1558 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1558 伸興 |
實收資本額 |
665 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2014/12/23 |
|
|
|
|
|
|
|
|
|
發 言
人 |
莊子禾 |
電 話 |
(04)22785177 |
|
|
|
|
|
|
|
|
|
地 址 |
台中市太平區永成路78號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-電機 |
|
|
|
|
|
|
|
|
|
主要產品 |
縫紉機47.02%、精密金屬零件44.8%、吸塵器1.67%(家用/工業用縫紉機及相關半成品、零件、吸塵器及相關半成品、零件) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
99.80 |
法人買賣超合計(近一日) |
賣超 -7.726 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.50
|
法人買賣超合計(近一週) |
買超
43.95 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
0.50
|
法人買賣超合計(近一月) |
賣超 -86.94 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.00
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/06/21 |
5.50 |
0.50 |
2013/07/23 |
2023/07/21 |
5.51% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
2024 |
2025/06/13 |
6.00 |
0.00 |
|
|
|
6.01% |
0% |
6.01% |
|
|
|
|
2023 |
2024/06/21 |
3.80 |
0.00 |
|
2024/08/01 |
|
3.81% |
0% |
3.81% |
|
|
|
|
2022 |
2023/06/20 |
5.50 |
0.00 |
|
2023/07/21 |
|
5.51% |
0% |
5.51% |
|
|
|
|
2021 |
2022/06/15 |
8.50 |
0.00 |
|
2022/07/28 |
|
8.52% |
0% |
8.52% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
7.07 |
K(9) |
80.04 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
83.64 |
D(9) |
76.51 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
14.12 |
周K(9) |
40.78 |
|
1.6 |
0.8 |
2 |
2 |
0.5 |
|
|
|
|
股價淨值比 |
1.19 |
周D(9) |
41.85 |
綜合評分: |
6.9 |
建議: |
列入追踪 |
目標價: |
114.77 |
|
|
|
|
月線乖離率 |
2.3 |
季線乖離率 |
-5.49 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
141.56 |
3*PB |
251.60 |
|
|
|
|
股價 |
106.50 |
97.30 |
97.50 |
98.90 |
99.80 |
15*PE |
106.17 |
2*PB |
167.73 |
|
|
|
|
成交量(千股) |
397 |
1,488 |
607 |
273 |
251 |
10*PE |
70.78 |
1*PB |
83.87 |
|
|
|
|
資餘 |
791 |
658 |
604 |
582 |
585 |
5*PE |
35.39 |
0.5*PB |
41.93 |
|
|
|
|
券餘 |
0 |
0 |
0 |
0 |
0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
2,027,146
|
2,442,963
|
2,062,607
|
1,804,511
|
1,875,675
|
2,120,139
|
1,906,487
|
|
|
|
|
營業成本(千) |
|
1,394,168
|
1,734,244
|
1,450,821
|
1,302,313
|
1,342,757
|
1,542,699
|
1,451,114
|
|
|
|
|
營業毛利(千) |
|
632,978
|
708,719
|
611,786
|
502,198
|
532,918
|
577,440
|
455,373
|
|
|
|
|
營業費用(千) |
|
441,421
|
380,869
|
366,387
|
335,796
|
385,122
|
368,785
|
352,303
|
|
|
|
|
營業利益(千) |
|
191,557
|
327,850
|
245,399
|
166,402
|
147,796
|
208,655
|
103,070
|
|
|
|
|
營業外收入及支出(千) |
|
92,341
|
4,541
|
89,766
|
83,778
|
6,072
|
65,946
|
96,102
|
|
|
|
|
稅前純益(千) |
|
283,898
|
332,391
|
335,165
|
250,180
|
153,868
|
274,601
|
199,172
|
|
|
|
|
所得稅(千) |
|
99,035
|
62,270
|
69,883
|
50,093
|
12,069
|
51,711
|
8,528
|
|
|
|
|
稅後純益(千) |
|
184,863
|
270,121
|
265,282
|
200,087
|
141,799
|
222,890
|
190,644
|
|
|
|
|
其他綜合損益(千) |
|
34,236
|
3,956
|
5,451
|
133,573
|
-146,221 |
90,261
|
-26,378 |
|
|
|
|
綜合損益(千) |
|
219,099
|
274,077
|
270,733
|
333,660
|
-4,422 |
313,151
|
164,266
|
|
|
|
|
原始每股稅前盈餘(元) |
|
4.27
|
5.00
|
5.04
|
3.76
|
2.31
|
4.13
|
2.99
|
|
|
|
|
原始每股稅後盈餘(元) |
|
1.29
|
2.04
|
2.06
|
1.42
|
0.57
|
1.68
|
1.41
|
|
|
|
|
毛利率(%) |
|
31.23
|
29.01
|
29.66
|
27.83
|
28.41
|
27.24
|
23.89
|
|
|
|
|
營業利益率(%) |
|
9.45
|
13.42
|
11.90
|
9.22
|
7.88
|
9.84
|
5.41
|
|
|
|
|
稅後純益率(%) |
|
9.12
|
11.06
|
12.86
|
11.09
|
7.56
|
10.51
|
10.00
|
|
|
|
|
稅後權益報酬率(%) |
|
2.06
|
3.08
|
3.01
|
2.28
|
1.65
|
2.63
|
2.23
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
202504 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
202503 |
659,913 |
2,044,322 |
9.88
|
-0.65 |
13.29
|
|
|
2,044,322
|
13.29 |
|
|
|
|
202502 |
600,591 |
1,384,409 |
-23.38 |
35.74
|
21.41
|
|
創近一年新低 |
2,012,849
|
15.27 |
|
|
|
|
202501 |
783,818 |
783,818 |
24.72
|
12.33
|
12.33
|
|
|
2,173,543
|
8.6 |
|
|
|
|
202412 |
628,440 |
8,337,227 |
-17.45 |
3.72
|
10.31
|
18.07
|
|
2,027,146
|
8.02 |
|
|
|
|
202411 |
761,285 |
7,708,787 |
19.43
|
9.10
|
10.87
|
|
|
2,130,624
|
6.21 |
|
|
|
|
202410 |
637,421 |
6,947,502 |
-12.91 |
11.27
|
11.06
|
|
|
2,270,312
|
11.15 |
|
|
|
|
202409 |
731,918 |
6,310,081 |
-18.76 |
-0.47 |
11.04
|
13.80
|
|
2,442,964
|
15.37 |
|
|
|
|
202408 |
900,973 |
5,578,163 |
11.22
|
22.68
|
12.75
|
|
創近一年新高 |
2,456,434
|
16.95 |
|
|
|
|
202407 |
810,073 |
4,677,191 |
8.68
|
25.05
|
11.02
|
|
創近一年新高 |
2,254,583
|
11.89 |
|
|
|
|
202406 |
745,388 |
3,867,118 |
6.62
|
3.79
|
8.55
|
8.80
|
創近一年新高 |
2,062,607
|
8.04 |
|
|
|
|
202405 |
699,122 |
3,121,729 |
13.11
|
7.73
|
9.65
|
|
|
1,981,481
|
7.05 |
|
|
|
|
202404 |
618,097 |
2,422,607 |
-6.95 |
14.06
|
10.22
|
|
|
1,724,817
|
1.91 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
1040 |
臺銀證券 |
6 |
6 |
0 |
8560 |
新光 |
-5 |
0 |
5 |
|
|
|
|
9A00 |
永豐金 |
6 |
6 |
0 |
8880 |
國泰 |
-3 |
0 |
3 |
|
|
|
|
8150 |
台新 |
3 |
3 |
0 |
1590 |
花旗環球 |
-3 |
1 |
4 |
|
|
|
|
9600 |
富邦 |
3 |
5 |
2 |
9800 |
元大 |
-3 |
6 |
9 |
|
|
|
|
5260 |
美好 |
2 |
2 |
0 |
9300 |
華南永昌 |
-2 |
0 |
2 |
|
|
|
|
9200 |
凱基 |
2 |
5 |
3 |
1480 |
美商高盛 |
-2 |
0 |
2 |
|
|
|
|
9100 |
群益金鼎 |
1 |
2 |
1 |
1560 |
港商野村 |
-2 |
0 |
2 |
|
|
|
|
5920 |
元富 |
1 |
1 |
0 |
1110 |
台灣企銀 |
-2 |
0 |
2 |
|
|
|
|
1650 |
新加坡商瑞銀 |
1 |
5 |
4 |
2180 |
亞東 |
-1 |
0 |
1 |
|
|
|
|
1260 |
宏遠 |
0 |
0 |
0 |
8440 |
摩根大通 |
-1 |
1 |
2 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250326 |
3月26日重要財經行事曆 |
|
|
|
|
20250307 |
伸興財報/去年每股純益6.81元 擬配息6元、現金殖利率5.38% |
|
|
|
|
20250307 |
伸興2024年 EPS 6.81元 富宇6元 |
|
|
|
|
20241209 |
伸興營收/迎歐美購物消費旺季拉貨潮 11月7.61億元、年增9.1% |
|
|
|
|
20241111 |
伸興財報/前三季獲利年增70.5% 每股稅後純益5.52元 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
-7.4 |
|
單日買賣超 |
2 |
|
|
|
5日籌碼集中度 |
-3.6 |
|
20日籌碼集中度 |
10.1 |
優 |
累計買賣超 |
-49 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
410 |
借券餘額 |
660 |
千張大戶戶數 |
4 |
大戶比例 |
8.24 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:27 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|