2904 |
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 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2904 匯僑 |
實收資本額 |
778 (百萬) |
|
|
|
|
|
|
|
|
|
市 場
別 |
TSE |
上 市 日 期 |
1983/01/05 |
|
|
|
|
|
|
|
|
|
發 言
人 |
梁世詮 |
電 話 |
27174347 |
|
|
|
|
|
|
|
|
|
地 址 |
台北市民生東路三段一三一號五樓 |
|
|
|
|
|
|
|
|
|
產 業
別 |
傳產-航運 |
|
|
|
|
|
|
|
|
|
主要產品 |
港埠石化品之裝卸及儲轉業務、進出口貿易業務及其有關之國內外買賣業務 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/5/2 股價 |
18.10 |
法人買賣超合計(近一日) |
買超 2.003 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌 |
0.10
|
法人買賣超合計(近一週) |
買超
0.85 張 |
|
|
|
|
|
|
|
|
|
2025/5/2
漲跌幅 |
0.56
|
法人買賣超合計(近一月) |
賣超 -42 張 |
|
|
|
|
|
|
|
|
|
券 資 比 |
0.00
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
|
|
|
2024/06/21 |
0.60 |
0.15 |
2008/07/24 |
2024/07/11 |
3.31% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
2024 |
2025/06/10 |
1.00 |
0.00 |
|
|
|
5.52% |
0% |
5.52% |
|
|
|
|
2023 |
2024/06/21 |
0.60 |
0.00 |
|
2024/07/11 |
|
3.31% |
0% |
3.31% |
|
|
|
|
2022 |
2023/06/13 |
0.65 |
0.00 |
|
2023/07/06 |
|
3.59% |
0% |
3.59% |
|
|
|
|
2021 |
2022/06/23 |
0.80 |
0.00 |
|
2022/07/20 |
|
4.42% |
0% |
4.42% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
機構估稅後EPS |
1.16 |
K(9) |
68.18 |
|
技術面 |
技術面 |
基本面 |
基本面 |
籌碼面 |
|
|
|
|
淨值(元) |
16.51 |
D(9) |
70.25 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
|
|
|
|
預估本益比 |
15.60 |
周K(9) |
56.91 |
|
1.2 |
1.2 |
1.2 |
0.4 |
1.5 |
|
|
|
|
股價淨值比 |
1.10 |
周D(9) |
58.62 |
綜合評分: |
5.5 |
建議: |
列入追踪 |
目標價: |
19.58 |
|
|
|
|
月線乖離率 |
2.32 |
季線乖離率 |
0.18 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
23.21 |
3*PB |
49.36 |
|
|
|
|
股價 |
18.50 |
17.45 |
17.75 |
18.10 |
18.10 |
15*PE |
17.40 |
2*PB |
32.91 |
|
|
|
|
成交量(千股) |
72 |
799 |
102 |
128 |
74 |
10*PE |
11.60 |
1*PB |
16.45 |
|
|
|
|
資餘 |
29 |
26 |
27 |
26 |
25 |
5*PE |
5.80 |
0.5*PB |
8.23 |
|
|
|
|
券餘 |
0 |
0 |
0 |
0 |
0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
季IFRS財報(損益單季) |
202501 |
202404 |
202403 |
202402 |
202401 |
202304 |
202303 |
202302 |
|
|
|
|
營業收入淨額(千) |
|
125,299
|
124,814
|
127,543
|
114,377
|
103,731
|
107,961
|
108,053
|
|
|
|
|
營業成本(千) |
|
78,078
|
78,278
|
80,341
|
75,213
|
80,537
|
78,272
|
77,909
|
|
|
|
|
營業毛利(千) |
|
47,221
|
46,536
|
47,202
|
39,164
|
23,194
|
29,689
|
30,144
|
|
|
|
|
營業費用(千) |
|
17,802
|
16,345
|
16,719
|
16,422
|
15,564
|
15,213
|
15,896
|
|
|
|
|
營業利益(千) |
|
29,419
|
30,191
|
30,483
|
22,742
|
7,630
|
14,476
|
14,248
|
|
|
|
|
營業外收入及支出(千) |
|
13,383
|
-3,675 |
3,538
|
8,101
|
-5,124 |
2,836
|
13,882
|
|
|
|
|
稅前純益(千) |
|
42,802
|
26,516
|
34,021
|
30,843
|
2,506
|
17,312
|
28,130
|
|
|
|
|
所得稅(千) |
|
9,095
|
4,938
|
7,879
|
5,124
|
821
|
2,421
|
5,617
|
|
|
|
|
稅後純益(千) |
|
33,707
|
21,578
|
26,142
|
25,719
|
1,685
|
14,891
|
22,513
|
|
|
|
|
其他綜合損益(千) |
|
5,573
|
-6,862 |
3,895
|
10,454
|
-11,947 |
8,661
|
5,305
|
|
|
|
|
綜合損益(千) |
|
39,280
|
14,716
|
30,037
|
36,173
|
-10,262 |
23,552
|
27,818
|
|
|
|
|
原始每股稅前盈餘(元) |
|
0.55
|
0.34
|
0.44
|
0.40
|
0.03
|
0.22
|
0.36
|
|
|
|
|
原始每股稅後盈餘(元) |
|
0.43
|
0.28
|
0.34
|
0.33
|
0.02
|
0.19
|
0.29
|
|
|
|
|
毛利率(%) |
|
37.69
|
37.28
|
37.01
|
34.24
|
22.36
|
27.50
|
27.90
|
|
|
|
|
營業利益率(%) |
|
23.48
|
24.19
|
23.90
|
19.88
|
7.36
|
13.41
|
13.19
|
|
|
|
|
稅後純益率(%) |
|
26.90
|
17.29
|
20.50
|
22.49
|
1.62
|
13.79
|
20.84
|
|
|
|
|
稅後權益報酬率(%) |
|
2.66
|
1.74
|
2.15
|
2.13
|
0.14
|
1.24
|
1.88
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
202504 |
0 |
0 |
0.00
|
0.00
|
0.00
|
|
|
0 |
0 |
|
|
|
|
202503 |
40,408 |
121,469 |
-2.82 |
0.41
|
6.20
|
|
|
121,469
|
6.2 |
|
|
|
|
202502 |
41,580 |
81,061 |
5.32
|
0.60
|
9.35
|
|
|
124,932
|
18.13 |
|
|
|
|
202501 |
39,481 |
39,481 |
-10.01 |
20.37
|
20.37
|
|
創近一年新低 |
122,916
|
21.63 |
|
|
|
|
202412 |
43,871 |
492,033 |
10.89
|
38.73
|
11.44
|
1.72
|
|
125,300
|
20.79 |
|
|
|
|
202411 |
39,564 |
448,161 |
-5.50 |
7.99
|
9.34
|
|
|
124,897
|
13.03 |
|
|
|
|
202410 |
41,865 |
408,597 |
-3.69 |
18.03
|
9.47
|
|
|
126,661
|
17.55 |
|
|
|
|
202409 |
43,468 |
366,734 |
5.18
|
13.21
|
8.57
|
1.17
|
|
124,813
|
15.61 |
|
|
|
|
202408 |
41,328 |
323,264 |
3.28
|
21.98
|
7.97
|
|
|
123,798
|
16.12 |
|
|
|
|
202407 |
40,017 |
281,936 |
-5.74 |
12.14
|
6.19
|
|
|
127,398
|
16.37 |
|
|
|
|
202406 |
42,453 |
241,920 |
-5.51 |
14.60
|
5.26
|
0.83
|
|
127,543
|
18.04 |
|
|
|
|
202405 |
44,928 |
199,466 |
11.87
|
22.26
|
3.47
|
|
創近一年新高 |
125,333
|
16.4 |
|
|
|
|
202404 |
40,162 |
154,538 |
-0.20 |
17.22
|
-0.96 |
|
|
121,739
|
7.06 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
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 |
|
|
|
|
9200 |
凱基 |
5 |
5 |
0 |
5920 |
元富 |
-9 |
0 |
9 |
|
|
|
|
9100 |
群益金鼎 |
2 |
2 |
0 |
5320 |
高橋 |
-5 |
1 |
6 |
|
|
|
|
5850 |
統一 |
2 |
2 |
0 |
9300 |
華南永昌 |
-2 |
0 |
2 |
|
|
|
|
5260 |
美好 |
1 |
1 |
0 |
6460 |
大昌 |
0 |
0 |
0 |
|
|
|
|
8880 |
國泰 |
1 |
9 |
8 |
7000 |
兆豐 |
0 |
0 |
0 |
|
|
|
|
7790 |
國票 |
1 |
1 |
0 |
9A00 |
永豐金 |
0 |
0 |
0 |
|
|
|
|
6010 |
奔亞證券 |
1 |
1 |
0 |
8450 |
康和 |
0 |
0 |
0 |
|
|
|
|
6160 |
中國信託 |
1 |
1 |
0 |
8560 |
新光 |
0 |
2 |
2 |
|
|
|
|
9600 |
富邦 |
1 |
1 |
0 |
8880 |
國泰 |
1 |
9 |
8 |
|
|
|
|
9800 |
元大 |
1 |
3 |
2 |
7790 |
國票 |
1 |
1 |
0 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
20241119 |
匯僑設計 今年營收上攻 |
|
|
|
|
20240808 |
半年報犀利 第2季獲利增四倍 這檔居家生活股跳空漲停鎖死 |
|
|
|
|
20240711 |
匯僑設計除息首日盤中填息近五成 上半年營收年增四成 |
|
|
|
|
20231109 |
財報效應 匯僑設計、億豐領軍居家生活類股大漲 |
|
|
|
|
20230828 |
匯僑設計 迎裝修旺季 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股TOP15買賣超券商籌碼統計(20日) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1日籌碼集中度 |
0 |
|
10日籌碼集中度 |
-5 |
|
單日買賣超 |
0 |
|
|
|
5日籌碼集中度 |
-4.2 |
|
20日籌碼集中度 |
-13.6 |
|
累計買賣超 |
-195 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
個股借券統計(20日) |
千張大戶統計(20週) |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
單日借賣張數 |
77 |
借券餘額 |
90 |
千張大戶戶數 |
4 |
大戶比例 |
50.17 |
|
|
|
|
|
|
|
|
|
|
|
|
更新日期: |
2025/5/2 19:44 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|