2881 |
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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2881 富邦金 |
實收資本額 |
152657 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2001/12/19 |
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發 言
人 |
韓蔚廷 |
電 話 |
6636-6636 |
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地 址 |
臺北市中山區遼寧街179號15樓、16樓 |
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產 業
別 |
金融-金控 |
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主要產品 |
金融控股公司業 |
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2025/7/3 股價 |
83.00 |
法人買賣超合計(近一日) |
賣超 -235.476 張 |
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2025/7/3
漲跌 |
0.10
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法人買賣超合計(近一週) |
買超
47207.85 張 |
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2025/7/3
漲跌幅 |
0.12
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法人買賣超合計(近一月) |
買超
142198.06 張 |
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券 資 比 |
24.10
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外資連2賣 |
投信連25買 |
自營連2買 |
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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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2024/06/14 |
1.50 |
0.50 |
2023/09/04 |
2023/07/20 |
1.81% |
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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 |
4.25 |
0.25 |
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2025/07/01 |
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5.42% |
0% |
5.12% |
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2023 |
2024/06/14 |
2.50 |
0.50 |
2024/09/09 |
2024/07/19 |
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3.61% |
0.01% |
3.01% |
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2022 |
2023/06/09 |
1.50 |
0.50 |
2023/09/04 |
2023/07/20 |
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2.41% |
0.01% |
1.81% |
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2021 |
2022/06/17 |
3.50 |
0.50 |
2022/09/22 |
2022/07/27 |
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4.82% |
0.01% |
4.22% |
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機構估稅後EPS |
6.80 |
K(9) |
64.54 |
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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) |
59.88 |
D(9) |
61.03 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
12.21 |
周K(9) |
70.14 |
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0 |
0 |
0 |
0 |
0 |
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股價淨值比 |
1.39 |
周D(9) |
63.37 |
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 |
0.47 |
季線乖離率 |
5.72 |
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2025/6/6 |
2025/6/13 |
2025/6/20 |
2025/6/27 |
2025/7/3 |
20*PE |
136.07 |
3*PB |
179.14 |
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股價 |
87.80 |
86.50 |
84.90 |
86.10 |
83.00 |
15*PE |
102.05 |
2*PB |
119.42 |
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成交量(千股) |
466,011 |
428,701 |
177,656 |
143,665 |
215,941 |
10*PE |
68.03 |
1*PB |
59.71 |
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資餘 |
10,668 |
11,268 |
10,935 |
9,801 |
9,548 |
5*PE |
34.02 |
0.5*PB |
29.86 |
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券餘 |
2,266 |
3,046 |
1,019 |
0 |
2,301 |
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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) |
138,940,135
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134,441,417
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101,913,514
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115,962,560
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118,766,020
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43,000,962
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82,601,634
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90,435,207
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營業成本(千) |
65,058,206
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71,518,217
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31,735,903
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38,877,399
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62,798,087
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23,373,406
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29,071,179
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39,064,684
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營業毛利(千) |
73,881,929
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62,923,200
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70,177,611
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77,085,161
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55,967,933
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19,627,556
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53,530,455
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51,370,523
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營業費用(千) |
22,293,976
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27,293,942
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23,060,079
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22,523,411
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20,968,582
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23,924,573
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21,179,234
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19,004,771
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營業利益(千) |
51,587,953
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35,629,258
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47,117,532
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54,561,750
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34,999,351
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-4,297,017 |
32,351,221
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32,365,752
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營業外收入及支出(千) |
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稅前純益(千) |
51,587,953
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35,629,258
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47,117,532
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54,561,750
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34,999,351
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-4,297,017 |
32,351,221
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32,365,752
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所得稅(千) |
10,485,731
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6,147,029
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6,998,675
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3,738,022
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4,563,126
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-2,097,420 |
7,611,445
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3,736,419
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稅後純益(千) |
41,102,222
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29,482,229
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40,118,857
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50,823,728
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30,436,225
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-2,199,597 |
24,739,776
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28,629,333
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其他綜合損益(千) |
-77,056,789 |
-20,957,100 |
-35,666,960 |
26,508,448
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63,505,480
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68,445,510
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-30,224,391 |
23,042,244
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綜合損益(千) |
-35,954,567 |
8,525,129
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4,451,897
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77,332,176
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93,941,705
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66,245,913
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-5,484,615 |
51,671,577
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原始每股稅前盈餘(元) |
3.38
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2.33
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3.09
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3.73
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2.39
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-0.29 |
2.21
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2.31
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原始每股稅後盈餘(元) |
2.69
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1.93
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2.62
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3.48
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2.08
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-0.12 |
1.70
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2.07
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毛利率(%) |
53.18
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46.80
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68.86
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66.47
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47.12
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45.64
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64.81
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56.80
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營業利益率(%) |
37.13
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26.50
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46.23
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47.05
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29.47
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-9.99 |
39.17
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35.79
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稅後純益率(%) |
29.58
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21.93
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39.37
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43.83
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25.63
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-5.12 |
29.95
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31.66
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稅後權益報酬率(%) |
4.34
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3.07
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4.20
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5.46
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3.52
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-0.28 |
3.29
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3.88
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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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202506 |
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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202505 |
-15,180,707 |
81,836,340 |
-25.50 |
0.00
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-42.05 |
2.92
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創近一年新低 |
3,829,632
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-95.03 |
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202504 |
-12,096,204 |
97,017,047 |
0.00
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0.00
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-16.49 |
3.51
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創近一年新低 |
57,141,854
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-26.35 |
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202503 |
31,106,543 |
109,113,251 |
-18.42 |
24.76
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22.39
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3.38
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109,113,251
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22.39 |
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202502 |
38,131,515 |
78,006,708 |
-4.37 |
48.77
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21.47
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2.41
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117,462,053
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59.34 |
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202501 |
39,875,193 |
39,875,193 |
1.06
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3.34
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3.34
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1.23
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113,847,831
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191.21 |
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202412 |
39,455,345 |
347,560,039 |
14.31
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315.25
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107.09
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11.29
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103,648,345
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624.52 |
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202411 |
34,517,293 |
308,104,694 |
16.31
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0.00
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94.60
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10.49
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86,967,883
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292.2 |
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202410 |
29,675,707 |
273,587,400 |
30.30
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115.07
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63.51
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9.64
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56,170,766
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27.26 |
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202409 |
22,774,883 |
243,911,694 |
512.20
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31.12
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58.87
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8.95
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69,936,573
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26.4 |
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202408 |
3,720,176 |
221,136,810 |
-91.44 |
-71.32 |
62.42
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8.26
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79,921,149
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14.13 |
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202407 |
43,441,514 |
217,416,635 |
32.61
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73.85
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76.50
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7.85
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創近一年新高 |
101,242,263
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39.34 |
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202406 |
32,759,459 |
173,975,121 |
30.82
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2.15
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77.17
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5.87
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84,823,998
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27.87 |
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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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9200 |
凱基 |
7048 |
7856 |
808 |
1470 |
台灣摩根士丹利 |
-3431 |
787 |
4218 |
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1360 |
港商麥格理 |
450 |
450 |
0 |
1480 |
美商高盛 |
-1775 |
830 |
2605 |
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1590 |
花旗環球 |
327 |
401 |
74 |
8880 |
國泰 |
-1730 |
454 |
2184 |
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9100 |
群益金鼎 |
229 |
429 |
200 |
1560 |
港商野村 |
-1380 |
6 |
1386 |
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1380 |
台灣匯立 |
228 |
316 |
88 |
9A00 |
永豐金 |
-783 |
247 |
1030 |
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5850 |
統一 |
215 |
320 |
105 |
1440 |
美林 |
-634 |
1017 |
1651 |
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9300 |
華南永昌 |
209 |
554 |
345 |
8960 |
香港上海匯豐 |
-140 |
0 |
140 |
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8840 |
玉山 |
159 |
278 |
119 |
8450 |
康和 |
-113 |
91 |
204 |
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9600 |
富邦 |
136 |
1046 |
910 |
7000 |
兆豐 |
-66 |
121 |
187 |
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5920 |
元富 |
126 |
199 |
73 |
5260 |
美好 |
-15 |
15 |
30 |
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20250701 |
台股上漲297點收22,553點 台積電上漲25元收1,085元 |
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20250701 |
新台幣強升逾7角!外資爆買台股471億元 三大法人買超515億元 |
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20250630 |
外資6月買超926億元 最愛竟是這檔金融股、台積電也獲關愛 |
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20250630 |
三大法人賣超45億元、6月續買872億元 元大金爆量拉尾迎除息 |
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20250630 |
台積電尾盤爆量下殺!拖累台股下跌324點收22,256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 |
-11.2 |
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10日籌碼集中度 |
8.2 |
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單日買賣超 |
-2203 |
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5日籌碼集中度 |
15.8 |
優 |
20日籌碼集中度 |
6.7 |
優 |
累計買賣超 |
73783 |
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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 |
290014 |
借券餘額 |
342425 |
千張大戶戶數 |
548 |
大戶比例 |
81.81 |
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更新日期: |
2025/7/3 19:46 |
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