1522 |
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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1522 堤維西 |
實收資本額 |
3429 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1997/10/06 |
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發 言
人 |
翁一峰 |
電 話 |
06-2658781 |
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地 址 |
台南市新樂路72之2號 |
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產 業
別 |
傳產-汽車零組件 |
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主要產品 |
汽車類92.82%、其他類3.69%、機車類3.5%(汽車燈、機車燈、汽車百貨及零件) |
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2025/5/2 股價 |
49.10 |
法人買賣超合計(近一日) |
買超 606 張 |
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2025/5/2
漲跌 |
0.90
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法人買賣超合計(近一週) |
買超
1212.55 張 |
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2025/5/2
漲跌幅 |
1.87
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法人買賣超合計(近一月) |
買超
616.58 張 |
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券 資 比 |
0.16
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投信連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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2024/06/18 |
1.80 |
0.10 |
2012/09/06 |
2023/07/20 |
3.67% |
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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 |
2025/06/19 |
3.00 |
0.00 |
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6.11% |
0% |
6.11% |
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2023 |
2024/06/18 |
2.00 |
0.00 |
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2024/07/18 |
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4.07% |
0% |
4.07% |
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2022 |
2023/06/14 |
1.80 |
0.00 |
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2023/07/20 |
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3.67% |
0% |
3.67% |
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2021 |
2022/06/23 |
0.50 |
0.00 |
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2022/07/14 |
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1.02% |
0% |
1.02% |
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機構估稅後EPS |
4.49 |
K(9) |
63.58 |
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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) |
29.72 |
D(9) |
55.08 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
10.94 |
周K(9) |
28.97 |
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1.6 |
1.6 |
1.2 |
0.8 |
1 |
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股價淨值比 |
1.65 |
周D(9) |
26.03 |
綜合評分: |
6.2 |
建議: |
列入追踪 |
目標價: |
56.47 |
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月線乖離率 |
3.94 |
季線乖離率 |
-13.61 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
90.09 |
3*PB |
88.73 |
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股價 |
54.80 |
45.80 |
47.55 |
48.00 |
49.10 |
15*PE |
67.57 |
2*PB |
59.16 |
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成交量(千股) |
2,838 |
11,131 |
12,348 |
10,531 |
7,174 |
10*PE |
45.05 |
1*PB |
29.58 |
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資餘 |
10,997 |
8,210 |
8,514 |
8,079 |
7,485 |
5*PE |
22.52 |
0.5*PB |
14.79 |
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券餘 |
96 |
0 |
10 |
15 |
12 |
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季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
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營業收入淨額(千) |
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5,029,115
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4,788,586
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5,187,834
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5,116,170
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4,802,492
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4,963,739
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4,801,378
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營業成本(千) |
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3,624,650
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3,424,912
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3,612,339
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3,573,477
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3,335,427
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3,631,656
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3,585,646
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營業毛利(千) |
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1,404,465
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1,363,674
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1,575,495
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1,542,693
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1,467,065
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1,332,083
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1,215,732
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營業費用(千) |
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961,805
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874,743
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864,776
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829,096
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909,291
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886,705
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863,017
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營業利益(千) |
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437,452
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488,931
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710,719
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713,597
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557,774
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445,378
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352,715
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營業外收入及支出(千) |
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-493,810 |
-71,124 |
36,718
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123,285
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-243,305 |
79,817
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18,768
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稅前純益(千) |
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-56,358 |
417,807
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747,437
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836,882
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314,469
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525,195
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371,483
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所得稅(千) |
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5,415
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-799 |
160,708
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187,089
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54,512
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136,252
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82,685
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稅後純益(千) |
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-61,773 |
418,606
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586,729
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649,793
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259,957
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388,943
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288,798
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其他綜合損益(千) |
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11,452
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12,795
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15,958
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90,292
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-132,810 |
97,110
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11,736
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綜合損益(千) |
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-50,321 |
431,401
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602,687
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740,085
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127,147
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486,053
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300,534
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原始每股稅前盈餘(元) |
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-0.16 |
1.22
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2.19
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2.45
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0.92
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1.54
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1.09
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原始每股稅後盈餘(元) |
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-0.18 |
1.18
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1.68
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1.84
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0.73
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1.08
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0.80
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毛利率(%) |
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27.93
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28.48
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30.37
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30.15
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30.55
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26.84
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25.32
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營業利益率(%) |
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8.70
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10.21
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13.70
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13.95
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11.61
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8.97
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7.35
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稅後純益率(%) |
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-1.23 |
8.74
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11.31
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12.70
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5.41
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7.84
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6.01
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稅後權益報酬率(%) |
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-0.59 |
4.05
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5.76
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6.57
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2.75
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4.25
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3.19
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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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202504 |
0 |
0 |
0.00
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0.00
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0.00
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0 |
0 |
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202503 |
1,700,708 |
4,913,619 |
11.25
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6.04
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-3.67 |
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4,913,619
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-3.67 |
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202502 |
1,528,704 |
3,212,911 |
-9.23 |
-7.50 |
-8.12 |
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創近一年新低 |
4,852,419
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-2.03 |
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202501 |
1,684,207 |
1,684,207 |
2.73
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-8.68 |
-8.68 |
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5,051,089
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1.05 |
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202412 |
1,639,508 |
20,121,705 |
-5.09 |
12.60
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4.38
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5.67
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5,041,518
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4.75 |
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202411 |
1,727,374 |
18,486,183 |
3.15
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1.73
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3.81
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4,938,115
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-1.33 |
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202410 |
1,674,636 |
16,758,809 |
9.02
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0.97
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4.02
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4,770,649
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-6.95 |
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202409 |
1,536,105 |
15,092,590 |
-1.53 |
-6.78 |
4.27
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5.84
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4,787,846
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-3.38 |
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202408 |
1,559,908 |
13,548,068 |
-7.80 |
-14.31 |
5.81
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4,958,427
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1.13 |
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202407 |
1,691,833 |
11,988,160 |
-0.87 |
13.78
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9.15
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5,156,418
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6.8 |
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202406 |
1,706,686 |
10,304,004 |
-2.91 |
6.95
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8.33
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4.62
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5,195,511
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8.13 |
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202405 |
1,757,899 |
8,589,641 |
1.56
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0.71
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8.72
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5,092,702
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3.88 |
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202404 |
1,730,926 |
6,831,742 |
7.92
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18.25
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10.99
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4,987,497
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7.12 |
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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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9200 |
凱基 |
202 |
333 |
131 |
9800 |
元大 |
-115 |
122 |
237 |
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5850 |
統一 |
187 |
225 |
38 |
9600 |
富邦 |
-96 |
42 |
138 |
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1470 |
台灣摩根士丹利 |
106 |
112 |
6 |
9300 |
華南永昌 |
-84 |
17 |
101 |
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1440 |
美林 |
46 |
82 |
36 |
7790 |
國票 |
-61 |
14 |
75 |
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1650 |
新加坡商瑞銀 |
46 |
55 |
9 |
9100 |
群益金鼎 |
-46 |
57 |
103 |
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9A00 |
永豐金 |
29 |
70 |
41 |
8880 |
國泰 |
-39 |
22 |
61 |
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8440 |
摩根大通 |
19 |
40 |
21 |
1380 |
台灣匯立 |
-39 |
0 |
39 |
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6460 |
大昌 |
17 |
17 |
0 |
8840 |
玉山 |
-34 |
16 |
50 |
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6010 |
奔亞證券 |
12 |
17 |
5 |
5920 |
元富 |
-29 |
43 |
72 |
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7750 |
北城 |
10 |
10 |
0 |
1020 |
合庫 |
-25 |
24 |
49 |
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20250424 |
傳豁免汽車零組件關稅 虎山、和大上演慶祝行情 |
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20250417 |
劍麟加碼配息+川普暫免關稅 汽車族群股價催油門 |
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20250416 |
法說會前輝達爆利空 台積電可以買嗎? |
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20250416 |
台股「三金」買盤 卡位搶短…大盤收復10日線 |
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20250415 |
川普研究豁免汽車、零組件關稅 八檔汽車股攻漲停 |
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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 |
28.6 |
優 |
10日籌碼集中度 |
-6.1 |
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單日買賣超 |
425 |
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5日籌碼集中度 |
-7 |
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20日籌碼集中度 |
-3.3 |
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累計買賣超 |
-2228 |
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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 |
10305 |
借券餘額 |
11579 |
千張大戶戶數 |
32 |
大戶比例 |
55.96 |
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更新日期: |
2025/5/2 19:26 |
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