2743 |
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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2743 山富 |
實收資本額 |
360 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2020/03/09 |
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發 言
人 |
李慶良 |
電 話 |
02-25612999 |
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地 址 |
台北市中山區南京東路二段85號4樓 |
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產 業
別 |
傳產-觀光 |
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主要產品 |
團體、客製化旅遊、機票、訂房、自由行、高鐵假期、企業差旅等、團體旅行包括出境旅遊、入境旅遊、國內旅遊和遊覽車接送服務 |
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2025/5/2 股價 |
91.20 |
法人買賣超合計(近一日) |
買超 59.417 張 |
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2025/5/2
漲跌 |
1.60
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法人買賣超合計(近一週) |
買超
92.62 張 |
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2025/5/2
漲跌幅 |
1.79
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法人買賣超合計(近一月) |
買超
499.81 張 |
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券 資 比 |
2.84
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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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2023/06/07 |
0.80 |
2.20 |
2015/08/28 |
2020/09/04 |
0.88% |
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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 |
2025/06/11 |
2.00 |
3.00 |
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5.48% |
0.03% |
2.19% |
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2023 |
2024/06/12 |
3.00 |
0.00 |
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2024/08/29 |
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3.29% |
0% |
3.29% |
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2022 |
2023/06/07 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2021 |
2022/06/08 |
0.00 |
0.00 |
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0% |
0% |
0% |
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機構估稅後EPS |
6.94 |
K(9) |
79.85 |
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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) |
28.94 |
D(9) |
79.41 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
13.14 |
周K(9) |
45.25 |
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1.6 |
1.2 |
1.6 |
1.6 |
0.5 |
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股價淨值比 |
3.15 |
周D(9) |
41.06 |
綜合評分: |
6.5 |
建議: |
列入追踪 |
目標價: |
104.88 |
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月線乖離率 |
11.4 |
季線乖離率 |
-1.88 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
139.24 |
3*PB |
86.86 |
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股價 |
92.10 |
77.80 |
82.50 |
83.40 |
91.20 |
15*PE |
104.43 |
2*PB |
57.90 |
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成交量(千股) |
578 |
1,749 |
690 |
782 |
1,255 |
10*PE |
69.62 |
1*PB |
28.95 |
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資餘 |
1,723 |
1,344 |
1,338 |
1,323 |
1,231 |
5*PE |
34.81 |
0.5*PB |
14.48 |
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券餘 |
0 |
11 |
17 |
21 |
35 |
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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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1,610,560
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1,632,255
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1,698,634
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1,895,439
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1,713,972
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1,427,358
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1,131,526
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營業成本(千) |
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1,408,486
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1,473,435
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1,498,024
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1,538,508
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1,468,217
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1,224,599
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963,415
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營業毛利(千) |
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202,074
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158,820
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200,610
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356,931
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245,755
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202,759
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168,111
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營業費用(千) |
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131,668
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114,781
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131,243
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132,440
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108,951
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99,395
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72,298
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營業利益(千) |
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70,406
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44,039
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69,367
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224,491
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136,804
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103,364
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95,813
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營業外收入及支出(千) |
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-41,354 |
-16,852 |
-6,987 |
18,093
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-17,201 |
1,280
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-1,314 |
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稅前純益(千) |
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29,052
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27,187
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62,380
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242,584
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119,603
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104,644
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94,499
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所得稅(千) |
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2,064
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6,185
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44,268
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48,031
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31,474
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11,532
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735 |
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稅後純益(千) |
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26,988
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21,002
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18,112
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194,553
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88,129
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93,112
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93,764
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其他綜合損益(千) |
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綜合損益(千) |
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26,988
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21,002
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18,112
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194,553
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88,129
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93,112
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93,764
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原始每股稅前盈餘(元) |
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0.81
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0.75
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1.73
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6.74
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3.32
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2.91
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2.62
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原始每股稅後盈餘(元) |
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0.75
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0.58
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0.50
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5.40
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2.45
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2.59
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2.60
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毛利率(%) |
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12.55
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9.73
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11.81
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18.83
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14.34
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14.21
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14.86
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營業利益率(%) |
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4.37
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2.70
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4.08
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11.84
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7.98
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7.24
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8.47
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稅後純益率(%) |
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1.68
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1.29
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1.07
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10.26
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5.14
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6.52
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8.29
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稅後權益報酬率(%) |
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2.62
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2.09
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1.74
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19.72
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10.42
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12.34
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14.18
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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 |
0 |
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202503 |
670,010 |
1,755,132 |
25.75
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-14.72 |
-8.98 |
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創近一年新高 |
1,755,132
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-8.98 |
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202502 |
532,802 |
1,085,122 |
-3.53 |
-22.31 |
-4.92 |
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1,473,807
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-6 |
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202501 |
552,320 |
552,320 |
42.10
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21.27
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21.27
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1,589,704
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11.38 |
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202412 |
388,685 |
6,836,888 |
-40.08 |
-8.88 |
36.35
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10.03
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創近一年新低 |
1,610,350
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-6.37 |
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202411 |
648,699 |
6,448,203 |
13.22
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18.98
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40.38
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1,717,978
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-5.86 |
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202410 |
572,966 |
5,799,504 |
15.44
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-23.40 |
43.74
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1,596,285
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-9.14 |
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202409 |
496,313 |
5,226,328 |
-5.82 |
-6.65 |
58.37
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9.23 |
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1,631,917
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12.06 |
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202408 |
527,006 |
4,730,225 |
-13.41 |
10.46
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68.92
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1,675,777
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22.96 |
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202407 |
608,598 |
4,203,219 |
12.67
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36.01
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80.92
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1,706,995
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37.85 |
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202406 |
540,173 |
3,594,073 |
-3.23 |
23.24
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91.91
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8.47 |
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1,666,418
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48.37 |
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202405 |
558,224 |
3,054,448 |
-1.72 |
58.34
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112.49
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1,911,919
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98.04 |
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202404 |
568,021 |
2,496,224 |
-27.70 |
70.93
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130.04
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2,039,510
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146.23 |
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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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1480 |
美商高盛 |
33 |
37 |
4 |
9800 |
元大 |
-50 |
16 |
66 |
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8450 |
康和 |
15 |
15 |
0 |
7030 |
致和 |
-32 |
0 |
32 |
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7790 |
國票 |
12 |
13 |
1 |
1020 |
合庫 |
-14 |
0 |
14 |
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1650 |
新加坡商瑞銀 |
11 |
13 |
2 |
5920 |
元富 |
-6 |
4 |
10 |
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9A00 |
永豐金 |
8 |
16 |
8 |
8560 |
新光 |
-5 |
0 |
5 |
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5850 |
統一 |
7 |
7 |
0 |
8580 |
聯邦商銀 |
-5 |
0 |
5 |
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8440 |
摩根大通 |
5 |
11 |
6 |
8880 |
國泰 |
-3 |
6 |
9 |
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7000 |
兆豐 |
5 |
8 |
3 |
5260 |
美好 |
-1 |
0 |
1 |
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7000 |
兆豐 |
5 |
8 |
3 |
5380 |
第一金 |
-1 |
1 |
2 |
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9200 |
凱基 |
4 |
20 |
16 |
6460 |
大昌 |
0 |
1 |
1 |
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20250328 |
山富2025年獲利看升 |
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20250210 |
鳳凰元月營收倍增 山富、五福也大幅成長 |
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20250117 |
陸客團來了!飯店、旅行社買盤一片火熱 觀光類股漲勢居冠 |
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20250102 |
兩岸恢復觀光有譜?觀光股喜上眉梢 這檔陸客占比高股價攻頂 |
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20241218 |
上海釋利多觀光股漲翻天 多檔漲停飯店股有這相同點 |
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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 |
-0.5 |
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10日籌碼集中度 |
5.3 |
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單日買賣超 |
-1 |
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5日籌碼集中度 |
0.1 |
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20日籌碼集中度 |
6.5 |
優 |
累計買賣超 |
-36 |
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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 |
689 |
借券餘額 |
699 |
千張大戶戶數 |
4 |
大戶比例 |
42.29 |
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更新日期: |
2025/5/2 17:39 |
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