2608 |
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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2608 嘉里大榮 |
實收資本額 |
4670 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1990/12/20 |
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發 言
人 |
阮慧雯 |
電 話 |
02-33226888 |
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地 址 |
台北市中正區新生南路一段50號14樓 |
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產 業
別 |
傳產-航運 |
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主要產品 |
貨運運輸85.32%、倉儲物流13.09%、其他1.59%(汽車貨運業、汽車路線貨運業、汽車貨櫃貨運業、倉儲業務、快遞業務、宅配業務、冷凍車、冷凍櫃、冷凍庫出租業務及商品分類配送處理業務) |
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2025/5/2 股價 |
36.00 |
法人買賣超合計(近一日) |
買超 23.439 張 |
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2025/5/2
漲跌 |
0.55
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法人買賣超合計(近一週) |
賣超 -33.56 張 |
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2025/5/2
漲跌幅 |
1.55
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法人買賣超合計(近一月) |
賣超 -1254.57 張 |
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券 資 比 |
0.27
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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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2024/05/30 |
2.60 |
0.05 |
2001/10/11 |
2024/06/18 |
7.22% |
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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 |
2025/05/28 |
1.65 |
0.00 |
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4.58% |
0% |
4.58% |
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2023 |
2024/05/30 |
2.60 |
0.00 |
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2024/06/18 |
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7.22% |
0% |
7.22% |
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2022 |
2023/05/31 |
1.65 |
0.00 |
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2023/07/13 |
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4.58% |
0% |
4.58% |
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2021 |
2022/06/15 |
1.65 |
0.00 |
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2022/07/06 |
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4.58% |
0% |
4.58% |
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機構估稅後EPS |
2.29 |
K(9) |
69.83 |
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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) |
26.34 |
D(9) |
60.74 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
15.72 |
周K(9) |
45.14 |
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1.6 |
1.2 |
1.6 |
1.2 |
0.5 |
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股價淨值比 |
1.37 |
周D(9) |
41.37 |
綜合評分: |
6.1 |
建議: |
列入追踪 |
目標價: |
41.4 |
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月線乖離率 |
1.17 |
季線乖離率 |
-3.96 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
45.86 |
3*PB |
78.83 |
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股價 |
37.75 |
36.05 |
35.60 |
35.80 |
36.00 |
15*PE |
34.39 |
2*PB |
52.55 |
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成交量(千股) |
665 |
3,365 |
750 |
423 |
355 |
10*PE |
22.93 |
1*PB |
26.28 |
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資餘 |
1,179 |
1,124 |
1,113 |
1,113 |
1,114 |
5*PE |
11.46 |
0.5*PB |
13.14 |
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券餘 |
0 |
4 |
3 |
3 |
3 |
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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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3,335,477
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3,238,647
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3,087,132
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2,999,500
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3,123,727
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3,087,078
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2,918,885
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營業成本(千) |
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2,768,708
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2,644,166
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2,534,514
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2,411,273
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2,546,438
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2,509,157
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2,439,026
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營業毛利(千) |
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566,769
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594,481
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552,618
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588,227
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577,289
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577,921
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479,859
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營業費用(千) |
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191,866
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196,820
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174,017
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173,827
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155,062
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161,121
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175,666
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營業利益(千) |
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374,903
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397,661
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378,601
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414,400
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422,227
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416,800
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304,193
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營業外收入及支出(千) |
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-20,220 |
-27,362 |
-12,505 |
-34,687 |
4,636
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-23,829 |
696,406
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稅前純益(千) |
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354,683
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370,299
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366,096
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379,713
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426,863
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392,971
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1,000,599
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所得稅(千) |
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62,143
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68,476
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71,095
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76,667
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86,613
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78,068
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118,952
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稅後純益(千) |
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292,540
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301,823
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295,001
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303,046
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340,250
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314,903
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881,647
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其他綜合損益(千) |
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28,153
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359 |
9,378
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18,306
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-32,103 |
508 |
-42,642 |
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綜合損益(千) |
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320,693
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302,182
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304,379
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321,352
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308,147
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315,411
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839,005
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原始每股稅前盈餘(元) |
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0.76
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0.79
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0.78
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0.81
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0.91
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0.84
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2.14
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原始每股稅後盈餘(元) |
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0.55
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0.57
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0.55
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0.58
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0.66
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0.61
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1.80
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毛利率(%) |
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16.99
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18.36
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17.90
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19.61
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18.48
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18.72
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16.44
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營業利益率(%) |
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11.24
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12.28
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12.26
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13.82
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13.52
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13.50
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10.42
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稅後純益率(%) |
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8.77
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9.32
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9.56
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10.10
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10.89
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10.20
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30.20
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稅後權益報酬率(%) |
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2.29
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2.42
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2.29
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2.29
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2.64
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2.50
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7.08
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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 |
1,049,363 |
3,050,625 |
7.56 |
3.32 |
1.70 |
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3,050,625
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1.7 |
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202502 |
975,618 |
2,001,262 |
-4.88 |
25.08
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0.88 |
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3,167,124
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4.92 |
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202501 |
1,025,644 |
1,025,644 |
-12.03 |
-14.81 |
-14.81 |
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3,317,916
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-0.56 |
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202412 |
1,165,862 |
12,660,756 |
3.50 |
12.66
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5.22 |
3.15 |
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3,335,477
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6.78 |
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202411 |
1,126,410 |
11,494,894 |
7.98 |
2.60 |
4.52 |
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3,223,273
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4.09 |
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202410 |
1,043,205 |
10,368,484 |
-0.99 |
5.27 |
4.73 |
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3,203,748
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4.32 |
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202409 |
1,053,658 |
9,325,279 |
-4.81 |
4.55 |
4.67 |
2.39 |
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3,238,647
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4.91 |
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202408 |
1,106,885 |
8,271,621 |
2.67 |
3.22 |
4.69 |
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3,157,827
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2.66 |
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202407 |
1,078,104 |
7,164,736 |
10.82
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7.06 |
4.91 |
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3,144,721
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3.27 |
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202406 |
972,838 |
6,086,632 |
-11.06 |
-2.38 |
4.54 |
1.60 |
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3,087,132
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5.76 |
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202405 |
1,093,779 |
5,113,794 |
7.18 |
5.00 |
5.97 |
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3,129,899
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2.97 |
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202404 |
1,020,515 |
4,020,015 |
0.48
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15.88
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6.24
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2,816,125
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-2.45 |
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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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8440 |
摩根大通 |
18 |
18 |
0 |
8880 |
國泰 |
-20 |
0 |
20 |
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9200 |
凱基 |
16 |
36 |
20 |
1470 |
台灣摩根士丹利 |
-8 |
0 |
8 |
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1480 |
美商高盛 |
11 |
12 |
1 |
8840 |
玉山 |
-5 |
0 |
5 |
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9600 |
富邦 |
4 |
7 |
3 |
7790 |
國票 |
-5 |
0 |
5 |
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8450 |
康和 |
3 |
3 |
0 |
1650 |
新加坡商瑞銀 |
-4 |
0 |
4 |
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1440 |
美林 |
3 |
5 |
2 |
9800 |
元大 |
-4 |
16 |
20 |
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1590 |
花旗環球 |
2 |
2 |
0 |
5380 |
第一金 |
-3 |
0 |
3 |
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6160 |
中國信託 |
2 |
2 |
0 |
6010 |
奔亞證券 |
-2 |
0 |
2 |
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5920 |
元富 |
1 |
1 |
0 |
8560 |
新光 |
-2 |
0 |
2 |
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7030 |
致和 |
1 |
1 |
0 |
6010 |
奔亞證券 |
-2 |
0 |
2 |
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20241219 |
嘉里大榮 展望樂觀 |
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20241113 |
嘉里大榮財報/前三季稅後純益7.93億元 每股盈餘1.7元 |
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20240829 |
康霈10月將掛牌上市 |
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20240829 |
嘉里大榮看好下半年營運 |
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20240531 |
嘉里大榮擴大物流布局 將於汐止、高屏等地增設據點 |
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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 |
10 |
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10日籌碼集中度 |
-3.9 |
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單日買賣超 |
11 |
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5日籌碼集中度 |
-2.5 |
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20日籌碼集中度 |
-9.8 |
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累計買賣超 |
-585 |
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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 |
866 |
借券餘額 |
1215 |
千張大戶戶數 |
37 |
大戶比例 |
73.08 |
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更新日期: |
2025/5/2 19:41 |
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