| 2471 |
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 |
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
| 2471 資通 |
實收資本額 |
473 (百萬) |
|
|
|
|
|
|
|
|
|
| 市 場
別 |
TSE |
上 市 日 期 |
2001/09/17 |
|
|
|
|
|
|
|
|
|
| 發 言
人 |
林青龍 |
電 話 |
(02)25221351 |
|
|
|
|
|
|
|
|
|
| 地 址 |
台北市中山北路2段111號3樓 |
|
|
|
|
|
|
|
|
|
| 產 業
別 |
軟體-系統整合 |
|
|
|
|
|
|
|
|
|
| 主要產品 |
應用套裝軟體之分析設計修改安裝及維護等業務、各型電腦設備網路設備及其相關軟體之買賣、有關前項之系統整合網路規劃資料庫管理及應用軟體設計等 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| 2025/5/2 股價 |
65.10 |
法人買賣超合計(近一日) |
賣超 -435.282 張 |
|
|
|
|
|
|
|
|
|
| 2025/5/2
漲跌 |
0.50
|
法人買賣超合計(近一週) |
買超
1319.85 張 |
|
|
|
|
|
|
|
|
|
| 2025/5/2
漲跌幅 |
0.77
|
法人買賣超合計(近一月) |
買超
234.06 張 |
|
|
|
|
|
|
|
|
|
| 券 資 比 |
7.83
|
|
|
自營連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 |
|
|
|
|
|
|
|
| 2024/06/19 |
2.83 |
0.50 |
2002/08/28 |
2023/07/20 |
4.35% |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
2025/06/19 |
3.06 |
0.00 |
|
|
|
4.7% |
0% |
4.7% |
|
|
|
|
| 2023 |
2024/06/19 |
3.29 |
0.00 |
|
2024/07/26 |
|
5.05% |
0% |
5.05% |
|
|
|
|
| 2022 |
2023/06/21 |
2.83 |
0.00 |
|
2023/07/20 |
|
4.35% |
0% |
4.35% |
|
|
|
|
| 2021 |
2022/06/23 |
2.24 |
0.00 |
|
2022/07/21 |
|
3.45% |
0% |
3.45% |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 機構估稅後EPS |
3.59 |
K(9) |
68.41 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
| 淨值(元) |
19.46 |
D(9) |
75.4 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
| 預估本益比 |
18.13 |
周K(9) |
68.95 |
|
0 |
1.6 |
1.6 |
1.2 |
0.5 |
|
|
|
|
| 股價淨值比 |
3.35 |
周D(9) |
60.98 |
綜合評分: |
4.9 |
建議: |
觀望 |
目標價: |
74.87 |
|
|
|
|
| 月線乖離率 |
11.11 |
季線乖離率 |
10.45 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
71.93 |
3*PB |
58.30 |
|
|
|
|
| 股價 |
59.10 |
51.30 |
59.70 |
68.20 |
65.10 |
15*PE |
53.95 |
2*PB |
38.87 |
|
|
|
|
| 成交量(千股) |
4,719 |
10,299 |
20,007 |
109,965 |
49,452 |
10*PE |
35.97 |
1*PB |
19.43 |
|
|
|
|
| 資餘 |
2,514 |
1,833 |
2,387 |
3,989 |
3,769 |
5*PE |
17.98 |
0.5*PB |
9.72 |
|
|
|
|
| 券餘 |
39 |
0 |
44 |
413 |
295 |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
| 營業收入淨額(千) |
|
283,229
|
225,090
|
204,076
|
165,278
|
263,986
|
183,246
|
195,038
|
|
|
|
|
| 營業成本(千) |
|
162,610
|
121,757
|
116,013
|
124,874
|
139,480
|
108,810
|
116,287
|
|
|
|
|
| 營業毛利(千) |
|
120,619
|
103,333
|
88,063
|
40,404
|
124,506
|
74,436
|
78,751
|
|
|
|
|
| 營業費用(千) |
|
54,806
|
69,182
|
55,648
|
62,519
|
62,998
|
65,781
|
51,525
|
|
|
|
|
| 營業利益(千) |
|
65,813
|
34,151
|
32,415
|
-22,115 |
61,508
|
8,655
|
27,226
|
|
|
|
|
| 營業外收入及支出(千) |
|
25,566
|
3,924
|
17,642
|
33,028
|
-12,511 |
37,242
|
62,563
|
|
|
|
|
| 稅前純益(千) |
|
91,379
|
38,075
|
50,057
|
10,913
|
48,997
|
45,897
|
89,789
|
|
|
|
|
| 所得稅(千) |
|
19,294
|
5,382
|
7,042
|
1,398
|
8,140
|
4,931
|
7,160
|
|
|
|
|
| 稅後純益(千) |
|
72,085
|
32,693
|
43,015
|
9,515
|
40,857
|
40,966
|
82,629
|
|
|
|
|
| 其他綜合損益(千) |
|
1,442
|
1,204
|
1,283
|
-371 |
-894 |
2,804
|
-2,094 |
|
|
|
|
| 綜合損益(千) |
|
73,527
|
33,897
|
44,298
|
9,144
|
39,963
|
43,770
|
80,535
|
|
|
|
|
| 原始每股稅前盈餘(元) |
|
1.93
|
0.81
|
1.06
|
0.23
|
1.04
|
0.97
|
1.90
|
|
|
|
|
| 原始每股稅後盈餘(元) |
|
1.52
|
0.69
|
0.91
|
0.21
|
0.86
|
0.87
|
1.75
|
|
|
|
|
| 毛利率(%) |
|
42.59
|
45.91
|
43.15
|
24.45
|
47.16
|
40.62
|
40.38
|
|
|
|
|
| 營業利益率(%) |
|
23.24
|
15.17
|
15.88
|
-13.38 |
23.30
|
4.72
|
13.96
|
|
|
|
|
| 稅後純益率(%) |
|
25.45
|
14.52
|
21.08
|
5.76
|
15.48
|
22.36
|
42.37
|
|
|
|
|
| 稅後權益報酬率(%) |
|
8.15
|
3.94
|
4.96
|
1.04
|
4.57
|
4.81
|
9.63
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
73,956 |
203,510 |
13.07
|
29.93
|
23.13
|
|
|
203,510
|
23.13 |
|
|
|
|
| 202502 |
65,406 |
129,554 |
1.96
|
26.11
|
19.56
|
|
|
243,589
|
9.58 |
|
|
|
|
| 202501 |
64,148 |
64,148 |
-43.75 |
13.55
|
13.55
|
|
|
264,601
|
7.62 |
|
|
|
|
| 202412 |
114,035 |
877,673 |
31.96
|
0.09
|
4.26
|
4.03
|
創近一年新高 |
283,230
|
7.29 |
|
|
|
|
| 202411 |
86,418 |
763,639 |
4.40
|
14.56
|
4.91
|
|
|
242,919
|
19.71 |
|
|
|
|
| 202410 |
82,777 |
677,220 |
12.28
|
10.93
|
3.79
|
|
|
232,087
|
19.45 |
|
|
|
|
| 202409 |
73,724 |
594,444 |
-2.46 |
39.46
|
2.87
|
2.09
|
|
225,090
|
22.84 |
|
|
|
|
| 202408 |
75,586 |
520,720 |
-0.26 |
13.13
|
-0.81 |
|
|
236,952
|
23.02 |
|
|
|
|
| 202407 |
75,780 |
445,134 |
-11.46 |
19.22
|
-2.84 |
|
|
232,721
|
26.28 |
|
|
|
|
| 202406 |
85,586 |
369,354 |
19.94
|
37.53
|
-6.40 |
1.29
|
|
204,076
|
4.63 |
|
|
|
|
| 202405 |
71,355 |
283,767 |
51.38
|
22.00
|
-14.62 |
|
|
175,410
|
-10.3 |
|
|
|
|
| 202404 |
47,135 |
212,413 |
-17.19 |
-36.58 |
-22.44 |
|
創近一年新低 |
155,920
|
-21.32 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 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 |
|
|
|
|
| 1560 |
港商野村 |
103 |
103 |
0 |
1470 |
台灣摩根士丹利 |
-221 |
50 |
271 |
|
|
|
|
| 9800 |
元大 |
82 |
737 |
655 |
8440 |
摩根大通 |
-216 |
7 |
223 |
|
|
|
|
| 9600 |
富邦 |
62 |
325 |
263 |
1570 |
港商法國興業 |
-82 |
0 |
82 |
|
|
|
|
| 8150 |
台新 |
52 |
156 |
104 |
1480 |
美商高盛 |
-61 |
60 |
121 |
|
|
|
|
| 8880 |
國泰 |
51 |
258 |
207 |
1650 |
新加坡商瑞銀 |
-23 |
178 |
201 |
|
|
|
|
| 9300 |
華南永昌 |
47 |
258 |
211 |
1020 |
合庫 |
-20 |
20 |
40 |
|
|
|
|
| 9200 |
凱基 |
37 |
573 |
536 |
8380 |
安泰 |
-17 |
1 |
18 |
|
|
|
|
| 6160 |
中國信託 |
36 |
88 |
52 |
1260 |
宏遠 |
-7 |
7 |
14 |
|
|
|
|
| 1440 |
美林 |
33 |
38 |
5 |
1030 |
土銀 |
-6 |
15 |
21 |
|
|
|
|
| 8450 |
康和 |
27 |
135 |
108 |
6110 |
台中銀 |
-5 |
25 |
30 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 20250428 |
資通自結3月純益年減42.3% 每股0.31元 |
|
|
|
|
| 20250424 |
權值股疲弱 台股下跌160點收19,478點 台積電下挫9元收864元 |
|
|
|
|
| 20250423 |
三大法人買超295億元 台積電漲幅飆第四大 |
|
|
|
|
| 20250423 |
外資買超263.7億元、竟買超這檔 ETF 最多 台積電也獲買超 |
|
|
|
|
| 20250312 |
騰輝2024年EPS 5.01元 資通3.33元 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 1日籌碼集中度 |
-7.9 |
|
10日籌碼集中度 |
0.6 |
|
單日買賣超 |
-346 |
|
|
|
| 5日籌碼集中度 |
0.7 |
|
20日籌碼集中度 |
0.3 |
|
累計買賣超 |
119 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| 個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
| 單日借賣張數 |
1917 |
借券餘額 |
3044 |
千張大戶戶數 |
1 |
大戶比例 |
6.74 |
|
|
|
|
| |
|
|
|
|
|
|
|
更新日期： |
2025/5/2 19:38 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
