2609 |
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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2609 陽明 |
實收資本額 |
34921 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
1992/04/20 |
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發 言
人 |
白崑榮 |
電 話 |
02-2455-9988 |
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地 址 |
基隆市七堵區明德一路271號 |
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產 業
別 |
傳產-航運 |
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主要產品 |
營業收入100%(國內外水上貨運、客運業務之經營、倉庫、碼頭、拖船、駁船、貨櫃集散場站業務之經營、船舶、貨櫃及車架之修理、租賃、買賣業務之經營) |
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2025/5/2 股價 |
70.90 |
法人買賣超合計(近一日) |
買超 14364.337 張 |
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2025/5/2
漲跌 |
2.90
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法人買賣超合計(近一週) |
賣超 -14143.86 張 |
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2025/5/2
漲跌幅 |
4.26
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法人買賣超合計(近一月) |
買超
2054.71 張 |
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券 資 比 |
7.83
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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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2024/05/24 |
2.00 |
1.00 |
2011/09/22 |
2024/07/09 |
2.82% |
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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 |
2025/05/29 |
7.50 |
0.00 |
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10.58% |
0% |
10.58% |
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2023 |
2024/05/24 |
2.00 |
0.00 |
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2024/07/09 |
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2.82% |
0% |
2.82% |
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2022 |
2023/05/26 |
20.00 |
0.00 |
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2023/07/04 |
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28.21% |
0% |
28.21% |
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2021 |
2022/05/27 |
20.00 |
0.00 |
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2022/06/27 |
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28.21% |
0% |
28.21% |
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機構估稅後EPS |
8.87 |
K(9) |
37.56 |
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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) |
97.52 |
D(9) |
36.05 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
7.99 |
周K(9) |
66.59 |
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1.6 |
1.2 |
2 |
0 |
1 |
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股價淨值比 |
0.73 |
周D(9) |
67.24 |
綜合評分: |
5.8 |
建議: |
列入追踪 |
目標價: |
81.54 |
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月線乖離率 |
2.1 |
季線乖離率 |
-1.22 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
177.25 |
3*PB |
291.37 |
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股價 |
77.40 |
68.40 |
72.10 |
69.80 |
70.90 |
15*PE |
132.94 |
2*PB |
194.25 |
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成交量(千股) |
66,343 |
204,266 |
334,962 |
126,372 |
98,045 |
10*PE |
88.63 |
1*PB |
97.12 |
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資餘 |
42,050 |
30,678 |
32,131 |
32,438 |
33,720 |
5*PE |
44.31 |
0.5*PB |
48.56 |
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券餘 |
871 |
938 |
3,063 |
2,475 |
2,640 |
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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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53,476,912
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72,838,388
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52,589,220
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43,801,429
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32,722,789
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35,901,113
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35,046,373
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營業成本(千) |
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37,178,692
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38,224,518
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35,974,121
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33,700,926
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34,059,780
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35,290,390
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31,496,089
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營業毛利(千) |
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16,298,220
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34,613,870
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16,615,099
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10,100,503
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-1,336,991 |
610,723
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3,550,284
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營業費用(千) |
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2,913,289
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2,689,973
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2,647,723
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2,303,381
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2,036,794
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2,027,349
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2,089,837
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營業利益(千) |
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13,245,672
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32,309,110
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14,132,012
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7,888,541
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-3,350,727 |
-1,356,663 |
1,571,882
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營業外收入及支出(千) |
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2,232,487
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3,230,229
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3,043,189
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3,738,280
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980,663
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4,642,915
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4,582,656
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稅前純益(千) |
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15,478,159
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35,539,339
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17,175,201
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11,626,821
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-2,370,064 |
3,286,252
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6,154,538
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所得稅(千) |
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2,867,379
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7,099,611
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3,210,611
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2,172,558
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-1,119,016 |
406,165
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6,167,653
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稅後純益(千) |
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12,610,780
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28,439,728
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13,964,590
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9,454,263
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-1,251,048 |
2,880,087
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-13,115 |
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其他綜合損益(千) |
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3,996,391
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-2,928,427 |
1,769,444
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3,651,690
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-3,506,766 |
2,592,913
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1,398,040
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綜合損益(千) |
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16,607,171
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25,511,301
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15,734,034
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13,105,953
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-4,757,814 |
5,473,000
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1,384,925
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原始每股稅前盈餘(元) |
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4.43
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10.18
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4.92
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3.33
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-0.68 |
0.94
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1.76
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原始每股稅後盈餘(元) |
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3.59
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8.12
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3.98
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2.69
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-0.37 |
0.80
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-0.04 |
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毛利率(%) |
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30.48
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47.52
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31.59
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23.06
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-4.09 |
1.70
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10.13
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營業利益率(%) |
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24.77
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44.36
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26.87
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18.01
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-10.24 |
-3.78 |
4.49
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稅後純益率(%) |
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23.58
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39.04
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26.55
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21.58
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-3.82 |
8.02
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-0.04 |
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稅後權益報酬率(%) |
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3.79
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9.11
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4.73
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3.33
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-0.45 |
1.03
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0.00
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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 |
13,229,338 |
45,516,702 |
-9.97 |
-14.91 |
3.92 |
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創近一年新低 |
45,516,702
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3.92 |
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202502 |
14,694,473 |
32,287,364 |
-16.47 |
3.07 |
14.28
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創近一年新低 |
49,535,912
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27.34 |
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202501 |
17,592,891 |
17,592,891 |
2.00 |
25.69
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25.69
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52,319,750
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47.12 |
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202412 |
17,248,548 |
222,705,949 |
-1.31 |
62.02
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58.38
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22.86
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53,720,228
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63.45 |
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202411 |
17,478,311 |
205,700,717 |
-7.98 |
60.07
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58.08
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58,091,618
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68.73 |
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202410 |
18,993,369 |
188,222,406 |
-12.15 |
68.06
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57.90
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66,373,420
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85.68 |
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202409 |
21,619,938 |
169,229,037 |
-16.07 |
77.10
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56.84
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18.42
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72,838,388
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102.89 |
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202408 |
25,760,113 |
147,609,099 |
1.19 |
110.51
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54.25
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創近一年新高 |
71,938,246
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99.18 |
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202407 |
25,458,337 |
121,848,986 |
22.87
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122.23
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46.00
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創近一年新高 |
63,103,074
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77.96 |
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202406 |
20,719,796 |
96,390,649 |
22.42
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66.76
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33.88
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8.25 |
創近一年新高 |
52,589,220
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50.06 |
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202405 |
16,924,941 |
75,670,853 |
13.25
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46.18
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27.02
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創近一年新高 |
47,417,150
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33.38 |
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202404 |
14,944,483 |
58,745,912 |
-3.88 |
35.33
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22.40
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44,749,181
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26.84 |
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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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1470 |
台灣摩根士丹利 |
5244 |
5424 |
180 |
9800 |
元大 |
-3518 |
2244 |
5762 |
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1440 |
美林 |
3358 |
3698 |
340 |
9A00 |
永豐金 |
-1397 |
492 |
1889 |
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9200 |
凱基 |
2945 |
5331 |
2386 |
8440 |
摩根大通 |
-1313 |
2127 |
3440 |
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1650 |
新加坡商瑞銀 |
1583 |
1983 |
400 |
9600 |
富邦 |
-1242 |
916 |
2158 |
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1480 |
美商高盛 |
1324 |
1957 |
633 |
9100 |
群益金鼎 |
-1017 |
736 |
1753 |
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1560 |
港商野村 |
839 |
840 |
1 |
8880 |
國泰 |
-848 |
366 |
1214 |
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1590 |
花旗環球 |
220 |
228 |
8 |
5920 |
元富 |
-614 |
575 |
1189 |
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6110 |
台中銀 |
86 |
170 |
84 |
8150 |
台新 |
-457 |
325 |
782 |
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1380 |
台灣匯立 |
13 |
51 |
38 |
7000 |
兆豐 |
-439 |
427 |
866 |
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8900 |
法銀巴黎 |
9 |
18 |
9 |
8560 |
新光 |
-433 |
299 |
732 |
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20250429 |
台股上漲198點收20,232點 台積電上揚5元收902元 |
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20250425 |
台股上漲393點收19,872點 台積電上揚24元收888元 |
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20250425 |
外資買超145億元…買超這檔金融股最多 台積、鴻海也齊買 |
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20250423 |
機長、水手全上工 航運類指強彈2.6% |
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20250422 |
台股失守萬九大關 下跌312點收18,793點 、台積電跌19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 |
38.8 |
優 |
10日籌碼集中度 |
-0.2 |
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單日買賣超 |
12874 |
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5日籌碼集中度 |
-8 |
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20日籌碼集中度 |
-0.8 |
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累計買賣超 |
-12606 |
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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 |
62221 |
借券餘額 |
156953 |
千張大戶戶數 |
197 |
大戶比例 |
61.23 |
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更新日期: |
2025/5/2 19:41 |
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