| 2890 |
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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| 2890 永豐金 |
實收資本額 |
126959 (百萬) |
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| 市 場
別 |
TSE |
上 市 日 期 |
2002/05/09 |
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| 發 言
人 |
許如玫 |
電 話 |
(02)8161-8935 |
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| 地 址 |
台北市中山區八德路2段306號3樓、5至13樓及308號6樓之1、6樓之2 |
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| 產 業
別 |
金融-金控 |
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| 主要產品 |
利息淨收益55.8%、手續費及佣金淨收益34.02%、透過損益按公允價值衡量之金融資產及負債損益15.67%、其他利息以外淨損益1.75%、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1.44%(本公司得投資下列事業：銀行業、票券金融業、信用卡業、信託業、、保險業、證券業、期貨業、創業投資事業、經主管機關核准投資之外、國金融機構、其他經主管機關認定與金融業相關之事業、) |
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| 2025/5/2 股價 |
21.60 |
法人買賣超合計(近一日) |
買超 5295.282 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
18372.85 張 |
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| 2025/5/2
漲跌幅 |
1.41
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法人買賣超合計(近一月) |
買超
61548.53 張 |
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| 券 資 比 |
1.61
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外資連5買 |
投信連8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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| 2024/06/07 |
0.60 |
0.20 |
2023/08/09 |
2023/08/09 |
2.78% |
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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 |
2025/05/29 |
0.91 |
0.34 |
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5.79% |
0.02% |
4.21% |
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| 2023 |
2024/06/07 |
0.75 |
0.25 |
2024/08/22 |
2024/08/22 |
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4.63% |
0.01% |
3.47% |
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| 2022 |
2023/05/24 |
0.60 |
0.20 |
2023/08/09 |
2023/08/09 |
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3.7% |
0.01% |
2.78% |
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| 2021 |
2022/05/27 |
0.80 |
0.10 |
2022/08/10 |
2022/08/10 |
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4.17% |
0% |
3.7% |
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| 機構估稅後EPS |
1.76 |
K(9) |
80.49 |
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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) |
16.19 |
D(9) |
66.51 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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| 預估本益比 |
12.27 |
周K(9) |
48.28 |
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0 |
0 |
0 |
0 |
0 |
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| 股價淨值比 |
1.33 |
周D(9) |
39.51 |
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 |
3.67 |
季線乖離率 |
-1.67 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
35.12 |
3*PB |
48.72 |
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| 股價 |
22.55 |
20.75 |
20.95 |
20.75 |
21.60 |
15*PE |
26.34 |
2*PB |
32.48 |
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| 成交量(千股) |
78,543 |
303,679 |
117,022 |
108,258 |
86,968 |
10*PE |
17.56 |
1*PB |
16.24 |
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| 資餘 |
6,038 |
5,591 |
6,130 |
5,710 |
5,594 |
5*PE |
8.78 |
0.5*PB |
8.12 |
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| 券餘 |
7 |
111 |
1,221 |
262 |
90 |
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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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29,173,579
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32,003,700
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30,814,747
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30,598,764
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26,869,781
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27,639,506
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26,072,387
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| 營業成本(千) |
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16,563,330
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16,123,046
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15,590,159
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14,461,753
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14,940,462
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13,629,890
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12,800,843
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| 營業毛利(千) |
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12,610,249
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15,880,654
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15,224,588
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16,137,011
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11,929,319
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14,009,616
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13,271,544
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| 營業費用(千) |
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7,907,467
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8,442,685
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8,227,565
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7,980,219
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7,100,671
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7,488,854
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7,075,702
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| 營業利益(千) |
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4,702,782
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7,437,969
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6,997,023
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8,156,792
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4,828,648
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6,520,762
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6,195,842
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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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4,702,782
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7,437,969
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6,997,023
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8,156,792
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4,828,648
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6,520,762
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6,195,842
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| 所得稅(千) |
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922,480
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1,174,661
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1,722,767
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1,245,679
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776,003
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908,521
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844,895
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| 稅後純益(千) |
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3,780,302
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6,263,308
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5,274,256
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6,911,113
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4,052,645
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5,612,241
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5,350,947
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| 其他綜合損益(千) |
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-2,070,396 |
3,477,804
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771,890
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1,921,045
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6,059,969
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-423,248 |
1,202,526
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| 綜合損益(千) |
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1,709,906
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9,741,112
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6,046,146
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8,832,158
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10,112,614
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5,188,993
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6,553,473
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| 原始每股稅前盈餘(元) |
|
0.37
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0.59
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0.57
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0.66
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0.39
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0.53
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0.51
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| 原始每股稅後盈餘(元) |
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0.30
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0.49
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0.43
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0.56
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0.33
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0.45
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0.44
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| 毛利率(%) |
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43.22
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49.62
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49.41
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52.74
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44.40
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50.69
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50.90
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| 營業利益率(%) |
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16.12
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23.24
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22.71
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26.66
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17.97
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23.59
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23.76
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| 稅後純益率(%) |
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12.96
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19.57
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17.12
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22.59
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15.08
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20.31
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20.52
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| 稅後權益報酬率(%) |
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1.85
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3.15
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2.70
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3.59
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2.21
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3.20
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3.09
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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 |
5,549,268 |
18,692,725 |
-10.43 |
-7.99 |
11.85
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0.68
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18,692,725
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11.85 |
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| 202502 |
6,195,777 |
13,143,457 |
-10.82 |
32.91
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23.06
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0.50
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17,976,227
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19.89 |
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| 202501 |
6,947,680 |
6,947,680 |
43.76
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15.43
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15.43
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0.28
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創歷史新高 |
16,224,683
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7.4 |
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| 202412 |
4,832,770 |
64,435,149 |
8.74
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12.06
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19.54
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2.15
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14,389,007
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12.22 |
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| 202411 |
4,444,233 |
59,602,379 |
-13.06 |
-6.93 |
20.19
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2.05
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14,870,365
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15.83 |
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| 202410 |
5,112,004 |
55,158,146 |
-3.80 |
36.87
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23.08
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1.95
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15,925,600
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23.5 |
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| 202409 |
5,314,128 |
50,046,142 |
-3.37 |
22.79
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21.82
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1.78
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17,143,955
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17.71 |
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| 202408 |
5,499,468 |
44,732,014 |
-13.13 |
13.80
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21.71
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1.61
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17,904,206
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14.97 |
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| 202407 |
6,330,359 |
39,232,546 |
4.21
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17.14
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22.91
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1.42
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創近一年新高 |
17,606,752
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17.86 |
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| 202406 |
6,074,379 |
32,902,187 |
16.77
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13.83
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24.08
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1.19
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創近一年新高 |
16,190,125
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17.98 |
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| 202405 |
5,202,014 |
26,827,808 |
5.87
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23.89
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26.66
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0.97
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16,146,934
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24.77 |
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| 202404 |
4,913,732 |
21,625,794 |
-18.53 |
17.34
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27.35
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0.79
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15,606,678
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22.68 |
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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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| 1440 |
美林 |
2407 |
2619 |
212 |
9200 |
凱基 |
-4319 |
2623 |
6942 |
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| 1470 |
台灣摩根士丹利 |
1476 |
1484 |
8 |
1560 |
港商野村 |
-1361 |
0 |
1361 |
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| 1480 |
美商高盛 |
1299 |
2314 |
1015 |
1650 |
新加坡商瑞銀 |
-929 |
1480 |
2409 |
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| 1590 |
花旗環球 |
800 |
1191 |
391 |
9800 |
元大 |
-814 |
1491 |
2305 |
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| 1570 |
港商法國興業 |
574 |
617 |
43 |
1360 |
港商麥格理 |
-400 |
0 |
400 |
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| 7000 |
兆豐 |
504 |
702 |
198 |
9A00 |
永豐金 |
-321 |
813 |
1134 |
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| 6210 |
新百王 |
350 |
351 |
1 |
6160 |
中國信託 |
-223 |
84 |
307 |
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| 5920 |
元富 |
284 |
541 |
257 |
9300 |
華南永昌 |
-175 |
160 |
335 |
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| 1380 |
台灣匯立 |
281 |
308 |
27 |
8560 |
新光 |
-101 |
134 |
235 |
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| 8880 |
國泰 |
215 |
465 |
250 |
1230 |
彰銀 |
-94 |
2 |
96 |
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| 20250422 |
加配股票族群 前景可期 |
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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 |
台積電跌勢縮小、台股半小時成交逾2千億元 多空交戰爆巨量波動大 |
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| 20250408 |
永豐金併京城銀員工安置計畫協商完成 待京城銀行員投票 |
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| 20250407 |
波若威違約交割2,106萬元 上櫃公司今年第二起 |
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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 |
0.8 |
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10日籌碼集中度 |
-11.6 |
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單日買賣超 |
162 |
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| 5日籌碼集中度 |
-4.9 |
|
20日籌碼集中度 |
-13.2 |
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累計買賣超 |
-88638 |
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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 |
157289 |
借券餘額 |
274582 |
千張大戶戶數 |
687 |
大戶比例 |
74.9 |
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更新日期： |
2025/5/2 19:44 |
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