2887 |
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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2887 台新金 |
實收資本額 |
140761 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2002/02/18 |
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發 言
人 |
林維俊 |
電 話 |
02-23268888 |
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地 址 |
台北市大安區仁愛路4段118號12、13、15、16、21、22及23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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2025/5/2 股價 |
16.45 |
法人買賣超合計(近一日) |
賣超 -20091.065 張 |
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2025/5/2
漲跌 |
-0.25
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法人買賣超合計(近一週) |
買超
20471.1 張 |
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2025/5/2
漲跌幅 |
-1.50
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法人買賣超合計(近一月) |
賣超 -68478.56 張 |
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券 資 比 |
91.87
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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 |
0.51 |
0.42 |
2023/07/26 |
2023/07/26 |
3.10% |
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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 |
2025/06/23 |
0.90 |
0.00 |
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5.47% |
0% |
5.47% |
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2023 |
2024/06/14 |
0.60 |
0.40 |
2024/08/06 |
2024/08/06 |
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6.08% |
0.02% |
3.65% |
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2022 |
2023/06/16 |
0.51 |
0.42 |
2023/07/26 |
2023/07/26 |
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5.65% |
0.03% |
3.1% |
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2021 |
2022/06/17 |
0.61 |
0.50 |
2022/08/24 |
2022/08/24 |
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6.69% |
0.03% |
3.68% |
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機構估稅後EPS |
1.40 |
K(9) |
85.73 |
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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) |
16.26 |
D(9) |
80.3 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
11.75 |
周K(9) |
51.23 |
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0 |
0 |
0 |
0 |
0 |
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股價淨值比 |
1.01 |
周D(9) |
47.44 |
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 |
3.87 |
季線乖離率 |
-2.87 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
27.88 |
3*PB |
48.86 |
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股價 |
17.30 |
15.35 |
15.70 |
16.15 |
16.45 |
15*PE |
20.91 |
2*PB |
32.57 |
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成交量(千股) |
145,162 |
514,809 |
162,163 |
145,614 |
151,429 |
10*PE |
13.94 |
1*PB |
16.29 |
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資餘 |
16,695 |
18,406 |
17,431 |
21,433 |
22,015 |
5*PE |
6.97 |
0.5*PB |
8.14 |
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券餘 |
3,444 |
3,201 |
0 |
15,227 |
20,225 |
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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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33,517,608
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36,845,882
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34,646,155
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33,605,649
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28,643,548
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28,021,152
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28,409,969
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營業成本(千) |
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19,759,870
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20,073,413
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19,207,649
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18,975,227
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17,099,465
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15,437,199
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15,619,524
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營業毛利(千) |
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13,757,738
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16,772,469
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15,438,506
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14,630,422
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11,544,083
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12,583,953
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12,790,445
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營業費用(千) |
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9,855,926
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9,472,826
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9,049,051
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8,565,207
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8,676,078
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8,391,965
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8,082,449
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營業利益(千) |
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3,901,812
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7,299,643
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6,389,455
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6,065,215
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2,868,005
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4,191,988
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4,707,996
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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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3,901,812
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7,299,643
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6,389,455
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6,065,215
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2,868,005
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4,191,988
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4,707,996
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所得稅(千) |
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497,000
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1,216,162
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824,597
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1,053,366
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367,816
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972,987
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887,726
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稅後純益(千) |
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3,404,812
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6,083,481
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5,564,858
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5,011,849
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2,500,189
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3,219,001
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3,820,270
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其他綜合損益(千) |
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-304,927 |
-332,998 |
2,419,383
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5,973
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4,425,466
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-2,237,724 |
1,895,831
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綜合損益(千) |
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3,099,885
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5,750,483
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7,984,241
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5,017,822
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6,925,655
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981,277
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5,716,101
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原始每股稅前盈餘(元) |
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0.28
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0.52
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0.47
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0.45
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0.21
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0.31
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0.36
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原始每股稅後盈餘(元) |
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0.24
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0.43
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0.41
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0.37
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0.18
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0.24
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0.29
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毛利率(%) |
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41.05
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45.52
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44.56
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43.54
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40.30
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44.91
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45.02
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營業利益率(%) |
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11.64
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19.81
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18.44
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18.05
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10.01
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14.96
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16.57
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稅後純益率(%) |
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10.16
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16.51
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16.06
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14.91
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8.73
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11.49
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13.45
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稅後權益報酬率(%) |
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1.50
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2.73
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2.52
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2.29
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1.17
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1.54
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1.82
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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 |
7,712,323 |
24,865,058 |
-9.56 |
20.11
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16.11
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0.41
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24,865,058
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16.11 |
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202502 |
8,527,816 |
17,152,735 |
-1.13 |
26.69
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14.40
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0.31
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23,910,127
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17.73 |
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202501 |
8,624,919 |
8,624,919 |
27.64
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4.38
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4.38
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0.14
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22,530,431
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14.04 |
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202412 |
6,757,392 |
86,770,690 |
-5.47 |
27.15
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23.89
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1.68
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20,480,634
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22.29 |
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202411 |
7,148,120 |
80,013,298 |
8.71
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15.68
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23.62
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1.62
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20,833,695
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40.31 |
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202410 |
6,575,122 |
72,865,178 |
-7.53 |
25.13
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24.46
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1.51
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22,510,600
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49.39 |
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202409 |
7,110,453 |
66,290,056 |
-19.43 |
108.24
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24.39
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1.40
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23,480,565
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42.64 |
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202408 |
8,825,025 |
59,179,603 |
16.96
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37.91
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18.65
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1.28
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創歷史新高 |
24,369,752
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25.79 |
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202407 |
7,545,087 |
50,354,578 |
-5.68 |
13.51
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15.81
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1.05
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22,289,197
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17.19 |
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202406 |
7,999,640 |
42,809,491 |
18.61
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26.45
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16.23
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0.88
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21,394,533
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22.12 |
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202405 |
6,744,470 |
34,809,851 |
1.41
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11.57
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14.11
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0.69
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19,815,715
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12.45 |
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202404 |
6,650,423 |
28,065,381 |
3.58
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29.20
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14.74
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0.58
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19,802,505
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10.67 |
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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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9300 |
華南永昌 |
6471 |
7280 |
809 |
8440 |
摩根大通 |
-10489 |
358 |
10847 |
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5850 |
統一 |
2322 |
2676 |
354 |
1470 |
台灣摩根士丹利 |
-7085 |
1110 |
8195 |
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9800 |
元大 |
1659 |
5341 |
3682 |
9100 |
群益金鼎 |
-2253 |
3863 |
6116 |
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7000 |
兆豐 |
1571 |
1934 |
363 |
9200 |
凱基 |
-1227 |
2642 |
3869 |
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9600 |
富邦 |
1557 |
2069 |
512 |
1650 |
新加坡商瑞銀 |
-954 |
2042 |
2996 |
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8880 |
國泰 |
1474 |
1678 |
204 |
8960 |
香港上海匯豐 |
-853 |
0 |
853 |
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1440 |
美林 |
1095 |
1480 |
385 |
1480 |
美商高盛 |
-676 |
1441 |
2117 |
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1590 |
花旗環球 |
1019 |
1022 |
3 |
1560 |
港商野村 |
-233 |
0 |
233 |
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9A00 |
永豐金 |
824 |
1484 |
660 |
8450 |
康和 |
-111 |
415 |
526 |
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5920 |
元富 |
735 |
1460 |
725 |
7750 |
北城 |
-1 |
2 |
3 |
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20250502 |
外資387億掃貨!AI 股強勢吸金 這檔金融股奪5萬張 |
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20250430 |
台股4月跌460點 10大飆股「安」字當道 |
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20250430 |
三大法人賣超99.95億元 4月再砍1,292億元…自營商最狠 |
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20250428 |
外資上周買最多竟是這檔金融股 超過台積電和中信金 |
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20250425 |
外資本周買超275億元 買超最多竟是它、台積電則居第二名 |
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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 |
-27 |
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10日籌碼集中度 |
1.8 |
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單日買賣超 |
-12482 |
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5日籌碼集中度 |
4.1 |
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20日籌碼集中度 |
-10.8 |
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累計買賣超 |
-110264 |
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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 |
1111993 |
借券餘額 |
1365190 |
千張大戶戶數 |
775 |
大戶比例 |
58.49 |
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更新日期: |
2025/5/2 19:44 |
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