2530 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2530 華建 |
實收資本額 |
8400 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
1995/10/12 |
|
|
|
|
|
|
|
|
|
發 言
人 |
李俊賢 |
電 話 |
022632-8877 |
|
|
|
|
|
|
|
|
|
地 址 |
台北市內湖區成功路五段460號16樓 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-營建 |
|
|
|
|
|
|
|
|
|
主要產品 |
委託營造廠商興建商業大樓出租出售業務、委託營造廠商興建國民住宅出租出售業務、房屋租售之介紹業務 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
34.50 |
法人買賣超合計(近一日) |
買超 612.013 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
1.35
|
法人買賣超合計(近一週) |
買超
706.01 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
4.07
|
法人買賣超合計(近一月) |
賣超 -1139.87 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.33
|
|
|
自營連2賣 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/06/25 |
0.20 |
0.20 |
2012/08/06 |
2024/06/27 |
0.58% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/06/26 |
1.76 |
0.00 |
|
2025/04/24 |
|
5.09% |
0% |
5.09% |
|
|
|
|
2023 |
2024/06/25 |
0.54 |
0.00 |
|
2024/04/25 |
|
1.57% |
0% |
1.57% |
|
|
|
|
2022 |
2023/06/28 |
0.41 |
0.00 |
|
2023/03/30 |
|
1.19% |
0% |
1.19% |
|
|
|
|
2021 |
2022/06/30 |
0.00 |
0.00 |
|
|
|
0% |
0% |
0% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
2.10 |
K(9) |
65.33 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
12.50 |
D(9) |
61.78 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
16.43 |
周K(9) |
35.72 |
|
0 |
0 |
0 |
0 |
0 |
|
|
|
|
股價淨值比 |
2.76 |
周D(9) |
41.39 |
綜合評分: |
0 |
建議: |
不列入追踪 |
目標價: |
0 |
|
|
|
|
月線乖離率 |
2.46 |
季線乖離率 |
-8.76 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
41.82 |
3*PB |
37.50 |
|
|
|
|
股價 |
39.15 |
32.90 |
33.40 |
34.00 |
34.50 |
15*PE |
31.36 |
2*PB |
25.00 |
|
|
|
|
成交量(千股) |
2,301 |
8,829 |
3,951 |
1,833 |
2,857 |
10*PE |
20.91 |
1*PB |
12.50 |
|
|
|
|
資餘 |
5,186 |
4,329 |
4,519 |
4,568 |
4,580 |
5*PE |
10.45 |
0.5*PB |
6.25 |
|
|
|
|
券餘 |
13 |
8 |
0 |
9 |
15 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
1,537,134
|
2,000,407
|
1,797,867
|
759,853
|
1,942,091
|
2,177
|
3,296
|
|
|
|
|
營業成本(千) |
|
932,188
|
1,192,508
|
1,027,075
|
432,080
|
1,095,283
|
0 |
1,975
|
|
|
|
|
營業毛利(千) |
|
604,946
|
807,899
|
770,792
|
327,773
|
846,808
|
2,177
|
1,321
|
|
|
|
|
營業費用(千) |
|
147,639
|
143,764
|
118,989
|
60,133
|
144,081
|
22,335
|
19,966
|
|
|
|
|
營業利益(千) |
|
457,307
|
664,135
|
651,803
|
267,640
|
702,727
|
-20,158 |
-18,645 |
|
|
|
|
營業外收入及支出(千) |
|
1,117
|
-6,255 |
1,739
|
-4,527 |
-571 |
-2,701 |
-270 |
|
|
|
|
稅前純益(千) |
|
458,424
|
657,880
|
653,542
|
263,113
|
702,156
|
-22,859 |
-18,915 |
|
|
|
|
所得稅(千) |
|
70,999
|
131,169
|
139,340
|
69,029
|
146,258
|
-695 |
-218 |
|
|
|
|
稅後純益(千) |
|
387,425
|
526,711
|
514,202
|
194,084
|
555,898
|
-22,164 |
-18,697 |
|
|
|
|
其他綜合損益(千) |
|
1,328
|
-240 |
-833 |
180 |
475 |
169 |
-399 |
|
|
|
|
綜合損益(千) |
|
388,753
|
526,471
|
513,369
|
194,264
|
556,373
|
-21,995 |
-19,096 |
|
|
|
|
原始每股稅前盈餘(元) |
|
0.55
|
0.78
|
0.78
|
0.31
|
0.84
|
-0.03 |
-0.02 |
|
|
|
|
原始每股稅後盈餘(元) |
|
0.46
|
0.63
|
0.61
|
0.23
|
0.66
|
-0.02 |
-0.02 |
|
|
|
|
毛利率(%) |
|
39.36
|
40.39
|
42.87
|
43.14
|
43.60
|
100.00
|
40.08
|
|
|
|
|
營業利益率(%) |
|
29.75
|
33.20
|
36.25
|
35.22
|
36.18
|
-925.95 |
-565.69 |
|
|
|
|
稅後純益率(%) |
|
25.20
|
26.33
|
28.60
|
25.54
|
28.62
|
-1,018.10 |
-567.26 |
|
|
|
|
稅後權益報酬率(%) |
|
3.60
|
4.88
|
4.85
|
1.84
|
5.35
|
-0.22 |
-0.18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
13,207 |
161,574 |
-67.63 |
-96.89 |
-78.74 |
|
創近一年新低 |
161,574
|
-78.74 |
|
|
|
|
202502 |
40,805 |
148,367 |
-62.06 |
-87.47 |
-55.78 |
|
創近一年新低 |
1,338,697
|
-41.19 |
|
|
|
|
202501 |
107,562 |
107,562 |
-90.96 |
998.02
|
998.02
|
|
創近一年新低 |
1,446,109
|
-25.88 |
|
|
|
|
202412 |
1,190,330 |
6,095,261 |
703.10
|
-38.66 |
212.34
|
2.42 |
|
1,537,134
|
-20.85 |
|
|
|
|
202411 |
148,217 |
4,904,931 |
-25.36 |
20203.70
|
45215.33
|
|
|
748,921
|
34066.1 |
|
|
|
|
202410 |
198,587 |
4,756,714 |
-50.61 |
27029.37
|
47024.17
|
|
|
1,158,783
|
52788.32 |
|
|
|
|
202409 |
402,117 |
4,558,127 |
-27.95 |
54984.52
|
48587.53
|
1.87 |
|
2,000,407
|
91788.24 |
|
|
|
|
202408 |
558,079 |
4,156,010 |
-46.35 |
76454.05
|
48046.55
|
|
|
3,149,889
|
108892.7 |
|
|
|
|
202407 |
1,040,211 |
3,597,931 |
-32.96 |
144776.20
|
45426.14
|
|
|
2,726,074
|
91934.91 |
|
|
|
|
202406 |
1,551,599 |
2,557,720 |
1055.63
|
107425.90
|
35498.05
|
1.09 |
|
1,797,866
|
54446.91 |
|
|
|
|
202405 |
134,264 |
1,006,121 |
19.88
|
16662.05
|
17422.14
|
|
|
677,088
|
23064.15 |
|
|
|
|
202404 |
112,003 |
871,857 |
-74.00 |
10546.67
|
17545.36
|
|
|
868,531
|
22175.74 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
1380 |
台灣匯立 |
243 |
243 |
0 |
8150 |
台新 |
-228 |
1 |
229 |
|
|
|
|
1260 |
宏遠 |
200 |
200 |
0 |
8880 |
國泰 |
-103 |
6 |
109 |
|
|
|
|
1650 |
新加坡商瑞銀 |
163 |
166 |
3 |
1230 |
彰銀 |
-100 |
0 |
100 |
|
|
|
|
1440 |
美林 |
70 |
93 |
23 |
9100 |
群益金鼎 |
-94 |
22 |
116 |
|
|
|
|
1480 |
美商高盛 |
50 |
72 |
22 |
7000 |
兆豐 |
-88 |
20 |
108 |
|
|
|
|
8440 |
摩根大通 |
41 |
46 |
5 |
9300 |
華南永昌 |
-29 |
5 |
34 |
|
|
|
|
1470 |
台灣摩根士丹利 |
31 |
38 |
7 |
5850 |
統一 |
-28 |
3 |
31 |
|
|
|
|
6480 |
福邦 |
5 |
5 |
0 |
9A00 |
永豐金 |
-21 |
1 |
22 |
|
|
|
|
6010 |
奔亞證券 |
1 |
1 |
0 |
8560 |
新光 |
-20 |
4 |
24 |
|
|
|
|
2180 |
亞東 |
1 |
1 |
0 |
1020 |
合庫 |
-17 |
0 |
17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250326 |
華建財報/2024年獲利創新高!EPS 1.94元 公司超額配息 |
|
|
|
|
20250326 |
華建2024年每股賺1.94元 |
|
|
|
|
20250326 |
3月26日重要財經行事曆 |
|
|
|
|
20241114 |
海悅前三季 EPS 年增1.7倍 同期最佳 |
|
|
|
|
20241113 |
海悅財報/前三季稅後純益20.47億元、賺進一個股本 EPS 13.25元 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
8.8 |
|
10日籌碼集中度 |
-8.4 |
|
單日買賣超 |
109 |
|
|
|
5日籌碼集中度 |
-9 |
|
20日籌碼集中度 |
-3.3 |
|
累計買賣超 |
-1114 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
5681 |
借券餘額 |
5896 |
千張大戶戶數 |
78 |
大戶比例 |
82.43 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:40 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|