| 2348 |
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 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
| 2348 海悅 |
實收資本額 |
1819 (百萬) |
|
|
|
|
|
|
|
|
|
| 市 場
別 |
TSE |
上 市 日 期 |
1996/01/05 |
|
|
|
|
|
|
|
|
|
| 發 言
人 |
王俊傑 |
電 話 |
02-87122888 |
|
|
|
|
|
|
|
|
|
| 地 址 |
台北市松山區敦化北路260號7樓 |
|
|
|
|
|
|
|
|
|
| 產 業
別 |
傳產-其他 |
|
|
|
|
|
|
|
|
|
| 主要產品 |
不動產代銷及仲介、廣告服務、管理顧問、住宅及大樓開發租售、國際貿易業 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2025/5/2 股價 |
123.50 |
法人買賣超合計(近一日) |
買超 254.572 張 |
|
|
|
|
|
|
|
|
|
| 2025/5/2
漲跌 |
4.00
|
法人買賣超合計(近一週) |
買超
534.8 張 |
|
|
|
|
|
|
|
|
|
| 2025/5/2
漲跌幅 |
3.35
|
法人買賣超合計(近一月) |
買超
1625.13 張 |
|
|
|
|
|
|
|
|
|
| 券 資 比 |
27.81
|
|
投信連2買 |
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
|
|
|
| 2024/06/18 |
5.00 |
1.00 |
2022/08/02 |
2023/07/18 |
4.05% |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 2024 |
2025/06/16 |
9.00 |
0.00 |
|
|
|
7.29% |
0% |
7.29% |
|
|
|
|
| 2023 |
2024/06/18 |
6.94 |
2.97 |
2024/07/30 |
2024/07/30 |
|
8.03% |
0.02% |
5.62% |
|
|
|
|
| 2022 |
2023/06/16 |
5.00 |
0.00 |
|
2023/07/18 |
|
4.05% |
0% |
4.05% |
|
|
|
|
| 2021 |
2022/06/17 |
7.00 |
1.00 |
2022/08/02 |
2022/08/02 |
|
6.48% |
0.01% |
5.67% |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 機構估稅後EPS |
14.02 |
K(9) |
51.92 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
| 淨值(元) |
48.37 |
D(9) |
39.3 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
| 預估本益比 |
8.81 |
周K(9) |
11.72 |
|
1.6 |
0.8 |
1.2 |
1.2 |
1.5 |
|
|
|
|
| 股價淨值比 |
2.55 |
周D(9) |
13.34 |
綜合評分: |
6.3 |
建議: |
列入追踪 |
目標價: |
142.03 |
|
|
|
|
| 月線乖離率 |
-0.3 |
季線乖離率 |
-22.54 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
280.68 |
3*PB |
144.73 |
|
|
|
|
| 股價 |
151.00 |
122.50 |
122.50 |
120.00 |
123.50 |
15*PE |
210.51 |
2*PB |
96.48 |
|
|
|
|
| 成交量(千股) |
1,480 |
4,336 |
2,319 |
2,515 |
2,654 |
10*PE |
140.34 |
1*PB |
48.24 |
|
|
|
|
| 資餘 |
2,193 |
1,024 |
1,039 |
1,067 |
1,111 |
5*PE |
70.17 |
0.5*PB |
24.12 |
|
|
|
|
| 券餘 |
98 |
0 |
200 |
282 |
309 |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
| 營業收入淨額(千) |
|
4,318,820
|
1,900,087
|
1,662,403
|
2,279,600
|
4,145,444
|
1,569,638
|
1,393,272
|
|
|
|
|
| 營業成本(千) |
|
3,688,124
|
848,435
|
739,168
|
1,141,325
|
2,989,109
|
882,248
|
738,479
|
|
|
|
|
| 營業毛利(千) |
|
630,696
|
1,051,652
|
923,235
|
1,138,275
|
1,156,335
|
687,390
|
654,793
|
|
|
|
|
| 營業費用(千) |
|
372,285
|
229,328
|
267,148
|
214,714
|
301,326
|
188,031
|
164,465
|
|
|
|
|
| 營業利益(千) |
|
258,411
|
822,324
|
656,087
|
923,561
|
855,009
|
499,359
|
490,328
|
|
|
|
|
| 營業外收入及支出(千) |
|
52,142
|
-9,835 |
104,404
|
217,450
|
290,907
|
-16,370 |
40,722
|
|
|
|
|
| 稅前純益(千) |
|
310,553
|
812,489
|
760,491
|
1,141,011
|
1,145,916
|
482,989
|
531,050
|
|
|
|
|
| 所得稅(千) |
|
93,754
|
173,291
|
181,892
|
186,403
|
162,467
|
115,123
|
155,388
|
|
|
|
|
| 稅後純益(千) |
|
216,799
|
639,198
|
578,599
|
954,608
|
983,449
|
367,866
|
375,662
|
|
|
|
|
| 其他綜合損益(千) |
|
220,457
|
-88,975 |
41,758
|
88,247
|
131,905
|
19,965
|
48,680
|
|
|
|
|
| 綜合損益(千) |
|
437,256
|
550,223
|
620,357
|
1,042,855
|
1,115,354
|
387,831
|
424,342
|
|
|
|
|
| 原始每股稅前盈餘(元) |
|
1.71
|
4.47
|
5.18
|
7.82
|
7.85
|
3.31
|
3.64
|
|
|
|
|
| 原始每股稅後盈餘(元) |
|
1.00
|
3.23
|
3.68
|
6.30
|
6.11
|
2.51
|
2.51
|
|
|
|
|
| 毛利率(%) |
|
14.60
|
55.35
|
55.54
|
49.93
|
27.89
|
43.79
|
47.00
|
|
|
|
|
| 營業利益率(%) |
|
5.98
|
43.28
|
39.47
|
40.51
|
20.63
|
31.81
|
35.19
|
|
|
|
|
| 稅後純益率(%) |
|
5.02
|
33.64
|
34.80
|
41.88
|
23.72
|
23.44
|
26.96
|
|
|
|
|
| 稅後權益報酬率(%) |
|
2.13
|
6.70
|
6.20
|
10.75
|
12.85
|
5.45
|
5.63
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 202504 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
| 202503 |
923,389 |
1,648,473 |
304.79
|
65.77
|
-27.63 |
|
|
1,648,473
|
-27.63 |
|
|
|
|
| 202502 |
228,114 |
725,084 |
-54.10 |
-68.06 |
-57.87 |
|
創近一年新低 |
1,180,298
|
-75.21 |
|
|
|
|
| 202501 |
496,970 |
496,970 |
9.17
|
-50.63 |
-50.63 |
|
|
2,005,901
|
-56.39 |
|
|
|
|
| 202412 |
455,214 |
10,160,910 |
-56.80 |
-85.03 |
31.03
|
16.63
|
創近一年新低 |
4,203,649
|
1.41 |
|
|
|
|
| 202411 |
1,053,717 |
9,586,144 |
-60.90 |
90.83
|
103.35
|
|
|
4,382,396
|
166 |
|
|
|
|
| 202410 |
2,694,718 |
8,532,427 |
325.06
|
387.50
|
105.02
|
|
|
3,975,310
|
143.77 |
|
|
|
|
| 202409 |
633,961 |
5,842,090 |
-1.96 |
16.84
|
61.87
|
14.92
|
|
1,900,254
|
19.28 |
|
|
|
|
| 202408 |
646,631 |
5,203,748 |
4.35
|
20.77
|
69.70
|
|
|
1,889,377
|
16.4 |
|
|
|
|
| 202407 |
619,662 |
4,557,117 |
-0.55 |
20.30
|
80.05
|
|
|
1,766,856
|
16.17 |
|
|
|
|
| 202406 |
623,084 |
3,942,003 |
18.88
|
8.80
|
93.28
|
10.45
|
|
1,659,555
|
21.16 |
|
|
|
|
| 202405 |
524,110 |
3,314,371 |
2.29
|
21.02
|
129.65
|
|
|
1,593,494
|
44.12 |
|
|
|
|
| 202404 |
512,361 |
2,790,261 |
-8.02 |
40.78
|
188.14
|
|
|
1,783,579
|
104 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 9200 |
凱基 |
139 |
220 |
81 |
9800 |
元大 |
-232 |
143 |
375 |
|
|
|
|
| 1440 |
美林 |
54 |
85 |
31 |
8560 |
新光 |
-52 |
25 |
77 |
|
|
|
|
| 1560 |
港商野村 |
39 |
50 |
11 |
1480 |
美商高盛 |
-10 |
44 |
54 |
|
|
|
|
| 8440 |
摩根大通 |
19 |
33 |
14 |
5850 |
統一 |
-9 |
8 |
17 |
|
|
|
|
| 1470 |
台灣摩根士丹利 |
18 |
19 |
1 |
1230 |
彰銀 |
-5 |
0 |
5 |
|
|
|
|
| 1650 |
新加坡商瑞銀 |
17 |
73 |
56 |
9A00 |
永豐金 |
-5 |
34 |
39 |
|
|
|
|
| 8150 |
台新 |
15 |
21 |
6 |
8840 |
玉山 |
-4 |
23 |
27 |
|
|
|
|
| 7000 |
兆豐 |
8 |
38 |
30 |
2180 |
亞東 |
-4 |
0 |
4 |
|
|
|
|
| 1040 |
臺銀證券 |
5 |
12 |
7 |
5920 |
元富 |
-3 |
10 |
13 |
|
|
|
|
| 5380 |
第一金 |
3 |
8 |
5 |
8380 |
安泰 |
-3 |
0 |
3 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 20250402 |
海悅營收／3月9.23億元、年增65.7% 「擎天森林」啟動交屋 |
|
|
|
|
| 20250402 |
海悅第1季營收年減27% 新案齊發 |
|
|
|
|
| 20250314 |
海悅財報／2024年獲利創新高 EPS 14.43元 擬配息9元 |
|
|
|
|
| 20250305 |
股利發放兩樣情 大同盤中大漲逾6% 南港反向大跌 |
|
|
|
|
| 20250305 |
海悅營收／去年高基期、房價無共識影響 今年前兩月驟降逾五成 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 1日籌碼集中度 |
-3 |
|
10日籌碼集中度 |
-5.4 |
|
單日買賣超 |
-31 |
|
|
|
| 5日籌碼集中度 |
-1.7 |
|
20日籌碼集中度 |
-2.1 |
|
累計買賣超 |
-418 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 單日借賣張數 |
4428 |
借券餘額 |
5952 |
千張大戶戶數 |
21 |
大戶比例 |
76.66 |
|
|
|
|
| |
|
|
|
|
|
|
|
更新日期： |
2025/5/2 19:34 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
