2630 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2630 亞航 |
實收資本額 |
2094 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2018/02/22 |
|
|
|
|
|
|
|
|
|
發 言
人 |
趙晉賢 |
電 話 |
06-2681911 |
|
|
|
|
|
|
|
|
|
地 址 |
台南市仁德區仁愛里機場路1050號 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-航運 |
|
|
|
|
|
|
|
|
|
主要產品 |
航空器與有關裝備之維修、租賃與買賣、航空配件裝備之製造與裝配、精密工業設備之修理、以及上述各項業務之代理與顧問 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
38.30 |
法人買賣超合計(近一日) |
買超 470.92 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.60
|
法人買賣超合計(近一週) |
買超
2200.47 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
1.59
|
法人買賣超合計(近一月) |
買超
4783.66 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
|
外資連5買 |
|
自營連3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 |
|
|
|
|
|
|
|
2024/06/26 |
0.53 |
0.75 |
2022/08/30 |
2024/03/25 |
1.38% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/06/17 |
0.62 |
0.00 |
|
2025/03/17 |
|
1.62% |
0% |
1.62% |
|
|
|
|
2023 |
2024/06/26 |
0.53 |
0.00 |
|
2024/03/25 |
|
1.38% |
0% |
1.38% |
|
|
|
|
2022 |
2023/05/23 |
0.36 |
0.00 |
|
2023/03/23 |
|
0.94% |
0% |
0.94% |
|
|
|
|
2021 |
2022/06/15 |
0.25 |
0.75 |
2022/08/30 |
2022/04/14 |
|
2.61% |
0.02% |
0.65% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
0.62 |
K(9) |
69.89 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
16.57 |
D(9) |
63.6 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
61.77 |
周K(9) |
65.25 |
|
1.6 |
1.6 |
1.2 |
1.2 |
1 |
|
|
|
|
股價淨值比 |
2.31 |
周D(9) |
59.08 |
綜合評分: |
6.6 |
建議: |
列入追踪 |
目標價: |
44.05 |
|
|
|
|
月線乖離率 |
5.79 |
季線乖離率 |
5.3 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
12.41 |
3*PB |
49.74 |
|
|
|
|
股價 |
38.80 |
35.05 |
37.00 |
37.00 |
38.30 |
15*PE |
9.31 |
2*PB |
33.16 |
|
|
|
|
成交量(千股) |
49,146 |
23,836 |
33,566 |
13,812 |
12,571 |
10*PE |
6.21 |
1*PB |
16.58 |
|
|
|
|
資餘 |
|
|
|
|
|
5*PE |
3.10 |
0.5*PB |
8.29 |
|
|
|
|
券餘 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
1,272,463
|
1,402,191
|
1,264,925
|
1,260,477
|
1,288,892
|
1,184,417
|
1,280,393
|
|
|
|
|
營業成本(千) |
|
1,164,709
|
1,285,620
|
1,138,117
|
1,149,251
|
1,180,037
|
1,067,608
|
1,235,649
|
|
|
|
|
營業毛利(千) |
|
107,754
|
116,571
|
126,808
|
111,226
|
108,855
|
116,809
|
44,744
|
|
|
|
|
營業費用(千) |
|
71,185
|
67,372
|
67,829
|
58,574
|
65,139
|
56,463
|
63,894
|
|
|
|
|
營業利益(千) |
|
36,569
|
49,199
|
58,979
|
52,652
|
43,716
|
60,346
|
-19,150 |
|
|
|
|
營業外收入及支出(千) |
|
2,206
|
-8,636 |
-6,569 |
-4,478 |
-7,545 |
-2,298 |
-9,488 |
|
|
|
|
稅前純益(千) |
|
38,775
|
40,563
|
52,410
|
48,174
|
36,171
|
58,048
|
-28,638 |
|
|
|
|
所得稅(千) |
|
11,032
|
8,138
|
10,505
|
9,638
|
4,486
|
5,968
|
601
|
|
|
|
|
稅後純益(千) |
|
27,743
|
32,425
|
41,905
|
38,536
|
31,685
|
52,080
|
-29,239 |
|
|
|
|
其他綜合損益(千) |
|
8,456
|
-1,781 |
7,095
|
10,753
|
-3,032 |
8,334
|
6,937
|
|
|
|
|
綜合損益(千) |
|
36,199
|
30,644
|
49,000
|
49,289
|
28,653
|
60,414
|
-22,302 |
|
|
|
|
原始每股稅前盈餘(元) |
|
0.19
|
0.19
|
0.25
|
0.23
|
0.17
|
0.28
|
-0.17 |
|
|
|
|
原始每股稅後盈餘(元) |
|
0.13
|
0.15
|
0.20
|
0.18
|
0.15
|
0.25
|
-0.17 |
|
|
|
|
毛利率(%) |
|
8.47
|
8.31
|
10.02
|
8.82
|
8.45
|
9.86
|
3.49
|
|
|
|
|
營業利益率(%) |
|
2.87
|
3.51
|
4.66
|
4.18
|
3.39
|
5.09
|
-1.50 |
|
|
|
|
稅後純益率(%) |
|
2.18
|
2.31
|
3.31
|
3.06
|
2.46
|
4.40
|
-2.28 |
|
|
|
|
稅後權益報酬率(%) |
|
0.80
|
0.95
|
1.24
|
1.13
|
0.93
|
1.91
|
-1.49 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
549,552 |
1,258,783 |
79.95
|
-4.13 |
-0.13 |
|
創近一年新高 |
1,258,783
|
-0.13 |
|
|
|
|
202502 |
305,386 |
709,231 |
-24.38 |
-17.78 |
3.20
|
|
創近一年新低 |
1,142,617
|
-5.05 |
|
|
|
|
202501 |
403,845 |
403,845 |
-6.82 |
27.86
|
27.86
|
|
|
1,344,664
|
13.57 |
|
|
|
|
202412 |
433,386 |
5,200,056 |
-14.59 |
-16.04 |
6.92
|
0.86
|
|
1,272,463
|
-1.27 |
|
|
|
|
202411 |
507,433 |
4,766,670 |
53.01
|
44.18
|
9.64
|
|
|
1,363,197
|
9.63 |
|
|
|
|
202410 |
331,644 |
4,259,237 |
-36.72 |
-21.18 |
6.60
|
|
|
1,322,117
|
4.43 |
|
|
|
|
202409 |
524,120 |
3,927,593 |
12.39
|
11.35
|
9.87
|
0.67
|
|
1,402,191
|
18.39 |
|
|
|
|
202408 |
466,353 |
3,403,473 |
13.27
|
24.53
|
9.64
|
|
|
1,264,997
|
6.92 |
|
|
|
|
202407 |
411,718 |
2,937,120 |
6.41
|
21.37
|
7.60
|
|
|
1,215,382
|
3.95 |
|
|
|
|
202406 |
386,926 |
2,525,402 |
-7.15 |
-17.58 |
5.65
|
0.48
|
|
1,264,926
|
-1.21 |
|
|
|
|
202405 |
416,738 |
2,138,476 |
-9.65 |
15.59
|
11.32
|
|
|
1,451,217
|
13.73 |
|
|
|
|
202404 |
461,262 |
1,721,739 |
-19.53 |
2.40
|
10.34
|
|
|
1,405,885
|
12.77 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
9200 |
凱基 |
347 |
586 |
239 |
8560 |
新光 |
-157 |
182 |
339 |
|
|
|
|
1480 |
美商高盛 |
182 |
315 |
133 |
5850 |
統一 |
-118 |
105 |
223 |
|
|
|
|
8150 |
台新 |
70 |
157 |
87 |
9A00 |
永豐金 |
-69 |
125 |
194 |
|
|
|
|
1650 |
新加坡商瑞銀 |
66 |
193 |
127 |
9600 |
富邦 |
-52 |
145 |
197 |
|
|
|
|
8880 |
國泰 |
41 |
186 |
145 |
9800 |
元大 |
-52 |
367 |
419 |
|
|
|
|
8840 |
玉山 |
38 |
78 |
40 |
6160 |
中國信託 |
-37 |
24 |
61 |
|
|
|
|
1440 |
美林 |
27 |
48 |
21 |
9100 |
群益金鼎 |
-36 |
84 |
120 |
|
|
|
|
9300 |
華南永昌 |
17 |
145 |
128 |
1560 |
港商野村 |
-34 |
2 |
36 |
|
|
|
|
6620 |
口袋 |
5 |
5 |
0 |
5920 |
元富 |
-33 |
150 |
183 |
|
|
|
|
8440 |
摩根大通 |
3 |
31 |
28 |
1470 |
台灣摩根士丹利 |
-30 |
8 |
38 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250427 |
波音交機量復甦 法人看好長榮航太、亞航等供應鏈 |
|
|
|
|
20250416 |
中國大陸暫停波音交機 法人評估對台股供應鏈有限 |
|
|
|
|
20250401 |
軍演來襲、軍工股急亮紅燈 專家這麼看 |
|
|
|
|
20250401 |
台股上漲584點 三大法人賣超28.39億元 |
|
|
|
|
20250328 |
台股全市場就3檔漲停 晟田亮燈、這幾檔軍工股也跟漲 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
11 |
|
10日籌碼集中度 |
3 |
|
單日買賣超 |
363 |
|
|
|
5日籌碼集中度 |
11 |
|
20日籌碼集中度 |
0.8 |
|
累計買賣超 |
1096 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
2302 |
借券餘額 |
2852 |
千張大戶戶數 |
3 |
大戶比例 |
59.8 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:42 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|