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 |
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2471 資通 |
實收資本額 |
473 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2001/09/17 |
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發 言
人 |
林青龍 |
電 話 |
(02)25221351 |
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地 址 |
台北市中山北路2段111號3樓 |
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產 業
別 |
軟體-系統整合 |
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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 |
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2025/7/4 股價 |
56.20 |
法人買賣超合計(近一日) |
賣超 -77 張 |
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2025/7/4
漲跌 |
-1.20
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法人買賣超合計(近一週) |
買超
280 張 |
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2025/7/4
漲跌幅 |
-2.09
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法人買賣超合計(近一月) |
賣超 -261.6 張 |
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券 資 比 |
1.49
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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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2024/06/19 |
2.83 |
0.50 |
2002/08/28 |
2023/07/20 |
5.04% |
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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 |
2025/06/19 |
3.06 |
0.00 |
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2025/07/22 |
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5.44% |
0% |
5.44% |
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2023 |
2024/06/19 |
3.29 |
0.00 |
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2024/07/26 |
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5.85% |
0% |
5.85% |
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2022 |
2023/06/21 |
2.83 |
0.00 |
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2023/07/20 |
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5.04% |
0% |
5.04% |
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2021 |
2022/06/23 |
2.24 |
0.00 |
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2022/07/21 |
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3.99% |
0% |
3.99% |
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機構估稅後EPS |
3.59 |
K(9) |
56.56 |
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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) |
19.76 |
D(9) |
58.22 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
15.65 |
周K(9) |
24.56 |
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0 |
0.8 |
0.8 |
1.6 |
0.5 |
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股價淨值比 |
2.84 |
周D(9) |
33.75 |
綜合評分: |
3.7 |
建議: |
觀望 |
目標價: |
59.01 |
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月線乖離率 |
-0.14 |
季線乖離率 |
-4.56 |
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2025/6/6 |
2025/6/13 |
2025/6/20 |
2025/6/27 |
2025/7/4 |
20*PE |
72.05 |
3*PB |
59.16 |
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股價 |
56.50 |
56.70 |
55.00 |
56.70 |
56.20 |
15*PE |
54.04 |
2*PB |
39.44 |
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成交量(千股) |
4,165 |
3,985 |
1,944 |
1,573 |
2,209 |
10*PE |
36.03 |
1*PB |
19.72 |
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資餘 |
2,560 |
2,431 |
2,343 |
2,351 |
2,281 |
5*PE |
18.01 |
0.5*PB |
9.86 |
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券餘 |
73 |
50 |
57 |
44 |
34 |
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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) |
203,510
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283,229
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225,090
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204,076
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165,278
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263,986
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183,246
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195,038
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營業成本(千) |
141,012
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162,610
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121,757
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116,013
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124,874
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139,480
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108,810
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116,287
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營業毛利(千) |
62,498
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120,619
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103,333
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88,063
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40,404
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124,506
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74,436
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78,751
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營業費用(千) |
61,583
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54,806
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69,182
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55,648
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62,519
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62,998
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65,781
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51,525
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營業利益(千) |
915
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65,813
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34,151
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32,415
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-22,115 |
61,508
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8,655
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27,226
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營業外收入及支出(千) |
15,752
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25,566
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3,924
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17,642
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33,028
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-12,511 |
37,242
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62,563
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稅前純益(千) |
16,667
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91,379
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38,075
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50,057
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10,913
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48,997
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45,897
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89,789
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所得稅(千) |
2,892
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19,294
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5,382
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7,042
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1,398
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8,140
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4,931
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7,160
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稅後純益(千) |
13,775
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72,085
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32,693
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43,015
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9,515
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40,857
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40,966
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82,629
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其他綜合損益(千) |
152
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1,442
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1,204
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1,283
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-371 |
-894 |
2,804
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-2,094 |
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綜合損益(千) |
13,927
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73,527
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33,897
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44,298
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9,144
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39,963
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43,770
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80,535
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原始每股稅前盈餘(元) |
0.35
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1.93
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0.81
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1.06
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0.23
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1.04
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0.97
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1.90
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原始每股稅後盈餘(元) |
0.29
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1.52
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0.69
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0.91
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0.21
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0.86
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0.87
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1.75
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毛利率(%) |
30.71
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42.59
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45.91
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43.15
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24.45
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47.16
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40.62
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40.38
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營業利益率(%) |
0.45
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23.24
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15.17
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15.88
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-13.38 |
23.30
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4.72
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13.96
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稅後純益率(%) |
6.77
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25.45
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14.52
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21.08
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5.76
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15.48
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22.36
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42.37
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稅後權益報酬率(%) |
1.48
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8.15
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3.94
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4.96
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1.04
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4.57
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4.81
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9.63
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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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202506 |
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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202505 |
76,882 |
349,847 |
10.69
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7.75
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23.29
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220,292
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25.59 |
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202504 |
69,454 |
272,964 |
-6.09 |
47.35
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28.51
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208,816
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33.93 |
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202503 |
73,956 |
203,510 |
13.07
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29.93
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23.13
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0.35
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203,510
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23.13 |
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202502 |
65,406 |
129,554 |
1.96
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26.11
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19.56
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243,589
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9.58 |
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202501 |
64,148 |
64,148 |
-43.75 |
13.55
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13.55
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264,601
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7.62 |
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202412 |
114,035 |
877,673 |
31.96
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0.09
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4.26
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4.03
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創近一年新高 |
283,230
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7.29 |
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202411 |
86,418 |
763,639 |
4.40
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14.56
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4.91
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242,919
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19.71 |
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202410 |
82,777 |
677,220 |
12.28
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10.93
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3.79
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232,087
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19.45 |
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202409 |
73,724 |
594,444 |
-2.46 |
39.46
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2.87
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2.09
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225,090
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22.84 |
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202408 |
75,586 |
520,720 |
-0.26 |
13.13
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-0.81 |
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236,952
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23.02 |
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202407 |
75,780 |
445,134 |
-11.46 |
19.22
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-2.84 |
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232,721
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26.28 |
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202406 |
85,586 |
369,354 |
19.94
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37.53
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-6.40 |
1.29
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204,076
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4.63 |
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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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9800 |
元大 |
48 |
106 |
58 |
5920 |
元富 |
-34 |
13 |
47 |
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8560 |
新光 |
18 |
32 |
14 |
1470 |
台灣摩根士丹利 |
-31 |
5 |
36 |
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5850 |
統一 |
13 |
16 |
3 |
9200 |
凱基 |
-31 |
24 |
55 |
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6110 |
台中銀 |
12 |
12 |
0 |
1650 |
新加坡商瑞銀 |
-27 |
14 |
41 |
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9600 |
富邦 |
12 |
23 |
11 |
9300 |
華南永昌 |
-10 |
16 |
26 |
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8150 |
台新 |
11 |
12 |
1 |
9A00 |
永豐金 |
-9 |
9 |
18 |
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1560 |
港商野村 |
7 |
7 |
0 |
7790 |
國票 |
-9 |
2 |
11 |
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6380 |
光和 |
6 |
6 |
0 |
8440 |
摩根大通 |
-4 |
3 |
7 |
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8880 |
國泰 |
6 |
11 |
5 |
8450 |
康和 |
-3 |
0 |
3 |
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1480 |
美商高盛 |
4 |
18 |
14 |
1440 |
美林 |
-2 |
0 |
2 |
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20250428 |
資通自結3月純益年減42.3% 每股0.31元 |
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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 |
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20250423 |
三大法人買超295億元 台積電漲幅飆第四大 |
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20250423 |
外資買超263.7億元、竟買超這檔 ETF 最多 台積電也獲買超 |
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20250312 |
騰輝2024年EPS 5.01元 資通3.33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 |
-14.6 |
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10日籌碼集中度 |
6 |
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單日買賣超 |
-59 |
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5日籌碼集中度 |
7.1 |
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20日籌碼集中度 |
-1.5 |
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累計買賣超 |
-521 |
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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 |
1655 |
借券餘額 |
2431 |
千張大戶戶數 |
1 |
大戶比例 |
6.74 |
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更新日期: |
2025/7/4 19:40 |
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