| 2605 |
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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| 2605 新興 |
實收資本額 |
5854 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
1989/12/08 |
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| 發 言
人 |
許志鴻 |
電 話 |
02-27037055 |
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| 地 址 |
台北市大安區復興南路一段368號14樓 |
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| 產 業
別 |
傳產-航運 |
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| 主要產品 |
船務代理業、拖船駁船業 |
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| 2025/5/2 股價 |
24.40 |
法人買賣超合計(近一日) |
買超 925.409 張 |
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| 2025/5/2
漲跌 |
1.30
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法人買賣超合計(近一週) |
買超
2119.62 張 |
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| 2025/5/2
漲跌幅 |
5.63
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法人買賣超合計(近一月) |
買超
1661.44 張 |
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| 券 資 比 |
1.25
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外資連2買 |
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自營連5買 |
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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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| 2024/06/12 |
0.75 |
0.30 |
2019/09/20 |
2024/06/28 |
3.07% |
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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 |
2025/06/10 |
1.30 |
0.00 |
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5.33% |
0% |
5.33% |
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| 2023 |
2024/06/12 |
0.75 |
0.00 |
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2024/06/28 |
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3.07% |
0% |
3.07% |
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| 2022 |
2023/06/09 |
0.50 |
0.00 |
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2023/06/29 |
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2.05% |
0% |
2.05% |
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| 2021 |
2022/06/10 |
1.00 |
0.00 |
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2022/07/25 |
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4.1% |
0% |
4.1% |
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| 機構估稅後EPS |
1.68 |
K(9) |
75.48 |
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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) |
31.19 |
D(9) |
75.48 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
14.52 |
周K(9) |
48.81 |
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1.2 |
1.6 |
1.6 |
0.4 |
1.5 |
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| 股價淨值比 |
0.78 |
周D(9) |
47.21 |
綜合評分: |
6.3 |
建議: |
列入追踪 |
目標價: |
28.06 |
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| 月線乖離率 |
8.46 |
季線乖離率 |
-3.62 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
33.66 |
3*PB |
93.85 |
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| 股價 |
25.10 |
21.40 |
23.05 |
23.10 |
24.40 |
15*PE |
25.24 |
2*PB |
62.56 |
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| 成交量(千股) |
8,439 |
27,306 |
22,179 |
10,886 |
12,588 |
10*PE |
16.83 |
1*PB |
31.28 |
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| 資餘 |
14,663 |
11,564 |
11,177 |
11,265 |
10,840 |
5*PE |
8.41 |
0.5*PB |
15.64 |
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| 券餘 |
0 |
35 |
133 |
123 |
135 |
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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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1,023,786
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1,100,465
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1,204,858
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1,139,558
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1,082,422
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1,017,977
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976,322
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| 營業成本(千) |
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795,481
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793,383
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796,557
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734,084
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917,792
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890,306
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690,546
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| 營業毛利(千) |
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228,305
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307,082
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408,301
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405,474
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164,630
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127,671
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285,776
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| 營業費用(千) |
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57,277
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87,645
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113,661
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90,080
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75,069
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71,507
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61,124
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| 營業利益(千) |
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171,028
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219,437
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294,640
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315,394
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89,561
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56,164
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224,652
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| 營業外收入及支出(千) |
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39,121
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36,577
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39,055
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39,644
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40,564
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29,057
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-55,332 |
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| 稅前純益(千) |
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210,149
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256,014
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333,695
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355,038
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130,125
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85,221
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169,320
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| 所得稅(千) |
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11,346
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365 |
15,650
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1,588
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17,578
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-1,590 |
41,170
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| 稅後純益(千) |
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199,759
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244,324
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701,476
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353,450
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132,877
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108,221
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157,508
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| 其他綜合損益(千) |
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745,179
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-518,630 |
285,648
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798,913
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-1,008,420 |
749,627
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455,185
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| 綜合損益(千) |
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944,938
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-274,306 |
987,124
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1,152,363
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-875,543 |
857,848
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612,693
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| 原始每股稅前盈餘(元) |
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0.36
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0.44
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0.57
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0.61
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0.22
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0.15
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0.29
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| 原始每股稅後盈餘(元) |
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0.34
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0.42
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1.20
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0.60
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0.19
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0.18
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0.17
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| 毛利率(%) |
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22.30
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27.90
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33.89
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35.58
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15.21
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12.54
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29.27
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| 營業利益率(%) |
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16.71
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19.94
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24.45
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27.68
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8.27
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5.52
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23.01
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| 稅後純益率(%) |
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19.51
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22.20
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58.22
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31.02
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12.28
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10.63
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16.13
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| 稅後權益報酬率(%) |
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1.12
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1.40
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4.10
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2.18
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0.77
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0.60
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0.90
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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 |
0.00 |
0.00 |
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0 |
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| 202503 |
393,255 |
946,299 |
68.88
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7.31 |
-16.96 |
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946,299
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-16.96 |
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| 202502 |
232,864 |
552,372 |
-27.18 |
-27.86 |
-28.28 |
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創近一年新低 |
935,713
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-21.53 |
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| 202501 |
319,799 |
319,799 |
-16.51 |
-28.26 |
-28.26 |
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1,026,157
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-16.74 |
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| 202412 |
383,050 |
4,412,174 |
18.48
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-9.65 |
9.52 |
1.93 |
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1,014,146
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-12.27 |
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| 202411 |
323,308 |
4,155,464 |
5.04 |
-10.88 |
6.73 |
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978,092
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-12.02 |
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| 202410 |
307,788 |
3,828,574 |
-11.30 |
-16.64 |
8.69 |
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創近一年新低 |
1,003,311
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-7.5 |
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| 202409 |
346,996 |
3,388,388 |
-0.44 |
-8.63 |
15.01
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1.57 |
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1,091,007
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4.78 |
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| 202408 |
348,527 |
3,173,682 |
-11.87 |
3.83 |
15.53
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1,112,057
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8.22 |
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| 202407 |
395,484 |
2,822,509 |
7.46 |
21.38
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17.63
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1,277,574
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25.34 |
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| 202406 |
368,046 |
2,287,923 |
-28.40 |
0.53 |
18.65
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1.13 |
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1,258,494
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23.41 |
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| 202405 |
514,044 |
2,044,218 |
36.57
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57.02
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20.34
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創近一年新高 |
1,256,926
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30.83 |
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| 202404 |
376,404 |
1,523,924 |
2.71
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15.35
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11.34
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1,065,665
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12.48 |
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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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| 9300 |
華南永昌 |
436 |
625 |
189 |
9800 |
元大 |
-361 |
1193 |
1554 |
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| 9200 |
凱基 |
273 |
1187 |
914 |
9600 |
富邦 |
-332 |
431 |
763 |
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| 1470 |
台灣摩根士丹利 |
176 |
177 |
1 |
7000 |
兆豐 |
-108 |
153 |
261 |
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| 8450 |
康和 |
162 |
305 |
143 |
9A00 |
永豐金 |
-92 |
241 |
333 |
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| 1480 |
美商高盛 |
91 |
333 |
242 |
7790 |
國票 |
-78 |
118 |
196 |
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| 1440 |
美林 |
64 |
260 |
196 |
8150 |
台新 |
-64 |
109 |
173 |
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| 8440 |
摩根大通 |
46 |
81 |
35 |
1650 |
新加坡商瑞銀 |
-57 |
187 |
244 |
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| 6380 |
光和 |
28 |
48 |
20 |
2180 |
亞東 |
-53 |
7 |
60 |
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| 8560 |
新光 |
25 |
136 |
111 |
8840 |
玉山 |
-53 |
265 |
318 |
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| 8580 |
聯邦商銀 |
18 |
21 |
3 |
5850 |
統一 |
-49 |
140 |
189 |
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| 20250325 |
群益預估2025年指數20000~25000點 台股反覆調整找機會 |
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| 20250304 |
關稅徵不停！搶運潮持續 慧洋大漲逾8% |
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| 20250225 |
台積電恐探半年線 分析師認為甜甜價來了…另看好這幾檔 |
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| 20250224 |
俄烏戰爭停火有望 散裝龍頭慧洋-KY領軍大漲、四維航一度攻漲停 |
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| 20250213 |
川普推動結束俄烏戰爭 散裝航運大漲、裕民盤中亮燈 |
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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 |
5.9 |
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10日籌碼集中度 |
9.3 |
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單日買賣超 |
446 |
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| 5日籌碼集中度 |
9.1 |
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20日籌碼集中度 |
4.8 |
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累計買賣超 |
1687 |
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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 |
17354 |
借券餘額 |
25805 |
千張大戶戶數 |
39 |
大戶比例 |
36.09 |
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更新日期： |
2025/5/2 19:41 |
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