2937 |
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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2937 集雅社 |
實收資本額 |
396 (百萬) |
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市 場
別 |
OTC |
上 櫃 日 期 |
2017/06/08 |
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發 言
人 |
何政鋒 |
電 話 |
07-7273128 |
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地 址 |
高雄市苓雅區中正一路265號1樓 |
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產 業
別 |
電子下游-資訊通路 |
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主要產品 |
各種電器製品、視聽音響組合、保養維修與其器材買賣業務、進出口貿易業務、代理國內外廠商之報價投標及經銷業務、醫療器材批發、文教育樂用品、電器、攝影器材零售業 |
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2025/5/2 股價 |
44.00 |
法人買賣超合計(近一日) |
買超 0 張 |
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2025/5/2
漲跌 |
0.80
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法人買賣超合計(近一週) |
買超
12 張 |
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2025/5/2
漲跌幅 |
1.85
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法人買賣超合計(近一月) |
賣超 -1 張 |
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券 資 比 |
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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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2023/06/16 |
1.28 |
1.15 |
2021/10/04 |
2023/07/21 |
2.91% |
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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 |
2025/06/19 |
2.00 |
1.00 |
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2025/04/17 |
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6.82% |
0.02% |
4.55% |
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2023 |
2024/06/18 |
2.00 |
0.00 |
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2024/07/29 |
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4.55% |
0% |
4.55% |
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2022 |
2023/06/16 |
1.28 |
0.00 |
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2023/07/21 |
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2.91% |
0% |
2.91% |
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2021 |
2022/06/15 |
2.25 |
0.00 |
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2022/07/28 |
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5.1% |
0% |
5.1% |
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機構估稅後EPS |
3.54 |
K(9) |
55.26 |
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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) |
25.95 |
D(9) |
41.21 |
評分表 |
(短線) |
(中長線) |
(安全性) |
(成長性) |
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預估本益比 |
12.43 |
周K(9) |
53.35 |
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1.6 |
0.8 |
1.6 |
1.2 |
1.5 |
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股價淨值比 |
1.70 |
周D(9) |
58.08 |
綜合評分: |
6.7 |
建議: |
列入追踪 |
目標價: |
50.6 |
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月線乖離率 |
1.44 |
季線乖離率 |
5.88 |
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2025/4/2 |
2025/4/11 |
2025/4/18 |
2025/4/25 |
2025/5/2 |
20*PE |
70.97 |
3*PB |
77.65 |
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股價 |
45.35 |
49.00 |
44.15 |
43.00 |
44.00 |
15*PE |
53.23 |
2*PB |
51.76 |
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成交量(千股) |
58 |
264 |
94 |
20 |
56 |
10*PE |
35.48 |
1*PB |
25.88 |
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資餘 |
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5*PE |
17.74 |
0.5*PB |
12.94 |
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券餘 |
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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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1,575,684
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996,534
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1,050,116
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1,020,270
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1,307,411
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834,712
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1,001,943
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營業成本(千) |
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1,206,414
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775,184
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806,618
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781,111
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993,970
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640,158
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763,611
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營業毛利(千) |
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369,270
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221,350
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243,498
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239,159
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313,441
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194,554
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238,332
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營業費用(千) |
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263,710
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191,185
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206,982
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214,913
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246,548
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182,457
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207,627
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營業利益(千) |
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105,560
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30,165
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36,516
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24,246
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66,893
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12,097
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30,705
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營業外收入及支出(千) |
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-3,307 |
-978 |
-202 |
115
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485
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1,029
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168
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稅前純益(千) |
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102,253
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29,187
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36,314
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24,361
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67,378
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13,126
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30,873
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所得稅(千) |
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20,520
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5,773
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7,907
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4,932
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13,887
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2,750
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11,535
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稅後純益(千) |
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81,733
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23,414
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28,407
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19,429
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53,491
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10,376
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19,338
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其他綜合損益(千) |
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綜合損益(千) |
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84,985
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23,414
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28,407
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19,429
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53,670
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10,376
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19,338
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原始每股稅前盈餘(元) |
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2.58
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0.74
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0.92
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0.62
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1.70
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0.33
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0.81
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原始每股稅後盈餘(元) |
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2.06
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0.59
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0.72
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0.49
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1.35
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0.26
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0.51
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毛利率(%) |
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23.44
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22.21
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23.19
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23.44
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23.97
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23.31
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23.79
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營業利益率(%) |
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6.70
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3.03
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3.48
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2.38
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5.12
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1.45
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3.06
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稅後純益率(%) |
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5.19
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2.35
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2.71
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1.90
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4.09
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1.24
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1.93
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稅後權益報酬率(%) |
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8.30
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2.52
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3.14
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2.11
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5.79
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1.19
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2.33
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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 |
350,190 |
1,171,965 |
1.88
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30.26
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14.87
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1,171,965
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14.87 |
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202502 |
343,737 |
821,775 |
-28.09 |
7.17
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9.36
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1,388,112
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16.05 |
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202501 |
478,038 |
478,038 |
-15.59 |
11.00
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11.00
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1,584,722
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19.59 |
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202412 |
566,337 |
4,642,604 |
4.81
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27.35
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14.25
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4.85
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創歷史新高 |
1,575,684
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20.52 |
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202411 |
540,347 |
4,076,267 |
15.21
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20.14
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12.64
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創歷史新高 |
1,327,100
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19.16 |
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202410 |
469,000 |
3,535,920 |
47.60
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13.58
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11.57
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創歷史新高 |
1,125,887
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17.11 |
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202409 |
317,753 |
3,066,920 |
-6.30 |
26.60
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11.27
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2.27
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996,534
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19.39 |
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202408 |
339,134 |
2,749,167 |
-0.15 |
14.01
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9.73
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987,719
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11.33 |
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202407 |
339,647 |
2,410,033 |
9.94
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18.65
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9.16
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1,045,101
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6.07 |
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202406 |
308,938 |
2,070,386 |
-22.09 |
1.80
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7.74
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1.53
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1,050,116
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4.81 |
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202405 |
396,516 |
1,761,448 |
15.04
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0.24
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8.86
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1,010,019
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2.08 |
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202404 |
344,662 |
1,364,932 |
28.20
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13.78
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11.65
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934,248
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5.85 |
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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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8840 |
玉山 |
7 |
8 |
1 |
9800 |
元大 |
-4 |
1 |
5 |
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8560 |
新光 |
2 |
2 |
0 |
9100 |
群益金鼎 |
-2 |
0 |
2 |
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9600 |
富邦 |
1 |
2 |
1 |
1030 |
土銀 |
-1 |
1 |
2 |
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9200 |
凱基 |
0 |
0 |
0 |
8580 |
聯邦商銀 |
-1 |
0 |
1 |
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9300 |
華南永昌 |
0 |
0 |
0 |
5920 |
元富 |
-1 |
0 |
1 |
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9A00 |
永豐金 |
0 |
0 |
0 |
8150 |
台新 |
-1 |
2 |
3 |
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8880 |
國泰 |
0 |
0 |
0 |
8450 |
康和 |
0 |
0 |
0 |
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8450 |
康和 |
0 |
0 |
0 |
5260 |
美好 |
0 |
0 |
0 |
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5260 |
美好 |
0 |
0 |
0 |
8880 |
國泰 |
0 |
0 |
0 |
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5920 |
元富 |
-1 |
0 |
1 |
9200 |
凱基 |
0 |
0 |
0 |
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20250411 |
台股周跌8.31% 光電奪漲幅王、10大權值這檔最抗跌 |
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20250410 |
集雅社營收/第1季年增近15% 節能補助續添動能 |
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20250311 |
集雅社營運再創新猷 2024年46.43億元、獨家機種加高階帶動 |
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20250311 |
集雅社3.86元 獲利創高 |
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20241210 |
集雅社營收/11月5.4億元、年月雙增 提前採購發威 |
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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 |
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10日籌碼集中度 |
2.6 |
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單日買賣超 |
0 |
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5日籌碼集中度 |
3.3 |
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20日籌碼集中度 |
13.7 |
優 |
累計買賣超 |
24 |
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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 |
0 |
借券餘額 |
0 |
千張大戶戶數 |
12 |
大戶比例 |
72.42 |
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更新日期: |
2025/5/2 17:39 |
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