1737 |
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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1737 臺鹽 |
實收資本額 |
2000 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2003/11/18 |
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發 言
人 |
李杰翰 |
電 話 |
06-2160688 |
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地 址 |
台南市南區健康路一段297號 |
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產 業
別 |
傳產-食品 |
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主要產品 |
鹽產品、包裝飲用水、美容保養品 |
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2025/5/2 股價 |
31.75 |
法人買賣超合計(近一日) |
買超 5.122 張 |
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2025/5/2
漲跌 |
0.30
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法人買賣超合計(近一週) |
買超
92.42 張 |
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2025/5/2
漲跌幅 |
0.95
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法人買賣超合計(近一月) |
賣超 -17.58 張 |
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券 資 比 |
0.00
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外資連9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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2024/06/21 |
1.50 |
0.30 |
2005/08/02 |
2023/08/23 |
4.72% |
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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 |
2025/06/26 |
1.30 |
0.00 |
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4.09% |
0% |
4.09% |
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2023 |
2024/06/21 |
1.20 |
0.00 |
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2024/08/20 |
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3.78% |
0% |
3.78% |
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2022 |
2023/06/19 |
1.50 |
0.00 |
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2023/08/23 |
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4.72% |
0% |
4.72% |
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2021 |
2022/06/23 |
1.50 |
0.00 |
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2022/08/23 |
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4.72% |
0% |
4.72% |
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機構估稅後EPS |
1.70 |
K(9) |
72.29 |
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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) |
33.32 |
D(9) |
71.73 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
18.68 |
周K(9) |
61.37 |
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1.6 |
1.2 |
1.2 |
0.4 |
0.5 |
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股價淨值比 |
0.95 |
周D(9) |
61.3 |
綜合評分: |
4.9 |
建議: |
觀望 |
目標價: |
33.34 |
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月線乖離率 |
1.32 |
季線乖離率 |
-1.27 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
33.96 |
3*PB |
100.26 |
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股價 |
32.30 |
31.40 |
31.40 |
31.65 |
31.75 |
15*PE |
25.47 |
2*PB |
66.84 |
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成交量(千股) |
284 |
2,513 |
523 |
306 |
611 |
10*PE |
16.98 |
1*PB |
33.42 |
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資餘 |
152 |
135 |
140 |
141 |
130 |
5*PE |
8.49 |
0.5*PB |
16.71 |
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券餘 |
0 |
0 |
0 |
0 |
0 |
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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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782,200
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838,926
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803,729
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813,297
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763,561
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921,448
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858,801
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營業成本(千) |
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476,529
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505,458
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455,141
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480,116
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473,922
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526,268
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615,180
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營業毛利(千) |
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305,671
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333,468
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348,588
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333,181
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289,639
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395,180
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243,621
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營業費用(千) |
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241,235
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226,086
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254,358
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244,690
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284,279
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240,846
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218,890
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營業利益(千) |
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64,436
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107,382
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94,230
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88,491
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5,360
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154,334
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24,731
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營業外收入及支出(千) |
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32,750
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-4,321 |
18,287
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31,777
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-14,456 |
29,742
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-4,532 |
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稅前純益(千) |
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97,186
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103,061
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112,517
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120,268
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-9,096 |
184,076
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20,199
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所得稅(千) |
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21,176
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31,774
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28,413
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34,217
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12,504
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43,115
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27,186
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稅後純益(千) |
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76,010
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71,287
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84,104
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86,051
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-21,600 |
140,961
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-6,987 |
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其他綜合損益(千) |
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40,287
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410
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182
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399
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-30,465 |
624
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-682 |
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綜合損益(千) |
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116,297
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71,697
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84,286
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86,450
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-52,065 |
141,585
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-7,669 |
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原始每股稅前盈餘(元) |
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0.49
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0.52
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0.56
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0.60
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-0.05 |
0.92
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0.10
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原始每股稅後盈餘(元) |
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0.38
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0.46
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0.49
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0.52
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0.01
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0.76
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0.19
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毛利率(%) |
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39.08
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39.75
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43.37
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40.97
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37.93
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42.89
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28.37
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營業利益率(%) |
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8.24
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12.80
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11.72
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10.88
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0.70
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16.75
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2.88
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稅後純益率(%) |
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9.72
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8.50
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10.46
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10.58
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-2.83 |
15.30
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-0.81 |
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稅後權益報酬率(%) |
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1.15
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1.09
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1.28
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1.31
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-0.33 |
2.16
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-0.11 |
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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 |
249,440 |
819,189 |
3.11
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-10.55 |
0.72
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819,189
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0.72 |
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202502 |
241,915 |
569,749 |
-26.21 |
22.97
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6.61
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834,629
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4.92 |
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202501 |
327,834 |
327,834 |
23.77
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-2.92 |
-2.92 |
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創近一年新高 |
843,789
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1.49 |
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202412 |
264,880 |
3,238,152 |
5.50
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1.46
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-5.01 |
2.17
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782,200
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3.1 |
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202411 |
251,075 |
2,973,272 |
-5.70 |
7.94
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-5.40 |
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802,201
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-3.4 |
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202410 |
266,245 |
2,722,197 |
-6.54 |
0.47
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-6.46 |
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849,598
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-7.31 |
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202409 |
284,881 |
2,455,952 |
-4.55 |
-14.41 |
-7.16 |
1.68
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838,926
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-8.89 |
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202408 |
298,472 |
2,171,071 |
16.79
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-6.37 |
-6.11 |
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828,382
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-4.89 |
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202407 |
255,573 |
1,872,599 |
-6.84 |
-5.04 |
-6.07 |
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822,191
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-5.28 |
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202406 |
274,337 |
1,617,026 |
-6.14 |
-3.07 |
-6.19 |
1.16
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803,729
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-6.49 |
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202405 |
292,281 |
1,342,689 |
23.27
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-7.45 |
-6.85 |
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808,254
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-7.17 |
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202404 |
237,111 |
1,050,408 |
-14.97 |
-9.03 |
-6.68 |
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712,705
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-11.5 |
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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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5920 |
元富 |
28 |
28 |
0 |
9800 |
元大 |
-13 |
7 |
20 |
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9600 |
富邦 |
21 |
36 |
15 |
1030 |
土銀 |
-8 |
0 |
8 |
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1440 |
美林 |
4 |
4 |
0 |
8880 |
國泰 |
-7 |
0 |
7 |
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1040 |
臺銀證券 |
2 |
3 |
1 |
7000 |
兆豐 |
-6 |
1 |
7 |
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1590 |
花旗環球 |
2 |
2 |
0 |
6620 |
口袋 |
-5 |
0 |
5 |
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2180 |
亞東 |
1 |
1 |
0 |
8450 |
康和 |
-5 |
0 |
5 |
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5380 |
第一金 |
1 |
1 |
0 |
8560 |
新光 |
-5 |
0 |
5 |
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6380 |
光和 |
1 |
1 |
0 |
8840 |
玉山 |
-4 |
1 |
5 |
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9A00 |
永豐金 |
1 |
1 |
0 |
9200 |
凱基 |
-3 |
0 |
3 |
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7790 |
國票 |
0 |
0 |
0 |
8150 |
台新 |
-3 |
0 |
3 |
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20250307 |
臺鹽財報/去年 EPS 1.86元、年增23.6% 擬配息1.3元 |
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20250102 |
台鹽注資旗下綠能事業 |
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20241213 |
台鹽進軍寵物保健食品 |
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20240921 |
台鹽董座 丁彥哲接任 |
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20240920 |
丁彥哲擔任台鹽董事長 |
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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 |
7.9 |
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10日籌碼集中度 |
8.1 |
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單日買賣超 |
7 |
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5日籌碼集中度 |
9 |
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20日籌碼集中度 |
3.8 |
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累計買賣超 |
-166 |
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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 |
781 |
借券餘額 |
980 |
千張大戶戶數 |
13 |
大戶比例 |
55.27 |
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更新日期: |
2025/5/2 19:29 |
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