9911 |
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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9911 櫻花 |
實收資本額 |
2211 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1992/07/16 |
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發 言
人 |
賴宏奇 |
電 話 |
(04)2566-6106 |
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地 址 |
台中市大雅區雅潭路4段436號 |
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產 業
別 |
傳產-其他 |
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主要產品 |
除油煙機瓦斯爐熱水器系統廚具 |
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2025/8/15 股價 |
85.90 |
法人買賣超合計(近一日) |
賣超 -126.638 張 |
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2025/8/15
漲跌 |
0.30
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法人買賣超合計(近一週) |
賣超 -981.01 張 |
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2025/8/15
漲跌幅 |
0.35
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法人買賣超合計(近一月) |
賣超 -1843.17 張 |
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券 資 比 |
0.00
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外資連6賣 |
投信連2賣 |
自營連4買 |
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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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2024/06/19 |
3.88 |
0.20 |
2011/09/06 |
2024/04/18 |
4.52% |
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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 |
2025/06/19 |
4.70 |
0.00 |
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2025/04/17 |
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5.47% |
0% |
5.47% |
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2023 |
2024/06/19 |
3.88 |
0.00 |
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2024/04/18 |
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4.52% |
0% |
4.52% |
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2022 |
2023/06/21 |
3.70 |
0.00 |
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2023/06/21 |
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4.31% |
0% |
4.31% |
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2021 |
2022/06/17 |
3.60 |
0.00 |
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2022/06/17 |
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4.19% |
0% |
4.19% |
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機構估稅後EPS |
6.18 |
K(9) |
21.98 |
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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) |
28.04 |
D(9) |
31.85 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
13.90 |
周K(9) |
45.77 |
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0.8 |
0.4 |
2 |
1.6 |
0.5 |
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股價淨值比 |
3.06 |
周D(9) |
46.1 |
綜合評分: |
5.3 |
建議: |
列入追踪 |
目標價: |
90.9 |
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月線乖離率 |
-1.18 |
季線乖離率 |
0.09 |
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2025/7/18 |
2025/7/25 |
2025/8/1 |
2025/8/8 |
2025/8/15 |
20*PE |
123.60 |
3*PB |
83.13 |
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股價 |
85.00 |
87.70 |
87.50 |
87.00 |
85.90 |
15*PE |
92.70 |
2*PB |
55.42 |
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成交量(千股) |
1,233 |
3,311 |
2,170 |
1,221 |
1,969 |
10*PE |
61.80 |
1*PB |
27.71 |
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資餘 |
421 |
402 |
405 |
399 |
404 |
5*PE |
30.90 |
0.5*PB |
13.85 |
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券餘 |
0 |
0 |
0 |
0 |
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) |
2,404,327
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2,759,579
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2,424,057
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2,463,415
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2,297,641
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2,415,756
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2,304,146
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2,134,096
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營業成本(千) |
1,561,884
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1,805,145
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1,584,629
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1,577,458
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1,498,175
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1,541,625
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1,504,526
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1,364,071
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營業毛利(千) |
842,443
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954,434
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839,428
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885,957
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799,466
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874,131
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799,620
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770,025
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營業費用(千) |
481,120
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523,296
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515,682
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502,561
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444,152
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472,984
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404,436
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429,172
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營業利益(千) |
361,323
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431,138
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323,746
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383,396
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355,314
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401,147
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395,184
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340,853
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營業外收入及支出(千) |
-717 |
46,825
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46,934
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32,872
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37,736
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45,605
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36,161
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54,318
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稅前純益(千) |
360,606
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477,963
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370,680
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416,268
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393,050
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446,752
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431,345
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395,171
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所得稅(千) |
75,014
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97,613
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72,534
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81,722
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87,033
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93,341
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90,970
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77,756
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稅後純益(千) |
285,592
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380,350
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298,146
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334,546
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306,017
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353,411
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340,375
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317,415
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其他綜合損益(千) |
-102,765 |
55,715
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32,231
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-70,535 |
26,011
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113,771
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-25,040 |
54,836
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綜合損益(千) |
182,827
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436,065
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330,377
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264,011
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332,028
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467,182
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315,335
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372,251
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原始每股稅前盈餘(元) |
1.65
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2.18
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1.69
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1.90
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1.80
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2.04
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1.97
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1.81
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原始每股稅後盈餘(元) |
1.30
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1.74
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1.38
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1.53
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1.41
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1.63
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1.56
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1.45
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毛利率(%) |
35.04
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34.59
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34.63
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35.96
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34.80
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36.18
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34.70
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36.08
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營業利益率(%) |
15.03
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15.62
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13.36
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15.56
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15.46
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16.61
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17.15
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15.97
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稅後純益率(%) |
11.88
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13.78
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12.30
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13.58
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13.32
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14.63
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14.77
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14.87
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稅後權益報酬率(%) |
4.69
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6.05
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4.65
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5.47
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5.26
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6.05
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5.79
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5.74
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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 |
830,535 |
6,001,464 |
1.17
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3.31
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8.78
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2,438,726
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4.82 |
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202506 |
820,901 |
5,163,906 |
4.27
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7.74
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9.56
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3.79
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2,411,429
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4.95 |
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202505 |
787,290 |
4,350,028 |
-1.99 |
3.50
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10.09
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2,509,147
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6.73 |
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202504 |
803,238 |
3,562,738 |
-12.56 |
3.64
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11.66
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2,574,942
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13.94 |
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202503 |
918,619 |
2,759,579 |
7.68
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12.68
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14.23
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2.16
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2,759,579
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14.23 |
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202502 |
853,085 |
1,840,881 |
-13.64 |
27.42
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15.02
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2,668,929
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10.22 |
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202501 |
987,796 |
987,796 |
19.29
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6.10
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6.10
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創歷史新高 |
2,580,054
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2.56 |
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202412 |
828,048 |
9,600,869 |
8.35
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0.85
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16.06
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7.36
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2,424,004
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5.21 |
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202411 |
764,210 |
8,772,821 |
-8.12 |
0.06
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17.74
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2,448,310
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9.63 |
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202410 |
831,746 |
8,008,611 |
-2.42 |
15.65
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19.75
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2,491,292
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14.5 |
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202409 |
852,354 |
7,176,812 |
5.59
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13.60
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20.25
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5.68
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2,463,467
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15.44 |
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202408 |
807,192 |
6,324,511 |
0.41
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14.30
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21.21
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2,373,062
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17.82 |
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202407 |
803,921 |
5,517,319 |
5.51
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18.66
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22.29
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2,326,510
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16.08 |
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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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7790 |
國票 |
126 |
131 |
5 |
8440 |
摩根大通 |
-52 |
3 |
55 |
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1650 |
新加坡商瑞銀 |
42 |
58 |
16 |
1480 |
美商高盛 |
-44 |
5 |
49 |
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8960 |
香港上海匯豐 |
16 |
16 |
0 |
1470 |
台灣摩根士丹利 |
-30 |
0 |
30 |
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9800 |
元大 |
6 |
34 |
28 |
9200 |
凱基 |
-26 |
20 |
46 |
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9800 |
元大 |
6 |
34 |
28 |
9600 |
富邦 |
-20 |
8 |
28 |
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5920 |
元富 |
4 |
8 |
4 |
1440 |
美林 |
-14 |
0 |
14 |
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7000 |
兆豐 |
3 |
5 |
2 |
1560 |
港商野村 |
-9 |
0 |
9 |
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6160 |
中國信託 |
3 |
3 |
0 |
9A00 |
永豐金 |
-7 |
10 |
17 |
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8380 |
安泰 |
2 |
2 |
0 |
9300 |
華南永昌 |
-6 |
1 |
7 |
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1040 |
臺銀證券 |
2 |
5 |
3 |
8880 |
國泰 |
-3 |
13 |
16 |
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20250807 |
櫻花財報/上半年 EPS 3.04元攀高峰 高階機種與產品組合優化助攻 |
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20250624 |
櫻花2025年營收拚逾百億 |
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20250619 |
櫻花股東會/董座:邁入Al 元年 將驅動「Home in One」智慧生活 |
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20250607 |
櫻花5月合併營收年增3% 智能廚房業務靚 |
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20250317 |
高殖利率內需消費股成資金避風港 法人點名五檔 |
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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 |
-0.3 |
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10日籌碼集中度 |
-20.2 |
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單日買賣超 |
-1 |
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5日籌碼集中度 |
-40.8 |
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20日籌碼集中度 |
3.5 |
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累計買賣超 |
308 |
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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 |
1855 |
借券餘額 |
3248 |
千張大戶戶數 |
37 |
大戶比例 |
62.23 |
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更新日期: |
2025/8/15 22:46 |
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