3551 |
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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3551 世禾 |
實收資本額 |
568 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2008/04/15 |
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發 言
人 |
陳學哲 |
電 話 |
35981100 |
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地 址 |
新竹縣湖口鄉仁政路18號 |
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產 業
別 |
電子中游-儀器設備工程 |
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主要產品 |
半導體設備、光電設備、太陽能設備零組件之潔淨再生、維修、半導體設備、光電設備、太陽能設備零組件之買賣、零組件製程之研發設計、製造加工及組裝 |
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2025/5/2 股價 |
105.00 |
法人買賣超合計(近一日) |
買超 19.582 張 |
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2025/5/2
漲跌 |
6.00
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法人買賣超合計(近一週) |
買超
136.07 張 |
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2025/5/2
漲跌幅 |
6.06
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法人買賣超合計(近一月) |
買超
957.05 張 |
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券 資 比 |
0.36
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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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2023/06/07 |
3.20 |
1.00 |
2009/08/04 |
2023/07/24 |
3.05% |
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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 |
2025/06/11 |
3.40 |
0.00 |
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3.24% |
0% |
3.24% |
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2023 |
2024/06/27 |
2.80 |
0.00 |
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2024/07/22 |
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2.67% |
0% |
2.67% |
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2022 |
2023/06/07 |
3.20 |
0.00 |
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2023/07/24 |
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3.05% |
0% |
3.05% |
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2021 |
2022/06/22 |
3.50 |
0.00 |
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2022/07/25 |
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3.33% |
0% |
3.33% |
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機構估稅後EPS |
7.42 |
K(9) |
83.29 |
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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) |
67.33 |
D(9) |
75.95 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
14.15 |
周K(9) |
28.96 |
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1.6 |
1.6 |
2 |
1.2 |
2 |
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股價淨值比 |
1.56 |
周D(9) |
22.99 |
綜合評分: |
8.4 |
建議: |
列入追踪 |
目標價: |
120.75 |
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月線乖離率 |
10.49 |
季線乖離率 |
-7 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
148.94 |
3*PB |
199.37 |
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股價 |
107.00 |
93.40 |
94.00 |
96.70 |
105.00 |
15*PE |
111.70 |
2*PB |
132.91 |
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成交量(千股) |
1,114 |
3,372 |
1,760 |
1,310 |
2,035 |
10*PE |
74.47 |
1*PB |
66.46 |
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資餘 |
2,517 |
1,478 |
1,432 |
1,439 |
1,399 |
5*PE |
37.23 |
0.5*PB |
33.23 |
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券餘 |
0 |
0 |
0 |
0 |
5 |
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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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674,384
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645,753
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645,751
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609,517
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582,220
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552,268
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579,566
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營業成本(千) |
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426,041
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407,192
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405,877
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397,854
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372,207
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361,727
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349,358
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營業毛利(千) |
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248,343
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238,561
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239,874
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211,663
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210,013
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190,541
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230,208
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營業費用(千) |
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132,326
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130,830
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129,336
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118,036
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121,196
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117,326
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116,286
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營業利益(千) |
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116,017
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107,731
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110,538
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93,627
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88,817
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73,215
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113,922
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營業外收入及支出(千) |
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434
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11,355
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16,541
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13,526
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3,730
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11,132
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14,250
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稅前純益(千) |
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116,451
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119,086
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127,079
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107,153
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92,547
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84,347
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128,172
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所得稅(千) |
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21,700
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22,767
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27,511
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24,661
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18,752
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17,932
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35,199
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稅後純益(千) |
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94,751
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96,319
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99,568
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82,492
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73,795
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66,415
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92,973
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其他綜合損益(千) |
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-16,211 |
32,074
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15,075
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32,833
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-35,596 |
54,293
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-59,533 |
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綜合損益(千) |
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78,540
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128,393
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114,643
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115,325
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38,199
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120,708
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33,440
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原始每股稅前盈餘(元) |
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2.07
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2.12
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2.26
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1.91
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1.65
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1.50
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2.28
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原始每股稅後盈餘(元) |
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1.68
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1.71
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1.77
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1.47
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1.31
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1.18
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1.65
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毛利率(%) |
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36.83
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36.94
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37.15
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34.73
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36.07
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34.50
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39.72
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營業利益率(%) |
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17.20
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16.68
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17.12
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15.36
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15.25
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13.26
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19.66
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稅後純益率(%) |
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14.05
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14.92
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15.42
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13.53
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12.67
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12.03
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16.04
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稅後權益報酬率(%) |
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2.53
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2.64
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2.77
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2.31
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2.12
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1.95
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2.72
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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 |
243,439 |
680,783 |
8.60
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16.49
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11.69
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創歷史新高 |
680,783
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11.69 |
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202502 |
224,169 |
437,344 |
5.16
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7.89
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9.19
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673,706
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11.9 |
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202501 |
213,175 |
213,175 |
-9.81 |
10.59
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10.59
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669,626
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13.12 |
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202412 |
236,362 |
2,575,405 |
7.39
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17.30
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12.53
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8.27
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創歷史新高 |
674,384
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15.83 |
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202411 |
220,089 |
2,339,043 |
0.99
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11.33
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12.07
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創歷史新高 |
648,693
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15 |
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202410 |
217,933 |
2,118,954 |
3.45
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19.07
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12.15
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644,844
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16.48 |
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202409 |
210,671 |
1,901,021 |
-2.58 |
14.89
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11.41
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6.22
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645,753
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16.93 |
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202408 |
216,240 |
1,690,350 |
-1.19 |
15.50
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10.99
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651,374
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15.7 |
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202407 |
218,842 |
1,474,110 |
1.18
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20.46
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10.36
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創歷史新高 |
652,006
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15.71 |
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202406 |
216,292 |
1,255,268 |
-0.27 |
11.44
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8.77
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4.12
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645,751
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11.42 |
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202405 |
216,872 |
1,038,976 |
2.02
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15.52
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8.23
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創歷史新高 |
638,441
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9.87 |
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202404 |
212,587 |
822,104 |
1.73
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7.51
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6.46
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創歷史新高 |
629,342
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7.29 |
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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 |
107 |
186 |
79 |
1480 |
美商高盛 |
-59 |
8 |
67 |
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9600 |
富邦 |
24 |
76 |
52 |
2180 |
亞東 |
-20 |
3 |
23 |
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8440 |
摩根大通 |
13 |
48 |
35 |
1440 |
美林 |
-16 |
7 |
23 |
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7790 |
國票 |
12 |
22 |
10 |
1650 |
新加坡商瑞銀 |
-16 |
25 |
41 |
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6160 |
中國信託 |
11 |
22 |
11 |
9300 |
華南永昌 |
-16 |
86 |
102 |
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7030 |
致和 |
10 |
10 |
0 |
1470 |
台灣摩根士丹利 |
-11 |
2 |
13 |
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5920 |
元富 |
6 |
39 |
33 |
1020 |
合庫 |
-11 |
15 |
26 |
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9A00 |
永豐金 |
5 |
51 |
46 |
5380 |
第一金 |
-9 |
7 |
16 |
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6110 |
台中銀 |
4 |
10 |
6 |
9800 |
元大 |
-9 |
192 |
201 |
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8150 |
台新 |
2 |
13 |
11 |
8840 |
玉山 |
-7 |
35 |
42 |
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20250311 |
世禾2024年 EPS 6.63元 威鋒2.26元 |
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20250224 |
不受DeepSeek出世影響 法人看好這五檔後續有望受惠 |
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20250117 |
美半導體措施擴大 法人點名看好這五家台廠後市 |
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20250114 |
台股上漲309點 三大法人賣超111億元 |
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20250113 |
全民權證/世禾 選逾四個月 |
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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 |
2.6 |
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10日籌碼集中度 |
2.7 |
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單日買賣超 |
27 |
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5日籌碼集中度 |
1.6 |
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20日籌碼集中度 |
11.7 |
優 |
累計買賣超 |
783 |
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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 |
1811 |
借券餘額 |
2065 |
千張大戶戶數 |
8 |
大戶比例 |
34.98 |
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更新日期: |
2025/5/2 17:45 |
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