2884 |
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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2884 玉山金 |
實收資本額 |
159958 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2002/01/28 |
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發 言
人 |
林俊佑 |
電 話 |
(02)2175-1313 |
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地 址 |
台北市松山區民生東路3段117號14樓及115號1樓 |
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產 業
別 |
金融-金控 |
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主要產品 |
利息淨收益42.18%、手續費及佣金淨損益31.47%、透過損益按公允價值衡量之金融資產及負債損益22.33%、透過其他綜合損益按公允價值衡量之金融資產已實現損益4.71%、其他利息以外淨損益0.41%(金融控股公司業) |
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2025/5/2 股價 |
28.00 |
法人買賣超合計(近一日) |
賣超 -4918.964 張 |
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2025/5/2
漲跌 |
-0.30
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法人買賣超合計(近一週) |
買超
3115.26 張 |
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2025/5/2
漲跌幅 |
-1.06
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法人買賣超合計(近一月) |
賣超 -22308.56 張 |
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券 資 比 |
4.63
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投信連3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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2024/06/14 |
0.19 |
0.38 |
2023/07/27 |
2023/07/27 |
0.68% |
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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 |
1.20 |
0.10 |
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4.64% |
0% |
4.29% |
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2023 |
2024/06/14 |
1.20 |
0.20 |
2024/07/26 |
2024/07/26 |
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5% |
0.01% |
4.29% |
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2022 |
2023/06/09 |
0.19 |
0.38 |
2023/07/27 |
2023/07/27 |
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2.03% |
0.01% |
0.68% |
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2021 |
2022/06/17 |
0.67 |
0.67 |
2022/07/28 |
2022/07/28 |
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4.8% |
0.02% |
2.39% |
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機構估稅後EPS |
1.74 |
K(9) |
72 |
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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) |
15.83 |
D(9) |
64.49 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
16.09 |
周K(9) |
54.49 |
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0 |
0 |
0 |
0 |
0 |
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股價淨值比 |
1.77 |
周D(9) |
61.81 |
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 |
1.53 |
季線乖離率 |
-2.59 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
34.78 |
3*PB |
47.46 |
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股價 |
29.30 |
27.60 |
27.65 |
27.55 |
28.00 |
15*PE |
26.09 |
2*PB |
31.64 |
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成交量(千股) |
80,033 |
278,923 |
100,104 |
65,223 |
90,246 |
10*PE |
17.39 |
1*PB |
15.82 |
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資餘 |
2,890 |
3,972 |
3,275 |
3,119 |
2,788 |
5*PE |
8.70 |
0.5*PB |
7.91 |
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券餘 |
87 |
23 |
51 |
35 |
129 |
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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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34,531,857
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39,904,724
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35,134,203
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32,791,832
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33,525,052
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31,219,744
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28,995,122
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營業成本(千) |
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17,805,363
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19,104,387
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17,778,132
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15,676,745
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16,703,205
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14,909,717
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13,915,303
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營業毛利(千) |
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16,726,494
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20,800,337
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17,356,071
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17,115,087
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16,821,847
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16,310,027
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15,079,819
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營業費用(千) |
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9,852,567
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10,935,516
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9,570,810
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9,379,757
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9,916,070
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9,953,847
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9,365,537
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營業利益(千) |
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6,873,927
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9,864,821
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7,785,261
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7,735,330
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6,905,777
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6,356,180
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5,714,282
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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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6,873,927
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9,864,821
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7,785,261
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7,735,330
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6,905,777
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6,356,180
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5,714,282
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所得稅(千) |
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1,636,000
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1,664,851
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1,328,701
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1,481,063
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1,050,016
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1,014,043
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1,210,999
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稅後純益(千) |
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5,237,927
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8,199,970
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6,456,560
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6,254,267
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5,855,761
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5,342,137
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4,503,283
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其他綜合損益(千) |
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698,099
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2,604,007
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3,467,604
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2,476,143
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1,873,050
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639,072
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-259,574 |
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綜合損益(千) |
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5,936,026
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10,803,977
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9,924,164
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8,730,410
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7,728,811
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5,981,209
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4,243,709
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原始每股稅前盈餘(元) |
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0.43
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0.62
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0.50
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0.49
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0.44
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0.41
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0.38
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原始每股稅後盈餘(元) |
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0.33
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0.51
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0.41
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0.40
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0.37
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0.34
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0.30
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毛利率(%) |
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48.44
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52.12
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49.40
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52.19
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50.18
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52.24
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52.01
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營業利益率(%) |
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19.91
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24.72
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22.16
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23.59
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20.60
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20.36
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19.71
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稅後純益率(%) |
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15.17
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20.55
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18.38
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19.07
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17.47
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17.11
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15.53
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稅後權益報酬率(%) |
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2.09
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3.39
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2.68
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2.59
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2.52
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2.37
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2.11
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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 |
7,660,359 |
21,430,992 |
6.53
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23.50
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22.57
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0.67
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21,430,992
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22.57 |
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202502 |
7,190,893 |
13,770,633 |
9.29
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56.33
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22.06
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0.44
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20,531,190
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19.34 |
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202501 |
6,579,740 |
6,579,740 |
-2.67 |
-1.53 |
-1.53 |
0.23
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18,861,051
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-0.97 |
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202412 |
6,760,557 |
76,129,986 |
22.46
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14.15
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14.17
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2.02
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17,537,952
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-5.15 |
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202411 |
5,520,754 |
69,369,429 |
5.02
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-14.28 |
14.17
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1.86
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17,641,058
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-2.12 |
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202410 |
5,256,641 |
63,848,675 |
-23.41 |
-14.20 |
17.55
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1.72
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19,841,928
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13.99 |
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202409 |
6,863,663 |
58,592,034 |
-11.11 |
25.80
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21.58
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1.59
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22,461,447
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33.08 |
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202408 |
7,721,624 |
51,728,371 |
-1.96 |
32.59
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21.05
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1.40
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21,652,175
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30.14 |
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202407 |
7,876,160 |
44,006,747 |
30.09
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40.70
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19.22
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1.17
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創歷史新高 |
20,800,724
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32.81 |
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202406 |
6,054,391 |
36,130,587 |
-11.87 |
16.07
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15.39
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0.97
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18,645,603
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20.24 |
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202405 |
6,870,173 |
30,076,196 |
20.09
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41.72
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15.25
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0.81
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創歷史新高 |
18,794,081
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15.94 |
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202404 |
5,721,039 |
23,206,023 |
-7.77 |
5.10
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9.21
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0.62
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16,523,768
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10.33 |
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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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1650 |
新加坡商瑞銀 |
5498 |
6579 |
1081 |
1480 |
美商高盛 |
-2377 |
249 |
2626 |
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8440 |
摩根大通 |
853 |
1350 |
497 |
8960 |
香港上海匯豐 |
-2000 |
0 |
2000 |
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1590 |
花旗環球 |
697 |
697 |
0 |
1380 |
台灣匯立 |
-1685 |
194 |
1879 |
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8880 |
國泰 |
533 |
810 |
277 |
1440 |
美林 |
-1476 |
492 |
1968 |
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8840 |
玉山 |
478 |
1015 |
537 |
1470 |
台灣摩根士丹利 |
-1086 |
121 |
1207 |
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9800 |
元大 |
383 |
2909 |
2526 |
7000 |
兆豐 |
-414 |
125 |
539 |
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9200 |
凱基 |
329 |
597 |
268 |
5380 |
第一金 |
-361 |
236 |
597 |
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9100 |
群益金鼎 |
262 |
516 |
254 |
5850 |
統一 |
-357 |
132 |
489 |
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5920 |
元富 |
225 |
426 |
201 |
1560 |
港商野村 |
-346 |
0 |
346 |
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8150 |
台新 |
203 |
310 |
107 |
8900 |
法銀巴黎 |
-192 |
0 |
192 |
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20250410 |
台股大漲1,600點 我該搶反彈還是先逃命? |
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20250410 |
台積電鎖漲停 小資族瘋搶、零股買單高掛逾660萬股 |
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20250410 |
台股站回萬九大關!上漲1,608點收19,000點 台積電收漲停863元 |
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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 |
台股下挫772點收18,459點 台積電下跌32元收816元 |
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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 |
-11.7 |
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10日籌碼集中度 |
11.1 |
優 |
單日買賣超 |
-2269 |
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5日籌碼集中度 |
15.1 |
優 |
20日籌碼集中度 |
0.4 |
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累計買賣超 |
-2442 |
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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 |
19812 |
借券餘額 |
292297 |
千張大戶戶數 |
899 |
大戶比例 |
64.67 |
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更新日期: |
2025/5/2 19:44 |
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