2427 |
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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2427 三商電 |
實收資本額 |
1968 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2000/09/11 |
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發 言
人 |
陳文祝 |
電 話 |
02-27225333 |
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地 址 |
台北市信義路五段150巷2號3樓 |
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產 業
別 |
軟體-系統整合 |
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主要產品 |
金融自動化服務機器之銷售、租賃及維護、系統整合業務之軟、硬體規劃、開發建置及維護 |
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2025/5/2 股價 |
24.85 |
法人買賣超合計(近一日) |
賣超 -91.082 張 |
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2025/5/2
漲跌 |
0.00
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法人買賣超合計(近一週) |
買超
279.94 張 |
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2025/5/2
漲跌幅 |
0.00
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法人買賣超合計(近一月) |
賣超 -1108.51 張 |
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券 資 比 |
3.41
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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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2024/05/30 |
0.90 |
0.15 |
2005/08/15 |
2024/07/19 |
3.62% |
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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 |
2025/06/09 |
0.70 |
0.00 |
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2.82% |
0% |
2.82% |
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2023 |
2024/05/30 |
0.90 |
0.00 |
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2024/07/19 |
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3.62% |
0% |
3.62% |
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2022 |
2023/06/13 |
0.35 |
0.00 |
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2023/07/18 |
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1.41% |
0% |
1.41% |
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2021 |
2022/06/17 |
0.35 |
0.00 |
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2022/08/01 |
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1.41% |
0% |
1.41% |
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機構估稅後EPS |
1.56 |
K(9) |
68.82 |
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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) |
15.87 |
D(9) |
69.05 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
15.93 |
周K(9) |
45.64 |
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0.4 |
0.8 |
0.8 |
0.8 |
0.5 |
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股價淨值比 |
1.57 |
周D(9) |
42.39 |
綜合評分: |
3.3 |
建議: |
不列入追踪 |
目標價: |
28.58 |
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月線乖離率 |
5.8 |
季線乖離率 |
-5.53 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
31.26 |
3*PB |
47.48 |
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股價 |
26.40 |
21.20 |
23.75 |
24.90 |
24.85 |
15*PE |
23.44 |
2*PB |
31.66 |
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成交量(千股) |
3,906 |
7,624 |
16,410 |
18,728 |
8,781 |
10*PE |
15.63 |
1*PB |
15.83 |
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資餘 |
6,947 |
5,254 |
5,505 |
5,659 |
5,427 |
5*PE |
7.81 |
0.5*PB |
7.91 |
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券餘 |
0 |
15 |
119 |
225 |
185 |
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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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1,498,469
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1,036,209
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823,102
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1,515,570
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1,292,770
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988,535
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770,298
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營業成本(千) |
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1,066,697
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699,455
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508,721
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1,155,995
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845,620
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686,857
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481,411
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營業毛利(千) |
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431,772
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336,754
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314,381
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359,575
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447,150
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301,678
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288,887
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營業費用(千) |
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327,396
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282,396
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267,523
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271,891
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304,778
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278,871
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253,085
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營業利益(千) |
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104,376
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54,358
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46,858
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87,684
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142,372
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22,807
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35,802
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營業外收入及支出(千) |
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592
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-7,341 |
28,845
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38,003
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-51,625 |
48,923
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21,908
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稅前純益(千) |
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104,968
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47,017
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75,703
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125,687
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90,747
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71,730
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57,710
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所得稅(千) |
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20,957
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10,996
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16,375
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21,408
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23,007
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10,804
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12,416
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稅後純益(千) |
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84,011
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36,021
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59,328
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104,279
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67,740
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60,926
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45,294
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其他綜合損益(千) |
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-35,584 |
103
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-2,342 |
8,783
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66,752
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-1,116 |
-1,553 |
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綜合損益(千) |
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48,427
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36,124
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56,986
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113,062
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134,492
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59,810
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43,741
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原始每股稅前盈餘(元) |
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0.53
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0.24
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0.38
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0.64
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0.46
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0.39
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0.31
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原始每股稅後盈餘(元) |
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0.42
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0.18
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0.30
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0.53
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0.34
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0.33
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0.25
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毛利率(%) |
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28.81
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32.50
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38.19
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23.73
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34.59
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30.52
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37.50
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營業利益率(%) |
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6.97
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5.25
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5.69
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5.79
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11.01
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2.31
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4.65
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稅後純益率(%) |
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5.61
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3.48
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7.21
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6.88
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5.24
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6.16
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5.88
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稅後權益報酬率(%) |
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2.70
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1.17
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1.91
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3.35
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2.40
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2.39
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1.79
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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 |
548,635 |
1,108,788 |
129.76
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-46.54 |
-26.84 |
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1,108,788
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-26.84 |
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202502 |
238,787 |
560,153 |
-25.70 |
45.65
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14.47
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1,414,784
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24.01 |
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202501 |
321,366 |
321,366 |
-62.40 |
-1.24 |
-1.24 |
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1,412,601
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5.16 |
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202412 |
854,631 |
4,873,350 |
261.21
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31.17
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22.72
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1.80
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1,498,469
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15.91 |
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202411 |
236,604 |
4,018,719 |
-41.90 |
-35.41 |
21.06
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1,171,707
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11.9 |
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202410 |
407,234 |
3,782,115 |
-22.85 |
48.13
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28.07
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1,170,789
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16.99 |
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202409 |
527,869 |
3,374,881 |
123.97
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30.07
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26.01
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1.26
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1,036,208
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4.82 |
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202408 |
235,686 |
2,847,012 |
-13.56 |
-26.36 |
25.28
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807,268
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-5.6 |
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202407 |
272,653 |
2,611,325 |
-8.79 |
3.81
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33.75
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802,709
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0.56 |
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202406 |
298,929 |
2,338,672 |
29.34
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9.72
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38.40
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1.02
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823,102
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6.86 |
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202405 |
231,127 |
2,039,743 |
-21.13 |
-12.17 |
43.92
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1,550,402
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104.32 |
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202404 |
293,046 |
1,808,616 |
-71.44 |
24.86
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56.70
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1,483,226
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67.1 |
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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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1040 |
臺銀證券 |
105 |
105 |
0 |
8560 |
新光 |
-122 |
116 |
238 |
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9800 |
元大 |
91 |
200 |
109 |
5380 |
第一金 |
-70 |
9 |
79 |
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9600 |
富邦 |
62 |
116 |
54 |
9200 |
凱基 |
-48 |
92 |
140 |
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9100 |
群益金鼎 |
31 |
43 |
12 |
1440 |
美林 |
-29 |
45 |
74 |
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1020 |
合庫 |
18 |
20 |
2 |
1030 |
土銀 |
-28 |
3 |
31 |
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8840 |
玉山 |
17 |
45 |
28 |
1560 |
港商野村 |
-28 |
0 |
28 |
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8440 |
摩根大通 |
15 |
22 |
7 |
9A00 |
永豐金 |
-28 |
47 |
75 |
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7000 |
兆豐 |
11 |
26 |
15 |
9300 |
華南永昌 |
-23 |
12 |
35 |
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1650 |
新加坡商瑞銀 |
9 |
103 |
94 |
7790 |
國票 |
-14 |
3 |
17 |
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5920 |
元富 |
8 |
23 |
15 |
8880 |
國泰 |
-10 |
21 |
31 |
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20250416 |
資安大會續夯!驊宏資創高領軍資服股 還有兩檔閃紅燈 |
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20250207 |
資服股吸金 上市櫃9檔飆漲停 類股漲幅居冠 |
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20250204 |
DeepSeek震撼下 資金追捧資服股 這8檔亮燈漲停 |
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20241205 |
台股上漲12點收23,267點 資服股異軍突起 |
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20241205 |
台股午盤過後震盪…資安族群受親睞 五檔衝漲停 |
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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 |
1 |
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單日買賣超 |
-159 |
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5日籌碼集中度 |
-1.3 |
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20日籌碼集中度 |
-0.1 |
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累計買賣超 |
-1207 |
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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 |
4587 |
借券餘額 |
5042 |
千張大戶戶數 |
3 |
大戶比例 |
50.52 |
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更新日期: |
2025/5/2 19:37 |
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