| 2442 |
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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| 2442 新美齊 |
實收資本額 |
2618 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2000/11/22 |
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| 發 言
人 |
林傳捷 |
電 話 |
(02)5582-8168 |
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| 地 址 |
台北市114內湖區陽光街300號7樓 |
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| 產 業
別 |
傳產-營建 |
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| 主要產品 |
不動產買賣、租賃及營建開發、不動產買賣、租賃及營建開發 |
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| 2025/5/2 股價 |
25.00 |
法人買賣超合計(近一日) |
買超 392.718 張 |
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| 2025/5/2
漲跌 |
1.60
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法人買賣超合計(近一週) |
買超
675.22 張 |
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| 2025/5/2
漲跌幅 |
6.84
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法人買賣超合計(近一月) |
買超
1965.72 張 |
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| 券 資 比 |
2.34
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自營連3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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| 2024/05/29 |
0.05 |
0.12 |
2023/08/28 |
2023/08/28 |
0.20% |
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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 |
2025/05/22 |
0.08 |
0.16 |
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0.96% |
0.01% |
0.32% |
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| 2023 |
2024/05/29 |
0.11 |
0.22 |
2024/09/02 |
2024/09/02 |
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1.34% |
0.01% |
0.44% |
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| 2022 |
2023/05/31 |
0.05 |
0.12 |
2023/08/28 |
2023/08/28 |
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0.68% |
0% |
0.2% |
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| 2021 |
2022/05/24 |
0.20 |
0.51 |
2022/08/29 |
2022/08/29 |
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2.86% |
0.02% |
0.82% |
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| 機構估稅後EPS |
4.84 |
K(9) |
83.45 |
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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) |
17.87 |
D(9) |
78.16 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
5.17 |
周K(9) |
49.85 |
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0 |
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0 |
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| 股價淨值比 |
1.40 |
周D(9) |
46.12 |
綜合評分: |
0 |
建議: |
不列入追踪 |
目標價: |
0 |
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| 月線乖離率 |
10.57 |
季線乖離率 |
-0.37 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
96.15 |
3*PB |
53.57 |
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| 股價 |
25.05 |
21.40 |
22.95 |
22.80 |
25.00 |
15*PE |
72.12 |
2*PB |
35.71 |
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| 成交量(千股) |
2,306 |
11,224 |
3,626 |
1,860 |
2,653 |
10*PE |
48.08 |
1*PB |
17.86 |
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| 資餘 |
11,877 |
10,502 |
11,099 |
11,188 |
11,290 |
5*PE |
24.04 |
0.5*PB |
8.93 |
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| 券餘 |
593 |
292 |
238 |
269 |
264 |
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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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498,321
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136,986
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119,751
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339,393
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1,216,141
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39,332
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1,219,160
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| 營業成本(千) |
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344,426
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98,192
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64,618
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193,812
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848,615
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29,178
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927,809
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| 營業毛利(千) |
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153,895
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38,794
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55,133
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145,581
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367,526
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10,154
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291,351
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| 營業費用(千) |
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57,214
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30,015
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30,402
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48,448
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129,094
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33,370
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134,017
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| 營業利益(千) |
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96,681
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8,779
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24,731
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97,133
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238,432
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-23,216 |
157,334
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| 營業外收入及支出(千) |
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-1,383 |
-3 |
75,880
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117,232
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74,344
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81,941
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74,169
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| 稅前純益(千) |
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95,298
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8,776
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100,611
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214,365
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312,776
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58,725
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231,503
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| 所得稅(千) |
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24,975
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568
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35,839
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42,493
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68,697
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426
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35,968
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| 稅後純益(千) |
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70,323
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8,208
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64,772
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171,872
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244,079
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58,299
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195,535
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| 其他綜合損益(千) |
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-57,915 |
-56,946 |
25,798
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28,179
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-11,661 |
-12,046 |
34,401
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| 綜合損益(千) |
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12,408
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-48,738 |
90,570
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200,051
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232,418
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46,253
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229,936
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| 原始每股稅前盈餘(元) |
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0.36
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0.03
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0.39
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0.84
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1.22
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0.23
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0.91
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| 原始每股稅後盈餘(元) |
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0.27
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0.03
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0.25
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0.67
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0.95
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0.22
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0.77
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| 毛利率(%) |
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30.88
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28.32
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46.04
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42.89
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30.22
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25.82
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23.90
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| 營業利益率(%) |
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19.40
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6.41
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20.65
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28.62
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19.61
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-59.03 |
12.91
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| 稅後純益率(%) |
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14.11
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5.99
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54.09
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50.64
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20.07
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148.22
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16.04
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| 稅後權益報酬率(%) |
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1.31
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0.15
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1.22
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3.32
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4.96
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1.23
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4.26
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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 |
231,777 |
451,671 |
1489.58
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236.47
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33.09
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451,671
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33.09 |
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| 202502 |
14,581 |
219,894 |
-92.90 |
-78.11 |
-18.71 |
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683,491
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-53.17 |
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| 202501 |
205,313 |
205,313 |
-55.71 |
0.70
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0.70
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685,981
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-51.23 |
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| 202412 |
463,597 |
1,094,451 |
2615.70
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-61.01 |
-56.26 |
1.60
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創近一年新高 |
498,299
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-59.02 |
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| 202411 |
17,071 |
630,832 |
-3.18 |
25.49
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-51.97 |
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50,628
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25.95 |
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| 202410 |
17,631 |
613,761 |
10.71
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33.06
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-52.78 |
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128,625
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228.28 |
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| 202409 |
15,926 |
596,130 |
-83.25 |
19.35
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-53.66 |
1.24
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136,986
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248.7 |
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| 202408 |
95,068 |
580,204 |
265.76
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655.23
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-54.43 |
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135,080
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134.79 |
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| 202407 |
25,992 |
485,136 |
85.39
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94.65
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-61.51 |
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131,123
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-88.99 |
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| 202406 |
14,020 |
459,144 |
-84.61 |
-55.62 |
-63.19 |
1.20
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119,764
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-90.18 |
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| 202405 |
91,111 |
445,124 |
522.64
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-92.05 |
-63.38 |
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174,628
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-85.41 |
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| 202404 |
14,633 |
354,013 |
-78.76 |
-65.29 |
405.02
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150,132
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146.14 |
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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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| 6160 |
中國信託 |
157 |
195 |
38 |
9600 |
富邦 |
-112 |
289 |
401 |
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| 9200 |
凱基 |
125 |
154 |
29 |
8560 |
新光 |
-105 |
3 |
108 |
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| 1650 |
新加坡商瑞銀 |
95 |
100 |
5 |
9300 |
華南永昌 |
-88 |
18 |
106 |
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| 5920 |
元富 |
95 |
125 |
30 |
1110 |
台灣企銀 |
-84 |
0 |
84 |
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| 1440 |
美林 |
57 |
73 |
16 |
9800 |
元大 |
-67 |
27 |
94 |
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| 1480 |
美商高盛 |
45 |
49 |
4 |
7000 |
兆豐 |
-54 |
14 |
68 |
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| 1470 |
台灣摩根士丹利 |
34 |
43 |
9 |
9100 |
群益金鼎 |
-32 |
6 |
38 |
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| 1560 |
港商野村 |
30 |
31 |
1 |
8880 |
國泰 |
-24 |
40 |
64 |
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| 8450 |
康和 |
8 |
10 |
2 |
1020 |
合庫 |
-21 |
2 |
23 |
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| 8150 |
台新 |
3 |
10 |
7 |
1040 |
臺銀證券 |
-16 |
0 |
16 |
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| 20250318 |
新美齊2025年持續獵地 |
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| 20250318 |
台積電除息 3月18日重要財經行事曆一次看 |
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| 20250303 |
世界行動通訊大會 MWC 開幕 3月3日重要財經行事曆一次看 |
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| 20250221 |
房地產保值性佳仍吸引資金 多檔營建股創波段新高 |
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| 20241114 |
新美齊財報／前三季稅後純益2.44億元、年增34％ EPS 0.94元。 |
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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 |
17.5 |
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10日籌碼集中度 |
9.6 |
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單日買賣超 |
226 |
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| 5日籌碼集中度 |
8.6 |
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20日籌碼集中度 |
13.4 |
優 |
累計買賣超 |
1088 |
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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 |
12377 |
借券餘額 |
13077 |
千張大戶戶數 |
22 |
大戶比例 |
53.04 |
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更新日期： |
2025/5/2 19:37 |
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