4953 |
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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4953 緯軟 |
實收資本額 |
731 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2014/01/08 |
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發 言
人 |
長育禎 |
電 話 |
02-77458888 |
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地 址 |
新北市汐止區新台五路1段93號32樓 |
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產 業
別 |
軟體-系統整合 |
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主要產品 |
軟體外包服務 |
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2025/8/1 股價 |
96.90 |
法人買賣超合計(近一日) |
買超 25.562 張 |
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2025/8/1
漲跌 |
1.40
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法人買賣超合計(近一週) |
賣超 -113.83 張 |
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2025/8/1
漲跌幅 |
1.47
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法人買賣超合計(近一月) |
賣超 -324.85 張 |
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券 資 比 |
0.00
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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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2023/05/30 |
5.00 |
1.00 |
2019/08/06 |
2023/07/04 |
5.16% |
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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 |
2025/05/27 |
3.99 |
0.00 |
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2025/07/10 |
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4.12% |
0% |
4.12% |
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2023 |
2024/05/27 |
4.96 |
0.00 |
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2024/07/09 |
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5.12% |
0% |
5.12% |
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2022 |
2023/05/30 |
5.00 |
0.00 |
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2023/07/04 |
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5.16% |
0% |
5.16% |
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2021 |
2022/05/26 |
4.59 |
0.00 |
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2022/07/19 |
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4.73% |
0% |
4.73% |
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機構估稅後EPS |
6.54 |
K(9) |
38.08 |
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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) |
55.05 |
D(9) |
42.71 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
14.82 |
周K(9) |
64.88 |
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1.2 |
0.8 |
1.6 |
1.2 |
0 |
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股價淨值比 |
1.76 |
周D(9) |
57.87 |
綜合評分: |
4.8 |
建議: |
觀望 |
目標價: |
104.18 |
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月線乖離率 |
-0.48 |
季線乖離率 |
0.56 |
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2025/7/4 |
2025/7/11 |
2025/7/18 |
2025/7/25 |
2025/8/1 |
20*PE |
130.95 |
3*PB |
165.17 |
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股價 |
99.60 |
97.60 |
98.40 |
97.80 |
96.90 |
15*PE |
98.21 |
2*PB |
110.11 |
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成交量(千股) |
886 |
801 |
616 |
763 |
655 |
10*PE |
65.47 |
1*PB |
55.06 |
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資餘 |
1,455 |
1,432 |
1,387 |
1,377 |
1,263 |
5*PE |
32.74 |
0.5*PB |
27.53 |
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券餘 |
0 |
1 |
1 |
1 |
0 |
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季IFRS財報(損益單季) |
202502 |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
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營業收入淨額(千) |
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2,641,667
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2,711,373
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2,611,782
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2,523,565
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2,418,672
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2,438,703
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2,220,500
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營業成本(千) |
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2,256,153
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2,293,117
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2,141,695
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2,078,733
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1,995,371
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1,959,674
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1,764,354
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營業毛利(千) |
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385,514
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418,256
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470,087
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444,832
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423,301
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479,029
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456,146
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營業費用(千) |
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267,642
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395,838
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325,968
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290,208
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280,603
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313,838
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297,265
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營業利益(千) |
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117,872
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22,418
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144,119
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154,624
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142,698
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165,191
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158,881
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營業外收入及支出(千) |
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6,008
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17,144
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444 |
3,836
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8,214
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24,244
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15,927
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稅前純益(千) |
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123,880
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39,562
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144,563
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158,460
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150,912
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189,435
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174,808
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所得稅(千) |
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13,477
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-9,505 |
8,539
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22,696
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17,016
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19,326
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12,270
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稅後純益(千) |
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110,403
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49,067
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136,024
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135,764
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133,896
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170,109
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162,538
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其他綜合損益(千) |
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64,905
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-4,968 |
40,779
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16,371
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65,731
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-59,838 |
69,083
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綜合損益(千) |
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175,308
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44,099
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176,803
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152,135
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199,627
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110,271
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231,621
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原始每股稅前盈餘(元) |
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1.70
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0.54
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1.98
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2.17
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2.09
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2.62
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2.42
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原始每股稅後盈餘(元) |
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1.51
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0.67
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1.86
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1.86
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1.85
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2.35
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2.25
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毛利率(%) |
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14.59
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15.43
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18.00
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17.63
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17.50
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19.64
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20.54
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營業利益率(%) |
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4.46
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0.83
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5.52
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6.13
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5.90
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6.77
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7.16
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稅後純益率(%) |
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4.18
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1.81
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5.21
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5.38
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5.54
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6.98
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7.32
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稅後權益報酬率(%) |
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2.82
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1.29
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3.69
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3.70
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3.68
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4.90
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5.33
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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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202507 |
0 |
0 |
0.00 |
0.00 |
0.00 |
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0 |
0 |
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202506 |
899,619 |
5,364,333 |
1.13 |
8.81 |
8.54 |
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2,722,666
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7.89 |
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202505 |
889,526 |
4,464,714 |
-4.71 |
5.39 |
8.49 |
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2,748,868
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8.93 |
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202504 |
933,521 |
3,575,188 |
0.83 |
9.48 |
9.29 |
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創歷史新高 |
2,729,305
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12.32 |
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202503 |
925,821 |
2,641,667 |
6.42 |
11.98
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9.22 |
1.70 |
創歷史新高 |
2,641,667
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9.22 |
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202502 |
869,963 |
1,715,846 |
2.85 |
15.90
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7.78 |
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2,628,573
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7.88 |
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202501 |
845,883 |
845,883 |
-7.32 |
0.54 |
0.54 |
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2,670,505
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6.48 |
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202412 |
912,727 |
10,265,392 |
0.09 |
8.06 |
16.11
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6.76 |
創歷史新高 |
2,711,373
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11.18 |
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202411 |
911,895 |
9,352,665 |
2.84 |
10.95
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16.96
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創歷史新高 |
2,678,116
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13.34 |
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202410 |
886,751 |
8,440,770 |
0.83 |
14.85
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17.65
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創歷史新高 |
2,638,387
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15.52 |
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202409 |
879,470 |
7,554,019 |
0.84 |
14.37
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17.98
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6.22 |
創歷史新高 |
2,611,782
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17.62 |
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202408 |
872,166 |
6,674,549 |
1.40 |
17.39
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18.48
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創歷史新高 |
2,559,119
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18.51 |
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202407 |
860,146 |
5,802,383 |
4.03
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21.38
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18.64
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創歷史新高 |
2,531,024
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19.16 |
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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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1650 |
新加坡商瑞銀 |
10 |
10 |
0 |
9800 |
元大 |
-16 |
8 |
24 |
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1480 |
美商高盛 |
8 |
17 |
9 |
5920 |
元富 |
-7 |
0 |
7 |
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1560 |
港商野村 |
7 |
7 |
0 |
9200 |
凱基 |
-6 |
3 |
9 |
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1440 |
美林 |
6 |
7 |
1 |
8880 |
國泰 |
-5 |
2 |
7 |
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7000 |
兆豐 |
5 |
6 |
1 |
8150 |
台新 |
-3 |
2 |
5 |
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8840 |
玉山 |
5 |
6 |
1 |
6160 |
中國信託 |
-2 |
0 |
2 |
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9300 |
華南永昌 |
2 |
5 |
3 |
6160 |
中國信託 |
-2 |
0 |
2 |
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9600 |
富邦 |
2 |
3 |
1 |
9A00 |
永豐金 |
-1 |
3 |
4 |
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9100 |
群益金鼎 |
1 |
6 |
5 |
8560 |
新光 |
-1 |
0 |
1 |
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8450 |
康和 |
0 |
2 |
2 |
9A00 |
永豐金 |
-1 |
3 |
4 |
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20250708 |
緯軟營收/第2季單季27億元、上半年53億元 皆創歷史新高 |
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20250624 |
緯軟 2025年挑戰績增雙位數 |
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20250606 |
緯軟營收/5月年增5.4% 續創同期新高 |
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20250507 |
緯軟財報/首季稅後淨利1.1億元 EPS 達1.51元 |
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20250407 |
緯軟營收/3月9.26億元月增6.4% 創歷史新高 |
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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 |
13.2 |
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10日籌碼集中度 |
-2.2 |
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單日買賣超 |
12 |
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5日籌碼集中度 |
-12.5 |
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20日籌碼集中度 |
2.9 |
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累計買賣超 |
45 |
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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 |
481 |
借券餘額 |
529 |
千張大戶戶數 |
6 |
大戶比例 |
34.62 |
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更新日期: |
2025/8/1 17:54 |
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