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49.26%、透過損益按公允價值衡量之金融資產及負債淨收益48.83%、手續費及佣金淨收益19.2%、採用覆蓋法重分類之損益3.17%、保險業務淨收益1.65%(金融控股公司業) |
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2025/6/24 股價 |
28.35 |
法人買賣超合計(近一日) |
買超 4988.832 張 |
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2025/6/24
漲跌 |
0.25
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法人買賣超合計(近一週) |
買超
40070.61 張 |
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2025/6/24
漲跌幅 |
0.89
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法人買賣超合計(近一月) |
買超
98067.71 張 |
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券 資 比 |
0.63
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外資連6賣 |
投信連6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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2024/06/21 |
0.80 |
0.30 |
2023/08/11 |
2023/08/11 |
2.82% |
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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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4.23% |
0.01% |
3.35% |
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2023 |
2024/06/21 |
0.85 |
0.30 |
2024/08/08 |
2024/08/08 |
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4.06% |
0.01% |
3% |
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2022 |
2023/06/16 |
0.80 |
0.30 |
2023/08/11 |
2023/08/11 |
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3.88% |
0.01% |
2.82% |
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2021 |
2022/06/17 |
1.00 |
0.20 |
2022/08/04 |
2022/08/04 |
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4.23% |
0.01% |
3.53% |
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機構估稅後EPS |
1.77 |
K(9) |
69.83 |
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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) |
19.70 |
D(9) |
79.64 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
16.02 |
周K(9) |
88.08 |
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0 |
0 |
0 |
0 |
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股價淨值比 |
1.44 |
周D(9) |
78.35 |
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 |
2.37 |
季線乖離率 |
6.88 |
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2025/5/29 |
2025/6/6 |
2025/6/13 |
2025/6/20 |
2025/6/24 |
20*PE |
35.44 |
3*PB |
59.06 |
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股價 |
27.05 |
27.50 |
27.95 |
28.45 |
28.35 |
15*PE |
26.58 |
2*PB |
39.38 |
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成交量(千股) |
361,842 |
408,886 |
107,880 |
254,068 |
86,538 |
10*PE |
17.72 |
1*PB |
19.69 |
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資餘 |
3,781 |
3,802 |
3,596 |
3,482 |
3,467 |
5*PE |
8.86 |
0.5*PB |
9.84 |
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券餘 |
12 |
26 |
28 |
27 |
22 |
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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) |
39,683,229
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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) |
22,579,944
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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) |
17,103,285
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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) |
8,216,899
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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) |
8,886,386
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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) |
8,886,386
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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) |
1,680,615
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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) |
7,205,771
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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) |
1,523,921
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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) |
8,729,692
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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) |
0.63
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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) |
0.51
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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(%) |
43.10
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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(%) |
22.39
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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(%) |
18.16
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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(%) |
2.65
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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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202505 |
5,755,804 |
29,673,377 |
1.88 |
1.39 |
-0.82 |
1.00 |
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17,200,760
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-2.75 |
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202504 |
5,649,624 |
23,917,573 |
-2.51 |
2.30 |
-1.34 |
0.83 |
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17,801,221
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1.15 |
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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 |
13.74
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1.96 |
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 |
-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 |
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 |
-4.14 |
6.39 |
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 |
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 |
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 |
26.11
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5.90 |
1.65 |
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 |
3.23 |
1.44 |
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 |
-3.74 |
2.55 |
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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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 |
27544 |
28225 |
681 |
8440 |
摩根大通 |
-9944 |
2265 |
12209 |
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9200 |
凱基 |
1393 |
2910 |
1517 |
1650 |
新加坡商瑞銀 |
-5393 |
1530 |
6923 |
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1360 |
港商麥格理 |
1111 |
1245 |
134 |
1480 |
美商高盛 |
-4953 |
1095 |
6048 |
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1590 |
花旗環球 |
882 |
1079 |
197 |
1470 |
台灣摩根士丹利 |
-3172 |
663 |
3835 |
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1110 |
台灣企銀 |
740 |
745 |
5 |
1440 |
美林 |
-1651 |
627 |
2278 |
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9A00 |
永豐金 |
410 |
619 |
209 |
1560 |
港商野村 |
-1492 |
0 |
1492 |
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1570 |
港商法國興業 |
110 |
110 |
0 |
9800 |
元大 |
-1332 |
392 |
1724 |
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8900 |
法銀巴黎 |
48 |
48 |
0 |
5380 |
第一金 |
-699 |
22 |
721 |
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1030 |
土銀 |
41 |
66 |
25 |
7790 |
國票 |
-620 |
20 |
640 |
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8560 |
新光 |
12 |
52 |
40 |
7000 |
兆豐 |
-561 |
108 |
669 |
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20250623 |
外資操作金融股兩樣情 上周凱基金賣超最多、換補貨這檔 |
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20250623 |
第一金證四度獲永續投資獎 |
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20250617 |
高息ETF金絲雀選股指路 00713成分股15進15出 |
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20250613 |
外資本周轉買超!大買航空股、這些金融股還是最愛 |
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20250609 |
外資上周大賣這2檔壽險型金融股 為什麼卻是投信的最愛? |
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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 |
8.4 |
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10日籌碼集中度 |
20.6 |
優 |
單日買賣超 |
3635 |
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5日籌碼集中度 |
15.2 |
優 |
20日籌碼集中度 |
9.6 |
優 |
累計買賣超 |
96509 |
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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 |
28653 |
借券餘額 |
281400 |
千張大戶戶數 |
674 |
大戶比例 |
64.88 |
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更新日期: |
2025/6/24 19:47 |
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