| 2606 |
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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| 2606 裕民 |
實收資本額 |
8451 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
1990/12/08 |
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| 發 言
人 |
張宗良 |
電 話 |
(02)27338000 |
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| 地 址 |
台北市敦化南路二段207號29樓 |
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| 產 業
別 |
傳產-航運 |
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| 主要產品 |
運費收入99.99%、其他營業收入0.01%(船舶運送、船舶買賣、船務代理) |
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| 2025/5/2 股價 |
57.50 |
法人買賣超合計(近一日) |
賣超 -19.457 張 |
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| 2025/5/2
漲跌 |
5.20
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法人買賣超合計(近一週) |
賣超 -3893.03 張 |
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| 2025/5/2
漲跌幅 |
9.94
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法人買賣超合計(近一月) |
賣超 -7774.22 張 |
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| 券 資 比 |
12.99
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外資連5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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| 2024/06/03 |
2.40 |
2.00 |
2005/07/27 |
2024/06/27 |
4.17% |
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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 |
2025/05/27 |
3.20 |
0.00 |
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5.57% |
0% |
5.57% |
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| 2023 |
2024/06/03 |
2.40 |
0.00 |
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2024/06/27 |
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4.17% |
0% |
4.17% |
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| 2022 |
2023/06/13 |
3.00 |
0.00 |
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2023/07/06 |
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5.22% |
0% |
5.22% |
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| 2021 |
2022/06/08 |
3.00 |
0.00 |
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2022/06/27 |
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5.22% |
0% |
5.22% |
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| 機構估稅後EPS |
5.40 |
K(9) |
70.31 |
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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) |
47.88 |
D(9) |
60.67 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
10.65 |
周K(9) |
30.67 |
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1.6 |
1.6 |
2 |
0.8 |
1 |
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| 股價淨值比 |
1.20 |
周D(9) |
38.96 |
綜合評分: |
7 |
建議: |
列入追踪 |
目標價: |
66.13 |
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| 月線乖離率 |
7.85 |
季線乖離率 |
-9.34 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
107.48 |
3*PB |
143.75 |
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| 股價 |
64.80 |
50.80 |
52.60 |
53.10 |
57.50 |
15*PE |
80.61 |
2*PB |
95.83 |
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| 成交量(千股) |
14,887 |
67,186 |
44,038 |
32,303 |
24,678 |
10*PE |
53.74 |
1*PB |
47.92 |
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| 資餘 |
6,962 |
5,125 |
4,717 |
4,505 |
4,874 |
5*PE |
26.87 |
0.5*PB |
23.96 |
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| 券餘 |
850 |
854 |
1,092 |
649 |
633 |
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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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3,864,842
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4,468,684
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4,163,731
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3,845,246
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3,969,587
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3,900,809
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3,647,999
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| 營業成本(千) |
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2,739,304
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2,705,437
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2,883,862
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2,792,935
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2,791,926
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3,091,000
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2,721,559
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| 營業毛利(千) |
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1,125,538
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1,763,247
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1,279,869
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1,052,311
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1,177,661
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809,809
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926,440
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| 營業費用(千) |
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136,071
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175,386
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259,015
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165,606
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209,885
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156,374
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145,980
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| 營業利益(千) |
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989,467
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1,587,861
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1,020,854
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886,705
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967,776
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653,435
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780,460
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| 營業外收入及支出(千) |
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-58,434 |
38,333
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174,828
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135,257
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-93,607 |
104,724
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-35,902 |
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| 稅前純益(千) |
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931,033
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1,626,194
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1,195,682
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1,021,962
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874,169
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758,159
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744,558
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| 所得稅(千) |
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7,670
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72,530
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-11,497 |
38,839
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32,972
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-9 |
155,699
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| 稅後純益(千) |
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923,363
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1,553,664
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1,207,179
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983,123
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841,197
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758,168
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588,859
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| 其他綜合損益(千) |
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986,921
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-1,876,504 |
1,962,327
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3,054,188
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-1,708,590 |
1,182,039
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1,570,400
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| 綜合損益(千) |
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1,910,284
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-322,840 |
3,169,506
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4,037,311
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-867,393 |
1,940,207
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2,159,259
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| 原始每股稅前盈餘(元) |
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1.10
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1.92
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1.41
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1.21
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1.03
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0.90
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0.88
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| 原始每股稅後盈餘(元) |
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1.09
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1.84
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1.44
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1.17
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1.04
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0.90
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0.71
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| 毛利率(%) |
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29.12
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39.46
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30.74
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27.37
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29.67
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20.76
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25.40
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| 營業利益率(%) |
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25.60
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35.53
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24.52
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23.06
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24.38
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16.75
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21.39
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| 稅後純益率(%) |
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23.89
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34.77
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28.99
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25.57
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21.19
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19.44
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16.14
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| 稅後權益報酬率(%) |
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2.33
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4.00
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3.14
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2.74
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2.46
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2.25
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1.79
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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 |
1,246,855 |
3,432,017 |
27.43
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-7.17 |
-12.30 |
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3,432,017
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-12.3 |
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| 202502 |
978,469 |
2,185,162 |
-18.91 |
-9.37 |
-14.98 |
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創近一年新低 |
3,387,171
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-14.2 |
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| 202501 |
1,206,693 |
1,206,693 |
0.39 |
-19.04 |
-19.04 |
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3,727,122
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-10.03 |
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| 202412 |
1,202,009 |
16,342,503 |
-8.83 |
-12.76 |
13.68
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5.65 |
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3,866,717
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-1.64 |
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| 202411 |
1,318,420 |
15,142,369 |
-2.07 |
3.46 |
16.85
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4,111,537
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17.39 |
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| 202410 |
1,346,288 |
13,823,949 |
-6.95 |
5.26 |
18.31
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4,050,691
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21.26 |
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| 202409 |
1,446,829 |
12,477,661 |
15.05
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52.45
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19.91
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4.55 |
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4,479,498
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14.84 |
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| 202408 |
1,257,574 |
11,030,832 |
-29.15 |
13.05
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16.64
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4,562,567
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8.23 |
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| 202407 |
1,775,095 |
9,773,258 |
16.03
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-3.49 |
17.12
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創近一年新高 |
4,672,841
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8.37 |
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| 202406 |
1,529,898 |
8,008,977 |
11.85
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21.06
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23.12
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2.62 |
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4,084,855
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12.01 |
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| 202405 |
1,367,848 |
6,468,265 |
15.23
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13.14
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23.41
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3,898,164
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11.67 |
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| 202404 |
1,187,109 |
5,100,417 |
-11.62 |
1.10
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26.49
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3,609,989
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14.21 |
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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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| 9600 |
富邦 |
2114 |
2999 |
885 |
9200 |
凱基 |
-752 |
899 |
1651 |
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| 9800 |
元大 |
1223 |
3174 |
1951 |
1470 |
台灣摩根士丹利 |
-673 |
105 |
778 |
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| 1650 |
新加坡商瑞銀 |
357 |
552 |
195 |
9100 |
群益金鼎 |
-375 |
261 |
636 |
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| 8440 |
摩根大通 |
288 |
523 |
235 |
9A00 |
永豐金 |
-269 |
353 |
622 |
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| 1440 |
美林 |
211 |
270 |
59 |
5850 |
統一 |
-265 |
229 |
494 |
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| 1480 |
美商高盛 |
196 |
356 |
160 |
5920 |
元富 |
-197 |
164 |
361 |
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| 1560 |
港商野村 |
157 |
229 |
72 |
5600 |
永興 |
-194 |
6 |
200 |
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| 8150 |
台新 |
134 |
367 |
233 |
7000 |
兆豐 |
-190 |
76 |
266 |
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| 1570 |
港商法國興業 |
70 |
70 |
0 |
8840 |
玉山 |
-189 |
155 |
344 |
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| 1590 |
花旗環球 |
68 |
68 |
0 |
2180 |
亞東 |
-184 |
8 |
192 |
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| 20250423 |
機長、水手全上工 航運類指強彈2.6% |
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| 20250414 |
台股下跌15點 三大法人賣超270億元 |
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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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| 20250320 |
台股強漲416點收22377點 台積電漲33元收985元 |
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| 20250314 |
普亭「原則上同意」俄烏30天停火 重建概念股大漲 |
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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 |
25.7 |
優 |
10日籌碼集中度 |
3.3 |
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單日買賣超 |
3287 |
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| 5日籌碼集中度 |
2.1 |
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20日籌碼集中度 |
-2.4 |
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累計買賣超 |
-5695 |
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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 |
32899 |
借券餘額 |
54324 |
千張大戶戶數 |
56 |
大戶比例 |
70.09 |
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更新日期： |
2025/5/2 19:41 |
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