| 3163 |
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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| 3163 波若威 |
實收資本額 |
805 (百萬) |
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| 市 場
別 |
OTC |
上 櫃 日 期 |
2012/12/03 |
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| 發 言
人 |
張文樵 |
電 話 |
35630099 |
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| 地 址 |
新竹科學園區工業東九路30號3樓 |
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| 產 業
別 |
電子中游-通訊設備 |
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| 主要產品 |
高密度波分多工器/解多工器與合波器之設計、生產與銷售服務、全光纖式波長存取多工器之設計、生產與銷售服務、光機電主動被動元件、模組及次系統之設計、生產與銷售服務 |
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| 2025/5/2 股價 |
157.50 |
法人買賣超合計(近一日) |
賣超 -1704.64 張 |
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| 2025/5/2
漲跌 |
0.50
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法人買賣超合計(近一週) |
賣超 -2075.54 張 |
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| 2025/5/2
漲跌幅 |
0.32
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法人買賣超合計(近一月) |
賣超 -12464.13 張 |
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| 券 資 比 |
13.88
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外資連2賣 |
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自營連2賣 |
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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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| 2023/06/19 |
4.20 |
0.90 |
2012/08/23 |
2023/06/28 |
2.67% |
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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 |
2025/05/16 |
3.00 |
0.00 |
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1.9% |
0% |
1.9% |
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| 2023 |
2024/05/21 |
3.60 |
0.00 |
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2024/06/27 |
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2.29% |
0% |
2.29% |
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| 2022 |
2023/06/19 |
4.20 |
0.00 |
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2023/06/28 |
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2.67% |
0% |
2.67% |
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| 2021 |
2022/05/23 |
1.00 |
0.00 |
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2022/06/30 |
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0.63% |
0% |
0.63% |
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| 機構估稅後EPS |
5.34 |
K(9) |
77.53 |
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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) |
35.23 |
D(9) |
74.14 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
29.49 |
周K(9) |
35.19 |
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0.8 |
1.6 |
1.2 |
0.8 |
0 |
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| 股價淨值比 |
4.47 |
周D(9) |
44.04 |
綜合評分: |
4.4 |
建議: |
觀望 |
目標價: |
181.13 |
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| 月線乖離率 |
6.38 |
季線乖離率 |
-4.4 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
106.78 |
3*PB |
105.70 |
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| 股價 |
168.00 |
132.50 |
152.00 |
153.00 |
157.50 |
15*PE |
80.08 |
2*PB |
70.47 |
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| 成交量(千股) |
57,984 |
19,795 |
145,583 |
154,257 |
78,798 |
10*PE |
53.39 |
1*PB |
35.23 |
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| 資餘 |
10,237 |
8,869 |
9,552 |
9,446 |
9,656 |
5*PE |
26.69 |
0.5*PB |
17.62 |
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| 券餘 |
1,428 |
574 |
1,148 |
1,502 |
1,340 |
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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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476,600
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456,423
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459,447
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548,800
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804,779
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732,937
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653,314
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| 營業成本(千) |
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409,606
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415,541
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387,325
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450,027
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638,038
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610,721
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520,225
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| 營業毛利(千) |
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66,994
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40,882
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72,122
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98,773
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166,741
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122,216
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133,089
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| 營業費用(千) |
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73,367
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65,861
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71,953
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72,742
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77,102
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85,794
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84,637
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| 營業利益(千) |
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-6,373 |
-24,979 |
169
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26,031
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89,639
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36,422
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48,452
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| 營業外收入及支出(千) |
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153,646
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47,812
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165,465
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127,213
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-20,703 |
173,480
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118,303
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| 稅前純益(千) |
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147,273
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22,833
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165,634
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153,244
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68,936
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209,902
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166,755
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| 所得稅(千) |
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790
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1,082
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5,962
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18,082
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23,566
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29,099
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17,605
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| 稅後純益(千) |
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146,483
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21,751
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159,672
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135,162
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45,370
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180,803
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149,150
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| 其他綜合損益(千) |
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16,538
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-4,509 |
3,202
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30,921
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-29,243 |
28,621
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-15,304 |
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| 綜合損益(千) |
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163,021
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17,242
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162,874
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166,083
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16,127
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209,424
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133,846
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| 原始每股稅前盈餘(元) |
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1.83
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0.28
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2.06
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1.90
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0.86
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2.61
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2.21
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| 原始每股稅後盈餘(元) |
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1.82
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0.27
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1.98
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1.68
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0.56
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2.25
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1.98
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| 毛利率(%) |
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14.06
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8.96
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15.70
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18.00
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20.72
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16.67
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20.37
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| 營業利益率(%) |
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-1.34 |
-5.47 |
0.04
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4.74
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11.14
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4.97
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7.42
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| 稅後純益率(%) |
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30.73
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4.77
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34.75
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24.63
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5.64
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24.67
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22.83
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| 稅後權益報酬率(%) |
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5.32
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0.82
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6.20
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5.29
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1.74
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7.70
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7.36
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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 |
200,110 |
523,911 |
21.21
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28.13
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-4.54 |
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創近一年新高 |
523,911
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-4.54 |
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| 202502 |
165,097 |
323,801 |
4.03
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6.47
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-17.53 |
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489,943
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-25.87 |
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| 202501 |
158,704 |
158,704 |
-4.48 |
-33.19 |
-33.19 |
0.07
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477,395
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-38.81 |
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| 202412 |
166,142 |
1,941,270 |
8.91
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-38.08 |
-30.15 |
6.07
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476,600
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-40.78 |
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| 202411 |
152,549 |
1,775,128 |
-3.39 |
-44.39 |
-29.30 |
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478,892
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-39.22 |
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| 202410 |
157,909 |
1,622,579 |
-6.25 |
-39.76 |
-27.45 |
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466,706
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-38.75 |
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| 202409 |
168,434 |
1,464,670 |
20.00
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-33.02 |
-25.81 |
4.24
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456,423
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-37.73 |
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| 202408 |
140,363 |
1,296,236 |
-4.92 |
-43.48 |
-24.76 |
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464,780
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-34.84 |
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| 202407 |
147,626 |
1,155,873 |
-16.50 |
-36.68 |
-21.61 |
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455,295
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-32.99 |
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| 202406 |
176,791 |
1,008,247 |
35.08
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-23.74 |
-18.78 |
3.96
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459,447
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-29.67 |
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| 202405 |
130,878 |
831,456 |
-13.77 |
-38.99 |
-17.64 |
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創近一年新低 |
438,838
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-29.97 |
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| 202404 |
151,778 |
700,578 |
-2.82 |
-26.67 |
-11.88 |
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創近一年新低 |
463,024
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-23.06 |
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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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| 9800 |
元大 |
498 |
3211 |
2713 |
9200 |
凱基 |
-837 |
1304 |
2141 |
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| 5920 |
元富 |
274 |
857 |
583 |
1650 |
新加坡商瑞銀 |
-421 |
316 |
737 |
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| 8880 |
國泰 |
223 |
1109 |
886 |
5850 |
統一 |
-355 |
480 |
835 |
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| 9A00 |
永豐金 |
143 |
1037 |
894 |
8440 |
摩根大通 |
-187 |
36 |
223 |
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| 8150 |
台新 |
126 |
785 |
659 |
1560 |
港商野村 |
-166 |
0 |
166 |
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| 7790 |
國票 |
106 |
311 |
205 |
1480 |
美商高盛 |
-119 |
98 |
217 |
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| 9100 |
群益金鼎 |
102 |
838 |
736 |
1440 |
美林 |
-78 |
106 |
184 |
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| 7000 |
兆豐 |
78 |
619 |
541 |
1570 |
港商法國興業 |
-70 |
0 |
70 |
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| 9300 |
華南永昌 |
75 |
535 |
460 |
6450 |
永全 |
-20 |
24 |
44 |
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| 8560 |
新光 |
74 |
534 |
460 |
2180 |
亞東 |
-10 |
32 |
42 |
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| 20250430 |
台積電收漲6元撐住指數收高2點 台股4月史詩級震盪4千點 |
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| 20250429 |
台股上漲198點收20,232點 台積電上揚5元收902元 |
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| 20250428 |
權值股領軍 台股上漲161點收20,034點、重返2萬大關 |
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| 20250425 |
台股上漲393點收19,872點 台積電上揚24元收888元 |
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| 20250425 |
三大法人聯手買超213.75億、一周回補255億 台股登月線 |
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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 |
-12.7 |
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10日籌碼集中度 |
-1.4 |
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單日買賣超 |
-1970 |
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| 5日籌碼集中度 |
-1.7 |
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20日籌碼集中度 |
-2.3 |
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累計買賣超 |
-11469 |
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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 |
5835 |
借券餘額 |
6006 |
千張大戶戶數 |
8 |
大戶比例 |
19.49 |
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更新日期： |
2025/5/2 17:40 |
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