2851 |
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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2851 中再保 |
實收資本額 |
8004 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2000/07/06 |
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發 言
人 |
鍾志宏 |
電 話 |
02-25115211 |
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地 址 |
台北市南京東路二段53號12樓 |
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產 業
別 |
金融-保險 |
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主要產品 |
H501031再保險業 |
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2025/5/2 股價 |
26.65 |
法人買賣超合計(近一日) |
買超 567.364 張 |
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2025/5/2
漲跌 |
0.40
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法人買賣超合計(近一週) |
買超
748.09 張 |
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2025/5/2
漲跌幅 |
1.52
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法人買賣超合計(近一月) |
賣超 -8379.75 張 |
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券 資 比 |
0.38
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自營連7賣 |
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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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2024/05/21 |
1.40 |
0.50 |
2018/07/25 |
2024/06/13 |
5.25% |
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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 |
2025/05/22 |
1.90 |
0.00 |
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7.13% |
0% |
7.13% |
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2023 |
2024/05/21 |
1.40 |
0.00 |
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2024/06/13 |
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5.25% |
0% |
5.25% |
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2022 |
2023/05/31 |
0.00 |
0.00 |
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0% |
0% |
0% |
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2021 |
2022/05/27 |
1.80 |
0.00 |
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2022/06/16 |
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6.75% |
0% |
6.75% |
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機構估稅後EPS |
2.70 |
K(9) |
85.4 |
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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) |
26.12 |
D(9) |
76.87 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
9.87 |
周K(9) |
46.66 |
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0 |
0 |
0 |
0 |
0 |
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股價淨值比 |
1.02 |
周D(9) |
52.31 |
綜合評分: |
0 |
建議: |
不列入追踪 |
目標價: |
0 |
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月線乖離率 |
3.8 |
季線乖離率 |
-0.32 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
53.84 |
3*PB |
78.38 |
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股價 |
27.45 |
25.60 |
25.45 |
25.75 |
26.65 |
15*PE |
40.38 |
2*PB |
52.25 |
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成交量(千股) |
4,611 |
26,155 |
7,155 |
4,322 |
4,570 |
10*PE |
26.92 |
1*PB |
26.13 |
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資餘 |
1,060 |
1,251 |
1,403 |
1,344 |
1,325 |
5*PE |
13.46 |
0.5*PB |
13.06 |
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券餘 |
0 |
8 |
5 |
5 |
5 |
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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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5,558,700
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5,069,055
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5,881,257
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6,377,761
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5,318,045
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5,692,642
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5,527,477
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營業成本(千) |
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4,856,995
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4,705,347
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4,830,913
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4,928,605
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4,435,428
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5,081,615
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4,756,620
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營業毛利(千) |
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701,705
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363,708
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1,050,344
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1,449,156
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882,617
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611,027
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770,857
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營業費用(千) |
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203,296
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133,986
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125,428
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145,971
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258,004
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145,127
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136,234
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營業利益(千) |
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498,409
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229,722
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924,916
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1,303,185
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624,613
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465,900
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634,623
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營業外收入及支出(千) |
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8,367
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6 |
9 |
128
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3,147
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1,816
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7 |
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稅前純益(千) |
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506,776
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229,728
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924,925
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1,303,313
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627,760
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467,716
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634,630
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所得稅(千) |
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93,832
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-335 |
123,256
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232,812
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76,711
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108,203
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107,226
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稅後純益(千) |
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412,944
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230,063
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801,669
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1,070,501
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551,049
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359,513
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527,404
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其他綜合損益(千) |
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99,073
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-242,731 |
61,744
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536,400
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243,289
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-163,818 |
165,953
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綜合損益(千) |
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512,017
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-12,668 |
863,413
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1,606,901
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794,338
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195,695
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693,357
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原始每股稅前盈餘(元) |
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0.63
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0.29
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1.16
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1.63
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0.78
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0.58
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0.79
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原始每股稅後盈餘(元) |
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0.52
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0.29
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1.00
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1.34
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0.69
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0.45
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0.66
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毛利率(%) |
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12.62
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7.18
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17.86
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22.72
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16.60
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10.73
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13.95
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營業利益率(%) |
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8.97
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4.53
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15.73
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20.43
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11.75
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8.18
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11.48
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稅後純益率(%) |
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7.43
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4.54
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13.63
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16.78
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10.36
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6.32
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9.54
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稅後權益報酬率(%) |
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2.00
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1.13
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3.90
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5.39
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2.95
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1.98
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2.98
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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
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0.00
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0.00
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0 |
0 |
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202503 |
1,756,709 |
5,792,588 |
-1.98 |
-15.30 |
-9.18 |
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5,792,588
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-9.18 |
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202502 |
1,792,167 |
4,035,879 |
-20.12 |
-14.10 |
-6.22 |
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5,828,545
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-3.59 |
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202501 |
2,243,712 |
2,243,712 |
25.16
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1.19
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1.19
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創歷史新高 |
5,878,979
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2.56 |
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202412 |
1,792,666 |
22,886,773 |
-2.71 |
2.91
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4.13
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3.70
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5,558,700
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4.53 |
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202411 |
1,842,601 |
21,094,107 |
-4.20 |
3.94
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4.24
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5,633,922
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5.76 |
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202410 |
1,923,433 |
19,251,506 |
2.97
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6.67
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4.27
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5,118,277
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-7.05 |
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202409 |
1,867,888 |
17,328,073 |
40.76
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6.66
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4.01
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3.07
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5,069,055
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-10.95 |
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202408 |
1,326,956 |
15,460,185 |
-29.20 |
-32.02 |
3.70
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創近一年新低 |
5,174,059
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-12.67 |
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202407 |
1,874,211 |
14,133,229 |
-5.00 |
-5.79 |
9.08
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5,808,655
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-0.68 |
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202406 |
1,972,892 |
12,259,018 |
0.58
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-0.52 |
11.78
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2.78
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5,881,257
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6.4 |
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202405 |
1,961,552 |
10,286,126 |
0.76
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4.56
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14.49
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5,982,355
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12.23 |
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202404 |
1,946,813 |
8,324,574 |
-6.13 |
16.70
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17.11
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6,107,253
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18.01 |
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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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1380 |
台灣匯立 |
312 |
312 |
0 |
9800 |
元大 |
-166 |
96 |
262 |
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1650 |
新加坡商瑞銀 |
128 |
128 |
0 |
1470 |
台灣摩根士丹利 |
-122 |
5 |
127 |
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9200 |
凱基 |
116 |
186 |
70 |
9100 |
群益金鼎 |
-107 |
17 |
124 |
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1560 |
港商野村 |
64 |
64 |
0 |
5920 |
元富 |
-52 |
18 |
70 |
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1440 |
美林 |
38 |
83 |
45 |
9A00 |
永豐金 |
-48 |
57 |
105 |
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8840 |
玉山 |
36 |
71 |
35 |
8880 |
國泰 |
-47 |
28 |
75 |
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1480 |
美商高盛 |
27 |
42 |
15 |
7000 |
兆豐 |
-42 |
14 |
56 |
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8440 |
摩根大通 |
21 |
27 |
6 |
8150 |
台新 |
-33 |
31 |
64 |
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8450 |
康和 |
19 |
20 |
1 |
6010 |
奔亞證券 |
-23 |
5 |
28 |
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8560 |
新光 |
11 |
24 |
13 |
1040 |
臺銀證券 |
-15 |
30 |
45 |
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20250324 |
台股寫下今年最低量、5日線又沒了 選股怎麼挑? |
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20250312 |
銅板價即可入手!這檔金融股殖利率超過7% 股價應聲大漲 |
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20241115 |
11月15日重要財經行事曆 |
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20241025 |
東元、華夏等24家上市公司 11月借證交所場地開法說 |
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20241018 |
金融股上揚!國泰金創15年新高 中信金波段漲幅達16% |
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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 |
26.2 |
優 |
10日籌碼集中度 |
5.6 |
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單日買賣超 |
369 |
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5日籌碼集中度 |
12.6 |
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20日籌碼集中度 |
-14.4 |
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累計買賣超 |
-6788 |
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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 |
6903 |
借券餘額 |
13336 |
千張大戶戶數 |
47 |
大戶比例 |
62.81 |
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更新日期: |
2025/5/2 19:43 |
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