2388 |
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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2388 威盛 |
實收資本額 |
5553 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1999/03/05 |
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發 言
人 |
陳文琦 |
電 話 |
8862-22185452 |
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地 址 |
新北市新店區中正路535號8樓 |
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產 業
別 |
電子上游-IC-設計 |
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主要產品 |
設計、製造、測試、銷售積體電路、半導體記憶零件組等、電腦軟體程式設計、銷售、測試及電腦資料處理、前各項產品之代理及進出口貿易業務 |
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2025/5/2 股價 |
73.50 |
法人買賣超合計(近一日) |
買超 164.046 張 |
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2025/5/2
漲跌 |
1.00
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法人買賣超合計(近一週) |
買超
2082.09 張 |
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2025/5/2
漲跌幅 |
1.38
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法人買賣超合計(近一月) |
買超
10081.59 張 |
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券 資 比 |
2.16
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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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2024/06/20 |
0.10 |
0.50 |
2003/09/15 |
2024/06/20 |
0.14% |
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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 |
2025/06/20 |
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2023 |
2024/06/20 |
0.10 |
0.00 |
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2024/06/20 |
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0.14% |
0% |
0.14% |
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2022 |
2023/06/16 |
0.15 |
0.00 |
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2023/06/16 |
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0.2% |
0% |
0.2% |
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2021 |
2022/06/17 |
1.00 |
0.00 |
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2022/04/07 |
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1.36% |
0% |
1.36% |
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機構估稅後EPS |
2.00 |
K(9) |
83.42 |
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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) |
38.70 |
D(9) |
79.48 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
36.75 |
周K(9) |
32.42 |
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1.2 |
1.6 |
1.6 |
0.4 |
0.5 |
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股價淨值比 |
1.90 |
周D(9) |
28.57 |
綜合評分: |
5.3 |
建議: |
列入追踪 |
目標價: |
84.53 |
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月線乖離率 |
6.17 |
季線乖離率 |
-11.75 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
39.95 |
3*PB |
116.05 |
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股價 |
79.50 |
65.60 |
69.40 |
71.00 |
73.50 |
15*PE |
29.96 |
2*PB |
77.37 |
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成交量(千股) |
12,233 |
13,236 |
13,061 |
11,143 |
7,339 |
10*PE |
19.97 |
1*PB |
38.68 |
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資餘 |
16,483 |
12,735 |
12,524 |
12,180 |
12,075 |
5*PE |
9.99 |
0.5*PB |
19.34 |
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券餘 |
569 |
91 |
38 |
156 |
261 |
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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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5,496,891
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5,293,325
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2,959,012
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2,161,440
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4,205,141
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3,238,600
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3,150,779
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營業成本(千) |
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4,374,705
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4,048,877
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2,077,946
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1,485,536
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3,251,258
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2,472,346
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2,259,629
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營業毛利(千) |
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1,122,186
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1,244,448
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881,066
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675,904
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953,883
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766,254
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891,150
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營業費用(千) |
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965,508
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830,692
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864,106
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827,233
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815,745
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763,584
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863,928
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營業利益(千) |
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156,678
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413,756
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16,960
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-151,329 |
138,138
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2,670
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27,222
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營業外收入及支出(千) |
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643,711
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11,854
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140,895
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323,494
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245,805
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175,277
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191,888
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稅前純益(千) |
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800,389
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425,610
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157,855
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172,165
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383,943
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177,947
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219,110
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所得稅(千) |
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155,962
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113,984
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63,361
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71,523
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72,884
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50,504
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87,366
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稅後純益(千) |
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644,427
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311,626
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94,494
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100,642
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311,059
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127,443
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131,744
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其他綜合損益(千) |
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324,159
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-329,973 |
120,845
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487,359
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-563,420 |
402,675
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131,503
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綜合損益(千) |
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968,586
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-18,347 |
215,339
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588,001
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-252,361 |
530,118
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263,247
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原始每股稅前盈餘(元) |
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1.44
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0.77
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0.32
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0.34
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0.77
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0.36
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0.44
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原始每股稅後盈餘(元) |
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1.14
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0.53
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0.13
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0.15
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0.60
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0.18
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0.20
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毛利率(%) |
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20.41
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23.51
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29.78
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31.27
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22.68
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23.66
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28.28
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營業利益率(%) |
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2.85
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7.82
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0.57
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-7.00 |
3.28
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0.08
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0.86
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稅後純益率(%) |
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11.72
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5.89
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3.19
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4.66
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7.40
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3.94
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4.18
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稅後權益報酬率(%) |
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2.87
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1.67
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0.61
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0.67
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2.10
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0.87
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0.92
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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 |
666,133 |
2,052,353 |
7.49
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-16.77 |
-5.10 |
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2,052,353
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-5.1 |
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202502 |
619,721 |
1,386,220 |
-19.15 |
7.11
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1.76
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創近一年新低 |
2,952,472
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6.86 |
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202501 |
766,499 |
766,499 |
-51.06 |
-2.19 |
-2.19 |
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4,634,564
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16.64 |
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202412 |
1,566,252 |
15,910,668 |
-31.96 |
11.81
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25.88
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2.80
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5,502,946
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30.61 |
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202411 |
2,301,813 |
14,344,434 |
40.79
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28.68
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27.55
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6,586,191
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73.08 |
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202410 |
1,634,881 |
12,042,621 |
-38.29 |
59.71
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27.34
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6,120,178
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97.65 |
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202409 |
2,649,497 |
10,413,777 |
44.32
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166.86
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23.47
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1.36
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創歷史新高 |
5,287,992
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62.66 |
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202408 |
1,835,800 |
7,758,243 |
128.70
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69.99
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4.27
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創歷史新高 |
3,660,256
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3.82 |
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202407 |
802,695 |
5,922,443 |
-21.44 |
-31.87 |
-6.89 |
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2,541,873
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-23.21 |
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202406 |
1,021,761 |
5,120,452 |
42.42
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-19.38 |
-1.44 |
0.59
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2,957,168
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-5.78 |
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202405 |
717,417 |
4,097,987 |
-41.10 |
-17.03 |
4.67
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2,735,764
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3.63 |
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202404 |
1,217,990 |
3,380,570 |
52.18
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21.00
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10.82
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2,596,947
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3.79 |
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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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1470 |
台灣摩根士丹利 |
148 |
152 |
4 |
8440 |
摩根大通 |
-174 |
37 |
211 |
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1480 |
美商高盛 |
67 |
88 |
21 |
9800 |
元大 |
-68 |
130 |
198 |
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1560 |
港商野村 |
63 |
63 |
0 |
9600 |
富邦 |
-43 |
71 |
114 |
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1650 |
新加坡商瑞銀 |
37 |
45 |
8 |
1020 |
合庫 |
-21 |
5 |
26 |
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5850 |
統一 |
15 |
45 |
30 |
8880 |
國泰 |
-16 |
18 |
34 |
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8150 |
台新 |
14 |
18 |
4 |
9100 |
群益金鼎 |
-15 |
32 |
47 |
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9300 |
華南永昌 |
13 |
38 |
25 |
1030 |
土銀 |
-14 |
1 |
15 |
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5920 |
元富 |
12 |
60 |
48 |
1110 |
台灣企銀 |
-12 |
3 |
15 |
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9A00 |
永豐金 |
9 |
62 |
53 |
1260 |
宏遠 |
-12 |
2 |
14 |
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8450 |
康和 |
8 |
22 |
14 |
9200 |
凱基 |
-9 |
74 |
83 |
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20250319 |
殺低台指期結算 台股收跌310點、台積電收低19元 |
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20250311 |
3月11日重要財經行事曆 |
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20250311 |
威盛財報/去年第4季 EPS 站上近12季高點 |
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20241226 |
衝刺 AI +年底作帳 威盛集團由宏達電率先亮燈領軍大漲 |
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20241226 |
台股上漲26點收23,246點 台積電收平盤1,085元 |
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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 |
16.6 |
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10日籌碼集中度 |
14.6 |
優 |
單日買賣超 |
195 |
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5日籌碼集中度 |
17 |
優 |
20日籌碼集中度 |
13 |
優 |
累計買賣超 |
4520 |
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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 |
17810 |
借券餘額 |
23021 |
千張大戶戶數 |
33 |
大戶比例 |
63.51 |
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更新日期: |
2025/5/2 19:35 |
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