 |
594 |
|
|
|
|
| 1470 |
台灣摩根士丹利 |
219 |
616 |
397 |
1480 |
美商高盛 |
-188 |
389 |
577 |
|
|
|
|
| 9A00 |
永豐金 |
213 |
1252 |
1039 |
1560 |
港商野村 |
-141 |
48 |
189 |
|
|
|
|
| 8840 |
玉山 |
166 |
442 |
276 |
7000 |
兆豐 |
-109 |
479 |
588 |
|
|
|
|
| 8880 |
國泰 |
145 |
1075 |
930 |
8440 |
摩根大通 |
-101 |
822 |
923 |
|
|
|
|
| 8560 |
新光 |
90 |
469 |
379 |
5850 |
統一 |
-67 |
712 |
779 |
|
|
|
|
| 5380 |
第一金 |
80 |
294 |
214 |
1440 |
美林 |
-39 |
185 |
224 |
|
|
|
|
| 5380 |
第一金 |
80 |
294 |
214 |
8450 |
康和 |
-35 |
121 |
156 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 1日籌碼集中度 |
-6.6 |
|
10日籌碼集中度 |
5.2 |
|
單日買賣超 |
-1291 |
|
|
|
| 5日籌碼集中度 |
1.9 |
|
20日籌碼集中度 |
1 |
|
累計買賣超 |
3404 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 單日借賣張數 |
6360 |
借券餘額 |
8263 |
千張大戶戶數 |
36 |
大戶比例 |
52.21 |
|
|
|
|
| |
|
|
|
|
|
|
|
更新日期: |
2026/5/13 20:21 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|