9939 |
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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9939 宏全 |
實收資本額 |
2958 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2001/03/02 |
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發 言
人 |
盧麒伊 |
電 話 |
04-23590088 |
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地 址 |
台中市西屯區工業區2路6號 |
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產 業
別 |
傳產-塑膠 |
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主要產品 |
塑蓋、鋁蓋、爪蓋、標籤、PET瓶、瓶胚、飲料充填代工業務 |
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2025/8/27 股價 |
139.00 |
法人買賣超合計(近一日) |
賣超 -121.082 張 |
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2025/8/27
漲跌 |
0.00
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法人買賣超合計(近一週) |
賣超 -247.48 張 |
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2025/8/27
漲跌幅 |
0.00
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法人買賣超合計(近一月) |
賣超 -10123.27 張 |
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券 資 比 |
2.05
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外資連3賣 |
投信連2賣 |
自營連4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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2024/05/31 |
4.80 |
0.20 |
2010/08/12 |
2023/07/04 |
3.45% |
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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 |
2025/05/29 |
6.20 |
0.00 |
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2025/07/02 |
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4.46% |
0% |
4.46% |
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2023 |
2024/05/31 |
5.35 |
0.00 |
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2024/07/04 |
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3.85% |
0% |
3.85% |
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2022 |
2023/05/31 |
4.80 |
0.00 |
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2023/07/04 |
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3.45% |
0% |
3.45% |
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2021 |
2022/06/17 |
4.30 |
0.00 |
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2022/07/06 |
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3.09% |
0% |
3.09% |
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機構估稅後EPS |
9.94 |
K(9) |
37.8 |
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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) |
55.35 |
D(9) |
32.27 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
13.98 |
周K(9) |
18.34 |
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1.6 |
0.4 |
1.6 |
1.6 |
0 |
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股價淨值比 |
2.51 |
周D(9) |
31.47 |
綜合評分: |
5.2 |
建議: |
列入追踪 |
目標價: |
150.29 |
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月線乖離率 |
-1.61 |
季線乖離率 |
-5.98 |
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2025/8/1 |
2025/8/8 |
2025/8/15 |
2025/8/22 |
2025/8/27 |
20*PE |
198.57 |
3*PB |
166.14 |
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股價 |
146.00 |
143.00 |
140.00 |
139.50 |
139.00 |
15*PE |
148.93 |
2*PB |
110.76 |
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成交量(千股) |
3,378 |
4,890 |
8,767 |
4,677 |
1,658 |
10*PE |
99.29 |
1*PB |
55.38 |
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資餘 |
322 |
387 |
527 |
503 |
487 |
5*PE |
49.64 |
0.5*PB |
27.69 |
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券餘 |
5 |
10 |
6 |
10 |
10 |
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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) |
7,690,683
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7,280,191
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6,541,483
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7,894,551
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7,495,233
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6,476,897
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5,753,249
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7,370,691
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營業成本(千) |
5,974,753
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5,722,419
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5,260,205
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6,139,724
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5,746,493
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4,995,915
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4,617,022
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5,600,315
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營業毛利(千) |
1,715,930
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1,557,772
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1,281,278
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1,754,827
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1,748,740
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1,480,982
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1,136,227
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1,770,376
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營業費用(千) |
635,744
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647,050
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757,579
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718,033
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660,449
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584,707
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683,002
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623,166
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營業利益(千) |
1,080,186
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910,722
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523,699
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1,036,794
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1,088,291
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896,275
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453,225
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1,147,210
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營業外收入及支出(千) |
-139,434 |
-9,828 |
-35,583 |
52,608
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30,801
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58,006
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20,848
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-64,450 |
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稅前純益(千) |
940,752
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900,894
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488,116
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1,089,402
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1,119,092
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954,281
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474,073
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1,082,760
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所得稅(千) |
207,916
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181,317
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110,855
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198,557
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205,376
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176,604
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96,326
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206,643
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稅後純益(千) |
732,836
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719,577
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377,261
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890,845
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913,716
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777,677
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377,747
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876,117
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其他綜合損益(千) |
-3,038,306 |
350,252
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-268,575 |
799,565
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-243,790 |
636,342
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-856,129 |
528,316
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綜合損益(千) |
-2,305,470 |
1,069,829
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108,686
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1,690,410
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669,926
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1,414,019
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-478,382 |
1,404,433
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原始每股稅前盈餘(元) |
3.18
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3.05
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1.65
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3.79
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3.89
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3.32
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1.65
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3.76
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原始每股稅後盈餘(元) |
2.32
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2.33
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1.21
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2.98
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3.02
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2.61
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1.32
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2.97
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毛利率(%) |
22.31
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21.40
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19.59
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22.23
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23.33
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22.87
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19.75
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24.02
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營業利益率(%) |
14.05
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12.51
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8.01
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13.13
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14.52
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13.84
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7.88
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15.56
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稅後純益率(%) |
9.53
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9.88
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5.77
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11.28
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12.19
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12.01
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6.57
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11.89
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稅後權益報酬率(%) |
4.00
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3.62
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1.94
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5.00
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5.49
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4.75
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2.26
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5.39
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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 |
2,826,162 |
17,797,036 |
7.17
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1.86
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6.27
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創歷史新高 |
8,062,796
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1.71 |
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202506 |
2,637,200 |
14,970,874 |
1.45
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6.46
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7.15
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6.23
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7,690,683
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2.61 |
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202505 |
2,599,434 |
12,333,674 |
5.92
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-2.84 |
7.30
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7,721,077
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4.75 |
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202504 |
2,454,049 |
9,734,240 |
-8.01 |
4.76
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10.37
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7,430,877
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14.26 |
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202503 |
2,667,594 |
7,280,191 |
15.52
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13.36
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12.40
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3.05
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7,280,191
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12.4 |
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202502 |
2,309,234 |
4,612,597 |
0.25
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27.75
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11.86
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6,833,710
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13.47 |
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202501 |
2,303,363 |
2,303,363 |
3.70
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-0.55 |
-0.55 |
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6,702,782
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9.81 |
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202412 |
2,221,113 |
28,408,164 |
1.97
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16.97
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7.57
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12.34
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6,541,483
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13.7 |
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202411 |
2,178,306 |
26,187,051 |
1.69
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15.33
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6.84
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6,665,046
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10.2 |
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202410 |
2,142,064 |
24,008,745 |
-8.64 |
8.98
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6.13
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7,261,978
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5.92 |
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202409 |
2,344,676 |
21,866,681 |
-15.51 |
6.89
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5.86
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10.69
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7,894,551
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7.11 |
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202408 |
2,775,238 |
19,522,005 |
0.02
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2.90
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5.74
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創歷史新高 |
8,027,148
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3.72 |
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202407 |
2,774,637 |
16,746,767 |
12.00
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11.87
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6.22
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創歷史新高 |
7,927,366
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6.02 |
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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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9600 |
富邦 |
58 |
67 |
9 |
1480 |
美商高盛 |
-32 |
4 |
36 |
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1040 |
臺銀證券 |
41 |
43 |
2 |
9200 |
凱基 |
-30 |
13 |
43 |
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1560 |
港商野村 |
37 |
37 |
0 |
8440 |
摩根大通 |
-28 |
5 |
33 |
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8880 |
國泰 |
13 |
20 |
7 |
1470 |
台灣摩根士丹利 |
-26 |
1 |
27 |
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8840 |
玉山 |
9 |
10 |
1 |
1650 |
新加坡商瑞銀 |
-25 |
4 |
29 |
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9A00 |
永豐金 |
7 |
27 |
20 |
9800 |
元大 |
-19 |
62 |
81 |
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9300 |
華南永昌 |
7 |
7 |
0 |
9100 |
群益金鼎 |
-14 |
23 |
37 |
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1030 |
土銀 |
5 |
5 |
0 |
5850 |
統一 |
-12 |
1 |
13 |
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5920 |
元富 |
5 |
7 |
2 |
8450 |
康和 |
-6 |
5 |
11 |
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7000 |
兆豐 |
4 |
6 |
2 |
8150 |
台新 |
-5 |
3 |
8 |
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20250808 |
宏全財報/上半年 EPS 4.65元 獲利創同期次高 |
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20250620 |
宏全擴增產能 動作大 |
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20250605 |
宏全營收挑戰最強第2季 |
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20250604 |
宏全法說會/美元貶值第2季恐出現匯損 但營收可望續創同期新高 |
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20250525 |
宏全大擴產 營運衝鋒 |
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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 |
-20.4 |
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10日籌碼集中度 |
-27.8 |
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單日買賣超 |
-79 |
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5日籌碼集中度 |
-26 |
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20日籌碼集中度 |
-28.7 |
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累計買賣超 |
-6242 |
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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 |
6356 |
借券餘額 |
8990 |
千張大戶戶數 |
43 |
大戶比例 |
56.87 |
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更新日期: |
2025/8/27 22:47 |
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