2880 |
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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2880 華南金 |
實收資本額 |
137792 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2001/12/19 |
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發 言
人 |
陳伯壎 |
電 話 |
23713111 |
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地 址 |
台北市信義區松仁路123號 |
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產 業
別 |
金融-金控 |
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主要產品 |
透過損益按公允價值衡量之金融資產及負債淨收益78.17%、利息淨收益41.85%、手續費及佣金淨收益27.01%、保險業務淨收益8.28%、採用覆蓋法重分類之利益6.64%(金融控股公司業、投資經主管機關核准之事業、對被投資事業之管理) |
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2025/5/2 股價 |
26.85 |
法人買賣超合計(近一日) |
賣超 -1090.147 張 |
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2025/5/2
漲跌 |
-0.15
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法人買賣超合計(近一週) |
買超
2739.93 張 |
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2025/5/2
漲跌幅 |
-0.56
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法人買賣超合計(近一月) |
買超
40141.55 張 |
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券 資 比 |
4.56
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投信連6賣 |
自營連3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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2024/06/21 |
0.59 |
0.34 |
2022/08/11 |
2023/08/17 |
2.20% |
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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 |
2025/06/13 |
1.25 |
0.10 |
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5.03% |
0% |
4.66% |
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2023 |
2024/06/21 |
1.20 |
0.10 |
2024/08/13 |
2024/08/13 |
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4.84% |
0% |
4.47% |
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2022 |
2023/06/16 |
0.59 |
0.00 |
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2023/08/17 |
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2.2% |
0% |
2.2% |
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2021 |
2022/06/17 |
0.78 |
0.34 |
2022/08/11 |
2022/08/11 |
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4.17% |
0.01% |
2.91% |
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機構估稅後EPS |
1.67 |
K(9) |
54.95 |
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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) |
15.99 |
D(9) |
47.06 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
16.08 |
周K(9) |
51.46 |
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0 |
0 |
0 |
0 |
0 |
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股價淨值比 |
1.68 |
周D(9) |
58.74 |
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 |
1.08 |
季線乖離率 |
-2.06 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
33.35 |
3*PB |
47.95 |
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股價 |
28.05 |
26.65 |
26.65 |
26.40 |
26.85 |
15*PE |
25.02 |
2*PB |
31.96 |
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成交量(千股) |
40,221 |
130,315 |
59,985 |
46,748 |
28,504 |
10*PE |
16.68 |
1*PB |
15.98 |
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資餘 |
1,120 |
1,527 |
1,267 |
1,272 |
1,118 |
5*PE |
8.34 |
0.5*PB |
7.99 |
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券餘 |
71 |
40 |
40 |
51 |
51 |
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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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34,345,876
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37,000,498
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35,779,441
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34,248,227
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31,428,855
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32,003,059
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29,697,727
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營業成本(千) |
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19,095,471
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20,548,415
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19,987,832
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19,155,326
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17,626,604
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16,640,783
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15,298,742
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營業毛利(千) |
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15,250,405
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16,452,083
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15,791,609
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15,092,901
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13,802,251
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15,362,276
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14,398,985
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營業費用(千) |
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8,483,828
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8,510,786
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8,388,549
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8,048,060
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7,873,383
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7,877,619
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7,683,919
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營業利益(千) |
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6,766,577
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7,941,297
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7,403,060
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7,044,841
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5,928,868
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7,484,657
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6,715,066
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營業外收入及支出(千) |
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稅前純益(千) |
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6,766,577
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7,941,297
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7,403,060
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7,044,841
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5,928,868
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7,484,657
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6,715,066
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所得稅(千) |
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1,488,753
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1,300,900
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1,817,454
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1,415,893
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1,202,416
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1,098,430
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1,209,396
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稅後純益(千) |
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5,277,824
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6,640,397
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5,585,606
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5,628,948
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4,726,452
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6,386,227
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5,505,670
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其他綜合損益(千) |
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-3,295,012 |
3,743,096
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1,310,607
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4,015,436
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7,401,096
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-1,881,002 |
727,521
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綜合損益(千) |
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1,982,812
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10,383,493
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6,896,213
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9,644,384
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12,127,548
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4,505,225
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6,233,191
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原始每股稅前盈餘(元) |
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0.49
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0.58
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0.54
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0.52
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0.43
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0.55
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0.49
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原始每股稅後盈餘(元) |
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0.38
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0.48
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0.41
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0.41
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0.35
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0.47
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0.40
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毛利率(%) |
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44.40
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44.46
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44.14
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44.07
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43.92
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48.00
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48.49
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營業利益率(%) |
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19.70
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21.46
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20.69
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20.57
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18.86
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23.39
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22.61
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稅後純益率(%) |
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15.37
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17.95
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15.61
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16.44
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15.04
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19.96
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18.54
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稅後權益報酬率(%) |
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2.41
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3.12
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2.63
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2.65
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2.34
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3.30
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2.87
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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 |
5,411,667 |
16,683,791 |
2.25
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-3.72 |
2.25
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0.49
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16,683,791
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2.25 |
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202502 |
5,292,637 |
11,272,124 |
-11.49 |
11.62
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5.39
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0.33
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16,413,163
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9.11 |
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202501 |
5,979,487 |
5,979,487 |
16.31
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0.44
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0.44
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0.18
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15,936,016
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1.25 |
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202412 |
5,141,039 |
66,755,912 |
6.76
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18.25
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12.34
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2.12
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15,651,044
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8.47 |
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202411 |
4,815,490 |
61,614,873 |
-15.44 |
-11.46 |
11.87
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1.93
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15,938,600
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6.67 |
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202410 |
5,694,515 |
56,799,383 |
4.90
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22.66
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14.43
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1.78
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16,687,014
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13.51 |
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202409 |
5,428,595 |
51,104,868 |
-2.43 |
11.70
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13.58
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1.62
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18,083,683
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14.64 |
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202408 |
5,563,904 |
45,676,273 |
-21.54 |
7.03
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13.81
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1.48
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18,649,073
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11.64 |
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202407 |
7,091,184 |
40,112,369 |
18.31
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24.07
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14.81
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1.28
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創歷史新高 |
18,639,016
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14.82 |
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202406 |
5,993,985 |
33,021,185 |
7.92
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3.52
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13.00
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1.05
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創近一年新高 |
16,705,090
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11.77 |
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202405 |
5,553,847 |
27,027,200 |
7.69
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17.46
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15.35
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0.86
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16,332,053
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14.77 |
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202404 |
5,157,258 |
21,473,353 |
-8.25 |
16.49
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14.81
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0.68
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15,520,060
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10.5 |
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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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1590 |
花旗環球 |
507 |
507 |
0 |
9A00 |
永豐金 |
-1140 |
124 |
1264 |
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9600 |
富邦 |
340 |
482 |
142 |
1440 |
美林 |
-399 |
228 |
627 |
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1470 |
台灣摩根士丹利 |
231 |
451 |
220 |
8440 |
摩根大通 |
-376 |
257 |
633 |
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9300 |
華南永昌 |
221 |
281 |
60 |
1560 |
港商野村 |
-203 |
0 |
203 |
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9100 |
群益金鼎 |
134 |
143 |
9 |
9800 |
元大 |
-86 |
588 |
674 |
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8880 |
國泰 |
129 |
165 |
36 |
8960 |
香港上海匯豐 |
-69 |
0 |
69 |
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7790 |
國票 |
94 |
122 |
28 |
9200 |
凱基 |
-54 |
428 |
482 |
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1480 |
美商高盛 |
86 |
719 |
633 |
8890 |
大和國泰 |
-39 |
0 |
39 |
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8150 |
台新 |
76 |
81 |
5 |
8900 |
法銀巴黎 |
-30 |
0 |
30 |
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1650 |
新加坡商瑞銀 |
73 |
190 |
117 |
6160 |
中國信託 |
-23 |
18 |
41 |
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20250422 |
華南永昌投信董事會通過 2024年度虧損撥補案 |
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20250409 |
台股萬八關卡保衛戰開打!驊宏資、期元大 S&P 原油反1價漲量增 |
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20250408 |
台股無量崩跌 國安基金護盤時機…緊盯10年線 |
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20250407 |
台積電、龍巖等股早盤量增拚逆勢 |
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20250318 |
台積電除息 3月18日重要財經行事曆一次看 |
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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 |
-30 |
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10日籌碼集中度 |
8.5 |
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單日買賣超 |
-1743 |
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5日籌碼集中度 |
2.8 |
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20日籌碼集中度 |
9.7 |
優 |
累計買賣超 |
16178 |
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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 |
26168 |
借券餘額 |
128671 |
千張大戶戶數 |
565 |
大戶比例 |
76.48 |
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更新日期: |
2025/5/2 19:43 |
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