2892 |
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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2892 第一金 |
實收資本額 |
140287 (百萬) |
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市 場
別 |
TSE |
上 市 日 期 |
2003/01/02 |
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發 言
人 |
李淑玲 |
電 話 |
23111111 |
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地 址 |
台北市重慶南路一段30號 |
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產 業
別 |
金融-金控 |
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主要產品 |
利息淨收益44.91%、手續費及佣金淨收益20.24%、透過損益按公允價值衡量之金融資產及負債淨收益9.77%、兌換淨收益9.49%、保險業務淨收益6.47%(金融控股公司業) |
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2025/5/2 股價 |
25.25 |
法人買賣超合計(近一日) |
賣超 -6690.311 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) |
賣超 -8744.81 張 |
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2025/5/2
漲跌幅 |
-0.59
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法人買賣超合計(近一月) |
賣超 -71371.35 張 |
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券 資 比 |
0.02
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投信連4賣 |
自營連2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 |
0.80 |
0.30 |
2023/08/11 |
2023/08/11 |
3.17% |
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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 |
2025/06/20 |
0.95 |
0.25 |
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4.75% |
0.01% |
3.76% |
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2023 |
2024/06/21 |
0.85 |
0.30 |
2024/08/08 |
2024/08/08 |
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4.55% |
0.01% |
3.37% |
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2022 |
2023/06/16 |
0.80 |
0.30 |
2023/08/11 |
2023/08/11 |
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4.36% |
0.01% |
3.17% |
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2021 |
2022/06/17 |
1.00 |
0.20 |
2022/08/04 |
2022/08/04 |
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4.75% |
0.01% |
3.96% |
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機構估稅後EPS |
1.71 |
K(9) |
64.61 |
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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) |
19.10 |
D(9) |
49.44 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
14.77 |
周K(9) |
24.49 |
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0 |
0 |
0 |
0 |
0 |
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股價淨值比 |
1.32 |
周D(9) |
30.84 |
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 |
季線乖離率 |
-5.93 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
34.12 |
3*PB |
57.39 |
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股價 |
27.10 |
25.80 |
25.05 |
24.95 |
25.25 |
15*PE |
25.59 |
2*PB |
38.26 |
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成交量(千股) |
61,539 |
246,900 |
137,275 |
105,922 |
83,710 |
10*PE |
17.06 |
1*PB |
19.13 |
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資餘 |
4,333 |
4,628 |
5,561 |
5,949 |
6,004 |
5*PE |
8.53 |
0.5*PB |
9.56 |
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券餘 |
12 |
23 |
480 |
1 |
1 |
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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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38,633,402
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42,052,948
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38,735,082
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38,891,874
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35,048,709
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35,263,343
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35,032,954
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營業成本(千) |
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24,294,563
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25,438,626
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22,046,594
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22,790,991
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22,571,968
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20,011,795
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19,592,085
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營業毛利(千) |
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14,338,839
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16,614,322
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16,688,488
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16,100,883
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12,476,741
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15,251,548
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15,440,869
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營業費用(千) |
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8,462,387
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8,084,810
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8,282,739
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7,674,887
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8,039,464
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7,708,430
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7,459,107
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營業利益(千) |
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5,876,452
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8,529,512
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8,405,749
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8,425,996
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4,437,277
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7,543,118
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7,981,762
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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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5,876,452
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8,529,512
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8,405,749
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8,425,996
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4,437,277
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7,543,118
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7,981,762
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所得稅(千) |
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1,325,163
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1,450,163
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1,691,890
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1,411,043
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1,002,933
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1,674,923
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1,453,718
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稅後純益(千) |
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4,551,289
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7,079,349
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6,713,859
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7,014,953
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3,434,344
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5,868,195
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6,528,044
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其他綜合損益(千) |
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-1,825,382 |
3,744,332
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-155,867 |
3,896,071
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3,000,963
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683,064
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3,036,588
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綜合損益(千) |
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2,725,907
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10,823,681
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6,557,992
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10,911,024
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6,435,307
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6,551,259
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9,564,632
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原始每股稅前盈餘(元) |
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0.42
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0.61
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0.62
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0.62
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0.33
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0.55
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0.60
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原始每股稅後盈餘(元) |
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0.32
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0.50
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0.49
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0.52
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0.25
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0.43
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0.49
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毛利率(%) |
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37.12
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39.51
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43.08
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41.40
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35.60
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43.25
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44.08
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營業利益率(%) |
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15.21
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20.28
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21.70
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21.67
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12.66
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21.39
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22.78
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稅後純益率(%) |
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11.78
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16.83
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17.33
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18.04
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9.80
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16.64
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18.63
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稅後權益報酬率(%) |
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1.71
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2.73
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2.61
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2.76
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1.40
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2.46
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2.77
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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 |
5,795,332 |
18,267,949 |
-8.82 |
-10.67 |
-2.42 |
0.63
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18,267,949
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-2.42 |
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202502 |
6,356,265 |
12,472,617 |
3.92
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13.74
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1.96
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0.44
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18,533,046
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6.53 |
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202501 |
6,116,352 |
6,116,352 |
0.92
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-7.95 |
-7.95 |
0.22
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17,549,132
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0.79 |
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202412 |
6,060,429 |
72,094,534 |
12.81
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17.38
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7.23
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2.23
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16,731,995
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7.86 |
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202411 |
5,372,351 |
66,034,105 |
1.38
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-4.14 |
6.39
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2.11
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16,250,444
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7.93 |
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202410 |
5,299,215 |
60,661,753 |
-5.01 |
11.68
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7.44
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1.97
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17,790,421
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19.13 |
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202409 |
5,578,878 |
55,362,538 |
-19.29 |
18.51
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7.05
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1.81
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19,319,855
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16.57 |
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202408 |
6,912,328 |
49,783,661 |
1.23
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26.11
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5.90
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1.65
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創近一年新高 |
19,863,716
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8.98 |
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202407 |
6,828,649 |
42,871,333 |
11.53
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6.95
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3.23
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1.44
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創近一年新高 |
18,628,170
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2.02 |
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202406 |
6,122,739 |
36,042,683 |
7.86
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-3.74 |
2.55
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1.20
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17,321,956
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-0.51 |
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202405 |
5,676,782 |
29,919,945 |
2.79
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2.94
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3.94
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0.99
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17,686,831
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4.97 |
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202404 |
5,522,435 |
24,243,162 |
-14.88 |
-0.23 |
4.18
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0.79
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17,598,523
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2.7 |
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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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9600 |
富邦 |
2295 |
2740 |
445 |
1560 |
港商野村 |
-2559 |
0 |
2559 |
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9300 |
華南永昌 |
1111 |
1235 |
124 |
9200 |
凱基 |
-2408 |
1515 |
3923 |
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1650 |
新加坡商瑞銀 |
717 |
903 |
186 |
1360 |
港商麥格理 |
-2000 |
0 |
2000 |
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6110 |
台中銀 |
636 |
637 |
1 |
1480 |
美商高盛 |
-1348 |
474 |
1822 |
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8150 |
台新 |
630 |
673 |
43 |
1380 |
台灣匯立 |
-1249 |
980 |
2229 |
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9A00 |
永豐金 |
541 |
879 |
338 |
1470 |
台灣摩根士丹利 |
-1128 |
270 |
1398 |
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1590 |
花旗環球 |
531 |
531 |
0 |
6210 |
新百王 |
-290 |
10 |
300 |
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8440 |
摩根大通 |
499 |
848 |
349 |
5380 |
第一金 |
-171 |
804 |
975 |
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8840 |
玉山 |
465 |
550 |
85 |
6460 |
大昌 |
-74 |
30 |
104 |
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9100 |
群益金鼎 |
451 |
577 |
126 |
8890 |
大和國泰 |
-38 |
0 |
38 |
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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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20250422 |
黃詣庭 將掌第一金投顧 |
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20250419 |
台股本周震盪走疲 國安基金買超十強出列 |
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20250410 |
融資餘額減437億史上最大 有助蓄積反彈動能 |
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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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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 |
-38.5 |
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10日籌碼集中度 |
-33.7 |
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單日買賣超 |
-7880 |
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5日籌碼集中度 |
-23.9 |
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20日籌碼集中度 |
-20.9 |
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累計買賣超 |
-149505 |
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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 |
76582 |
借券餘額 |
151806 |
千張大戶戶數 |
681 |
大戶比例 |
64.01 |
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更新日期: |
2025/5/2 19:44 |
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