2636 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2636 台驊控股 |
實收資本額 |
1434 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
2016/12/22 |
|
|
|
|
|
|
|
|
|
發 言
人 |
王春英 |
電 話 |
27532093 |
|
|
|
|
|
|
|
|
|
地 址 |
台北市信義區忠孝東路四段 563 號 12樓 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-航運 |
|
|
|
|
|
|
|
|
|
主要產品 |
一般投資業、產業控股公司業 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
72.00 |
法人買賣超合計(近一日) |
買超 115.955 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
1.50
|
法人買賣超合計(近一週) |
買超
163.84 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
2.13
|
法人買賣超合計(近一月) |
賣超 -581.48 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.97
|
|
|
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 |
|
|
|
|
|
|
|
2024/05/29 |
3.50 |
0.20 |
2016/08/02 |
2024/06/11 |
4.86% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
2025/05/26 |
6.00 |
0.00 |
|
|
|
8.33% |
0% |
8.33% |
|
|
|
|
2023 |
2024/05/29 |
6.50 |
0.00 |
|
2024/06/11 |
|
9.03% |
0% |
9.03% |
|
|
|
|
2022 |
2023/05/29 |
10.18 |
0.00 |
|
2023/05/29 |
|
14.14% |
0% |
14.14% |
|
|
|
|
2021 |
2022/05/24 |
13.00 |
0.00 |
|
2022/06/10 |
|
18.06% |
0% |
18.06% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
6.00 |
K(9) |
61.88 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
73.47 |
D(9) |
54.85 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
12.00 |
周K(9) |
54.18 |
|
1.6 |
1.2 |
2 |
1.6 |
1.5 |
|
|
|
|
股價淨值比 |
0.98 |
周D(9) |
51.98 |
綜合評分: |
7.9 |
建議: |
列入追踪 |
目標價: |
82.8 |
|
|
|
|
月線乖離率 |
3.78 |
季線乖離率 |
-4.76 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
120.00 |
3*PB |
209.71 |
|
|
|
|
股價 |
76.70 |
68.50 |
71.10 |
70.20 |
72.00 |
15*PE |
90.00 |
2*PB |
139.81 |
|
|
|
|
成交量(千股) |
1,148 |
5,083 |
3,455 |
1,251 |
866 |
10*PE |
60.00 |
1*PB |
69.90 |
|
|
|
|
資餘 |
1,683 |
1,252 |
1,272 |
1,253 |
1,236 |
5*PE |
30.00 |
0.5*PB |
34.95 |
|
|
|
|
券餘 |
4 |
9 |
21 |
15 |
12 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
6,328,367
|
7,624,725
|
6,835,492
|
4,657,097
|
4,010,556
|
3,827,424
|
3,416,024
|
|
|
|
|
營業成本(千) |
|
5,345,109
|
6,524,091
|
5,861,604
|
3,829,051
|
3,273,301
|
3,102,308
|
2,741,010
|
|
|
|
|
營業毛利(千) |
|
983,258
|
1,100,634
|
973,888
|
828,046
|
737,255
|
725,116
|
675,014
|
|
|
|
|
營業費用(千) |
|
773,271
|
725,814
|
662,594
|
612,765
|
482,411
|
634,766
|
401,553
|
|
|
|
|
營業利益(千) |
|
209,987
|
374,820
|
311,294
|
215,281
|
254,844
|
90,350
|
273,461
|
|
|
|
|
營業外收入及支出(千) |
|
199,865
|
49,618
|
232,594
|
156,753
|
65,989
|
562,364
|
368,746
|
|
|
|
|
稅前純益(千) |
|
409,852
|
424,438
|
543,888
|
372,034
|
320,833
|
652,714
|
642,207
|
|
|
|
|
所得稅(千) |
|
70,391
|
109,155
|
133,825
|
83,168
|
148,068
|
79,061
|
104,042
|
|
|
|
|
稅後純益(千) |
|
339,461
|
315,283
|
410,063
|
288,866
|
172,765
|
573,653
|
538,165
|
|
|
|
|
其他綜合損益(千) |
|
431,268
|
-209,269 |
549,620
|
290,187
|
-200,591 |
3,479
|
-288,458 |
|
|
|
|
綜合損益(千) |
|
770,729
|
106,014
|
959,683
|
579,053
|
-27,826 |
577,132
|
249,707
|
|
|
|
|
原始每股稅前盈餘(元) |
|
2.99
|
3.10
|
3.97
|
2.72
|
2.34
|
4.77
|
4.69
|
|
|
|
|
原始每股稅後盈餘(元) |
|
2.37
|
2.29
|
2.84
|
1.88
|
1.13
|
4.03
|
3.79
|
|
|
|
|
毛利率(%) |
|
15.54
|
14.44
|
14.25
|
17.78
|
18.38
|
18.95
|
19.76
|
|
|
|
|
營業利益率(%) |
|
3.32
|
4.92
|
4.55
|
4.62
|
6.35
|
2.36
|
8.01
|
|
|
|
|
稅後純益率(%) |
|
5.36
|
4.14
|
6.00
|
6.20
|
4.31
|
14.99
|
15.75
|
|
|
|
|
稅後權益報酬率(%) |
|
3.36
|
3.20
|
4.30
|
3.21
|
1.93
|
6.44
|
6.19
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
1,738,528 |
5,570,855 |
4.06
|
3.82
|
19.62
|
|
|
5,570,855
|
19.62 |
|
|
|
|
202502 |
1,670,739 |
3,832,327 |
-22.71 |
22.33
|
28.49
|
|
創近一年新低 |
5,880,445
|
36.05 |
|
|
|
|
202501 |
2,161,588 |
2,161,588 |
5.54
|
33.69
|
33.69
|
|
|
6,358,091
|
47.95 |
|
|
|
|
202412 |
2,048,118 |
25,445,681 |
-4.67 |
52.90
|
74.03
|
12.21
|
|
6,335,397
|
57.93 |
|
|
|
|
202411 |
2,148,385 |
23,405,521 |
0.44
|
60.21
|
76.20
|
|
|
6,628,381
|
68.33 |
|
|
|
|
202410 |
2,138,894 |
21,257,136 |
-8.64 |
60.68
|
78.00
|
|
|
7,095,632
|
79.04 |
|
|
|
|
202409 |
2,341,102 |
19,117,314 |
-10.50 |
84.97
|
80.17
|
9.35
|
|
7,627,941
|
99.25 |
|
|
|
|
202408 |
2,615,636 |
16,777,140 |
-2.08 |
91.43
|
79.52
|
|
|
7,983,852
|
119.27 |
|
|
|
|
202407 |
2,671,203 |
14,161,504 |
-0.96 |
123.27
|
77.48
|
|
|
7,527,478
|
114.37 |
|
|
|
|
202406 |
2,697,013 |
11,492,589 |
24.90
|
150.09
|
69.41
|
6.39
|
創近一年新高 |
6,833,129
|
100.01 |
|
|
|
|
202405 |
2,159,262 |
8,793,288 |
9.23
|
74.61
|
54.15
|
|
創近一年新高 |
5,810,693
|
64.39 |
|
|
|
|
202404 |
1,976,854 |
6,634,026 |
18.05
|
79.50
|
48.49
|
|
創近一年新高 |
5,017,193
|
53.16 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
69 |
86 |
17 |
9800 |
元大 |
-39 |
16 |
55 |
|
|
|
|
8440 |
摩根大通 |
40 |
42 |
2 |
9600 |
富邦 |
-18 |
29 |
47 |
|
|
|
|
1480 |
美商高盛 |
31 |
39 |
8 |
9600 |
富邦 |
-18 |
29 |
47 |
|
|
|
|
1650 |
新加坡商瑞銀 |
17 |
18 |
1 |
5920 |
元富 |
-9 |
1 |
10 |
|
|
|
|
1560 |
港商野村 |
10 |
10 |
0 |
7000 |
兆豐 |
-8 |
9 |
17 |
|
|
|
|
1440 |
美林 |
6 |
7 |
1 |
8840 |
玉山 |
-7 |
1 |
8 |
|
|
|
|
8880 |
國泰 |
6 |
15 |
9 |
9A00 |
永豐金 |
-6 |
4 |
10 |
|
|
|
|
5260 |
美好 |
3 |
4 |
1 |
6160 |
中國信託 |
-6 |
2 |
8 |
|
|
|
|
5850 |
統一 |
3 |
3 |
0 |
8560 |
新光 |
-5 |
0 |
5 |
|
|
|
|
1260 |
宏遠 |
1 |
1 |
0 |
8150 |
台新 |
-5 |
1 |
6 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20250414 |
航海王台驊買進陽明4,300張、金額達2.92億元 |
|
|
|
|
20250409 |
台驊營收/3月達17.39億元 年增3.82% |
|
|
|
|
20250310 |
台驊營收/2月16.71億元 年增22.33% |
|
|
|
|
20250306 |
3月6日重要財經行事曆 |
|
|
|
|
20250306 |
台驊財報/去年 EPS 9.39元 擴大海外市場布局 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
24.2 |
優 |
10日籌碼集中度 |
7.7 |
|
單日買賣超 |
74 |
|
|
|
5日籌碼集中度 |
6.3 |
|
20日籌碼集中度 |
1.2 |
|
累計買賣超 |
-217 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
3119 |
借券餘額 |
4089 |
千張大戶戶數 |
18 |
大戶比例 |
35.19 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:42 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|