1109 |
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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1109 信大 |
實收資本額 |
3412 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1991/12/05 |
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發 言
人 |
張清壽 |
電 話 |
(02)23816731 |
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地 址 |
台北市寶慶路37號7樓 |
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產 業
別 |
傳產-水泥 |
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主要產品 |
有關水泥及水泥製品之生產及運銷 |
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2025/5/2 股價 |
16.95 |
法人買賣超合計(近一日) |
買超 53.991 張 |
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2025/5/2
漲跌 |
0.15
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法人買賣超合計(近一週) |
買超
57.27 張 |
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2025/5/2
漲跌幅 |
0.89
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法人買賣超合計(近一月) |
賣超 -204.16 張 |
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券 資 比 |
0.39
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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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2024/06/19 |
1.20 |
0.30 |
2004/08/11 |
2024/07/18 |
7.08% |
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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 |
0.90 |
0.00 |
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5.31% |
0% |
5.31% |
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2023 |
2024/06/19 |
1.20 |
0.00 |
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2024/07/18 |
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7.08% |
0% |
7.08% |
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2022 |
2023/06/20 |
0.80 |
0.00 |
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2023/07/13 |
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4.72% |
0% |
4.72% |
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2021 |
2022/06/22 |
1.50 |
0.00 |
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2022/08/04 |
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8.87% |
0% |
8.87% |
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機構估稅後EPS |
1.41 |
K(9) |
73.39 |
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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) |
24.33 |
D(9) |
53.33 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
12.02 |
周K(9) |
49.07 |
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1.6 |
0.8 |
1.6 |
0 |
1.5 |
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股價淨值比 |
0.70 |
周D(9) |
50.64 |
綜合評分: |
5.5 |
建議: |
列入追踪 |
目標價: |
17.8 |
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月線乖離率 |
2.65 |
季線乖離率 |
-2.27 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
28.25 |
3*PB |
72.64 |
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股價 |
17.55 |
16.45 |
16.65 |
16.30 |
16.95 |
15*PE |
21.19 |
2*PB |
48.43 |
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成交量(千股) |
334 |
2,397 |
522 |
586 |
418 |
10*PE |
14.13 |
1*PB |
24.21 |
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資餘 |
1,126 |
737 |
769 |
754 |
764 |
5*PE |
7.06 |
0.5*PB |
12.11 |
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券餘 |
0 |
0 |
0 |
3 |
3 |
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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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1,124,114
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1,059,071
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1,376,035
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1,097,070
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1,634,077
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1,595,174
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1,696,455
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營業成本(千) |
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865,143
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874,674
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1,037,605
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887,220
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1,232,682
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1,305,076
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1,311,464
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營業毛利(千) |
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258,971
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184,397
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338,430
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209,850
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401,395
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290,098
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384,991
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營業費用(千) |
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76,288
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81,219
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96,123
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86,654
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109,303
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89,604
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74,976
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營業利益(千) |
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182,683
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103,178
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242,307
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123,196
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292,092
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200,494
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310,015
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營業外收入及支出(千) |
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12,006
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1,713
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30,925
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15,710
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30,585
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19,419
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41,258
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稅前純益(千) |
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194,689
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104,891
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273,232
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138,906
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322,677
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219,913
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351,273
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所得稅(千) |
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61,968
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30,259
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62,433
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32,777
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77,652
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74,331
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100,790
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稅後純益(千) |
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132,721
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74,632
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210,799
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106,129
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245,025
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145,582
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250,483
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其他綜合損益(千) |
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-32,322 |
81,551
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39,130
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86,659
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-101,518 |
143,458
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-158,822 |
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綜合損益(千) |
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100,399
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156,183
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249,929
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192,788
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143,507
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289,040
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91,661
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原始每股稅前盈餘(元) |
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0.57
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0.31
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0.80
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0.41
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0.95
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0.64
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1.03
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原始每股稅後盈餘(元) |
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0.29
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0.18
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0.56
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0.35
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0.65
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0.34
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0.60
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毛利率(%) |
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23.04
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17.41
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24.59
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19.13
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24.56
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18.19
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22.69
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營業利益率(%) |
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16.25
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9.74
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17.61
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11.23
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17.88
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12.57
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18.27
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稅後純益率(%) |
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11.81
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7.05
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15.32
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9.67
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14.99
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9.13
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14.77
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稅後權益報酬率(%) |
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1.31
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0.74
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2.09
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1.05
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2.47
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1.50
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2.58
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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 |
0.00 |
0.00 |
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0 |
0 |
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202503 |
446,709 |
989,911 |
87.18
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10.64
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-9.77 |
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989,911
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-9.77 |
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202502 |
238,647 |
543,202 |
-21.64 |
5.24 |
-21.65 |
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創近一年新低 |
940,456
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-25.51 |
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202501 |
304,555 |
304,555 |
-23.33 |
-34.72 |
-34.72 |
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1,080,108
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-31.15 |
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202412 |
397,254 |
4,656,290 |
5.01 |
-30.20 |
-25.62 |
2.09 |
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1,124,115
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-31.21 |
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202411 |
378,299 |
4,259,037 |
8.53 |
-29.02 |
-25.16 |
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1,044,622
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-32.86 |
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202410 |
348,562 |
3,880,738 |
9.69 |
-34.47 |
-24.76 |
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1,025,598
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-34.45 |
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202409 |
317,761 |
3,532,176 |
-11.55 |
-35.27 |
-23.64 |
1.52 |
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1,059,071
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-33.61 |
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202408 |
359,275 |
3,214,415 |
-5.96 |
-33.68 |
-22.26 |
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1,158,624
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-28.52 |
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202407 |
382,035 |
2,855,140 |
-8.45 |
-32.09 |
-20.54 |
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1,316,149
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-22.88 |
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202406 |
417,314 |
2,473,105 |
-19.25 |
-19.22 |
-18.40 |
1.21 |
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1,376,035
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-18.89 |
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202405 |
516,800 |
2,055,791 |
16.94
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-17.64 |
-18.23 |
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1,362,461
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-24.52 |
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202404 |
441,921 |
1,538,991 |
9.46
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-20.00 |
-18.42 |
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1,072,429
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-32.49 |
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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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7000 |
兆豐 |
32 |
40 |
8 |
9100 |
群益金鼎 |
-99 |
1 |
100 |
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1650 |
新加坡商瑞銀 |
25 |
25 |
0 |
6460 |
大昌 |
-8 |
0 |
8 |
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1260 |
宏遠 |
20 |
20 |
0 |
1040 |
臺銀證券 |
-6 |
0 |
6 |
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5920 |
元富 |
15 |
15 |
0 |
9800 |
元大 |
-4 |
13 |
17 |
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9200 |
凱基 |
15 |
31 |
16 |
9300 |
華南永昌 |
-2 |
0 |
2 |
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9A00 |
永豐金 |
5 |
6 |
1 |
1470 |
台灣摩根士丹利 |
-1 |
0 |
1 |
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7790 |
國票 |
4 |
4 |
0 |
5260 |
美好 |
-1 |
1 |
2 |
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9600 |
富邦 |
3 |
6 |
3 |
5600 |
永興 |
-1 |
0 |
1 |
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1590 |
花旗環球 |
2 |
2 |
0 |
5850 |
統一 |
-1 |
0 |
1 |
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8150 |
台新 |
2 |
5 |
3 |
8880 |
國泰 |
-1 |
1 |
2 |
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20250408 |
內需當道!食品股大漲 這檔遊戲股攻漲停 |
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20250303 |
中國大陸振興政策發酵 亞泥盤中大漲逾4% |
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20240505 |
水泥族群 8日起將揭露財報 |
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20240502 |
台股摜破月線跌174點收20,222點 台積電跌18元收772元 櫃買指數走強 |
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20231027 |
水泥雙雄領軍盤中上漲逾1% 帶動類股指數重返5日線 |
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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 |
2.2 |
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10日籌碼集中度 |
-17.6 |
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單日買賣超 |
4 |
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5日籌碼集中度 |
-1.6 |
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20日籌碼集中度 |
-8.9 |
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累計買賣超 |
-340 |
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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 |
831 |
借券餘額 |
958 |
千張大戶戶數 |
34 |
大戶比例 |
72.21 |
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更新日期: |
2025/5/2 19:22 |
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